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Old 02-03-23, 01:09 PM
  #136  
AJT123
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Originally Posted by SW17LS
Nobody is saying that mainstream car companies will be all EV in 12 years...thats my point. You're arguing against something that doesn't exist.
Mini, Volvo, GMC, Buick, and Chevy all say they're done with ICE in 2035. Those are mainstream companies. Volvo may be pushing it a bit.

GM's fine print is 2035 "Unless the market demands otherwise.." I'd say the chances of that are high.
Old 02-03-23, 01:20 PM
  #137  
SW17LS
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Originally Posted by AJT123
Mini, Volvo, GMC, Buick, and Chevy all say they're done with ICE in 2035. Those are mainstream companies. Volvo may be pushing it a bit.

GM's fine print is 2035 "Unless the market demands otherwise.." I'd say the chances of that are high.
Mini and Volvo are not mainstream car companies, Mini is a small volume niche carmaker and Volvo is certainly a luxury marque. Buick is a premium carmaker. GMC and Chevy, they just invested in that new V8 so that makes no sense.

But, 13 years is a long time...13 years ago there was no Tesla...no superchargers...imagine what the infrastructure will be like 13 years from now.

Last edited by SW17LS; 02-03-23 at 01:25 PM.
Old 02-03-23, 01:27 PM
  #138  
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Originally Posted by SW17LS
Mini and Volvo are not mainstream car companies, Mini is a small volume niche carmaker and Volvo is certainly a luxury marque. Buick is a premium carmaker. GMC and Chevy, they just invested in that new V8 so that makes no sense.
Minis are everywhere. All of GM is mainstream except Caddy. It's not me not making sense, it's GM. Their virtue signal is sorta falling apart. V8s will be powering GM trucks for the vasssst foreseeable future.
Old 02-03-23, 01:58 PM
  #139  
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Said it before and I'll say it again, requirements imposed by a state governer/administration that don't take effect until well after that governor and state administration will be out of office are directional, aspirational and basically noise. Chances are the market (particularly here in California) will be driving to majority EV adoption by then anyway, but we're only a change of administration and/or a ballot measure away from everything changing in any direction. You sometimes have to tune out the noise.
Old 02-03-23, 02:09 PM
  #140  
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Originally Posted by AJT123
Minis are everywhere. All of GM is mainstream except Caddy. It's not me not making sense, it's GM. Their virtue signal is sorta falling apart. V8s will be powering GM trucks for the vasssst foreseeable future.
All you have to do is look up Minis sales figures to see they are a niche carmaker. Mini could go EV no problem.

13 years is a long time. You say the infrastructure can't be there in 13 years, but if you look at what we have now vs what we had 13 years ago, I absolutely believe the infrastructure can be there in 13 years. In 13 years we went from an EV having 70 miles of range to mid 300s being normal and 500 being possible, we went from no ability to charge one anywhere to chargers all over the place and being able to charge from 10-80% in 20-30 minutes. Progress is moving so quickly here, and that speed of progress will just continue.

Look at this charging map and understand that 13 years ago there were NO chargers:




Also remember that the iPhone is only 16 years old.
Old 02-03-23, 02:18 PM
  #141  
AMIRZA786
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Originally Posted by SW17LS
All you have to do is look up Minis sales figures to see they are a niche carmaker. Mini could go EV no problem.

13 years is a long time. You say the infrastructure can't be there in 13 years, but if you look at what we have now vs what we had 13 years ago, I absolutely believe the infrastructure can be there in 13 years. In 13 years we went from an EV having 70 miles of range to mid 300s being normal and 500 being possible, we went from no ability to charge one anywhere to chargers all over the place and being able to charge from 10-80% in 20-30 minutes. Progress is moving so quickly here, and that speed of progress will just continue.

Look at this charging map and understand that 13 years ago there were NO chargers:




Also remember that the iPhone is only 16 years old.
Well technically there were chargers 13 years ago, but you could count them on your fingers. And there was no way they would give you a charge in 30 minutes! You get my gist
Old 02-03-23, 02:19 PM
  #142  
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Originally Posted by AMIRZA786
Well technically there were chargers 13 years ago, but you could count them on your fingers. And there was no way they would give you a charge in 30 minutes! You get my gist
There were dramatically fewer chargers than whats on that map lol
Old 02-03-23, 02:20 PM
  #143  
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Originally Posted by SW17LS
There were dramatically fewer chargers than whats on that map lol
I know. I was being an a-hole
Old 02-03-23, 02:25 PM
  #144  
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Originally Posted by AMIRZA786
I know. I was being an a-hole
I noticed lol

And the speed of implementation and rollout is accelerating, and the more EVs on the road the more demand there is, the more profitable chargers will be, and more will be built. You'll have competitors and quality will improve because Electrify America will compete with ChargePoint who will compete with traditional fuel stations...do you really not believe that map will be dramatically fuller in 13 more years @AJT123 ?
Old 02-03-23, 02:28 PM
  #145  
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Originally Posted by AMIRZA786
I'm talking about the market as a whole, ICE, BEV and PHEV. 18 percent were EV sales, 126.9 percent increase from 2020
an increase is not the same as marketshare of sales. i do not believe EV is anywhere close to majority of sales in california. prove me wrong.

disclaimer: just to be clear, that's not a criticism of ev's and i'm not saying ev's won't be the majority in a few years.
Old 02-03-23, 02:31 PM
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This is just Tesla's network...




The growth curve of their rollout, note "0" is less than 13 years ago:




Aside from the growth of other charging companies, Mercedes is planning on building 2,700 charging stations...thats more than Tesla has...
Old 02-03-23, 02:31 PM
  #147  
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back to cybertruck... i really hope tesla does in fact bring something that isn't just 'different' and selling on novelty, but is genuinely better in some ways than the big 3 truck dynasty we've had forever.
i hope the length of time it's taking to get on the market is due to innovation and not just manufacturing bottlenecks with soaring demand for 3/Y.
Old 02-03-23, 02:32 PM
  #148  
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Originally Posted by bitkahuna
an increase is not the same as marketshare of sales. i do not believe EV is anywhere close to majority of sales in california. prove me wrong.

disclaimer: just to be clear, that's not a criticism of ev's and i'm not saying ev's won't be the majority in a few years.
About 20% of the new cars sold in CA are EVs. Not a majority, but a surprisingly high number.
Old 02-03-23, 02:35 PM
  #149  
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From PWC about charger growth:

https://www.pwc.com/us/en/industries...et-growth.html

The drill down...we have about 4 Million charge points in the US today. The forecast is we will have 30 Million by 2030.

As for the Cybertruck, innovation, I don't know...
Old 02-03-23, 02:57 PM
  #150  
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Originally Posted by bitkahuna
an increase is not the same as marketshare of sales. i do not believe EV is anywhere close to majority of sales in california. prove me wrong.

disclaimer: just to be clear, that's not a criticism of ev's and i'm not saying ev's won't be the majority in a few years.
I totally get that, I'm not saying they are the majority of sales, 18 percent is nowhere near a majority, so let me clear that up. Tesla's YoY growth is 40 percent, this year the Model Y outsold (in California) both Camry and Accord. That's extremely significant and I'm sure it's worrying automakers. EV's still have a long way to go to get relevant share, but at the demand level and current trend, it's projected that they will be 30 percent of the market by 2030

Last edited by AMIRZA786; 02-03-23 at 03:02 PM.


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