cygnus
Well-known member
- Joined
- Oct 31, 2018
- Messages
- 580
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I'm not saying STLA and the other automakers aren't going to try and make EVs a success - they clearly believe in that EVs are future, and are (supposedly) spending billions to make this happen.
I am absolutely certain that EVs are the future in Europe. There is a political and economic mandate to make that happen. That is the collective societal decision that has been made. I am less convinced this same mandate will happen in China and the US, beyond window dressing and hollow statements/non-binding targets. I'll believe EVs are the future when I see an EV Ram 1500 or range extended Wagoneer/PHEV WL74 on the road selling more than 5000 units a year, and are actually built profitably. I'll believe it when EVs comprise more than 10% of STLA's US sales volume and actually contribute to STLA's bottom line.
I doubt EV > 10% marketshare will for STLA (in the US) before 2030, due to the current chip issues and the fact that an order of magnitude more chips are needed, per vehicle, to build an EV. An order of magnitude more chips per vehicle is a lot.
In the meantime, EVs in Europe will become increasingly unaffordable. @Bili has referenced this as well.
I am absolutely certain that EVs are the future in Europe. There is a political and economic mandate to make that happen. That is the collective societal decision that has been made. I am less convinced this same mandate will happen in China and the US, beyond window dressing and hollow statements/non-binding targets. I'll believe EVs are the future when I see an EV Ram 1500 or range extended Wagoneer/PHEV WL74 on the road selling more than 5000 units a year, and are actually built profitably. I'll believe it when EVs comprise more than 10% of STLA's US sales volume and actually contribute to STLA's bottom line.
I doubt EV > 10% marketshare will for STLA (in the US) before 2030, due to the current chip issues and the fact that an order of magnitude more chips are needed, per vehicle, to build an EV. An order of magnitude more chips per vehicle is a lot.
In the meantime, EVs in Europe will become increasingly unaffordable. @Bili has referenced this as well.
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