Tavares Speaks About EV Strategy For U.S. Given Current Politics

In a recent discussion with the media, Stellantis CEO Carlos Tavares laid out the ambitious electric vehicle (EV) strategy for the company in North America this year. Emphasizing the need for agility and preparedness, Tavares acknowledged the potential impact of the upcoming U.S. Presidential election and European parliamentary elections on the course of EV adoption. … (read full article...)

 

[patfromigh]

Toyota, on the other hand, is being much more confrontational. Toyota has EV plans as well, but they are betting the future on winning a battle against the false narrative. Ford, GM and others are approaching bankruptcy chasing a fantasy. Challenge the narrative or go broke, each company must choose the arena to fight in.

The odd thing is, nowhere in the zero emissions mandates does it specify high charging speeds and massive battery packs for long driving ranges. There definitely is not a requirement for 0 to 60 under a certain amount of seconds.

Customers are willing to buy city cars and delivery vehicles which are electric. When there is a decent amount of reliable and cost efficient charging stations close to where people go, then maybe the public will change their mind.

 

[bill burke]

Seems Tavares has left some wiggle room in his statement for a change in course, thank goodness. Other major manufacturers read the writing on the wall and are moving to ICE quickly, in some instances to save their company from insolvency.
Very likely the US gets a change in leadership and returns to some sanity on these issues. I do not advocate abandoning the investments or technologies under development as there is a market for electrics, but mandates and unrealistic goals need to be abandoned as the consumer market has spoken clearly. As an old timer I have no interest in an electric vehicle and new products like the gorgeous Wagoneer S must at least offer a non-plug in hybrid to succeed clearly obvious, as should other brands and models in the developmental stages or things will get ugly for Stellantis quickly. Sly fox left the door open because he too has read the writing on the wall. Avenger is the first shoe to drop, more coming, lots more.

 

[cgseller]

Seems Tavares has left some wiggle room in his statement for a change in course, thank goodness. Other major manufacturers read the writing on the wall and are moving to ICE quickly, in some instances to save their company from insolvency.
Very likely the US gets a change in leadership and returns to some sanity on these issues. I do not advocate abandoning the investments or technologies under development as there is a market for electrics, but mandates and unrealistic goals need to be abandoned as the consumer market has spoken clearly. As an old timer I have no interest in an electric vehicle and new products like the gorgeous Wagoneer S must at least offer a non-plug in hybrid to succeed clearly obvious, as should other brands and models in the developmental stages or things will get ugly for Stellantis quickly. Sly fox left the door open because he too has read the writing on the wall. Avenger is the first shoe to drop, more coming, lots more.

Bill, can you link to the references to those who are battling insolvency, I seemed to have missed that somewhere.

 

[cgseller]

Toyota, on the other hand, is being much more confrontational. Toyota has EV plans as well, but they are betting the future on winning a battle against the false narrative. Ford, GM and others are approaching bankruptcy chasing a fantasy. Challenge the narrative or go broke, each company must choose the arena to fight in.

The odd thing is, nowhere in the zero emissions mandates does it specify high charging speeds and massive battery packs for long driving ranges. There definitely is not a requirement for 0 to 60 under a certain amount of seconds.

Customers are willing to buy city cars and delivery vehicles which are electric. When there is a decent amount of reliable and cost efficient charging stations close to where people go, then maybe the public will change their mind.

If BEVs were $25k then consumers would buy them and then charging providers would come in and fill the gap as they see profit or a market opportunity. The challenge is BEVs are $50k and if you look at that, all of the anxiety and issues with infrastructure are forefront. The electric grid is there, the port wars are almost over, and what is left is demand and unit supply questions. Demand is driven by price (econ101) and supply is driven by need (maybe econ102)

When Apple got rid of the Floppy drive, naysayers threw their arms up and people poo poo all over the place, but here we are, what is a floppy drive? The difference was the alternative, a USB floppy was not 2x as much and other alternatives were available ; also 3rd parties jumped on the accessory train because there were buyers of (relative) inexpensive iMacs that still had anxiety..

When it comes to vehicles, at some point it becomes a utility and your personal preferences about color, style, features go out the window and you just want to have something that turns on, you can safely use, and does not mean you have stressful conversations with your partner or banker

 

[AlexB]

Seems Tavares has left some wiggle room in his statement for a change in course, thank goodness. Other major manufacturers read the writing on the wall and are moving to ICE quickly, in some instances to save their company from insolvency.
Very likely the US gets a change in leadership and returns to some sanity on these issues. I do not advocate abandoning the investments or technologies under development as there is a market for electrics, but mandates and unrealistic goals need to be abandoned as the consumer market has spoken clearly. As an old timer I have no interest in an electric vehicle and new products like the gorgeous Wagoneer S must at least offer a non-plug in hybrid to succeed clearly obvious, as should other brands and models in the developmental stages or things will get ugly for Stellantis quickly. Sly fox left the door open because he too has read the writing on the wall. Avenger is the first shoe to drop, more coming, lots more.

Bill if put your glasses on while putting opinion/emotion down, Stellantis plan was never EV only in North America.

 

[bill burke]

Bill, can you link to the references to those who are battling insolvency, I seemed to have missed that somewhere.

GM, Ford, Toyota for starters. Think, if cynical question, you must have not read about the reversal of policy and the prediction of financial ruin from the shrinking electric market demand. Cynicism aside, light hearted I’m sure, the industry is adjusting or dumping the over the top electrification plans. How could you have missed these news stories that are everywhere? Check them out.

 

[MPE426HEMI]

Going all-in on EV’s is corporate suicide! Toyota knows what they are doing. They had those hybrid Prius cars for a long time now. You can’t fool them into wasting money on anything more.

 

[cgseller]

GM, Ford, Toyota for starters. Think, if cynical question, you must have not read about the reversal of policy and the prediction of financial ruin from the shrinking electric market demand. Cynicism aside, light hearted I’m sure, the industry is adjusting or dumping the over the top electrification plans. How could you have missed these news stories that are everywhere? Check them out.

The part I was hoping to link to was where you saw the insolvency. That was the part that I wanted to dig into more.

 

[MotorMaven]

If BEVs were $25k then consumers would buy them and then charging providers would come in and fill the gap as they see profit or a market opportunity. The challenge is BEVs are $50k and if you look at that, all of the anxiety and issues with infrastructure are forefront. The electric grid is there, the port wars are almost over, and what is left is demand and unit supply questions. Demand is driven by price (econ101) and supply is driven by need (maybe econ102)

When Apple got rid of the Floppy drive, naysayers threw their arms up and people poo poo all over the place, but here we are, what is a floppy drive? The difference was the alternative, a USB floppy was not 2x as much and other alternatives were available ; also 3rd parties jumped on the accessory train because there were buyers of (relative) inexpensive iMacs that still had anxiety..

When it comes to vehicles, at some point it becomes a utility and your personal preferences about color, style, features go out the window and you just want to have something that turns on, you can safely use, and does not mean you have stressful conversations with your partner or banker

A decently loaded Tesla Model 3 is $38K.

Chrysler Group won’t even sell you a sedan for less than $50k when the dealer “market adjustments,” “mandatory anti-theft devices,” and other such garbage is piled on.

I keep hearing about how expensive EVs are from people who are fans of automakers who sell 15 MPG V8 trucks that cost $80K. It doesn’t make sense.

 

[cgseller]

A decently loaded Tesla Model 3 is $38K.

Chrysler Group won’t even sell you a sedan for less than $50k when the dealer “market adjustments,” “mandatory anti-theft devices,” and other such garbage is piled on.

I keep hearing about how expensive EVs are from people who are fans of automakers who sell 15 MPG V8 trucks that cost $80K. It doesn’t make sense.

I have a feeling that the majority of active folks here lean toward ICE over BEV as BEV fans tend to visit other arenas/forums.

If BEVs were perfect, the solution would be obvious and we'd already be there. If ICE were perfect, we would be having this discussion.

 

[patfromigh]

A used Tesla Model 3 is now around $12,000. The price of entry is affordable, but the Insurance cost is a deal breaker. My advice is rent one before you even think about buying one. If you rent from Hurts rent-a-car they provide a car with a low state of charge and expect you to return it fully charged.

If BEVs were passable (let alone perfect), the government wouldn't be bribing people to buy them with our tax money, while blackmailing manufacturers to build the things. I might also add the CCP wouldn't have a troll pushing an agenda on this website if BEVs could sell on benefits alone.

 

[cgseller]

A used Tesla Model 3 is now around $12,000. The price of entry is affordable, but the Insurance cost is a deal breaker. My advice is rent one before you even think about buying one. If you rent from Hurts rent-a-car they provide a car with a low state of charge and expect you to return it fully charged.

If BEVs were passable (let alone perfect), the government wouldn't be bribing people to buy them with our tax money, while blackmailing manufacturers to build the things. I might also add the CCP wouldn't have a troll pushing an agenda on this website if BEVs could sell on benefits alone.

Let me know where that Model 3 is for $12k, I'll snatch it and flip it for profit.

 

[patfromigh]

Let me know where that Model 3 is for $12k, I'll snatch it and flip it for profit.

Find out where Hertz is dumping their Teslas.