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

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.

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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.

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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.

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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 😉

Reply 1 Like

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.

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