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Pretty sure that Tesla battery health can be easily measured using the software in the car itself, somewhere on some menu. This is one of the many reasons that I don’t like them, it’s like an iPhone on wheels. My phone is a necessity but I can still drive an old analog car and it works just fine. Better than a Tesla, if I’m driving 1000 miles. :)
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I have never seen a history for number of rapid charges, but it probably exists. Tracking 'events' is pretty factual, but I do not entirely trust Tesla to tell me the real battery health, that can easily be manipulated. |
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"The share of pure electric and plug-in vehicles in the Italian market, 8.6% in 2022 (9.3% in 2021), is comparable to Spain (9.6%), but far from France (21.6%), the UK (22.8%) and Germany (31.4%)". Assuming these are a percentage of total sales.
"So far, the increased market share for electric vehicles means California is moving toward hitting its goals: Electric vehicles in California made up 25% of the new car market last year, up from nearly 19% in 2022. " |
Plug in is a hybrid right? So it’s augmented IC. Those shouldn’t count.
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Numbers in Ireland actually look pretty strong. A total of 22,789 new electric cars were registered in 2023, an increase on the 15,678 registrations seen in 2022 (+45.4%) and 3,444 in 2019 (+561.7%). Market share for 2023 seen Petrol account for 30.07%, Diesel 22.16%, Electric 18.70%, Hybrid 18.54% and Plug-In Hybrid 8.28%."
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Random thoughts:
1) We spent three weeks running around Germany around the holidays. The absence of electric cars was notable. Not many on the roads and many, many empty chargers. Conversely, we thought there were a lot more of the small SUV category on the roads. 2) My working theory is that Cybertruck is an R&D program. Part of the tech knowledge was for Tesla. The production knowledge on the stainless steel is for SpaceX. Remember, Musk says design is easy, but volume production is hard. 3) Tesla is becoming more about AI and self-driving technology than the manner of propulsion. 4) Musk is solely focused on Mars and making humanity multi-planetary. Everything else is secondary. Tesla is helping to fund other things for Musk. Musk isn't thinking about how to become more wealthy. 5) At some point, EV growth will have an infrastructure problem. That will be a constraint. There isn't enough production and the grid isn't robust enough to accommodate a full EV switch. Manufacturers are backing off from full EV plans. |
^^^ point 5 is now
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I don't know why people would expect EVs to be real popular in Germany. It gets super cold there. Most of us tourists don't go there in the cold months. They have abolished or are fully phasing out nuclear power, and their electricity rates have skyrocketed as a result. And diesel has always been taxed less or subsidized there, making diesel cars very popular. BMW has some killer diesel models there we can't get here. Again, I've never heard anyone complain about gas prices in Germany. They're happy to pay those taxes because they get so much more for it than we do here.
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If EVs are charged overnight, I don’t see why the grid loads are an insurmountable problem in the near term. The ridiculous power demands of AI datacenters are a bigger issue. Longer term, the US electricity grid needs major expansion anyway.
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Wayne,
That is what you said, and I don't disagree. However, you said "converstaion" What was the other side of the conversation? Cheers |
Somebody forgot to tell the Swedes it was too cold for EVs I guess. " December saw plugin EVs take 63.1% share in Sweden, down YoY from the record 74.7% of December 2022, which was boosted by a pull forward ahead of January incentive cuts. BEV volumes in full year 2023 were up 17.9% compared to 2022, "
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And it turns out Norwegians were even less well informed. " Norway boasts the highest electric vehicle adoption rate in the world. Some 82% of new car sales were EVs in Norway in 2023, according to the Norwegian Road Federation "
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any concept that the "grid is not ready" is dumb for several reasons:
1. we build the grid to have the capability it has, because its "right sized." there would be no reason to build a bunch of spare power plants and leave them sitting there, doing nothing most of the time. so as the EV change over happens, we build the capacity. just like we always have, for everything else. the notion we have to have a bunch of spare power plants laying around before we can switch to EVs is moronic at best. 2. most of the charging is slow, and at home, in off hours, when we have plenty of capacity. 90+% of all charges an EV will ever see, is in your garage. at night. while you are sleeping. I hate that the anti-EV crowd will jump on anything they think can be a counter point, no matter how ****ing dumb it is. and ignore you know, the actually pluses and minuses. for example, if EVs were the norm and ICE was just coming onto the scene, the discussion would be "why do do i have to go somewhere else, to refuel? why do we have to build all these places, that are dirty, smell bad, and stop all along the way, to refuel? why can't it just automatically refuel at home like my other car?" like the fact that you dont ever have to go to a gas station ever again is amazing. because again, 90% or more of your miles driven are going to be charged, at home, in your garage. at night. while you are sleeping. |
Why would there even be an "anti-EV crowd?"
The gubmint has frequently done things to encourage or discourage adoption and/or purchase of various products. Agreements and disagreements about these activities have existed for a long time. I am sure there are plenty of examples folks can easily recall. The age of electrification and algorithms is upon us. "The ridiculous power demands of AI datacenters are a bigger issue." I am not sure that I'd use the term "ridiculous," but as I have posted in these forums before, folks might want to think about the cart and horse when it comes to needed increases/improvements in both energy production and energy distribution. It could just be that AI is the key driver of needs, not EVs or hybrids or HVAC due to global warming. Making sure the US is "out front" in AI may be considered a matter of national security (including economic security). If so, then perhaps the needed increases/improvements in both energy production and energy distribution will be driven by the need for more data centers. If so, how can folks make money? Tesla is way out front... the money people and strategy people in all automakers and tier ones are 1 degree from me so they are 2 degrees from all of you. Same as energy sector. Not all of these people are dummies. At any rate, I am curious to hear feedback on that Toyota hydrogen car-- they are kind of giving them away. If you test drive one, I suggest "stomping on it" (while obeying traffic laws). Then same day go drive a Model 3 dual motor. The world is changing fast now. |
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No Shaun, there's a ton of money to be made in interfering with people's choices and preferences using special-interest groups and onerous legislation. FORCING people to comply.
SMH. rjp |
Kia is working on bringing its $32K EV to the US, as Tesla walks away from its $25K EV project.
Tesla dominates the higher priced EV market in the US and Europe, its room for growth there is limited. It apparently cannot or will not compete in the lower priced EV market. It is losing share in China and has difficult prospects in Asia/LatAm against Chinese competition. Its stock is very expensive and needs big growth and earnings to stay up. The opportunity to get that kind of growth and earnings from EV autos is dimming. Tesla seems to be betting on the robotaxi project. That won’t be launched in August as Tesla is promising - not that I have any special knowledge, but Tesla never meets its deadlines. Unclear to me when or if robotaxi will be launched. Tesla hasn’t achieved Full Self Driving after many years of effort. Waymo sort of has it, but in a very limited area. Tesla’s solar/battery business seems to be doing well, not sure how much investors care - that seems like a business without big barriers to entry. How patient will investors be? |
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