Reisender
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To be clear, No state or provinces are banning gas or diesel vehicles. They are banning the sale of new vehicles with tail pipes by a certain date. The exception is Japan that may ban any vehicles with a tail pipe by 2035, or 5 years after their sale of new vehicles with tail pipe ban date. It is not law yet.
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Sjm9911
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https://www.google.com/amp/s/www.motortrend.com/news/tesla-model-y-ev-safety-quality-issues-problems/amp/
Quality control issues as they rush to build.
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Sjm9911
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Reisender wrote:Sjm9911 wrote:time2roll wrote:With the currently small number of EVs available I believe additional supply will by far cut in on gasoline/diesel vehicles sold, not Teslas.
For example if every GM dealer suddenly stocked 50/50 EV/gas vehicles the big drop is going to be gasoline.
If gm stocked 50/60 cars with electric, thats like 4 million electric cars. And they are gearing up for that with new rollouts etc. Every other auto maker will do the same as otber states put mandatory kill dates on combustion engines. Telsa would be well behind. And thats what im getting at, Tesla dosen't have the infastruture as is to compete. I see them merging or taking someone over in a year or two. They have the cash, but not the means. They need to buy or build more.
Presently no company has the battery capacity that Tesla has. Other companies can build as many electric cars as they want. But without the battery they are just a sled. I believe GM and ford combined have plans to produce under 350,000 cars by 2026. Or about 100,000 less than what Tesla produced in 2020. Tesla will be north of 2 million vehicles a year by 2025.
Just sayin. It’s going to be interesting to watch it all play out.
https://www.google.ca/amp/s/mobile.reuters.com/article/amp/idUSKBN21D1LT
Ill bet that number changes since 2 states have pledged to ban gas cars. That artical is from march of last year. The states decided to ban gas cars like 2 months after that. Big auto can ramp up prodution quicker as they have the infastruture to do so already in place. Right now, tesla dosen't. I can't speak forst had about the battery etc. But it does seem tesla has a better product, but if they cant build it fast enough , it might not matter.
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time2roll
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Sjm9911 wrote:time2roll wrote:With the currently small number of EVs available I believe additional supply will by far cut in on gasoline/diesel vehicles sold, not Teslas.
For example if every GM dealer suddenly stocked 50/50 EV/gas vehicles the big drop is going to be gasoline.
If gm stocked 50/60 cars with electric, thats like 4 million electric cars. And they are gearing up for that with new rollouts etc. Every other auto maker will do the same as otber states put mandatory kill dates on combustion engines. Telsa would be well behind. And thats what im getting at, Tesla dosen't have the infastruture as is to compete. I see them merging or taking someone over in a year or two. They have the cash, but not the means. They need to buy or build more. I would assume by the time GM is building 4 million EVs Tesla will be selling 6+ million EVs.
Yea something is going to bust.
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Reisender
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Sjm9911 wrote:time2roll wrote:With the currently small number of EVs available I believe additional supply will by far cut in on gasoline/diesel vehicles sold, not Teslas.
For example if every GM dealer suddenly stocked 50/50 EV/gas vehicles the big drop is going to be gasoline.
If gm stocked 50/60 cars with electric, thats like 4 million electric cars. And they are gearing up for that with new rollouts etc. Every other auto maker will do the same as otber states put mandatory kill dates on combustion engines. Telsa would be well behind. And thats what im getting at, Tesla dosen't have the infastruture as is to compete. I see them merging or taking someone over in a year or two. They have the cash, but not the means. They need to buy or build more.
Presently no company has the battery capacity that Tesla has. Other companies can build as many electric cars as they want. But without the battery they are just a sled. I believe GM and ford combined have plans to produce under 350,000 cars by 2026. Or about 100,000 less than what Tesla produced in 2020. Tesla will be north of 2 million vehicles a year by 2025.
Just sayin. It’s going to be interesting to watch it all play out.
https://www.google.ca/amp/s/mobile.reuters.com/article/amp/idUSKBN21D1LT
* This post was
edited 01/05/21 06:47pm by Reisender *
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Sjm9911
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time2roll wrote:With the currently small number of EVs available I believe additional supply will by far cut in on gasoline/diesel vehicles sold, not Teslas.
For example if every GM dealer suddenly stocked 50/50 EV/gas vehicles the big drop is going to be gasoline.
If gm stocked 50/60 cars with electric, thats like 4 million electric cars. And they are gearing up for that with new rollouts etc. Every other auto maker will do the same as otber states put mandatory kill dates on combustion engines. Telsa would be well behind. And thats what im getting at, Tesla dosen't have the infastruture as is to compete. I see them merging or taking someone over in a year or two. They have the cash, but not the means. They need to buy or build more.
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Reisender
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time2roll wrote:With the currently small number of EVs available I believe additional supply will by far cut in on gasoline/diesel vehicles sold, not Teslas.
For example if every GM dealer suddenly stocked 50/50 EV/gas vehicles the big drop is going to be gasoline.
I have been reading a few articles re gas price speculation. It’s kinda hard to follow and there are lots of opinions. Essentially the gas and diesel companies are losing about five thousand customers per day on a worldwide level. Essentially 5000 cars without gas tanks hitting the road every day. In the big scheme of things probably not that much. But in a couple years that will be 10,000...PER DAY...and so on and so on. At what point do gas and oil companies start to notice. Two years, five years. Do they start to drop their prices to slow the transition?
It’s going to be an interesting decade.
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time2roll
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With the currently small number of EVs available I believe additional supply will by far cut in on gasoline/diesel vehicles sold, not Teslas.
For example if every GM dealer suddenly stocked 50/50 EV/gas vehicles the big drop is going to be gasoline.
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Reisender
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Sjm9911 wrote:Thats true, but its not making cars yet. People are buying them now. So that will cut into future sales for tesla. If they are at there limit on manafatureing, someone else will step in to fill the void.
I read speculation that Tesla will probably jump from a half a million cars per year to 3/4 of a million by end of this year. And the following to 1 1/4 million. So capacity should come up fairly quick.
* This post was
edited 01/05/21 04:53pm by Reisender *
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Sjm9911
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Thats true, but its not making cars yet. People are buying them now. So that will cut into future sales for tesla. If they are at there limit on manafatureing, someone else will step in to fill the void.
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