Originally Posted By: HTSS_TR
Some states require zero emission vehicles for sale in state, California requires 15% ZEV by 2025.
Currently only 2 types of ZEV are available: Battery EV and Fuel Cell EV. Toyota has FCEV and Honda will have 1 by end of this year.
The problem with FCEV is infrastructure, only CA has few hydrogen stations and all other states have none and cost of a hydrogen station can be as much as $1 mil.
So the Battery EV is here to stay. Almost all big companies are making or will be making some BEV in near future.
Fiat CEO clearly said that he lost $14k for every Fiat 500e sold, but they have to make it because state governments require it.
Which changes exactly what about the fact that the big auto makers had exactly no need to make a serious competitor to Tesla cars?
They're making their bread and butter without a single one of them. That government has to force them to build ZEV's only reinforces my point that big auto makers have exactly no incentive to compete with Tesla besides a gun to their head.
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Tesla is playing the long game too, why did they invest $5 billions building Gigafatory in Nevada ? Musk said that to build 500k EV in 2020 it would need all li-ion batteries that the world is capable of. So he invested $5 billions to make batteries that Tesla needs in 2020.
Elon Musk has been caught with his pants down enough times in a very short history that it is clear he does not take the long-game nearly as seriously as most of the big auto manufacturers.
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Audi, Porsche ... are about to make some EV's with similar performance and driving range of Tesla model S P85, they plan to have those cars by 2018 or 2019, 5-6 years after model S was first sold in 2013.
Probably only after they saw the sale figure of Tesla model S in 2014 and 2015. Model S was the only full size luxury had sale increase in 2015 from 2014, all others had sale decrease. Model S also was the best selling full size luxury car in US, regardless what type of engine.
Weren't you the one who just pointed out that the motivation for building ZEV's is government ransom?
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Model 3 will have supercharger capability, but to use it owner must buy the option and probably about $2k as it was the option with the base model S when they first had it in 2013, then they dropped the option and included it in the price of all model S.
Yes, the biggest obstacle Tesla faces is manufacture hundreds thousands vehicles at Fremont plan in California, they also need to do better job in selecting/qualifying part vendors.
Which is a very interesting situation for a boutique exotic car builder who plans take a lion's share of the motor vehicle market in only a couple of years.
Some states require zero emission vehicles for sale in state, California requires 15% ZEV by 2025.
Currently only 2 types of ZEV are available: Battery EV and Fuel Cell EV. Toyota has FCEV and Honda will have 1 by end of this year.
The problem with FCEV is infrastructure, only CA has few hydrogen stations and all other states have none and cost of a hydrogen station can be as much as $1 mil.
So the Battery EV is here to stay. Almost all big companies are making or will be making some BEV in near future.
Fiat CEO clearly said that he lost $14k for every Fiat 500e sold, but they have to make it because state governments require it.
Which changes exactly what about the fact that the big auto makers had exactly no need to make a serious competitor to Tesla cars?
They're making their bread and butter without a single one of them. That government has to force them to build ZEV's only reinforces my point that big auto makers have exactly no incentive to compete with Tesla besides a gun to their head.
Quote:
Tesla is playing the long game too, why did they invest $5 billions building Gigafatory in Nevada ? Musk said that to build 500k EV in 2020 it would need all li-ion batteries that the world is capable of. So he invested $5 billions to make batteries that Tesla needs in 2020.
Elon Musk has been caught with his pants down enough times in a very short history that it is clear he does not take the long-game nearly as seriously as most of the big auto manufacturers.
Quote:
Audi, Porsche ... are about to make some EV's with similar performance and driving range of Tesla model S P85, they plan to have those cars by 2018 or 2019, 5-6 years after model S was first sold in 2013.
Probably only after they saw the sale figure of Tesla model S in 2014 and 2015. Model S was the only full size luxury had sale increase in 2015 from 2014, all others had sale decrease. Model S also was the best selling full size luxury car in US, regardless what type of engine.
Weren't you the one who just pointed out that the motivation for building ZEV's is government ransom?
Quote:
Model 3 will have supercharger capability, but to use it owner must buy the option and probably about $2k as it was the option with the base model S when they first had it in 2013, then they dropped the option and included it in the price of all model S.
Yes, the biggest obstacle Tesla faces is manufacture hundreds thousands vehicles at Fremont plan in California, they also need to do better job in selecting/qualifying part vendors.
Which is a very interesting situation for a boutique exotic car builder who plans take a lion's share of the motor vehicle market in only a couple of years.