EVs are taking over the rest of the world much faster than the US
Electric vehicles are taking over the rest of the world much faster than the United States. The faster we adopt...
I would be interested how much of the "there is just no demand for EVs in the US" narrative is either:
The problem with the cheap Chinese EV import is that once you're hooked on that, your domestic EV industry will not develop, which makes it reasonable to guard against. Then again, you actually have to whip your domestic production into shape. I think the US has the whole subsidy game upside down - governments should subsidize societally positive actions even if companies are currently not doing them, like cheap electric cars in this case; and not just make subsidies that target specific companies and sectors to throw government money at them and let their CEOs do whatever they like.
There's plenty of demand for EVs here, just very little demand for $40,999 starting MSRP, fuckhuge, unreliable, unrepairable, iPad-dash, "luxury" crossovers with trim packages nobody wants that every company in the US market wants to shove down our throats. Show me an EV equivalent of something like the Mirage made by a company whose track record doesn't look like a midtown Baltimore backstreet (looking at the Chevy Spark), isn't price gouged to hell by dealerships, and I'll take my ass down wherever I can pick one up
It’s interesting that you’d mention “trim packages“ here, because that’s one of the things that’s turned me off of one manufacturer.
I was seriously looking into an Ioniq 6 at one point. It’s got a look only a weirdo like me can love. However, it starts at a decent price—even if it goes up quickly from there—gets some good positive reviews, and has some decent performance. But, I like the things that I have in my current car, like a sunroof, heated seats, and a heated steering wheel. Well, in order to get those, I have to step up to 20-inch wheels, which eats into the range by almost 50 miles—or some 15%.
Can I get the premium trim line without the monster truck wheels? No. Can I get the heated seats and steering wheel (I’ll forego the sunroof) on the lower trim line with smaller wheels and more range? No. And, they’re not the only ones. For some reason, all these EV manufacturers think they have to put bigger wheels on the premium lines, and thereby kill range.
And I just don’t get it…
EV sales in the US were 50% higher in 2023 than in 2022. So not only is there plenty of demand, but demand is rapidly growing.
However, car manufacturers anticipated even faster growth, hence they made more EVs than they could sell, hence all the complaints about unsold inventory and "lack of demand for EVs".
Dealerships are the bottleneck here. They've lobbied the states to make it illegal/very difficult for manufacturers to sell straight to consumer and have jacked up EV prices as a result. MSRP on most electrics are a joke right now.
Funny enough, perhaps the most innovative thing Tesla ever did was breaking this mold and look how successful they've become because of it.* Ford's been trying for years now to get their dealers under control to middling results, just to show how pervasive it is.
You’re right about subsidies incentivizing all the wrong things. US fossil fuel subsidies are somewhere in the neighborhood of $1T, with global subsidies for the industry in the neighborhood of $7T. It’s preposterous.
You don't want an $80,000 EV version of an F150?!?! But you get 7k off of it!
If legacy automakers don’t want to make affordable EVs, so be it. I would also prefer to help give an edge to a thriving local industry and develop more local jobs but they need to actually cooperate. In the face of serious competition, despite huge economic protectionist barriers, they don’t want to compete in this market.
“You can lead a horse to water but you can’t make them drink.” <==> you can create incentives to develop local industry and protectionism to help them while they’re weak but you can’t make them succeed
The thing is that on the one side this is becoming a national security issue where China is basically building a capability where they can cripple the US economy, on the other side Tesla is already getting subsidized to high heaven already, so it's more about whether the US government deigns to actually attach strings to the carrots it hands out quite regularly.
On the first topic though, it wouldn't be a big problem if the US would start to depend on Chinese imports more, as long as all that is symmetrical and China develops dependencies on US imports. We got the French and the Germans to stop trying to kill each other that way. The question is whether China expects this to be a good faith let's tie ourselves together deal, or a one-sided let's get ahead by getting leverage thing.
I think the US has the whole subsidy game upside down - governments should subsidize societally positive actions even if companies are currently not doing them
Your bang on here. Externalities are a must. Most economists love them, but they tend to be unpopular with the public.
But I think you miss the point. Cycling, rail, micromobilty, high density are what should absolutely be subsidised. Instead they are taxes more than they should be and cars and suburbs and subsidised because, well I don't know why lobbying I guess.
I live in a place where cycling is the norm for short trips, trains are for longer trips. I still understand that the US is currently fucked up with their infrastructure to the point that people will need to buy cars either way.
Cities and metropolitan areas should be free of car dependency, but rural places will need something. And that something would better be an EV rather than another F150.
IMO drop in EV demand is because people discovering what an asshat Elon is. In LA previously I saw a large number of Teslas, now more and more other companies like BMW, Mercedes, Hundai and also ones that I previously never heard of like Lucid, Polestar.
Idk what's up with the downvotes here. Just speaking anecdotally, Tesla was the face of EV up until like four years ago, and Elon was the face of Tesla. Him coming out against the demographic that was among the earliest supporters of EVs (read: Tesla (read: Elon Musk)) definitely did a blow to support for them from what I've seen. I once watched a Tesla driver get booed out of an Electric Car show in Madison, WI, because of how much the community hates Elon lol
Petro dollar will be gone and with it America as the sole beneficiary of its use. Major geo political changes
I hate how the US has invaded so many countries it's now a measure of how fast things spread
First, we came for the oil. Now, we come for the EVs.
Cuz big oil got us by the balls
My EV is a bike, I love it
We did somewhere north of 40+ miles/64km on them today. Fucking awesome. It makes a city feel so much smaller and I don't have to dick with expensive gas or annoying parking. Oddly enough, it's not even that much slower than driving if traffic is bad either. And matches or beats city buses most of the time, too.
The only real downsides are 1) not enough bike lanes 2) more shops and restaurants and parks need bike lockers or secure areas.
A motorcycle or electric bicycle?
Electric cars are so much run to drive and they are so responsive compared to gas powered cars. I can never go back. It just feels so different in a good way.
It's good enviromentally and bad privacy-wise because no electrical car today is "dumb" or lets you install a custom OS easily (if at all)
Things is most European countries are smaller than the US many the size of one US state so makes sense until I can drive 600 miles on a single charge I'll keep buying a gas car because I can go 600 miles on one tank the US is just too large to recharge that often.
What's your point? If the countries are the size of one state, then why doesn't each state have a public transit network like each of the countries in Europe?
I don’t know why you’re downvoted. This is the reality of it from a pragmatic standpoint. We don’t have decent public transportation, so traveling longer distances necessitates a car for most people. If you don’t live in a metro area chances are you’ve got to drive a decent distance for lots of things, from airports to other services.
And the worst part is that charging for local drives costs as much as gas (because that’s what the free market has determined people will pay) so there’s no savings to owing an EV unless you own a space that you can charge your car off your own home power and not a public one. So if you live in an apartment complex, chances are you have zero access to charging. Your place of employment probably doesn’t have chargers either. We have a PHEV and can charge at home for way less than gas. If we lived in an apartment with no charging I guarantee we never would have even considered an EV/PHEV.
Infrastructure is a huge problem. Property owners and lessees don’t want to invest in chargers.
Until the infrastructure problems are solved EVs have an uphill slog in the US.
And the worst part is that charging for local drives costs as much as gas (because that’s what the free market has determined people will pay) so there’s no savings to owing an EV unless you own a space that you can charge your car off your own home power and not a public one.
Do you have a source on that because the national average is 0.35¢ per kWh for DC fast charging. That means to completely charge the avarage ev battery (71.8kWh) would cost $25.13. The national average for gas is $3.62 as of today meaning it would cost an average car (13 gallon tank) a whopping $47.02 to fill up.
You are correct I live in a very rural area so i have that exact problem closest electric public charger is 3 hours away.
because I can go 600 miles on one tank the US
With what car? There are a handful of diesels that can go that far. They don't get sold in the US. There's also a handful of hybrids that can.
You don't need 600 miles of range. Driving more than 2-4 hours at a stretch is just silly. Your bladder and appetite won't last that long. There are also health and mental focus issues with going longer than that. We don't need to be catering to a handful of people who like to pee in a bottle and eat sandwiches they prepared ahead of time. For the sake of both themselves and the safety of people around them on the highway, they should stop doing that.
At 70mph, that's 140 to 280 miles. Add an additional 30% because you want to float between the 10 and 80 percent marks on the battery. Add 20% for cold weather. That gets you to, at most, 380 miles. There are EVs that can already do that, and lots more that are close.
What we need is better charging infrastructure. Lots more L3 stations, and lots more L2 stations at places you're going to tend to stay at for a while (like hotels and event parking).
We also shrunk the market and GM/Ford are shitting the bed.
Very true
It's not as bad as you think. Kind of nice to get out and walk around for 20 minutes every few hours anyways. It adds like 2 hours to my 24 hour drive up the east coast
I 2nd this. I get 230 miles per charge, so about 4 hours on the highway. I'm definitely ready to stretch my legs after that long. If I'm really trying to haul ass I just take a train or rent a gas car.
In day to day use, I only charge once a week at work for free. So free "gas," limited maintenance, and excellent reliability make for a perfect combination. I've had my EV for 3 years and I can't imagine going back to a gas vehicle.
I had one it is as bad as it sounds actually worse know allot of people that got a electric car just to sell it over this.
That's a good point, but the lack of punctuation makes your comment really hard to read.
The US took over the rest of the world decades ago.