Quote:
Originally Posted by Martinjlm
A lot to unpack in today’s Autoline Daily, so I’ll just link to the complete episode. It’s a bit over 9 minutes viewing time for those interested in viewing. The key takeaways, at least EV related, are
- EVs hit 1 million US Sales in a year for the first time in November; still a month to go
- EV sales growth is 4x market sales growth (but didn’t we just see a video posted here saying EV sales are slowing?)
- Interest growing in bi-directional charging
- Global oil demand dropping at a rate equivalent to Canada’s annual oil production. Canada is 4th largest oil producing nation. (US and Russia are #1 and 2)
- Daimler Truck reusing retired E-Bus batteries (as opposed to assumptions that Li-Ion batteries will clog landfills)
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EV sales - Sales are going to be 1 million yet over 20% of the car dealerships in the U.S. are writing letters to Biden telling him to stop because inventory is piling up. So maybe that 1 million number is not really that meaningful.
Growth 4x ICE - If I sell 100,000 of something and my sales increase to 150,000 my sales increased 50%. If you sell 10 of something and your sales increase to 30 your sales increased 200%, 4x mine. Big deal.
Global oil demand - Listen to the guy carefully. The predicted reduction of oil demand is for when the EV percentage is 40-45% by the end of the decade, not currently.
Quote:
Originally Posted by Martinjlm
The main point of the incentives is not to get people to buy EV over ICE. The main point is to say, because it is clear that buyers will continue to buy EV, let’s get them to buy EVs that are made in North America (+jobs) using high tech materials that are soured in North America or friendly countries (not China, Russia, Iran, etc) so that even some of those jobs are staffed here instead of sending the $$ back to China.
In other words, since it’s apparent that our lunch is going to be eaten, let’s at least make certain we’re the ones eating it.
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With all due respect, and believe it or not I am basically with you on most of this, please don't insult our intelligence. Of course the main point of the incentives is to get people to buy EV's over ICE. To try to spin it otherwise damages your credibility... but certainly does keep this thread more interesting
