I never argued that anyone should by an EV for any reason. But people are buying them. Tesla delivered just short of 500,000 cars in 2020. Over the past two quarters, 4Q20 & 1Q21, they have been on pace to deliver over 700,000 in 2021. VW has it's new ID.4 and soon ID.3 coming out in large quantities. Ford can't keep up with the orders for their Mustang Mach-E. More and more people are buying EVs. The primary restraint is battery availability, not power infrastructure.
We have differing opinions of “large quantities”. Pre Covid, worldwide auto production was 100 million a year.
It’s like when people tell me they have “a” web server. That’s quaint. LOL
Or that they have a phone system that handles a couple thousand calls... that’s neat, I crashed an MCI switch doing a live weekend test with 20,000 phone lines on a Saturday in 1993.
I get scale. 1M is a “barely started”. They’ve got some really big hurdles coming when they try to switch from niche to mass market.
Since neither of us have, or can, put any numbers to that assertation it's moot. Today, the EV manufacturers can sell all the EVs they can make and we don't yet have an EV in the Accord/Camry price category. When we do, demand will be even higher. The upcoming 4680 battery will get us there.
Correction: All the EVs they want to make. Not all they can make. Tesla can and may still be crushed if a serious manufacturer wants to.
And we’ve had multiple EVs in the price range of a econo-sedan. Tesla decided to work their way down from the high end. A reasonable strategy. But nobody bought the cheaper ones either.
It is this attitude that I have been arguing against. It is wrong. People with a short commute will only have to charge once or twice a week, if they so choose. People with more daily driving will save more, with an EV, than those who drive less. That's why the large fleet operators are going EV.
Been looking for those large fleets. Haven’t seen em. Granted not flying weekly around the country anymore but not seeing any more EVs in fleets in any percentages above the general tiny uptake.
Like I said, I like the tech but it isn’t scaled yet at all. Tesla can’t even manage to put body panels on straight yet. They’ll get there.
Been involved in big disruptive stuff (many of us here have) - there’s a lot of pain still coming for them. And lots of that big disruptive stuff... well, it wasn’t worth doing. Some was.
I’m glad somebody’s excited about it. They’ll need zealots.
We even joked about this natural progression at work the other day. We have two accidentally “competing” technologies for telecom things. One upper manager is enamored with the newer one. It’s the wave of the future and all that.
Completely blinds him to its serious problems.
My job, as always, is to slow him down enough to keep the thing from being a significant threat to the business. Totally normal around here. Ha. It doesn’t actually meet his complete business needs and it’s not cheaper. He can’t afford the features he wants it to do. He can’t even afford to hire a 100% dedicated telecom engineer to babysit it.
Same mentality. Zealots move things along but miss big risks they’re setting up. EVs in massive scale have some big risks.
Heck I’m a nuclear zealot but know we still can’t politically decide which mountain to bury the waste under.
Probably the biggest risk of EVs... reliance on some very small pockets of rare earth material that everybody wants for almost all things electronic these days... supply chain risk on quite a number of things needed.
How many auto plants are currently shut down for lack of electronic components? The Jeep lawsuit was hilarious. Pretending they had a “verbal agreement” with the chip maker. LOL. Hilarious. Desperate much? Haha.
We are, after all, in a country that ran out of toilet paper inside of a couple of months. LOL. If we can’t handle the logistics of that... hahaha.