10 ms·
I thought this article would annoy me but its actually quite interesting. Basic premise is: Tesla has the rest of the industry scared, so they're all rushing to
by codeulike 9y ago
I thought this article would annoy me but its actually quite interesting. Basic premise is: Tesla has the rest of the industry scared, so they're all rushing to announce electric models so they don't get left behind. But if we assume the switchover to electric is coming in the next decade or two, how do big automakers decide how fast to transfer? Too fast is a risk due to capital expenditure on battery factories etc. Too slow is a risk due to being left behind.
Perhaps this explains why traditional auto manufacturers seem to be constantly announcing exciting electric models that are still 3 to 5 years away - they can appear to be staying in the game without doing too much.
- 11thEarlOfMar 9y agoHistorically, there have been a variety of reasons why electric cars did not take substantial market share. You likely know what they are: Range anxiety, lack of charging infrastructure, poor performance, funky styling, 'general dorkiness', .... The current independents have focused on these issues and in many cases, clearly eliminated them. Moreover, the market itself has evolved with the US in particular finally starting to wake up to environmental issues (T notwithstanding), and China making strident environmental policy out of pure desperation. Add to the situation that a popular figurehead with a superhero alter-ego is leading the way with awe-inspiring (crash inducing) feats of science and technology, and I think we'll all be surprised at how fast electric vehicles become mainstream.
- codeulike 9y agoAgreed. I drive a Leaf and I think the switchover is going to come faster than people think. Nonetheless its an interesting article despite its slightly sniffy attitude to electrics because it highlights the scary predicament that the big automakers find themselves in.
- jseliger 9y agoI drive a Leaf and I think the switchover is going to come faster than people think Yes. That's the other thing: the best argument for an electric car is driving one—particularly a Tesla. The minute most of the population has access to one (from a friend, family, whatever), they're going to want one.
- rconti 9y agoYeah. I've got a couple of good old fashioned regular performance cars here in the SF bay area. I'd love to have the excuse (read: carpool lane access, long commute, whatever) to buy an electric but there's just no "need" in my life for a new vehicle. That said, the penetration rate of electric vehicles as a proportion of new vehicles here is staggering. The Model S easily outsells any competitor's luxury car in the same class, you'd have to combine all A6 / 5 series / E Class sales to even hope to show the same numbers. And I can see why -- if you want to plunk down all this cash for a new car, why not get something truly new, not something outdated? My uncle is very frugal and has spent years looking at buying a new car and then up and ordered a (very base) Model S with the reasoning, if I'm spending all this money, I want to spend the money on future tech, not old tech. Even sitting in my 2016 car this morning, in the cold, I was thinking how silly it is that I have to wait for the coolant in the car to warm up before the heater starts blowing hot, and how funny all of the ICE cars look with steam coming out of the exhaust on a cold morning. It already feels out of date.
- codeulike 9y agoYou might enjoy this tongue-in-cheek 'Test Drive of a Petrol Car' written by a Swedish Tesla owner back in 2015 http://teslaclubsweden.se/test-drive-of-a-petrol-car/ http://teslaclubsweden.se/test-drive-of-a-petrol-car/
- BatFastard 9y agoThat is fabulous!
- mikestew 9y agoIt already feels out of date More than that, after six years of Leaf ownership it feels downright primitive. In our ‘81 VW it’s acceptable because, hey, it’s an old vehicle. You know, back when you could really feel what a car’s doing, blah, blah, blah. But in a modern $50K car? Turning mechanical gears to get that rattling contraption of an ICE going, gawd, I’m surprised you didn’t make me crank it by hand. To refuel it, I have to go out of my way to a specialist vendor? Not just plug it in when I get home? Sounds silly unless you’ve owned an EV, but it truly represents my feelings even when driving our smooth, reliable Scion. But as the old canard goes, if I have to explain then you wouldn’t understand.
- BackPropagate 9y agoYour LEAF is a golf cart. Leaf people are gay.
- smsm42 9y agoI'm not sure how that would work. So far I see these obstacles/concerns: 1. Range. Right now I can drive ~400 miles on a fill. Can I get even close to that in EV? 2. Refills. I am pretty sure wherever I go, there would be a gas station within tens of miles. And I'm pretty sure most maps or GPS devices I would have would be able to point me to it. With electric car, not only I have to worry about finding charging station (or even plan the trip around its presence) but I'm not even sure how to find one. Would my GPS device show it? Would it work with my car (Tesla ones e.g. work only with Teslas)? Would I need some kind of subscription/registration to access it? I imagine being anxious about these things would be pretty annoying (unless it's already solved somehow - I have no idea). 3. Do I need to have charging station at home? What if I move - would I need to get a new one or pay to move it? What if I need to go somewhere at night and the car isn't charged yet? Would I need to buy special "fast charge" station? What if one day I'm too tired at the evening and forget to plug in the car for the night? 4. With ICE car, I am sure any competent mechanic would be able to take care of the most problems with my car. Electric cars are new, most mechanics had no training for them and no experience with them, and manufacturing solutions and practices would be very non-uniform - how I find the good service and how I make sure he doesn't use relative scarcity on the market to fleece me? 5. If I want to sell this car, what would the resale value be? Would I be able to resell it at all, or would it be the analogue of 5 year old smartphone, worth tiny fraction of the premium price it fetched only recently? 6. Wouldn't buying now, when the technology is still developing, lock me in with inferior first-try technology while superior one will show up in 5 years and make my car not only look like Flintstone's carriage but also drive its resale value down and maybe make it unusable due to chargers switching to newer superior standard of something? I'd like to hear how these concerns are resolved.
- jblow 9y ago1. My EV (Tesla Roadster, updated battery) goes 340 miles on one charge. Admittedly it is a small car. The new Tesla Roadster slated for 2020 goes 620 miles on one charge. Admittedly that is an expensive car. But you should be able to get good range in a less-expensive car at that point. 2. Newer Teslas (Model S, Model X, Model 3) have charger planning built into their standard map program. About other EVs, if I were an EV manufacturer I would do a license deal with Tesla to allow my cars to use their charging network. But maybe they'll build their own. The one Tesla built is pretty good ... if a small company can do that, GM can do way more, and do it faster. So even though "there's no infrastructure" has been raised as this huge problem for years, it does not in actuality look like much of a problem. 3. Good electric cars have their own charging circuitry built in, so you just plug it into the wall. You can even charge off 110 volts, though it takes a long time. A dryer socket is much more reasonable. Just being able to plug in your car, in your garage, is much more convenient than going to a gas station. (This presumes you have a garage to park in. If you park on the street, different story.) 4. Electric motors and drivetrains are much simpler and much more robust than mechanical engines and drivetrains. Electric cars just do not tend to need repair in the same way. (I have had my car for over 7 years and it has never yet needed a repair of this kind). 5. Tesla Roadsters still hold their value very well, considering. But this may be in part due to the fact that it's a rare car. I am not sure about the Leaf, etc. 6. Maybe, yeah.
- nicoburns 9y agoI thought it was interesting that the article focussed on trends in the US market, which seems the least EV-friendly (from what I hear, fuel prices are half what they are in the EU).
- keldaris 9y agoTo offer a slightly anecdotal counterpoint, if you discard ideological reasons and generous subsidies available in a few markets, I have no idea why anyone would buy an electric car right now. The range and the charging times are still an issue, especially if you don't live in California. The performance of most electric cars is abysmal (straight line speed may be all right, but cornering with the extra weight is just inferior) compared to traditional performance cars and while styling is subjective, the only electric car I've seen that wasn't outright ugly was the BMW i8, and that's a hybrid. That's not to mention the fact that they still carry a severe price premium in most markets. I realize my opinion will be highly controversial in the HN bubble, but I find it to be very common in real life, particularly outside the U.S. Like any future prediction, I'm probably way off, but to me it looks like on the list of vastly overhyped car trends pure electric cars are second only to self-driving cars. I'm sure they'll find specific markets (taxis, urban deliveries, etc.), but I don't see myself switching to an electric car for at least a decade, probably more.
- reaperducer 9y agoIn the cities I've lived in over the last 15 years, probably 90% of the taxis have been hybrid. I've seen FedEx, and even Coca-Cola running electric delivery trucks in urban areas. I think a wholesale shift from gas/diesel to electric is a long way off, but certainly it seems that electric/hybrid is the end of compressed natural gas vehicles.
- Animats 9y agoShenzhen just converted their entire bus fleet, 30,000 buses, to all electric.
- reaperducer 9y agoSeattle, Vancouver, and other cities with abundant hydroelectric power have had electric bus fleets since at least the 1960's. Probably earlier. The only difference now is that instead of running wires overhead, you have to install charging stations.
- 9y ago
- reaperducer 9y agoBuilding on your "lack of charging infrastructure," I think it's worth noting that there has been a huge shift from owning to renting in the last decade or so. It's easy to add an electric charger to a house you own, but if you rent the house or apartment, it's not going to happen. If you live in a newer apartment building, you might get lucky and they'll have chargers in the parking garage. But when I lived in such a building in Chicago, the chargers were ALWAYS full. It was a large building, and there were probably 40 or 50 of them across a five-story garage.
- toomuchtodo 9y agoBoth California and Illinois mandate by law rentals allowing you to install a charger (at your cost). Other states have similar legislation pending.
- chc 9y agoThat doesn't seem like a very good deal, though. You have to pay a sizable chunk of cash to improve somebody else's property and insure it for a million dollars. That is a much worse proposition than installing a charger in your house. I'm not sure how useful it is to your average renter who is just looking to buy a car.
- toomuchtodo 9y agoIt’s a happy medium until we can improve on the situation.
- plorkyeran 9y agoInstalling a home charging station costs around $2000 these days. If you're buying a $30-60k car and move infrequently it won't be that huge of a portion of the total cost of ownership of the car.
- Dylan16807 9y agoAnd a dryer outlet, which is plenty for home charging, is just a fraction of that much.
- jsz0 9y agoI think gasoline engines will stick around much longer than most people expect. They are a known commodity and many people have invested time and money into learning how to operate and maintain them. For example it's been brutally cold where I live lately and I know my gasoline engine works just fine in these conditions. If it fails to crank I know how to jump start it. I know to let it warm up a bit before turning high RPMs. I don't know anything about how electric cars would fare in these cold conditions. They may work just fine too but I have no experience to back that up. I'll learn at some point but a lot of people never will.
- funnelsgun 9y agoI agree, I think we have at least another one, perhaps two decades with gasoline engines. The sad news is that displacement will continue to get smaller, even in sports cars. The transition from the Porsche 981 to 718 is a great example of how to ruin the perfect sports car.
- codeulike 9y agoFYI, in cold weather this is what you need to do with an electric car: 1. Turn it on 2. Drive off Optionally, step 0: Use the app on your phone to tell the car to warm up, defrost the windscreen etc while you are in the house having breakfast. Range does suffer in cold temperatures; similarly ICE engines are less efficient in cold temperatures.
- deleted 9y ago[deleted]
- tschwimmer 9y agoI think cost is a big one too. Nearly all electric cars in the US could be considered 'Luxury' by price tag. The Leaf is an exception, but it also scores high on the factors you've listed so its lukewarm reception is understandable.
- codeulike 9y agoSee also: Chevvy Bolt, Tesla Model 3
- maxerickson 9y agoHaven't GM and Nissan both shipped more "mass market" electric cars than Tesla?
- codeulike 9y agoNissan had, at some point, sold more Leafs than Tesla ahad sold Model S's, because Tesla didn't really start selling cars in large numbers till 2013 so Nissan had a bit of a head start. I don't think GM have sold that many pure electrics although the Bolt is out-producing the Model 3 right at this moment. But if you factor in Tesla's plans for the next 24 months or so, which they seem capable of pulling off, then no-one else is going to be able to catch up with them for five years or so.
- maxerickson 9y agoWhen I say "mass market" I'm talking about cars that start less than $50,000 (and then it's still sarcastic). If Tesla are moving faster than everyone else backwards looking metrics should pick up on it soon enough.
- codeulike 9y agoWell OK, yes, I kindof missed your "mass market" specifier. Tesla have only shipped a few thousand Model 3's so far. But they have 400,000 reservations that they intend to fulfil in the next 24 months or so. And that's a big challenge to everyone else.
- nihonde 9y agoI don’t think companies like Toyota are scared of Tesla. I think they’re skeptical of American consumers’ sudden shift in willingness to buy electric, after decades of mixed signals (to put it lightly). The Prius was a huge hit, and every automaker wants to hit that sweet spot next. It’s not about technology alone. You need to read the buyers, and America vacillates wildly between being eager to ditch ice, and stubbornly anti-green.
- netsuso 9y agoThis is not (only) about being green. Electric cars are a pleasure to drive, they are less costly to maintain and repair (far less moving pieces), they are cheaper to run (at least in Europe, don't know in the US), and you can charge them at home (this is more of an advantage in the US than in Europe). Even the most anti-green buyers will prefer electric vehicles in ~10 years (if no sooner)
- geerlingguy 9y agoAfter test driving a Tesla, and seeing how much better the simple driving experience will be in a decent electric car (one pedal driving, heating and cooling divorced from a running and wasteful/toxic engine, a car that gets software updates for more than 6 months...), I don’t think I can ever consider buying another ICE. If I still commuted, I’d find some way to justify a Bolt, Leaf, or Model 3.
- funnelsgun 9y agoLithium ion batteries are both toxic in production and disposal.
- toomuchtodo 9y agoThe first version of your post said that lithium ion batteries were toxic in production and disposal (both claims entirely false). You've now changed the entire comment to CO2 output for battery production (even though battery production will continue to decline in CO2 impact as grid energy sources continue to tilt towards renewables). > Therefore, the study has calculated that a fossil fuel vehicle can currently drive for more than eight years before it reaches the same environmental impact of a Tesla. For the Nissan Leaf, with its smaller capacity battery, this figure comes in at three years. Both Teslas and Leafs will be on the road beyond the eight and three years you quoted, putting their production at a net positive even before the above mentioned improvements take place.
- mtgx 9y agoSoon their biggest problem won't even be "making a good EV", because they all seem to have started working on EV platforms from scratch - which, let's not kid ourselves - they would've never done if not for Tesla. They would've just dragged their feet re-purposing old ICE cars into EVs, which has significant drawbacks in terms of overall battery efficiency as well as maximum range. So now that this is (almost) out of the way, their biggest problem will be making batteries fast enough. I predict that once there are enough models on the market and the prices are much more competitive compared to ICE cars, which should happen around 2022, there will be an explosion in demand. And it's going to take them off-guard because they won't have enough battery supply planned out for the short 1-2 year term. They'll have to "drop everything" and start building battery factories like crazy. I'm talking a total demand of close to 1 TWh year, by 2025, for EVs alone (which should be maybe around 15-20 million EVs a year, globally). The only one that will sale through smoothly will be Tesla at that point, which by 2023 will likely have a second gigafactory close to finished, and even Tesla may struggle a bit to keep up with the demand, because they'll have not only their customers, but the customers of all the other carmakers that failed to supply enough EVs to their loyal base. Chinese manufacturers may also have a better time, because China is already seeing an explosion in EV demand, backed by the government, so they will have a much better feel for the EV demand by then. Meanwhile, most European and Japanese carmakers will be left wondering why no one is coming to check out their latest "breakthrough in diesel technology" at trade shows anymore.
- thesumofall 9y ago> Tesla has the rest of the industry scared, so they're all rushing to announce electric models so they don't get left behind. And that for me is the real risk. Too much herd mentality, too little thinking. There is likely just one chance in our lifetime to get such a big transition right. It’s still an open discussion if electric cars really do provide the needed environmental breakthrough (even if they are fueled with green energy). I believe there should have been, e.g., more investment in alternatives such as hydrogen before committing the world to electric cars