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AFAIK Hyundai Kona EV and Kia Nero EV have 1 year waiting list because they can't source batteries ? Even the higher end Jaguar I Pace has a waiting list. AFAI

AFAIK Hyundai Kona EV and Kia Nero EV have 1 year waiting list because they can't source batteries ? Even the higher end Jaguar I Pace has a waiting list. AFAIK no EV manufacturer has managed to ramp the productions enough to meet the demand

jdhawk 7y ago
If there is one thing Capitalism is good at, its scaling to meet demand. It might take another 2-3 years but the writing is on the wall
- rubber_duck 7y ago
  No doubt about it - but my point is other manufacturers will be facing similar issues Tesla is facing right now - time will tell if they are better equipped at dealing with them - I have 0 insight in to the industry - but as a potential customer I see the results on the market and Tesla still seems ahead of others in terms of actually delivering.
maxerickson 7y ago
It can be the case that it isn't worth ramping up production. It depends on what sort of demand they are estimating. If there are only about 18 months of orders at lower volumes, why bother filling them in 6 months...
- rubber_duck 7y ago
  Well all the manufacturers are paying lip service to "electric is the future" - IMO if they truly believed that then it would make sense to invest in scaling even if there isn't immediate demand to have the production capacity for future models.
  - maxerickson 7y ago
    I tend to think that battery cost has to hit some tipping point before vehicle volume matters much. Of course vehicle sales can participate in improvements in battery cost, but there's plenty of investment there whether you are retailing cars or not.
fiftyfifty 7y ago
There's a reason Tesla built the Gigafactory and has a second one coming on line in China. None of the other major western car manufacturers have invested in the infrastructure to be able to produce battery packs in volume. There's a lot of lip service being given to electric cars from traditional car makers but none of them can produce electric cars in any meaningful volume, and are realistically years from being able to produce packs by the tens of thousands per month. I guess their take is build the demand and then ramp up production. Then there's the issue insuring a supply of raw materials, Tesla has taken pains to insure they have a long term supply of Lithium, and have all but removed Cobalt from their batteries, which as far as I know is unique to their cells. The other manufacturers are going to have a hard time getting the raw materials in volume when they try to ramp up battery production, unless they've been making moves years ago to insure their supply.

jdhawk 7y ago

If there is one thing Capitalism is good at, its scaling to meet demand. It might take another 2-3 years but the writing is on the wall

rubber_duck 7y ago
No doubt about it - but my point is other manufacturers will be facing similar issues Tesla is facing right now - time will tell if they are better equipped at dealing with them - I have 0 insight in to the industry - but as a potential customer I see the results on the market and Tesla still seems ahead of others in terms of actually delivering.

maxerickson 7y ago

It can be the case that it isn't worth ramping up production. It depends on what sort of demand they are estimating. If there are only about 18 months of orders at lower volumes, why bother filling them in 6 months...

rubber_duck 7y ago
Well all the manufacturers are paying lip service to "electric is the future" - IMO if they truly believed that then it would make sense to invest in scaling even if there isn't immediate demand to have the production capacity for future models.
- maxerickson 7y ago
  I tend to think that battery cost has to hit some tipping point before vehicle volume matters much. Of course vehicle sales can participate in improvements in battery cost, but there's plenty of investment there whether you are retailing cars or not.

fiftyfifty 7y ago

There's a reason Tesla built the Gigafactory and has a second one coming on line in China. None of the other major western car manufacturers have invested in the infrastructure to be able to produce battery packs in volume. There's a lot of lip service being given to electric cars from traditional car makers but none of them can produce electric cars in any meaningful volume, and are realistically years from being able to produce packs by the tens of thousands per month. I guess their take is build the demand and then ramp up production. Then there's the issue insuring a supply of raw materials, Tesla has taken pains to insure they have a long term supply of Lithium, and have all but removed Cobalt from their batteries, which as far as I know is unique to their cells. The other manufacturers are going to have a hard time getting the raw materials in volume when they try to ramp up battery production, unless they've been making moves years ago to insure their supply.