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Not OP but a quick search turns up: Ford $11B USD by 2022: https://www.reuters.com/article/us-autoshow-detroit-ford-motor-idUSKBN1F30YZ https://www.reuters.com

Not OP but a quick search turns up: Ford $11B USD by 2022: https://www.reuters.com/article/us-autoshow-detroit-ford-motor-idUSKBN1F30YZ https://www.reuters.com/article/us-autoshow-detroit-ford-mot... VW Group $84B USD by 2030: https://electrek.co/2017/09/11/vw-massive-billion-investment-in-electric-cars-and-batteries/ https://electrek.co/2017/09/11/vw-massive-billion-investment... You can find sources with some digging for pretty much all the companies, and they are all in the “Capital B” magnitude category. In addition, the contracts and agreements for new battery cell factories from LG Chem, Samsung, BYD, etc etc.

kjksf 6y ago
You're proving the OP's point with those links i.e. the car makers were lying about their plans for a decade and at this point I'll believe it when I see it. According to the first article you linked, in January 2018 Ford promised: >Of the 40 electrified vehicles Ford plans for its global lineup by 2022, 16 will be fully electric and the rest will be plug-in hybrids, executives said. Needless to say, Ford will not have 16 fully electric cars by 2022. They'll have Mach E this year, maybe. They promised electric F-150, no date given. What are those other 14 EVs to be shipped in 2 years when they don't even have a prototype today? If you want to see their real plans consider this March 2020 report https://www.caranddriver.com/news/a31944369/ford-gm-production-plans-suvs-pickups/ https://www.caranddriver.com/news/a31944369/ford-gm-producti... >The Reuters news service obtained the production plans of Ford and General Motors, which showed that SUVs and pickups, not electric vehicles, are what's coming. >Combined, Ford and GM plan to make five million SUVs and pickups in 2026 while building just 320,000 electric vehicles This is based not on PR promises but actual plans Ford has. 320k / 40 imaginary electrified models is less than 10k per model, in 2026, not 2022. And 320k is combined for Ford and GM.
- kipchak 6y ago
  I don't know how many they actually make/sell, but Hyundai-Kia seem to be doing a good job. The Kona Electric is 37k before credits and has a 258 mile range, and they can make "up to" 30,000 a year. I think the Nero EV and Soul EV share some underpinnings and are similar in range and price. There's also the IONIQ EV but that's slightly last gen. Generally though I agree that there's a huge difference between cars on lots and plans for the future someone else has to figure out. I imagine Ford/GM figure most of the electric market will be similar to the sedan and compact market, and plan on ceding it to competitors as they have done with those markets, and will focus on larger and/or more brand-ey electrics like the Mach E versus something like a Leaf or Model 3.
  - omgwtfbyobbq 6y ago
    I'll give other manufacturers credit when they start selling EVs in volume. At the moment, in the US, Tesla's EV sales are about the same as the EV+PHEV sales of every other manufacturer combined. https://afdc.energy.gov/data/mobile/10567 https://afdc.energy.gov/data/mobile/10567

kjksf 6y ago

You're proving the OP's point with those links i.e. the car makers were lying about their plans for a decade and at this point I'll believe it when I see it. According to the first article you linked, in January 2018 Ford promised: >Of the 40 electrified vehicles Ford plans for its global lineup by 2022, 16 will be fully electric and the rest will be plug-in hybrids, executives said. Needless to say, Ford will not have 16 fully electric cars by 2022. They'll have Mach E this year, maybe. They promised electric F-150, no date given. What are those other 14 EVs to be shipped in 2 years when they don't even have a prototype today? If you want to see their real plans consider this March 2020 report https://www.caranddriver.com/news/a31944369/ford-gm-production-plans-suvs-pickups/ https://www.caranddriver.com/news/a31944369/ford-gm-producti... >The Reuters news service obtained the production plans of Ford and General Motors, which showed that SUVs and pickups, not electric vehicles, are what's coming. >Combined, Ford and GM plan to make five million SUVs and pickups in 2026 while building just 320,000 electric vehicles This is based not on PR promises but actual plans Ford has. 320k / 40 imaginary electrified models is less than 10k per model, in 2026, not 2022. And 320k is combined for Ford and GM.

kipchak 6y ago
I don't know how many they actually make/sell, but Hyundai-Kia seem to be doing a good job. The Kona Electric is 37k before credits and has a 258 mile range, and they can make "up to" 30,000 a year. I think the Nero EV and Soul EV share some underpinnings and are similar in range and price. There's also the IONIQ EV but that's slightly last gen. Generally though I agree that there's a huge difference between cars on lots and plans for the future someone else has to figure out. I imagine Ford/GM figure most of the electric market will be similar to the sedan and compact market, and plan on ceding it to competitors as they have done with those markets, and will focus on larger and/or more brand-ey electrics like the Mach E versus something like a Leaf or Model 3.
- omgwtfbyobbq 6y ago
  I'll give other manufacturers credit when they start selling EVs in volume. At the moment, in the US, Tesla's EV sales are about the same as the EV+PHEV sales of every other manufacturer combined. https://afdc.energy.gov/data/mobile/10567 https://afdc.energy.gov/data/mobile/10567