4 ms·
> Everyone else is just competing for supply from LG Chem and Panasonic, which is why no other manufacturer has come close to Tesla's volume or performance/pric
by OldHand2018 6y ago
> Everyone else is just competing for supply from LG Chem and Panasonic, which is why no other manufacturer has come close to Tesla's volume or performance/price.
But LG Chem is spending billions to expand production capacity in Michigan specifically to supply the legacy brands.
This isn’t a sideshow. If Ford, GM, and VW follow through on their commitments Tesla will be 4th or 5th place in EV market share. Now... I’d be willing to believe that none of them will follow through, but I certainly wouldn’t assign a high probability to it.
- ogre_codes 6y ago> If Ford, GM, and VW follow through on their commitments Tesla will be 4th or 5th place in EV market share. First, Ford, GM, and VW need to figure out charging. Even if you assume they are going to catch up in terms of battery production, they still have infrastructure which is only marginally capable of supporting the small number of non-Teslas out there now. Double the number of EVs and the problem just gets worse. Maybe Electrify America is going to come through. I haven't seen a ton of evidence they will.
- OldHand2018 6y agoMeh, I don’t see that. In the early days of gasoline cars, people bought their fuel at various stores. The profit motive caused individuals to create fueling stations. We’ll see that with electric charging too. Where there is a demand, supply will follow.