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The FUD that continues to come from big money around EVs is impressive, if not a little boring and dumb. These graphs are getting mighty steep with no letting

by grecy 3y ago

The FUD that continues to come from big money around EVs is impressive, if not a little boring and dumb. These graphs are getting mighty steep with no letting up. Any business or market segment in the world would be hailed a massive success with growth like that. [1] The Tesla model Y is the 2nd best selling vehicle in the US, behind only the F-150. The sales compared to legacy OEMs are insane. And that is just Tesla, there are plenty of other EVs that are selling in huge numbers now, with more showing up every day. Anyone who says EVs are not a smashing success is blatantly denying the hard facts as they exist, and clearly is not interested in being truthful. Akin to someone saying solar is not growing and has no demand. [1] https://cleantechnica.com/2023/09/22/electric-vehicle-sales-in-us-hit-the-accelerator-pedal/ https://cleantechnica.com/2023/09/22/electric-vehicle-sales-...

neogodless 3y ago
> The Tesla model Y is the 2nd best selling vehicle in the US, behind only the F-150. While this doesn't change the point you're making, according to this, the Tesla Model Y was 5th best selling in the U.S. in 2023. Can you show me where you got 2nd? https://www.caranddriver.com/news/g43553191/bestselling-cars-2023/ https://www.caranddriver.com/news/g43553191/bestselling-cars...
- grecy 3y ago
  https://insideevs.com/news/672690/tesla-model-y-second-only-ford-f-150-best-selling-vehicle-us/ https://insideevs.com/news/672690/tesla-model-y-second-only-... Exert: "Remarkably, the Model Y was the second most popular vehicle of any kind in the US after only the Ford F-150 pickup truck"
  - neogodless 3y ago
    So for a specific time period, it was considered Number 2: > The EV doubled US registrations in January-April 2023 But it lost ground to end up at Number 5 for all of 2023. You can't really say it "is" the second best selling vehicle, though you can say it briefly "was." It may be the way Tesla reports their sales. It looks like they were at 127k for Q1, while the Chevrolet Silverado sold 126k in that time period. But over the course of 2023, the Silverado sold 543k, while the Model Y sold 386k. Not sure when the big slowdown was for the Model Y.
    - grecy 3y ago
      You're right, the article I linked is not covering all of 2023 which I did not realize. Give it another quarter or two :)
      - neogodless 3y ago
        Perhaps if growth increases enough. It appears that insideEVs article used 4 months of Tesla sales to represent a quarter, which is misleading. If we look at monthly figures, it's around 100k per quarter now, which is in line with the 385k they sold in 2023. And that explains why it seemed like they were number 2 when they were actually trailing several models. Currently it peaked in April (and repeated the same number in June) but is selling around 30-31k Model Y each month in the U.S. There's no current sign of acceleration. https://www.goodcarbadcar.net/tesla-model-y-sales-figures/ https://www.goodcarbadcar.net/tesla-model-y-sales-figures/ https://www.goodcarbadcar.net/2023-us-vehicle-sales-figures-by-model/ https://www.goodcarbadcar.net/2023-us-vehicle-sales-figures-...

by grecy 3y ago

neogodless 3y ago

> The Tesla model Y is the 2nd best selling vehicle in the US, behind only the F-150. While this doesn't change the point you're making, according to this, the Tesla Model Y was 5th best selling in the U.S. in 2023. Can you show me where you got 2nd? https://www.caranddriver.com/news/g43553191/bestselling-cars-2023/ https://www.caranddriver.com/news/g43553191/bestselling-cars...

grecy 3y ago
https://insideevs.com/news/672690/tesla-model-y-second-only-ford-f-150-best-selling-vehicle-us/ https://insideevs.com/news/672690/tesla-model-y-second-only-... Exert: "Remarkably, the Model Y was the second most popular vehicle of any kind in the US after only the Ford F-150 pickup truck"
- neogodless 3y ago
  So for a specific time period, it was considered Number 2: > The EV doubled US registrations in January-April 2023 But it lost ground to end up at Number 5 for all of 2023. You can't really say it "is" the second best selling vehicle, though you can say it briefly "was." It may be the way Tesla reports their sales. It looks like they were at 127k for Q1, while the Chevrolet Silverado sold 126k in that time period. But over the course of 2023, the Silverado sold 543k, while the Model Y sold 386k. Not sure when the big slowdown was for the Model Y.
  - grecy 3y ago
    You're right, the article I linked is not covering all of 2023 which I did not realize. Give it another quarter or two :)
    - neogodless 3y ago
      Perhaps if growth increases enough. It appears that insideEVs article used 4 months of Tesla sales to represent a quarter, which is misleading. If we look at monthly figures, it's around 100k per quarter now, which is in line with the 385k they sold in 2023. And that explains why it seemed like they were number 2 when they were actually trailing several models. Currently it peaked in April (and repeated the same number in June) but is selling around 30-31k Model Y each month in the U.S. There's no current sign of acceleration. https://www.goodcarbadcar.net/tesla-model-y-sales-figures/ https://www.goodcarbadcar.net/tesla-model-y-sales-figures/ https://www.goodcarbadcar.net/2023-us-vehicle-sales-figures-by-model/ https://www.goodcarbadcar.net/2023-us-vehicle-sales-figures-...