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Old Mar 19, 2024 | 02:52 PM
  #2326  
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Originally Posted by AJT123
I don't think BEVs will ever reach 30%, at least as long as I'm alive. Make all the awesome ones... but still offer ICE vehicles because Americans still want them. Why can't MB do what BMW did with the 7 series and have them look the same?? That was a SERIOUSLY smart move IMO.

In any case don't shoot the messenger. The whole Hertz thing where the guy is stepping down, what a disaster. They lost a quarter of a billion dollars. Ouch.
Total registrations or just new registrations? Because right now in the USA, EVs make up less than 1% of all registered cars.

Yes, it is a LONG LONG way to 30% of total registered cars, especially given the current slowdown in its growth.


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Old Mar 19, 2024 | 02:54 PM
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Originally Posted by spwolf
where? where will they not reach? This is China, largest market in the world:

2023 Sales


It is already up in 2024 in China.

Now my neck of the woods? I am with you, 70% will not happen without some crazy stuff, but i expect overall western EU to go over 50% in next 5 years max. It is around 20% already for BEVs.

Now look at it from manufacturers view - a lot of important new car markets are rapidly moving to BEV. It is panic time. They dont know how to do it and nobody but Tesla makes any money on it. Of course plans change.
We are already 21.4 percent share in California, BEV sales are up 138 percent from 2020. EV's are here, growing and will continue growing
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Old Mar 19, 2024 | 03:05 PM
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Originally Posted by asj2024
Total registrations or just new registrations? Because right now in the USA, EVs make up less than 1% of all registered cars.

Yes, it is a LONG LONG way to 30% of total registered cars, especially given the current slowdown in its growth.
Kelly Bluebook says 7.6 percent as of 2023, which is up 5.9 percent from 2022, sales up 48 percent from 2022



I'm not sure why people deny the inevitable
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Old Mar 19, 2024 | 03:40 PM
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Originally Posted by AMIRZA786
Kelly Bluebook says 7.6 percent as of 2023, which is up 5.9 percent from 2022, sales up 48 percent from 2022. I'm not sure why people deny the inevitable
Notice that says *sales*, which equates to new registrations. In terms of total number of registered cars on the road right now, all plugins, including PHEVs, make up only around 0.9% of the total - less than 1% of cars in the USA.

https://explodingtopics.com/blog/ele...vehicles-stats


Last edited by asj2024; Mar 19, 2024 at 03:45 PM.
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Old Mar 19, 2024 | 03:41 PM
  #2330  
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Well of course, the average age of a car in the US is over 12 years old
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Old Mar 19, 2024 | 03:44 PM
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Originally Posted by asj2024
Notice that says *sales*, which equates to new registrations. In terms of total number of registered cars on the road right now, all plugins, including PHEVs, make up only around 0.9% of the total.

https://explodingtopics.com/blog/ele...vehicles-stats
Of course, there are over 40 million cars just in California alone. Those aren't going to go away overnight. In terms of gasoline vehicles, they are going to be in the majority for years to come, even if lets say 50 percent of new cars were BEV's. So I was referring to recent sales
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Old Mar 19, 2024 | 03:52 PM
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Originally Posted by AMIRZA786
Of course, there are over 40 million cars just in California alone. Those aren't going to go away overnight. In terms of gasoline vehicles, they are going to be in the majority for years to come, even if lets say 50 percent of new cars were BEV's. So I was referring to recent sales
Which is why I'm asking whether he means 30% of sales or 30% of total cars on the road.

Remember that 90% of sales right now are still non plugin, so unless plugin sales accelerate much faster (and does not slow down) it will take a very very long time to get to 30% total cars on the road.
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Old Mar 19, 2024 | 03:55 PM
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Originally Posted by asj2024
Which is why I'm asking whether he means 30% of sales or 30% of total cars on the road.

Remember that 90% of sales right now are still non plugin, so unless plugin sales accelerate much faster (and does not slow down) it will take a very very long time to get to 30% total cars on the road.
First time we agree and are on the same page
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Old Mar 19, 2024 | 08:13 PM
  #2334  
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Originally Posted by SW17LS
BMW just came out and said they were going to stop doing shared platforms and move to true EV platforms like Mercedes.
not surprised. using one platform for ev and ice (not just bmw, but of course genesis did this with g80) may get to market faster and may be cheaper, but long term it's a dud of a strategy.

You don't think in the next 40 years EVs will have 30% market share? Thats absurd, IMO. 40 years is a long time.
as others said, depends if we're talking 30% of new cars bought/leased (easy) or 30% of all vehicles on the road (harder), but in 40 years, a TON of ice cars will have been demolished and regulated to the scrap heap.

Originally Posted by LeX2K
Think about what EVs and the EV market was like in 2014 compared to now. Extrapolate that to 2034.
extrapolating markets is very risky and generally proves false because of reactive forces, changing regulations, unforeseeable factors.

but to me, with all car makers working on ev's (even luddite toyota/lexus while they continue with the "electrified" fud campaign) and loads of growing ev car markets, the ev tipping point will be reached within 10 years (meaning greater than 50% of new vehicles sold/leased will be ev imo). momentum, regulation, better product and charging will all make it happen.


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Old Mar 19, 2024 | 08:16 PM
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Originally Posted by bitkahuna
as others said, depends if we're talking 30% of new cars bought/leased (easy) or 30% of all vehicles on the road (harder), but in 40 years, a TON of ice cars will have been demolished and regulated to the scrap heap.
I think in 40 years we will see 30% of the cars on the road in the US being EV for sure, likely higher than that. Personally I think the biggest thing that the government could do to get older cars off the road for EVs is to have another program like Cash 4 Clunkers where they will guarantee a rebate on a new EV or PHEV with the sale of an old ICE car with an agreement that it be demolished.

That had a HUGE impact on the age of cars on the road.

but to me, with all car makers working on ev's (even luddite toyota/lexus while they continue with the "electrified" fud campaign) and loads of growing ev car markets, the ev tipping point will be reached within 10 years (meaning greater than 50% of new vehicles sold/leased will be ev imo). momentum, regulation, better product and charging will all make it happen.
Agreed
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Old Mar 19, 2024 | 08:44 PM
  #2336  
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Originally Posted by bitkahuna
extrapolating markets is very risky and generally proves false because of reactive forces, changing regulations, unforeseeable factors
Not when it comes to battery costs, see Tony Seba he accurately predicted things going back over a decade. At the time people thought he was crazy. Even if we see a 50% slowdown of battery tech in the next decade vs last that is still lights out for gas cars they have no chance.
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Old Mar 19, 2024 | 08:47 PM
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Originally Posted by SW17LS
I think in 40 years we will see 30% of the cars on the road in the US being EV for sure, likely higher than that. Personally I think the biggest thing that the government could do to get older cars off the road for EVs is to have another program like Cash 4 Clunkers where they will guarantee a rebate on a new EV or PHEV with the sale of an old ICE car with an agreement that it be demolished.
Absolutely horrible idea, IMO.

Those kind of programs greatly reduces supply for older vehicles.


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Old Mar 19, 2024 | 08:54 PM
  #2338  
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Originally Posted by Margate330
Absolutely horrible idea, IMO.

Those kind of programs greatly reduces supply for older vehicles.
Only junkers qualified for the program he's talking about. Old 90's cars that didn't even pass smog. My nephew got an $8500 rebate for my 1995 Corolla that had 200k on it, that was falling apart. Not only a safety hazard, but pollution hazard. Why not get those off the road and help someone get in a better car?
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Old Mar 19, 2024 | 08:58 PM
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Originally Posted by AMIRZA786
Only junkers qualified for the program he's talking about. Old 90's cars that didn't even pass smog. My nephew got an $8500 rebate for my 1995 Corolla that had 200k on it, that was falling apart. Not only a safety hazard, but pollution hazard. Why not get those off the road and help someone get in a better car?
Good question my friend.
​​​​​​
Many of us are comfortable but we have a large population of people who are at the poverty level.

It would be like me saying, let demolish your house and give you a discount on a new house you can't afford the payments on. Lol

ANd if you can afford the payments, what about the poor man who needed a cheap house or car. Lol
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Old Mar 19, 2024 | 09:03 PM
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Originally Posted by Margate330
Good question my friend.
​​​​​​
Many of our are comfortable but we have a large population of people who are at the poverty level.

It would be like me saying, let demolish your house and give you a discount on a new house you can't afford the payments on. Lol
That program helped a lot of low income people get into a safer, more efficient car. My nephew although not impoverished, was low income at the time, probably making under $30k.

Sorry my brother, you can't compare a house to a car... unless it's Lambo or RR
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