Battery based electric vehicles of today and tomorrow.

[Hay Dude]

The trend seems to be for the old OEMs is to not come out with new EVS but to electrify their old ICE lines. I expect it will take Tesla 2022-2023 to get the Cybertruck hitting on all cylinders. After two years of negative Cybertruck news cycles then Sadie will bar the door on the F-150 Lighting sales.

F-150…..yawn

 

[Gale Hawkins]

It's a car with no trunk lid.

If Subaru puts the Brat on their EV skateboard they will have a hot EV.

 

[Gale Hawkins]

F-150…..yawn

True but the F-150 is a popular truck for old guys to drive to town each morning for coffee, bacon and eggs. Ford will not have a working EV PU until they electrify the F-250 and F-350.

 

[aczlan]

I'm with you. I want one that only has 2 doors, but has the 'extended cab' size for things I want out of the elements. I don't need more than 1 passenger (2 in an emergency).
The manufacturers are selling them because they figured out that wealthy city guys would try to buy their manhood by getting a pickup that they would never actually use off-road. Those guys wanted luxury amenities and the ability to haul their golf buddies, clients, what-have-you. The inconvenience of a 12" bed (maybe I exaggerate) is meaningless because those guys are using them as a pickup anyway. Since those guys have more disposable cash than brains, they have driven the market for a work vehicle into the price ranges of luxury sedans. The only way it stops is for the 'bros' in the city to become disenchanted with pickups and turn they dollars toward the next 'thing'...maybe it will be EVs?
Note: if you actually use your truck and want some luxury, that is fine. The volume of people in who actually use a truck as intended is small enough that the prices would not have skyrocketed.

If someone has a travel trailer that they pull three or four times a year, they could have a pickup truck that needs to seat five people comfortably and 99% of the time it's far more than what they need, but that other 1% you can't replace it with much of anything else.

I'm quite happy to have people spend the money to buy nice trucks and baby them so that I can buy them two or three owners down the road and still end up with a decent vehicle to drive
That's the story of my wife's SUV, somebody bought it used it for trips, sold it to their kids who ran it for a few years and then replaced it with a new one and sold it to us.

The other big market for pickups is people who want something like a high-end Suburban or Yukon, but don't want to pay the extra $15,000 to $25,000 more for that over a pickup truck of the same trim class. A relative of mine has a very nice GMC pickup because when they went to replace their Yukon XL it was over $80,000 for a new one versus $55,000 or $60,000 for a similar trim level pickup truck.

Aaron Z

 

[Gale Hawkins]

If someone has a travel trailer that they pull three or four times a year, they could have a pickup truck that needs to seat five people comfortably and 99% of the time it's far more than what they need, but that other 1% you can't replace it with much of anything else.

I'm quite happy to have people spend the money to buy nice trucks and baby them so that I can buy them two or three owners down the road and still end up with a decent vehicle to drive
That's the story of my wife's SUV, somebody bought it used it for trips, sold it to their kids who ran it for a few years and then replaced it with a new one and sold it to us.

The other big market for pickups is people who want something like a high-end Suburban or Yukon, but don't want to pay the extra $15,000 to $25,000 more for that over a pickup truck of the same trim class. A relative of mine has a very nice GMC pickup because when they went to replace their Yukon XL it was over $80,000 for a new one versus $55,000 or $60,000 for a similar trim level pickup truck.

Aaron Z

Plus they're not limited to bump pulled trailers.

 

[Frankenkubota]

Duh. What are you? Maybe a half hour from Smithfield NC? The pork capitol of the world. PS; don't tell Hay dude Smithfield is owned by the Chinese.

yea, they say the pork comes from the mid west but....

i can show you some places in east carolina where they raise lots of bacon.

one of my favorite scenes from the simpsons is when homer is drooling over the thought of bacon, pork chops and ham? his daughter lisa told him they all come from he same animal and in a very condescending voice tells lisa, there couldn't possibly be an animal so wonderful.

 

[Frankenkubota]

If Subaru puts the Brat on their EV skateboard they will have a hot EV.

didn't the brat have 2 plastic seats mounted in the back, facing back ? i always thought that was nutz.

 

[Jstpssng]

didn't the brat have 2 plastic seats mounted in the back, facing back ? i always thought that was nutz.

They did that to get around tariffs in place at the time. The two jump seats allowed Subaru to call it a passenger car.

 

[Torvy]

If someone has a travel trailer that they pull three or four times a year, they could have a pickup truck that needs to seat five people comfortably and 99% of the time it's far more than what they need, but that other 1% you can't replace it with much of anything else.

I'm quite happy to have people spend the money to buy nice trucks and baby them so that I can buy them two or three owners down the road and still end up with a decent vehicle to drive
That's the story of my wife's SUV, somebody bought it used it for trips, sold it to their kids who ran it for a few years and then replaced it with a new one and sold it to us.

The other big market for pickups is people who want something like a high-end Suburban or Yukon, but don't want to pay the extra $15,000 to $25,000 more for that over a pickup truck of the same trim class. A relative of mine has a very nice GMC pickup because when they went to replace their Yukon XL it was over $80,000 for a new one versus $55,000 or $60,000 for a similar trim level pickup truck.

Aaron Z

Those aren't the people I mean. I currently live in the metroplex, there are a ton of pickup owners who have them 100% as a masculinity signal. They don't tow anything, but they have hitches to show their team allegiances.

The issue with your premise is that if those people were not needlessly driving up the new prices, you could either buy new or buy used for much less. I am in the market and it is rare to find a 4wd pickup being sold used that is priced low enough to make it preferable to new. It used to be a vehicle dropped in value driving it off the lot. Now, the initial drop is much, much less and the financial benefits in terms of interest rates are better for new...of course, if you have the cash to buy that would not matter.

 

[Gale Hawkins]

Flaws in John Deere Systems Show Agriculture's Cyber Risk

Automamous anything is a security risk. I am surprised that JD had to be reminded of this fact. China is concerned about Tesla being used by the USA to spy on them.

 

[Jstpssng]

Those aren't the people I mean. I currently live in the metroplex, there are a ton of pickup owners who have them 100% as a masculinity signal. They don't tow anything, but they have hitches to show their team allegiances.

The issue with your premise is that if those people were not needlessly driving up the new prices, you could either buy new or buy used for much less. I am in the market and it is rare to find a 4wd pickup being sold used that is priced low enough to make it preferable to new. It used to be a vehicle dropped in value driving it off the lot. Now, the initial drop is much, much less and the financial benefits in terms of interest rates are better for new...of course, if you have the cash to buy that would not matter.

Right now due to the chip shortage finding anything, new or used, is a challenge. Last year at this time I was shopping for a pickup while wondering if I would be better off waiting; but didn't want to dump any more money into my Ranger and needed something. I was looking at new but ended up with a low mileage Colorado. I'm thankful now that I didn't wait.

At the time I was considering a 3/4 ton, 4x4 regular cab... list price for any of the big three, without all of the bells and whistles was around $37K.

 

[Gale Hawkins]

Phillips 66 to acquire stake in NOVONIX as demand for EV battery materials rises

Fossil fuel industry is starting to morph into renewal energy industry more and more as they prepare for 2050 business climate.

 

[VroomVroom]

I just hope that when the tractors go battery powered, they set aside some battery power for a sound recording of a Diesel engine so we can at least still have the noise of a diesel while tractoring.

 

[Grumpycat]

If someone has a travel trailer that they pull three or four times a year, they could have a pickup truck that needs to seat five people comfortably and 99% of the time it's far more than what they need, but that other 1% you can't replace it with much of anything else.

Righteous Prius-types like to rage about "pickup trucks". When I owned a Prius and a Powerstroke F-250 I would counter that few could afford the a luxury of having both. That I could drive the F-250 everywhere for less additional cost than I pay gas, tax & tag, insurance, and depreciation, on the Prius. That the F-250 can do the Prius's job but the Prius could not do the F-250's job. That in having a Prius I was being a worse environmental consumer.

 

[/pine]

Billionaire-backed mining firm to seek electric vehicle metals in Greenland

Mineral exploration company KoBold Metals, backed by billionaires including Jeff Bezos and Bill Gates, has signed an agreement with London-listed Bluejay Mining (JAY.L) to search in Greenland for critical materials used in electric vehicles.

www.reuters.com

 

[Jstpssng]

Righteous Prius-types like to rage about "pickup trucks". When I owned a Prius and a Powerstroke F-250 I would counter that few could afford the a luxury of having both. That I could drive the F-250 everywhere for less additional cost than I pay gas, tax & tag, insurance, and depreciation, on the Prius. That the F-250 can do the Prius's job but the Prius could not do the F-250's job. That in having a Prius I was being a worse environmental consumer.

The only difference is that with two vehicles you are able to incur wear and tear on the cheaper, disposable Prius, while the F250 sat in the garage until you need it.

You are right though. Not everybody can afford to do that, which is why I have the Colorado. If money was no object I'd have an F350 with dump for heavy use and plowing, Wrangler for off road and plowing, with a Hyundai for a beater.

 

[NoTrespassing]

I'm wondering if anyone would like to predict the demise of General Motor or Ford. I've read more than a few posts here hinting at it. As I've mentioned before, I have a small position in Ford and I don't think they're going anywhere. I don't see a repeat of the Asian invasion of the 70's during the gas crunch. By the way, they both survived that.

Kevin

 

[airbiscuit]

Even without EVs, Hyundai and Kia are taking their customers.

 

[Jstpssng]

I know that my purchases don't amount to a p-hole in the snow but I am leaning toward Ford for my next vehicle as GM has phased out my nearest dealer, meaning another 50 milesbeyond the 50 I already drive if I needed service. 10 miles also the closest of any of the foreign fleet.

 

[Gale Hawkins]

In another 5 years the Ford GM stories should be more clear.

China is turning out to appear weaker than I expected in EV exports. While their internal status is never fully known I gather that Delta is hitting them much harder than they have had to deal with covid-19 before.

They are pumping out a lot of cheap EVS for internal consumption. They are shipping some of their better EVs to Europe. I don't see China ruling the USA EV market like the Japanese did 50 years ago gas sipping small cars and trucks. EV sales in the USA are greatly lagging Europe and China.

Tesla should be able to supply the USA $50K - $100K car/truck marketplace move down into the $30K market.

By the time Tesla can get 10 factories online they should be able to cut their prices of today by $10K to $20,000 per vehicle.