20 posts were split to a new topic: Greenhouse gas discussion (tread carefully, be respectful)
Dankie Mr Mod 
Groetnis, now we can get back too EVâs
EV Sales:
The growth
How the various OEMâs are doing (EV and Hybrids combined)
Best selling Models
Groetnis
It appears from this graph, Eskom loss of availability grow at the same rate, give or take, as the EV sales are growing atâŚ
Groetnis
Interesting one this: ICE â Generator â Battery â Electric motors. ICE does not drive wheels directly.
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The only place for hybrids is in supercars where the noise of the ICE motor is an important factor. Other than that, no real need to ever combine the two into one car.
Rent a Venter with a gennie in.
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The efficiency seems lower than the Toyota conventional hybrids though?
They seem to be pitching it as a way to get their factories better geared for electric, since itâs more electric than not. At some point you cut the Genny and put a bigger battery in.
Consumers also get the EV benefits earlier since the very expensive battery isnât there, but the drivetrain is. And they can fill up as normal.
So as a pure fuel efficiency play itâs not the best in class, but the R&D is less of a dead end. I think it could sell pretty well⌠Itâs in the âbetter tech at same priceâ direction.
Iâm actually convinced weâll see portable generators targeted at EVs not too far in the future. Specialist equipment like the hardcore campers already have their shovels and foldup everything.
Itâs a pretty ideal load profile for a generator, capability can be communicated automatically and always 3-phase. Someone will do it and everyone will laugh, but it will be an important step.
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Too late. There are already dozens on the market. Many packaged as trailers.
It makes a lot of sense - sort of like a plug-in-hybrid, but you only bring the ICE engine along when you need it.
For most people, for most of their driving, battery range is fine. For the occasional long distance trips, rent a range extender. Why permanently carry the weight and complexity of an ICE engine around when you only need it on occasional weekends?
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Sooo Hydrogen cars then
8x more profit per car for Tesla, no matter that Toyota makes way more cars than TeslaâŚâŚ
Groetnis
If that is the case, we need way more competition in the EV space to bring the margins down. Maybe then EVs can start to be affordable. Imagine the price if they made just as much profit per car than Toyota.
Imagine Toyota making EVs. Imagine Lucid making a profit on cars costing $150k. Imagine VW, Polestar, Ford, GM making more EVs and both Ford and GM paying back their 2008 bailout Billion $$$ like Tesla did.
Also just think about the EV OEMs expanding and building new factories. VW said something like 6 years or some such to just refurb a few factories and many $$$ Billions per factory. The money needs to come from profits, or from taking on more debt. Tesla has, by comparison, almost no debt and the ICE OEMs are drowning in debt.
Besides that, all OEMs apart from Tesla, make money on the services and mostly on selling parts for maintenance. GM is a prime example, taking a loss on some models at retail and sell parts for maintenance at very high margins. Then there is the build in obsolescence and killing the parts after 5 or so years to force buying new again.
Groetnis
Plug-in (Hybrid) car registrations in H1 2022 (vs previous year):
- BYD: 640,748 and 15.4% share (vs 5.9%)
- Tesla: 564,873 and 13.6% share (vs 15.2%)
- SAIC (incl. SAIC-GM-Wuling): 358,040 and 8.6% share (vs 11.1%)
- Volkswagen Group: 331,743 and 8.0% share (vs 13.4%)
- Geely-Volvo: 231,232 and 5.6% share
Top 5 total: 2,126,636 (51.1% share)
others: 2,034,487 (48.9% share)
Total: 4,161,123
Battery-electric only (BEV)
In terms of all-electric car registrations, Tesla remains the king (over 564,000), but its market share decreased by another few percent to 19%. Thatâs still a lot - almost one in five new BEVs globally.
All-electric car registrations in H1 2022 (vs previous year):
- Tesla: 564,873 and 19% share (vs 22.7%)
- BYD: 326,236 and 11% share (vs 5.5%)
- SAIC (incl. SAIC-GM-Wuling): 321,289 and 10.8% share (vs 14.5%)
- Volkswagen Group: 216,004 and 7.3% share (vs 10.7%)
- Hyundai Motor Group: 167,305 and 5.6% share
Top 5 total: 1,595,707 (53% share)
others: about 1.4 million (47% share)
Total: about 3 million
Groetnis
Also consider this:
Producing EVs in factories formerly used to make internal combustion engine (ICE) vehicles will require the reworking of entire assembly processes. This is largely due to the major design and construction differences between EVs and ICE vehicles. While some âbrownfieldâ factories will mix EV and ICE production (at least for a while), there will also be âgreenfieldâ factories built from the ground up to manufacture EVs. The supply chain will definitely be affected.
EV motors have very few moving parts; they do not require engine oil or transmission fluid. EVs need no exhaust systems, alternators, fuel injectors, or starters. All of these familiar ICE vehicle components will be entirely absent from EV production lines. Because there will be so many fewer parts in an EV, compared to its ICE counterpart, the assembly process will be simplified. Fewer parts also means lower labor costs.
Instead, most EVs are built around their heavy battery packs, which are usually placed low under the vehicle floor to lower the center of gravity. The battery packs also serve as structural members of the chassis, adding strength and rigidity. Because of their weight and bulk, manufacturers will prefer to have these battery packs built and assembled as close to their assembly lines as possible. Many OEMs have announced plans to either build their own battery plants or create JVs with battery producers. Doing this will have the added benefit of insuring adequate supplies of batteries as industry-wide production ramps up, due to increased EV adoption over time.
Groetnis
This is a nice direct comparison by Volvo, apples to pearapples so to speakâŚ
Groetnis
I always love this image posted by Lucas Di Grassi (Lucas di Grassi | Formula E)
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Ja, he just forgot all the ECU and Inverter stuff, to be fair he left out the ICE fuel tank as well as the Electronics. That also need to be part of the electric system.
Groetnis
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