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mlhm5

Why Ford Will Be A Bit Player In The EV Market

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45 minutes ago, SoonerLS said:

On that subject, Brian Cooley at CNET did a pretty good explainer:

That was a very good video...thanks!

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34 minutes ago, theoldwizard said:

That just plain does not work in the US !  I have a friend who has been driving a Prius since shortly after they first came out.  While her transportation needs are mostly home to work and back, less than 20 miles each way, there are days she has to travel all over the metro Detroit area.  It is going to be many years before enough "superchargers" are installed that she could pull up to one, plug in for an hour or two while in a meeting and then jumping back in and got 50 miles across town at highway speed with the A/C blasting.

Not in my of her lifetime !

How many miles is "all over the metro Detroit area? A Bolt has up to 238 miles of range without charging during the work day. If the vehicle doesn't have the range you need, get one that does. Most Teslas get over 300 miles and the Rivians will be up to 400 miles.

 

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16 hours ago, mlhm5 said:

5 years from today, Ford will be a bit or non-player in the USA EV market because their EV strategy is to hype EV plans that never materialize. I don't know who will dominate, but when you eliminate range anxiety, you stand a better chance to sell your EVs than your competition.

There's been a lot of hype and publicity stunts from Ford regarding electric vehicles in the past. And Ford has nothing to offer U.S. BEV customers right now.

But if Ford becomes the first major automaker to put a truly capable BEV pickup truck into mass production, we'll know that Ford is a big league player. And with Ford's recent investment in Rivian, I think they'll make it happen within the next 5 years. There's reason to be optimistic that Ford finally taking the EV market seriously.

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2 hours ago, MY93SHO said:

How many miles is "all over the metro Detroit area? A Bolt has up to 238 miles of range without charging during the work day. If the vehicle doesn't have the range you need, get one that does. Most Teslas get over 300 miles and the Rivians will be up to 400 miles.

 

Great video, thank you for sharing MY93SHO sir.

Metro Detroit (urban area) is about 1,337 square miles in area. There are scores of Level 2 and DC Fast EV charging points in the area. Chevy Bolt works perfectly fine for that usage scenario.

 

ev charging detroit.png

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5 minutes ago, rperez817 said:

There's been a lot of hype and publicity stunts from Ford regarding electric vehicles in the past. And Ford has nothing to offer U.S. BEV customers right now.

But if Ford becomes the first major automaker to put a truly capable BEV pickup truck into mass production, we'll know that Ford is a big league player. And with Ford's recent investment in Rivian, I think they'll make it happen within the next 5 years. There's reason to be optimistic that Ford finally taking the EV market seriously.

Some of the biggest oil companies like BP, Total, Shell and Chevron have made major investments in EV charging by either partnering or buying the charging infrastructure because they believe the forecast that  60%of new car sales and 33% of the global car fleet are estimated to be electric by 2040. So discount that if you will but the investments have already been made. It is estimated that car manufacturers will invest $300 billion over the next 10 years in EVs.

Pretty obvious from the comments on this thread many think Tesla will fail, and the stock will plummet. Maybe they will but Tesla will be bought out by a major player in the auto business for ~$30 billion prior to that happening. Think about this. Suppose Ford buys a 40-50% stake in Tesla (Ford is not cash rich) and takes over manufacturing, distribution, and sales, and all the other day to day tasks of running an auto business and all Musk has to do is focus on product innovation. Could happen, but Ford does not have a good history at managing acquired car companies (Volvo, Jaguar) and doing that is probably the last thing on their mind. Nevertheless, both Google and Apple have kicked the tires Tesla in the past and so have the Chinese, who are loaded with cash and might be the one that makes the first move.

So either you believe Tesla will make and if you do not you have to guess which auto manufacturer buys them and becomes the WW leader in EVs and charging infrastructure.
 

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6 hours ago, mlhm5 said:

Some of the biggest oil companies like BP, Total, Shell and Chevron have made major investments in EV charging by either partnering or buying the charging infrastructure because they believe the forecast that  60%of new car sales and 33% of the global car fleet are estimated to be electric by 2040. So discount that if you will but the investments have already been made. It is estimated that car manufacturers will invest $300 billion over the next 10 years in EVs.

Pretty obvious from the comments on this thread many think Tesla will fail, and the stock will plummet. Maybe they will but Tesla will be bought out by a major player in the auto business for ~$30 billion prior to that happening. Think about this. Suppose Ford buys a 40-50% stake in Tesla (Ford is not cash rich) and takes over manufacturing, distribution, and sales, and all the other day to day tasks of running an auto business and all Musk has to do is focus on product innovation. Could happen, but Ford does not have a good history at managing acquired car companies (Volvo, Jaguar) and doing that is probably the last thing on their mind. Nevertheless, both Google and Apple have kicked the tires Tesla in the past and so have the Chinese, who are loaded with cash and might be the one that makes the first move.

So either you believe Tesla will make and if you do not you have to guess which auto manufacturer buys them and becomes the WW leader in EVs and charging infrastructure.
 

If Ford (or any other automotive company for that matter) steps up and buys Tesla....Teslas design and vehicles will go bye-bye and the new owner will take their designs and meld that into their own vehicle line up and then the nationwide network of superchargers will be re-branded to something that matches the new owners forward thinking....Elon then can take all of his $$$ and dig in further for his planned hyperloop project and his home power plans.

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10 hours ago, mlhm5 said:

Some of the biggest oil companies like BP, Total, Shell and Chevron have made major investments in EV charging by either partnering or buying the charging infrastructure because they believe the forecast that  60%of new car sales and 33% of the global car fleet are estimated to be electric by 2040. So discount that if you will but the investments have already been made. It is estimated that car manufacturers will invest $300 billion over the next 10 years in EVs.

Pretty obvious from the comments on this thread many think Tesla will fail, and the stock will plummet. Maybe they will but Tesla will be bought out by a major player in the auto business for ~$30 billion prior to that happening.

Think about this. Suppose Ford buys a 40-50% stake in Tesla (Ford is not cash rich) and takes over manufacturing, distribution, and sales, and all the other day to day tasks of running an auto business and all Musk has to do is focus on product innovation. Could happen, but Ford does not have a good history at managing acquired car companies (Volvo, Jaguar) and doing that is probably the last thing on their mind. Nevertheless, both Google and Apple have kicked the tires Tesla in the past and so have the Chinese, who are loaded with cash and might be the one that makes the first move.

So either you believe Tesla will make and if you do not you have to guess which auto manufacturer buys them and becomes the WW leader in EVs and charging infrastructure

Err, no that's the opinion coming out of Morgan Stanley (Adam Jonas) . It' now not a case of if but when Tesla noses over it will be because of loss of investor enthusiasm and that s terminal. All those other companies you think will jump in will wait until the carcass is dead and tear up the bits they want.



.

 

 

 

Edited by jpd80

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General Motors has an MOU with engineering company Bechtel to install EV charging stations in U.S. urban areas. https://www.utilitydive.com/news/gm-bechtel-plan-thousands-of-fast-charging-stations-across-us/555670/

Who knows, maybe Ford will do something similar with Bechtel or another engineering company like Kiewit or Black & Veatch.

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8 hours ago, rperez817 said:

General Motors has an MOU with engineering company Bechtel to install EV charging stations in U.S. urban areas. https://www.utilitydive.com/news/gm-bechtel-plan-thousands-of-fast-charging-stations-across-us/555670/

Who knows, maybe Ford will do something similar with Bechtel or another engineering company like Kiewit or Black & Veatch.

Key word in this statement is "urban".....

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