I agree on everything except on the characterization of Tesla as preeminent battery supplier. What about BYD? Others?
- Mark Sent from my Fuel Cell powered iPhone > On Oct 27, 2018, at 7:22 AM, Michael Ross via EV <ev@lists.evdl.org> wrote: > > In the grand schema Tesla is just a tiny contributor to the global > population of autos. Every thing the established manufacturers do to lag > them will benefit them. I think it is all good for Tesla if they have less > pressure. > > Don't forget that Tesla is more or less the preeminent battery supplier. > Tesla will eventually benefit a great deal on the battery sales front, but > they can't keep up with their own demand yet, let alone the auto industry > as a whole. > > All in all, EV manufacturing is still NOT a zero sum game. It is not > engraved in stone that Tesla will survive when the ministry as a whole > decides to go all in. But Tesla is doing far better at scratching out a > place for itself than was predictable. Tesla is very disruptive, but still > squash-able. I am very grateful for their pushing the tech forward and > making EVs interesting. I hope they don't get squashed before EVs are well > established. > >> On Fri, Oct 26, 2018 at 10:54 PM paul dove via EV <ev@lists.evdl.org> wrote: >> >> They want to have lower emission standards on their trucks and SUVs so it >> will lower the cost and increase profits to supplement their electric >> vehicle programs. Same thing as a bailout. What does that do to companies >> like Tesla. >> >> Sent from my iPhone >> >>> On Oct 26, 2018, at 10:42 AM, Mark Abramowitz <ma...@enviropolicy.com> >> wrote: >>> >>> I appreciate the cynicism, but I find no evidence of that. >>> >>> That article is old, but I suspect that the data still applies. It says >> nothing about a government bailout. >>> >>> So they are losing money on the Bolt. The Prius lost money for 10 years, >> but is Toyota’s most popular car. These folks are in it for the long game, >> and have been investing in both types of EVs. >>> >>> - Mark _______________________________________________ UNSUBSCRIBE: http://www.evdl.org/help/index.html#usub http://lists.evdl.org/listinfo.cgi/ev-evdl.org Please discuss EV drag racing at NEDRA (http://groups.yahoo.com/group/NEDRA)
