Wow. - Mark
Sent from my Fuel Cell powered iPhone > On Oct 27, 2018, at 12:13 PM, Michael Ross <michael.e.r...@gmail.com> wrote: > > The gigafactory doubles global production. That should do it, but they are > building more. > >> On Sat, Oct 27, 2018 at 2:58 PM Mark Abramowitz <ma...@enviropolicy.com> >> wrote: >> 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 >> > > > -- > Michael E. Ross > (919) 585-6737 Land > (919) 901-2805 Cell and Text > (919) 576-0824 Tablet, Google Phone and Text > > > -------------- next part -------------- An HTML attachment was scrubbed... URL: <http://lists.evdl.org/private.cgi/ev-evdl.org/attachments/20181027/6317902c/attachment.html> _______________________________________________ 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)
