pianotuna wrote:
Sales--hmmm they still have a 3 to 6 month waiting list.
BEV's in the last year reached 2.9% of all new vehicle sold, and there are over 1 million in use in North America. (3 mil world wide). Tipping points are usually 5%.
Lots of power capacity is available from 10 pm to 6 am, as well as 10 am to 4 pm.
2edgesword wrote:
Tesla just laid off some employees because 2018 sales were not where they had hoped and projected they would be. The whole genesis of the electric vehicle industry is based on it bringing about a reduction in the use of fossil fuels and a cleaner environment as well as performance rivaling the internal combustion engine. It hasn't happened yet and I don't think electrical vehicles are going to replace a significant number of gas driving vehicles for maybe another 20 years. Along with developing electric vehicles that rival the performance and cost of gasoline vehicles is development of the infrastructure to support them. I'm thinking decades until a significant percentage (25%+) makes the transition to electric and then I question if in the long run if it will be a major savings to the environment.
Backorders don't necessarily mean robust sales. Backorders can be the result of problems in manufacturability at a cost effective price. According to Musk the pricing is still a major issue.
I'm not buying the 5% tipping point in an industry that has been around for 100 years unless some very significant advantage is demonstrated with electric vehicles.
There is a lot of power generation between 10am and 4pm but not a lot of infrastructure to deliver it.
Three million worldwide represents 0.1% of all vehicles worldwide.
From raw materials to deposal at end of life has it been shown that electric vehicle provide a meaningful net benefit to the environment?