FishOnOne wrote:
I question if Dodge and Chrysler will be around much longer with their current line up of vehicles.
I think they have a shot yet for a couple reasons.
In continentental North America the adaptation will be slower than the rest of the world. At 2 bucks a gallon gas is only about twice as expensive as electric as opposed to 4 or 5 or more times.
Trucks are popular here even as grocery getters and manufacturers are 4 or 5 years from ramping up production on electric trucks.
Mercedes is part of Daimler and they are getting serious about Electric
This and a bunch of other reasons will give them some time to adapt
I think Ford is in the worst shape with no real production EV offerings for the next 4 years.
GM at least has the Bolt but it is having difficulty selling them as the price is not far off the Tesla Model 3 and the model 3 is sooooo much more car at every level.
Nissan will plug along with the Leaf until 2022 when the new BEV 2 platform will come out for their new lineup of EV’s.
Toyota is an anomaly and it’s hard to say what the plan is. They say they are not going Electric for at least 5 years and maybe more even though Tesla and Nissan are literally eating their lunch right now. They have their foot in the technology though so I think they could switch gears pretty quick if the markets change.
The biggest enemy of ice vehicles is the EV test drive. And although many are reluctant to walk into a dealer for a test drive the “neighbourhood test drive” is starting to happen more often as more and more EV’s show up in people driveways. Neither Nissan or Tesla advertise EV’s but both are supply constrained right now. For many it is a WTF ?? moment and plans for an EV in the household come soon after.
This year there will be 1500 EV’s everyday showing up in people’s driveways in North America. 1500 new vehicles everyday without gas tanks. Although that is still not a lot in the big scheme of things it is about twice as many as it was two years ago.
It will be interesting to see how it all plays out. And yes, North American manufacturers need to watch the market carefully and be reactive if they want to have any export business. The North American market is kinda unique in the world though and I see a market for gas vehicles here even in 10 years.
All the above. JMHO