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OT: Electric vehicles

Yup, passed onto the children.
Just so it’s not forgotten, anytime anyone wants to go down the subsidies road in this thread, I’ll post this reminder that what EVs and renewables have received is a tiny drop in the ocean of what fossil fuels have. If true market dynamics applied to transportation and energy, we’d be paying $8-$10 a gallon for gasoline here like other nations do and EVs would have been the logical choice for many more much sooner…

List of US Fossil Fuel subsidies from recent G20 report:

- Expensing of Intangible Drilling Costs

- Percentage Depletion for Oil and Natural-Gas Wells

- Domestic Manufacturing Deduction for Fossil Fuels

- Two Year Amortization Period for Geological & Geophysical Expenditures

- Percentage Depletion for Hard Mineral Fossil Fuels

- Expensing of Exploration and Development Costs for Hard Mineral Fuels

- Capital Gains Treatment for Royalties of Coal

- Deduction for Tertiary Injectants

- Exception to Passive-Loss Limitation for Working Interests in Oil and Natural-Gas Properties

- Enhanced Oil Recovery Credit (EOR) Credit

- Marginal Wells Credit

- Corporate Tax Income Exemption for Fossil-Fuel Publicly Traded Partnerships

- Excise Tax Exemption for Crude Oil Derived from Tar Sands

- Royalty-Exempt Beneficial Use of Fuels

- Royalty-Free Flaring and Venting of Natural Gas

- Liability Cap on Natural Resource Damage

- Subsidies for fossil fuels used in the residential sector

...and here's a BIG one: The US leases federal land to fossil fuel extraction at FAR below market rates, for way less than private landowners or state governments charge. The submarket lease rates are the single largest fossil fuel subsidy. They should all be rebid at modern royalty rates in open auctions.
 
Just so it’s not forgotten, anytime anyone wants to go down the subsidies road in this thread, I’ll post this reminder that what EVs and renewables have received is a tiny drop in the ocean of what fossil fuels have. If true market dynamics applied to transportation and energy, we’d be paying $8-$10 a gallon for gasoline here like other nations do and EVs would have been the logical choice for many more much sooner…

List of US Fossil Fuel subsidies from recent G20 report:

- Expensing of Intangible Drilling Costs

- Percentage Depletion for Oil and Natural-Gas Wells

- Domestic Manufacturing Deduction for Fossil Fuels

- Two Year Amortization Period for Geological & Geophysical Expenditures

- Percentage Depletion for Hard Mineral Fossil Fuels

- Expensing of Exploration and Development Costs for Hard Mineral Fuels

- Capital Gains Treatment for Royalties of Coal

- Deduction for Tertiary Injectants

- Exception to Passive-Loss Limitation for Working Interests in Oil and Natural-Gas Properties

- Enhanced Oil Recovery Credit (EOR) Credit

- Marginal Wells Credit

- Corporate Tax Income Exemption for Fossil-Fuel Publicly Traded Partnerships

- Excise Tax Exemption for Crude Oil Derived from Tar Sands

- Royalty-Exempt Beneficial Use of Fuels

- Royalty-Free Flaring and Venting of Natural Gas

- Liability Cap on Natural Resource Damage

- Subsidies for fossil fuels used in the residential sector

...and here's a BIG one: The US leases federal land to fossil fuel extraction at FAR below market rates, for way less than private landowners or state governments charge. The submarket lease rates are the single largest fossil fuel subsidy. They should all be rebid at modern royalty rates in open auctions.
I should have been a corporate lobbyist.
 
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As I said. Surely you two boys have better arguments.
Posting Tesla's earnings is completely relevant to this thread especially given the fact that other OEMs are struggling to make a profit on EVs. Further emphasizes that the transition from ICE to EV will not be easy.

I have no idea why the 2 clowns continue to visit this thread. They've clearly learned nothing in a thread with lots of good information. One is just here to shit on anything Tesla/Elon, the other thinks we're going to have 600 mile range electric SUVs. Clueless.
 
This is why an efficient electric drivetrain and engineering excellence are so important to a rapid sustainable energy future transition.

LFP cells are HEAVY and less energy dense than nickel or cobalt, but they can still work as long as the other parts of the EV are efficient. LFP does have it's benefits. You can charge and discharge from 0-100% regularly without any battery degradation. Charging speed is faster. LFP EVs are cheaper. No battery supply chain issues either since iron is so abundant.

Right now, the only auto makers using iron cathodes are Tesla and a few Chinese makers. US automotive companies need to have the flexibility to diversify the cathode material in their battery if they want to survive. The nickel and cobalt supply chain issues are not going away any time soon.
 
@Knight Shift

went to the auto show and got a ride in the F150 Lariat Ext Range. Beautiful car and high quality. The only thing they showed off was the launch which was impressive for a heavy truck. I talked to the Ford reps and they think it’s high 70k delivery in 2022. Chips shortage is still the bottleneck. A lot of EVs out. I like the styling of KIA EV6 and the EV Silverado was nice too. But I just don’t think any of them can or will produce enough to meet the demand.
 
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Can anyone give me an SUV that is electric that has actually space in the 3rd row? I was very interested in the TSLA one until I saw it's basically a clown car in the 3rd row. All the other companies are so far behind Tesla in that space.
 
Can anyone give me an SUV that is electric that has actually space in the 3rd row? I was very interested in the TSLA one until I saw it's basically a clown car in the 3rd row. All the other companies are so far behind Tesla in that space.
Rivian R1S, available in 2024. Oddly, the Hummer does not have a 3rd row.


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Posting Tesla's earnings is completely relevant to this thread especially given the fact that other OEMs are struggling to make a profit on EVs. Further emphasizes that the transition from ICE to EV will not be easy.

I have no idea why the 2 clowns continue to visit this thread. They've clearly learned nothing in a thread with lots of good information. One is just here to shit on anything Tesla/Elon, the other thinks we're going to have 600 mile range electric SUVs. Clueless.
It’s actually weird just how butt-hurt you get when other people don’t share your opinions about stuff. Your Tesla/Musk fetish is even more extreme than I thought. You’re basically a Tesla Jihadist, attacking people who dare to not worship them.

Surely you have the self-recognition to see that, right? I mean, you’re trying to shout down the opinions of one guy because he isn’t a fan of a car company.

And also trying to shout me down because I am waiting for better range before hopping on the EV train. Good luck with that. 😀

Funny stuff.
 
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Can anyone give me an SUV that is electric that has actually space in the 3rd row? I was very interested in the TSLA one until I saw it's basically a clown car in the 3rd row. All the other companies are so far behind Tesla in that space.
I presume you looked at the Model Y, and I agree, the optional 3rd row is too small. I don't think I've ever seen the 7 seater in the wild.

If it's in your price range, the Model X has plenty of 3rd row space.
 
It’s actually weird just how butt-hurt you get when other people don’t share your opinions about stuff. Your Tesla/Musk fetish is even more extreme than I thought. You’re basically a Tesla Jihadist, attacking people who dare to not worship them.

Surely you have the self-recognition to see that, right? I mean, you’re trying to shout down the opinions of one guy because he isn’t a fan of a car company.

And also trying to shout me down because I am waiting for better range before hopping on the EV train. Good luck with that. 😀

Funny stuff.
Waiting for a 600 mile range electric SUV? Lol. Proof you've learned nothing in over a year of posting in this thread. You're here to hear yourself talk. We get it. It's odd and worn out.
Until the tooth fairy brings your electric SUV, why not start your own thread about gas guzzling vehicles since that's what you prefer to discuss in a thread about EVs. I promise not to visit.
 
Waiting for a 600 mile range electric SUV? Lol. Proof you've learned nothing in over a year of posting in this thread. You're here to hear yourself talk. We get it. It's odd and worn out.
Until the tooth fairy brings your electric SUV, why not start your own thread about gas guzzling vehicles since that's what you prefer to discuss in a thread about EVs. I promise not to visit.
Slurp. Gargle.
 
@Knight Shift

went to the auto show and got a ride in the F150 Lariat Ext Range. Beautiful car and high quality. The only thing they showed off was the launch which was impressive for a heavy truck. I talked to the Ford reps and they think it’s high 70k delivery in 2022. Chips shortage is still the bottleneck. A lot of EVs out. I like the styling of KIA EV6 and the EV Silverado was nice too. But I just don’t think any of them can or will produce enough to meet the demand.
For anyone who is interested, I am following two forums on order tracking, etc. I did the same when I ordered my Maverick, and there was a lot of helpful information. Please don't use the information to cast stones at Ford. It seems every auto manufacturer is impacted by the chip shortage.

A lot of complaints that it seems certain dealers (maybe higher volume dealers) got more orders activated from the reservation list, allowing people with later reservations to jump ahead of earlier reservations. I may be one of those people, as I see people with May 2021 reservations did not get invited to order, and I ordered in July 2021.

The mods on these forums quickly clamp down on any OT and political nonsense too.


 
Knightshift, 24 hours to go. I will never even be able to buy a Lightning and I am excited for tomorrow. Can’t remember where I read it, but an article said a very high percentage of Lightning buyers are first time Ford and first time pick up truck buyers.
 
the other thinks we're going to have 600 mile range electric SUVs.
It's not an unreasonable ask for the future. If such scalability is possible, I remember when the first EGO batteries came out for the weed trimmers they were good for 30 minutes, then 45 minutes, then 60 minutes. Battery technology should continue to evolve and improve?

While not a fan of his channel, this F150 enthusiast gave 5 reasons to wait for the next F150. One he does not explicitly list is that it is generally a good idea to not buy a first model year of new vehicle, but he does list waiting for longer range. But IMO, this is somewhat like Ralph Kramden waiting for 3D TV before he buys a TV.

The 5 reasons are:
1. Faster Charging- 300 watts will be released in the future. Right now the Lightning suffers from a 150-watt peak rate, .
2. Customization on your build- only 9 models… 10k+ to add single features
3. Colors. Strong lack of color choices. Custom bed length and cab configurations.
4. Range, we need a few more miles
5. Don’t deal with dealers anymore? Ford model E?

 
Knightshift, 24 hours to go. I will never even be able to buy a Lightning and I am excited for tomorrow. Can’t remember where I read it, but an article said a very high percentage of Lightning buyers are first time Ford and first time pick up truck buyers.
Hi- I just noticed this. I don't read the entire thread. It helps to tag me by putting an @ symbol before the screen name, like @HeavenUniv. or @Knight Shift (With a space between Knight and Shift).

We like Ford and we are comfortable with Ford. Have owned many Ford, Lincoln and Mercury products over the years, and while not perfect, they were reliable and well built. I'm relatively happy with my Maverick, but I don't think I would have splurged on the Lariat edition. But I have received a lot of compliments on how nice the interior is.

As far as tomorrow, not really going to tune in. I'm keeping an eye out for my purported build date.

Since you are master of paywalls and have magical powers, see if you can get behind this one--but there is a picture gallery that you can view of the new EV plant While @BellyFullOfWhiteDogCrap does not seem to agree, I think Ford will succeed in it's venture into EVs. GM probably will too.

 
More of this nonsense. So tiring.
Meh. It's an EV thread and people are gonna have all kinds of different opinions, positive and negative, about EVs and about various companies or CEOs.

Not sure why some of you Tesla owners get so deeply offended when people tease you about your Tesla worship. You could tease me all day for being a fan of some of Porsche's automotive lineup, or being a fan of RU football/basketball, or being a fan of anything else. I'd laugh along with you. Nothing at all wrong with teasing one another about the stuff we like.

The problem start when people take offense at other people's harmless opinions. And the only people who seem to be taking offense in this thread are Tesla owners or fanboys. It's a car company. Stop acting like someone insulted your child.
 
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@Knight Shift—Ford has been around since 1896. They have survived World War 1, World War 2, all the other wars, the Great Depression, a bunch of other recessions, the Pinto debacle, endless new government regulations, and the always horrifying distraction that is the Detroit Lions (lol). The F-150 brings in more money than many major companies. Billions a year and is the biggest selling vehicle in America for 40 years and the biggest selling truck for 45 years. Now they are the first major company to offer an electric truck , plus the Maverick hybrid within less than a year. Not only is the demand for the F-150 Lightning and Maverick off the chart, but people are beating the doors down to get a Bronco and I think the Bronco Sport demand is a surprise to everyone. Ford will be around for a long time. Blue Oval City will be huge and Ford will start having more parts available from American sources. Somebody could probably find the numbers, but I think there will be more Lightnings made in five or six weeks than Rivian will make all year. What I would like to see is Ford offer more cab configurations in the Maverick and Lightning. My guess is that is coming, but not until the 2024 models.
 
Meh. It's an EV thread and people are gonna have all kinds of different opinions, positive and negative, about EVs and about various companies or CEOs.

Not sure why some of you Tesla owners get so deeply offended when people tease you about your Tesla worship. You could tease me all day for being a fan of some of Porsche's automotive lineup, or being a fan of RU football/basketball, or being a fan of anything else. I'd laugh along with you. Nothing at all wrong with teasing one another about the stuff we like.

The problem start when people take offense at other people's harmless opinions. And the only people who seem to be taking offense in this thread are Tesla owners or fanboys. It's a car company. Stop acting like someone insulted your child.
Not just that...these same fanboys...two or three in particular...also go out of their way to shit on the info about other automakers' efforts in this space. VW sucks, GM won't survive, Ford is stupid, Rivian can't do it, Honda and Toyota are dinosaurs, etc. etc. etc. So they want to deal it, but can't take it when someone says anything that doesn't bow in front of tesla and musk.
 
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@Knight Shift—Ford has been around since 1896. They have survived World War 1, World War 2, all the other wars, the Great Depression, a bunch of other recessions, the Pinto debacle, endless new government regulations, and the always horrifying distraction that is the Detroit Lions (lol). The F-150 brings in more money than many major companies. Billions a year and is the biggest selling vehicle in America for 40 years and the biggest selling truck for 45 years. Now they are the first major company to offer an electric truck , plus the Maverick hybrid within less than a year. Not only is the demand for the F-150 Lightning and Maverick off the chart, but people are beating the doors down to get a Bronco and I think the Bronco Sport demand is a surprise to everyone. Ford will be around for a long time. Blue Oval City will be huge and Ford will start having more parts available from American sources. Somebody could probably find the numbers, but I think there will be more Lightnings made in five or six weeks than Rivian will make all year. What I would like to see is Ford offer more cab configurations in the Maverick and Lightning. My guess is that is coming, but not until the 2024 models.
In addition the Mustang Mach E is sold out and is building a long waiting list.

On March 16th I received a confirmation on my Mach E order and was told realistic delivery would be Oct 1. Last week my local delivering dealer told me that my order confirmation had been bumped and that I would now be looking at a 2023 with an anticipated delivery of March/April 2023.

I would agree that I believe Ford will be around for a long time.
 
It's not an unreasonable ask for the future. If such scalability is possible, I remember when the first EGO batteries came out for the weed trimmers they were good for 30 minutes, then 45 minutes, then 60 minutes. Battery technology should continue to evolve and improve?

While not a fan of his channel, this F150 enthusiast gave 5 reasons to wait for the next F150. One he does not explicitly list is that it is generally a good idea to not buy a first model year of new vehicle, but he does list waiting for longer range. But IMO, this is somewhat like Ralph Kramden waiting for 3D TV before he buys a TV.

The 5 reasons are:
1. Faster Charging- 300 watts will be released in the future. Right now the Lightning suffers from a 150-watt peak rate, .
2. Customization on your build- only 9 models… 10k+ to add single features
3. Colors. Strong lack of color choices. Custom bed length and cab configurations.
4. Range, we need a few more miles
5. Don’t deal with dealers anymore? Ford model E?

I have no doubt that battery tech will continue to evolve. Lithium ion cells are the future; at least until the end of the decade. Every major EV player is using them and have announced plans for expansion late into the decade.

You run into a physics problem to imply that a 600 mile range on a heavy SUV is possible. There's only so much energy you can store in lithium ion cells. Cathode and anode materials are what they are. There are no hidden abundant elements hiding in earth's crust. Even if it is possible, any vehicle would be grossly inefficient and impractical. Same reason we don't have ICE vehicles with a 100 gallon tank. 99% of the time you'd be lugging dead weight.

Charging speed will also improve, but again, physics will set the limit. There's only so much energy these cells can take in a given time before they start to degrade. We will see steady, incremental improvements in this area as well.
 
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I have no doubt that battery tech will continue to evolve. Lithium ion cells are the future; at least until the end of the decade. Every major EV player is using them and have announced plans for expansion late into the decade.

You run into a physics problem to imply that a 600 mile range on a heavy SUV is possible. There's only so much energy you can store in lithium ion cells. Cathode and anode materials are what they are. There are no hidden abundant elements hiding in earth's crust. Even if it is possible, any vehicle would be grossly inefficient and impractical. Same reason we don't have ICE vehicles with a 100 gallon tank. 99% of the time you'd be lugging dead weight.

Charging speed will also improve, but again, physics will set the limit. There's only so much energy these cells can take in a given time before they start to degrade. We will see steady, incremental improvements in this area as well.
I guess we can't expect inverse scaling like we saw with chipmaking and Moore's law.
 
@Knight Shift—Ford has been around since 1896. They have survived World War 1, World War 2, all the other wars, the Great Depression, a bunch of other recessions, the Pinto debacle, endless new government regulations, and the always horrifying distraction that is the Detroit Lions (lol). The F-150 brings in more money than many major companies. Billions a year and is the biggest selling vehicle in America for 40 years and the biggest selling truck for 45 years. Now they are the first major company to offer an electric truck , plus the Maverick hybrid within less than a year. Not only is the demand for the F-150 Lightning and Maverick off the chart, but people are beating the doors down to get a Bronco and I think the Bronco Sport demand is a surprise to everyone. Ford will be around for a long time. Blue Oval City will be huge and Ford will start having more parts available from American sources. Somebody could probably find the numbers, but I think there will be more Lightnings made in five or six weeks than Rivian will make all year. What I would like to see is Ford offer more cab configurations in the Maverick and Lightning. My guess is that is coming, but not until the 2024 models.
EVs represent a disruptive technology. The history of disruptive technology tells us that there will be casualties. Retail giants like Sears and KMart, Eastman Kodak, Polaroid, Blockbuster are all gone because of disruption. How many book stores are left? To assume Ford or GM are forever institutions is naive.

What are they going to do with their engine plants, transmission plants, and all of their other facilities, skilled labor, and equipment that isn't needed. In America, you've got the UAW to deal with. Are unions ever in favor of rapid change? Then you have the outsourcing/supplier issues. Currently, US legacy is outsourcing EV motors, gearboxes, electronics, batteries, software. Major investment to bring that in-house. Or, can suppliers meet demand? You have financial issues too as legacy is riddled with debt and need take on even more for a product they're yet to prove is profitable. Excellent engineers don't grow on trees either, so they have to find talent.

It's an uphill climb.
 
I guess we can't expect inverse scaling like we saw with chipmaking and Moore's law.
I think we can and will, but there's a limit. There's also a practicality issues, cost, and scalability.

A good example would be anode material. Graphite is the current choice despite the fact that a silicon anode would increase capacity by at least 2X. Silicon is unstable and degrades quickly when charged/discharged. There is a push to increase the silicon content of anodes. Thermal management of batteries is another area that can and should improve over time.
 
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