On 13 Jan 2024 at 17:19, Haudy Kazemi via EV wrote: > Let's not assume Tesla's sales success is because it has an unequivocally > better EV product today. > > What it does have is: > > -a reliable, easy to use, rapidly growing, DCFC network
True in the US, but not in Europe. For years, Tesla seems to have put much higher priority on the US than on Europe. Last I heard, they had only 800 supercharger stations for the entire continent. >From the US, it looks like Tesla has won the charging-standard wars. From Europe and China, where the real future of EV growth lies, the picture looks a little different. China is sticking with GB/T, now able to handle up to 1.2 mw of power. In Europe, CCS Type 2 / Mennekes rules. Even Teslas charge with them. I don't see that changing, especially now that EU law requires full interoperability, and is stirring the pot for higher DC charging power and closer-spaced motorway stations (every 60km). > The competition is hungry, and I feel Tesla is, in important ways, > coasting. Well, if Tesla is coasting, one reason might be that Elon Musk IS Tesla, and he's not paying attention. And THAT might be because he's too busy ranting about "woke mind virus" and driving away potential Tesla buyers with his favorite shiny new toy, Twitte .. oops, "X." Meanwhile, the competition is hungry because they have to be. In 2035 sales of new passenger ICEVs will be banned or strictly limited in Europe. If automakers don't build EVs for Europe, they won't sell cars in Europe. Automakers paying more attention than Tesla have also seen the increasing EV saturation in the luxury segments. (In Europe, the 3/Y is considered a large luxury car.) They've realized that their ad campaigns for expensive SUVs, both ICEV and EV, still haven't blown small, low cost cars out of the EU market. (In France, the 2 top-selling cars in 2023 were superminis.) And they smell cheap Chinese EVs quietly creeping up behind them. In Europe, automakers are acting accordingly. Stellantis already has a ~23,000 euro (~$25,000) EV. Soon both they and Renault will have 20,000 euro ($22,000) EVs. VW is aiming for the same price point. I expect that there will be more. Those prices are BEFORE subtracting subsidies. For example, France's eco bonus will put the Citroen E-C3 at 17,200 euro ($18,900). Meanwhile, Elon Musk continues to mumble about Tesla maybe someday offering a $25,000 EV. But with Tesla putting its effort into trying to manufacture their $61,000 oversize stainless steel doorstop effectively, "someday" isn't looking all that close just now. David Roden, EVDL moderator & general lackey To reach me, don't reply to this message; I won't get it. Use my offlist address here : http://evdl.org/help/index.html#supt = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = The internet, in its current shape, has brought out the worst parts of humanity and is hiding the best parts. It's possible [that] the internet has made us lose our minds. -- Sarah Jeong = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = _______________________________________________ Address messages to ev@lists.evdl.org No other addresses in TO and CC fields HELP: http://www.evdl.org/help/
