Hey chief, I didn’t say that.
- Mark
Sent from my Fuel Cell powered iPhone
> On Oct 28, 2018, at 7:37 PM, Tom Hudson wrote:
>
> Tesla's not a major battery supplier? You've got to be kidding, right?
>
> Considering just the Model 3 (not S or X), so far Tesla has delivered over
> 113,000
Tesla's not a major battery supplier? You've got to be kidding, right?
Considering just the Model 3 (not S or X), so far Tesla has delivered over 113,000
vehicles (per Bloomberg as of tonight), each with a ~80kWh battery pack. That's over 9
GIGAWATT HOURS of EV batteries ON THE ROAD now,
Wow.
- Mark
Sent from my Fuel Cell powered iPhone
> On Oct 27, 2018, at 12:13 PM, Michael Ross 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
>> wrote:
>> I agree on everything
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 wrote:
>
> In the grand schema Tesla is just a tiny contributor to the global
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
wrote:
> I agree on everything except on the characterization of Tesla as
> preeminent battery supplier. What about BYD? Others?
>
> - Mark
>
> Sent from my
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
OK, I see the confusion. You said “lower” which I interpreted as a lower
number, or tighter. You meant the opposite.
Getting back to the main point you made, that they are seeking a “bailout”, as
you put it, it’s unclear from those articles what exactly they are seeking on
the non-ZEV side.
bably more profitable for GM than the other two options.
Peri
-- Original Message --
From: "paul dove via EV"
To: "Mark Abramowitz"
Cc: "paul dove" ; "Electric Vehicle Discussion
List"
Sent: 27-Oct-18 4:32:35 AM
Subject: Re: [EVDL] Automaker
This article spells it out better.
https://www.google.com/amp/s/amp.freep.com/amp/1772182002
Sent from my iPhone
> On Oct 26, 2018, at 9:06 PM, Mark Abramowitz wrote:
>
> I’m not following you. Lower emission standards are MORE costly, right?
>
> Even if not, I can see how you want to call
I’m not following you. Lower emission standards are MORE costly, right?
Even if not, I can see how you want to call it a bailout, but I guess that’s
the case with any regulatory scheme. But I never hear it called a bailout.
As far as Tesla, it’s hard to say the impact. Up until a certain point,
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
Read between the lines. 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,
Peri Hartman via EV wrote:
I don't particularly find GM to be altruistic. Am I right, reading
between the lines, the GM fears a repeat of the Japanese takeover in the
'70s ? This time around, VW and other European manufacturers are ramping
up to an all-EV fleet. If they succeed, my guess is they
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
Of course they do because they are losing money on the bolt. Need another
government bailout.
https://www.inverse.com/article/32239-why-gm-loses-money-chevy-bolt
Sent from my iPad
> On Oct 26, 2018, at 2:03 AM, brucedp5 via EV wrote:
>
>
>
>
, even in the U.S. GM is sniffing the wind.
Peri
-- Original Message --
From: "brucedp5 via EV"
To: ev@lists.evdl.org
Cc: "brucedp5"
Sent: 25-Oct-18 11:03:14 PM
Subject: [EVDL] Automaker pitches (Call for nationwide U.S. EV Mandate)
woo
https://www.bloomberg.com/n
https://www.bloomberg.com/news/articles/2018-10-26/gm-breaks-with-trump-in-call-for-national-electric-car-mandate
GM Breaks With Trump in Call for National Electric Car Mandate
October 25, 2018 Automaker pitches U.S. rule to spur more EV sales through
2030 ... GM says a nationwide program could
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