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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote] The Environmental Protection Agency plans to grant the state the right to set stronger climate rules for cars, SUVs and pickup trucks as soon as next week.
The Environmental Protection Agency plans to grant California permission to set stronger climate rules for cars and SUVs — a move that President-elect Donald Trump could attempt to reverse — according to two people briefed on the matter.
Ask your climate questions. With the help of generative Al, we'll try to deliver answers based on our published reporting.

The EPA intends to issue California a waiver as soon as next week to enforce its rule aimed at banning sales of new gasoline-powered cars in the state by 2035, said the two people, who spoke on the condition of anonymity because they were not authorized to comment publicly. The Trump administration will probably try to revoke the waiver, although those efforts could run into legal obstacles.[/quote]
https://www.washingtonpost.com/climate-environment/2024/12/13/epa-california-climate-cars-evs/

Looks like 11 other states will be included in this. Will be very good for Musk.[/quote]

Not really. Tesla was hugely important for creating a market for EV. But there has been a lot of innovation since then and most of the major car companies are heading in that direction regardless. Much of Europe has adopted similar restrictions on the sale of new old-timey combustion engine vehicles. And these days, China is the biggest exporter of EV. Any car company that's all in for combustion engines in 2035 is doomed. [/quote]  The other electrics are failures.  Tesla is the only car that matters.  Europe does have good models, but they are much more expensive, around 200k.[/quote]

Not really. The market for the "small SUV EV" is the hottest EV market right now and Tesla was behind the ball on that (their SUV is not that small and is incredibly stupid looking). Hyundai, Nissan, Kia, Chevy, Volkswagen, and Subaru are all offering more consumer-friendly options in this segment. Tesla will hopefully come out with a non-stupid small SUV to compete -- the more competition the better. But that's the kind of vehicle most consumers want -- a compact SUV that sits up higher than a sedan, has a hatch back, and has good storage and head room.

If I were buying an EV this year I'd be leaning towards the Ioniq 5 from Hyundai, though I want to see what the 2025 Volkswagen id.4 is like. I like Teslas but they don't make sense for a family of 4 with kids who play sports.

If you pay attention to auto press, there is far more to come in this segment and there are lots of competitors in the market. Also, as the EV market grows, it's unrealistic to expect that most EV consumers will choose an EV-only brand like Tesla. Consumers are habitual. In order for EVs to get to 30-40% of the market, you are going to have to capture consumers who are brand-loyal to BMW or Subaru or whatever, so you need those companies to be offering appealing EVs for those customers (I have high hopes for the Subaru Solterra -- Subaru owners are a prime market for EVs because they tend to be liberal and eco-conscious, and if they can solve their manufacturing issues with EVs and produce a decent competitor in this space, I think it will lead to a big swing toward EVs).[/quote]

If you pay attention to auto press you also know all the domestic manufacturers are massively scaling back their EV plans because EVs simply are not yet catching on in the full size SUV/Truck market in the US market.  You would also know that Toyota-by far and away the sharpest worldwide auto marker IMHO-has strongly resisted investment in all electric eschewing all electric for a hybrid approach.   You would also know that Toyota's share price has performed very nicely the last five years as a consequence of forgoing EVs while the the big traditional manufacturers, especially in Europe but also including Honda (Toyota's closest comp), are all under duress due to their EV investments (I ignore the Koreans due to the weird corporate conglomerates over there).  You would also know that VW is a total mess right now and they have a budding labor issue on top of the German electricity problems to deal with.  Tesla is Tesla.

EVs definitely have a role to play in a multifaceted approach.  I like them.   But mandating is just stupid and unnecessarily poking the bear (what happens when Texas, GA and FL ban EVs in response?).  If the tech is superior then it will win out, if it isn't, then you're just messing up the market by misallocating capital.[/quote]

No if you pay attention to the auto press you know they are scared sh#tless. The only market segment that showed growth were the EVs. The Chinese are way ahead with EVs. Here is what the CEO of Ford said

[quote] The CEO of one of America's biggest car companies has been driving a Chinese vehicle for six months, and he’s loving it.

Jim Farley, the CEO of Ford Motor Company, said Monday on “The Fully Charged Podcast” that for the past six months he’s been driving the Xiaomi Speed Ultra 7, the Chinese company’s first electric vehicle. Although he said he doesn’t like to talk much about the competition, he praised both the car and its manufacturer, Xiaomi.

"We flew one from Shanghai to Chicago, and I've been driving it for six months now,” Farley said. “And I don't want to give it up."

…
Beijing-based technology company Xiaomi is well-known in China for its smartphones, smartwatches, and headphones, among other tech products. Yet, in December 2023, the company expanded its reach to the auto industry by announcing the Xiaomi Speed Ultra 7, a luxury EV sedan that retails for about $30,000 (the price of a Nissan Leaf) and is available exclusively in China.

The car comes in three different models, the SU7, SU7 Pro, and SU7 Max, with the MAX reaching more than 500 miles on a single charge. For comparison, the Tesla Model S can run about 400 miles on a single charge.
…
It's fantastic. They sell 10,000, 20,000 a month. They're sold out for six months," Farley said. “That is an industry juggernaut and a consumer brand that is much stronger than car companies.”

…
To try to compete with Chinese EV makers, Farley two years ago created a small “Skunk Works” team full of top engineers focused on creating a low-cost EV platform. He also recently pivoted Ford’s EV efforts away from larger vehicles that require more expensive batteries.

In August, the Michigan-based car maker said it was setting aside its plans for a three-row electric SUV. It also delayed the production of its next electric pickup truck. Farley has also said he is open to collaboration with Chinese automakers, especially on batteries, which make up the bulk of the cost of EVs.

The Ford CEO said at a Morgan Stanley event in 2023 that China was the biggest threat to the U.S. car industry.

“I think we see the Chinese as the main competitor, not GM or Toyota,” he said at the event. “The Chinese are going to be the powerhouse.”[/quote]
https://finance.yahoo.com/news/ford-ceo-driving-competition-ev-010000414.html

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