BYD sells cars below cost, thanks to PRC govt subsidies. No wonder they have market share.

Anonymous wrote:Here is a summary of the current situation with Tesla. Down 10-20% is bad for finances but not evidence of a big demand shift. EV incentives expired in September, which is making prices go up.

https://www.detroitnews.com/story/business/autos/2025/12/30/tesla-broadcasts-downbeat-sales-estimates-in-unusual-move/87964855007/

Tesla broadcasts downbeat sales estimates in unusual move
Craig TrudellBloomberg
Dec. 30, 2025, 5:34 p.m. ET

The carmaker posted estimates to its website showing analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 440,907 vehicles, an 11% drop.

Tesla made the major of its money from carbon offsets from other car makers. That is over. Tesla sales are way down because everyone hate Elon, better EVs at a cheaper price and EV tax credit in US is gone.

This is all just tech similar to phones and computers. The first to market rarely survives. This is a technology revolution. BYD’s EV are out selling Japanese car makers in Southeast Asia and the Uk.

Anonymous wrote:Here is a summary of the current situation with Tesla. Down 10-20% is bad for finances but not evidence of a big demand shift. EV incentives expired in September, which is making prices go up.

https://www.detroitnews.com/story/business/autos/2025/12/30/tesla-broadcasts-downbeat-sales-estimates-in-unusual-move/87964855007/

Tesla broadcasts downbeat sales estimates in unusual move
Craig TrudellBloomberg
Dec. 30, 2025, 5:34 p.m. ET

The carmaker posted estimates to its website showing analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 440,907 vehicles, an 11% drop.

Tesla’s CEO also went out of his way to alienate the people likeliest to buy EVs last year.

Here is a summary of the current situation with Tesla. Down 10-20% is bad for finances but not evidence of a big demand shift. EV incentives expired in September, which is making prices go up.

https://www.detroitnews.com/story/business/autos/2025/12/30/tesla-broadcasts-downbeat-sales-estimates-in-unusual-move/87964855007/

Tesla broadcasts downbeat sales estimates in unusual move
Craig TrudellBloomberg
Dec. 30, 2025, 5:34 p.m. ET

The carmaker posted estimates to its website showing analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 440,907 vehicles, an 11% drop.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Electric F-150s just isn't the way... maybe someday, but not now.

You're correct, electric F150's is not the way right now. F150 owners are still getting used to the idea that Ford are making them some with 6 cylinder engines, they want their trucks to be 8 cylinders, for the sound and the power.

There's nothing wrong with electric trucks, but it will take many years for a majority of truckers to come around to the idea.

Other than having terrible range when towing and extended time charging. Depending on the size/aerodynamics of the trailer, a F150 Lightning might only go 100 miles compared to 350 for a gas/hybrid F150. That’s a huge difference. You also often need to unhitch the trailer to charge; another huge PITA since you can pull through a gas station with a trailer. So, if you’re going to use it for towing, there’s a lot wrong with an electric truck. The majority of F150s sold have turbo V6; the coyote V8 is less than a quarter of sales.

The F150 is the single best selling vehicle in the U.S. most years. Do you think most people buying them are using them to tow? Or do any kind of actual work?

Most? No. Many? Yes.

So that means for most buyers, the fact that the range is bad when you're towing (which is also the case for a gas truck, you just aren't used to thinking about gas mileage that way) is totally irrelevant.

DP the Chinese have EV semi trucks that out preform diesel semis. The new batteries coming out in china are 2.5 times the energy density and 1/2 the price of the best batteries this year.

Ford built the f150 EV on the body of the gas powered f150 to avoid retooling their plants. It is full of compromises. If the Chinese wanted to build a F150 EV with 550 miles range while towing 12,500 pounds they could easily do it and for 1/1 the price of a maxed out f150 gas.

BS

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Electric F-150s just isn't the way... maybe someday, but not now.

You're correct, electric F150's is not the way right now. F150 owners are still getting used to the idea that Ford are making them some with 6 cylinder engines, they want their trucks to be 8 cylinders, for the sound and the power.

There's nothing wrong with electric trucks, but it will take many years for a majority of truckers to come around to the idea.

Other than having terrible range when towing and extended time charging. Depending on the size/aerodynamics of the trailer, a F150 Lightning might only go 100 miles compared to 350 for a gas/hybrid F150. That’s a huge difference. You also often need to unhitch the trailer to charge; another huge PITA since you can pull through a gas station with a trailer. So, if you’re going to use it for towing, there’s a lot wrong with an electric truck. The majority of F150s sold have turbo V6; the coyote V8 is less than a quarter of sales.

The F150 is the single best selling vehicle in the U.S. most years. Do you think most people buying them are using them to tow? Or do any kind of actual work?

Most? No. Many? Yes.

So that means for most buyers, the fact that the range is bad when you're towing (which is also the case for a gas truck, you just aren't used to thinking about gas mileage that way) is totally irrelevant.

My truck will go 350 miles towing before needing to fill up, 700 without. The lightning might go 100-150 miles with a similar load. Not even remotely the same. I get more range when towing than the lightning gets unloaded.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Electric F-150s just isn't the way... maybe someday, but not now.

You're correct, electric F150's is not the way right now. F150 owners are still getting used to the idea that Ford are making them some with 6 cylinder engines, they want their trucks to be 8 cylinders, for the sound and the power.

There's nothing wrong with electric trucks, but it will take many years for a majority of truckers to come around to the idea.

Other than having terrible range when towing and extended time charging. Depending on the size/aerodynamics of the trailer, a F150 Lightning might only go 100 miles compared to 350 for a gas/hybrid F150. That’s a huge difference. You also often need to unhitch the trailer to charge; another huge PITA since you can pull through a gas station with a trailer. So, if you’re going to use it for towing, there’s a lot wrong with an electric truck. The majority of F150s sold have turbo V6; the coyote V8 is less than a quarter of sales.

The F150 is the single best selling vehicle in the U.S. most years. Do you think most people buying them are using them to tow? Or do any kind of actual work?

Most? No. Many? Yes.

So that means for most buyers, the fact that the range is bad when you're towing (which is also the case for a gas truck, you just aren't used to thinking about gas mileage that way) is totally irrelevant.

DP the Chinese have EV semi trucks that out preform diesel semis. The new batteries coming out in china are 2.5 times the energy density and 1/2 the price of the best batteries this year.

Ford built the f150 EV on the body of the gas powered f150 to avoid retooling their plants. It is full of compromises. If the Chinese wanted to build a F150 EV with 550 miles range while towing 12,500 pounds they could easily do it and for 1/1 the price of a maxed out f150 gas.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Smart move the transition from ICE vehicles will not be to traditional EVs like Teslas but to hydrogen powered vehicles.

It won’t happen as quickly as many would like to see late 2060s or early 2070s but it will eventually happen.

This is ridiculous. Look at the issues with getting charging stations for EVs up and running and multiply those by 1,000 for hydrogen. Not to mention there is only like one model being produced now.

I mean I could see some fleets using hydrogen but it will be forever before consumers are buying them.

Oil companies will transition to hydrogen production and distribution. Existing gas stations will phase into hydrogen charging stations.

hahahhaahahhahaha no they will not.

Anonymous wrote:When Democrats went after Tesla. It killed the EV market.

Elon Musk did by being himself. And it's not dead yet.

Anonymous wrote:When Democrats went after Tesla. It killed the EV market.

lol EV(pure EVs not hybrids) sales in 2025 worldwide was 25% of all new cars. For the next five years it is projected to increase at a compound annual growth rate of 25-30%. These number exclude the US which is 16% of the car market. Tesla is be out of business within 5 years. The US car market is pretty close to irrelevant.

The Republicans killed EVs in the US and continue to kill cheap scalable renewables energy that have construction times of 6-12 months. The US electrical grid within 3 years will be one of the highest cost electricity grids in the world putting the US at a competitive disadvantage. Good job republicans!

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Data centers need all the electricity. Need to switch back to gas for autos.

Global cooling is intensifying

Trump was way ahead of the curve.

Global cooling is not intensifying.

40 degree temperature drop, more and more polar vortex events every winter. Global cooling is on the horizon.

What's the 40 degree temperature drop? Are you talking about ... winter? The polar vortex events are not evidence that widespread global cooling is on the way.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Electric F-150s just isn't the way... maybe someday, but not now.

You're correct, electric F150's is not the way right now. F150 owners are still getting used to the idea that Ford are making them some with 6 cylinder engines, they want their trucks to be 8 cylinders, for the sound and the power.

There's nothing wrong with electric trucks, but it will take many years for a majority of truckers to come around to the idea.

Other than having terrible range when towing and extended time charging. Depending on the size/aerodynamics of the trailer, a F150 Lightning might only go 100 miles compared to 350 for a gas/hybrid F150. That’s a huge difference. You also often need to unhitch the trailer to charge; another huge PITA since you can pull through a gas station with a trailer. So, if you’re going to use it for towing, there’s a lot wrong with an electric truck. The majority of F150s sold have turbo V6; the coyote V8 is less than a quarter of sales.

The F150 is the single best selling vehicle in the U.S. most years. Do you think most people buying them are using them to tow? Or do any kind of actual work?

Most? No. Many? Yes.

So that means for most buyers, the fact that the range is bad when you're towing (which is also the case for a gas truck, you just aren't used to thinking about gas mileage that way) is totally irrelevant.

When Democrats went after Tesla. It killed the EV market.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Electric F-150s just isn't the way... maybe someday, but not now.

You're correct, electric F150's is not the way right now. F150 owners are still getting used to the idea that Ford are making them some with 6 cylinder engines, they want their trucks to be 8 cylinders, for the sound and the power.

There's nothing wrong with electric trucks, but it will take many years for a majority of truckers to come around to the idea.

Other than having terrible range when towing and extended time charging. Depending on the size/aerodynamics of the trailer, a F150 Lightning might only go 100 miles compared to 350 for a gas/hybrid F150. That’s a huge difference. You also often need to unhitch the trailer to charge; another huge PITA since you can pull through a gas station with a trailer. So, if you’re going to use it for towing, there’s a lot wrong with an electric truck. The majority of F150s sold have turbo V6; the coyote V8 is less than a quarter of sales.

The F150 is the single best selling vehicle in the U.S. most years. Do you think most people buying them are using them to tow? Or do any kind of actual work?

Most? No. Many? Yes.

Anonymous wrote:

Anonymous wrote:Data centers need all the electricity. Need to switch back to gas for autos.

Global cooling is intensifying

Trump was way ahead of the curve.

Global cooling is not intensifying.

40 degree temperature drop, more and more polar vortex events every winter. Global cooling is on the horizon.