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Not So Fast on Electric Cars - WSJ


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2022 Dec 26, 9:49am   51,825 views  778 comments

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Not So Fast on Electric Cars - WSJ

Allysia FinleyDec. 25, 2022 6:20 pm ET

Toyota’s CEO delivers a timely warning, and many states echo it.

Toyota CEO Akio Toyoda recently caused the climate lobby to blow a fuse by speaking a truth about battery electric vehicles that his fellow auto executives dare not. “Just like the fully autonomous cars that we were all supposed to be driving by now,” Mr. Toyoda said in Thailand, “I think BEVs are just going to take longer to become mainstream than the media would like us to believe.” He added that a “silent majority” in the auto industry share his view, “but they think it’s the trend, so they can’t speak out loudly.”
The Biden administration seems to believe that millions of Americans will rush out to buy electric vehicles if only the government throws enough subsidies at them. Last year’s infrastructure bill included $7.5 billion in grants for states to expand their charging networks. But it’s a problem when even the states are warning the administration that electric vehicles aren’t ready to go mainstream.

Maine notes in a plan submitted to the Federal Highway Administration this summer that “cold temperatures will remain a top challenge” for adoption, since “cold weather reduces EV range and increases charging times.” When temperatures drop to 5 degrees Fahrenheit, the cars achieve only 54% of their quoted range. A vehicle that’s supposed to be able to go 250 miles between charges will make it only 135 miles on average. At 32 degrees—a typical winter day in much of the country—a Tesla Model 3 that in ideal conditions can go 282 miles between charges will make it only 173 miles.
Imagine if the 100 million Americans who took to the road over the holidays were driving electric cars. How many would have been stranded as temperatures plunged? There wouldn’t be enough tow trucks—or emergency medics—for people freezing in their cars.
The Transportation Department is requiring states to build charging stations every 50 miles along interstate highways and within a mile of off-ramps to reduce the likelihood of these scenarios. But most state electrical grids aren’t built to handle this many charging stations and will thus require expensive upgrades. Illinois, for one, warns of “challenges related to sufficient electric grid capacity, particularly in rural areas of the state.”

Charging stations in rural areas with little traffic are also unlikely to be profitable and could become “stranded assets,” as many states warn. Wyoming says out-of-state traffic from non-Tesla electric vehicles would have to increase 100-fold to cover charger costs under the administration’s rules. Tesla has already scoped out premier charging locations for its proprietary network. Good luck to competitors.

New Mexico warns that “poor station maintenance can lead to stations being perpetually broken and unusable, particularly in rural or hard to access locations. If an EV charging station is built in an area without electrical capacity and infrastructure to support its use, it will be unusable until the appropriate upgrades are installed.”

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Arizona says “private businesses may build and operate a station if a grant pays for the first five years of operations and maintenance” but might abandon the project if it later proves unprofitable. Many other states echo this concern, noting that federal funds could result in stranded assets.

The administration aims to build 500,000 stations, but states will likely have to spend their own money to keep them running. Like other federal inducements, these grants may entice states to assume what could become huge financial liabilities.

Federal funds also come with many rules, including “buy America” procurement requirements, which demand that chargers consist of mostly U.S.-made components. New Jersey says these could “delay implementation by several years” since only a few manufacturers can currently meet them. New York also says it will be challenging to comply with the web of federal rules, including the National Environmental Policy Act, the Americans with Disabilities Act, the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, and a 1960 federal law that bars charging stations in rest areas.

Oh, and labor rules. The administration requires that electrical workers who install and maintain the stations be certified by the union-backed Electric Vehicle Infrastructure Training Program. New Mexico says much of the state lacks contractors that meet this mandate, which will reduce competition and increase costs.

Technical problems abound too. Virginia says fast-charging hardware “has a short track record” and is “prone to malfunctions.” Equipment “previously installed privately in Virginia has had a high failure rate shown in user comments and reports on social media,” and “even compatibility with credit card readers has been unexpectedly complicated.”

A study this spring led by University of California researchers found that more than a quarter of public direct-current fast-charging stations in the San Francisco Bay Area were unusable. Drivers will be playing roulette every time they head to a station. If all this weren’t disconcerting enough, Arizona warns cyber vulnerabilities could compromise customer financial transactions, charging infrastructure, electric vehicles and the grid.

Politicians and auto makers racing to eliminate the internal-combustion engine are bound to crash into technological, logistic and financial realities, as Mr. Toyoda warned. The casualties will be taxpayers, but the administration doesn’t seem to care.


https://archive.vn/pcjK3

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118   socal2   2024 Jan 15, 3:40pm  

UkraineIsFucked says

Higher repair costs? You mean like having to replace an entire $26,000 battery pack if the car gets in an accident that otherwise would be a minor fender bender?


That rarely happens. At least not with Teslas.

Tesla is still a very new car company (despite the Model Y being the best selling car in the world) and there still aren't enough body shop repair places who have experience working on Teslas, so the repairs can be expensive.

Hertz paid full freight for their Teslas and didn't get any kind of volume or commercial discount. So their timing was terrible since Tesla dropped prices last year to combat the higher interest rates and competition from China leaving Hertz with lesser residual value.

Big rental car companies like Hertz don't keep cars beyond a couple years. So it was expected that some of the higher mileage Teslas would be turned over by now.

This whole story is a nothing burger for Tesla. Tesla still can't build cars fast enough to meet their astronomical demand.
119   GNL   2024 Jan 15, 4:38pm  

SunnyvaleCA says


I think you should try to test drive some of those cars from the 60s and 70s. I had a friend who recently paid quite a bit of money for a well-restored Mustang V8 from that era (sadly, an automatic). He soon realized that, although our current cars are mostly soulless and have entirely too many electronic "features," they are miles easier to live with on a daily basis. He sold it pretty quickly.

The 2 most popular types of old classic cars are 1. Pure original and for investment only and 2. Restomods. Restomods are badass. This is where an old vehicle is modernized and are a dream to drive. I'm a Restomod guy myself.



Believe me, this car is as much fun to drive as any new corvette AND you'd get more admirers.
120   DemocratsAreTotallyFucked   2024 Jan 15, 4:45pm  

socal2 says

That rarely happens. At least not with Teslas.


80% of Hertz' EV fleet they are complaining about the repairs being costly are Teslas.

socal2 says

This whole story is a nothing burger for Tesla. Tesla still can't build cars fast enough to meet their astronomical demand.


And yet Hertz is taking a bath in selling these off.
121   socal2   2024 Jan 15, 5:17pm  

UkraineIsFucked says

80% of Hertz' EV fleet they are complaining about the repairs being costly are Teslas.


But it has nothing to do with the battery as you were alluding to.UkraineIsFucked says


And yet Hertz is taking a bath in selling these off.


Yeah - because Tesla is pumping out their brand new and improved Model 3 Highland versions and the Model Y's are still stupid cheap with the government incentives.

Who wants to buy a beat-up rental Model 3 when you can get a brand new Tesla for a few thousand more?
122   DemocratsAreTotallyFucked   2024 Jan 15, 5:31pm  

socal2 says

But it has nothing to do with the battery as you were alluding to.


How do you know?

socal2 says

Who wants to buy a beat-up rental Model 3 when you can get a brand new Tesla for a few thousand more?


Used prices are a lot cheaper now.

Doesn't change the fact that EVs are shit.
123   Eman   2024 Jan 15, 6:06pm  

UkraineIsFucked says

Doesn't change the fact that EVs are shit.


Honest question. Have you ever owned an EV? If yes, which one(s) were they? When you say EVs are 💩. Is that based on your personal experience?
124   socal2   2024 Jan 15, 6:10pm  

UkraineIsFucked says

How do you know?


Because our moron media would be screaming it to the rooftops if there was any hint of Tesla battery failures.
125   socal2   2024 Jan 15, 6:12pm  

Eman says

Honest question. Have you ever owned an EV? If yes, which one(s) were they? When you say EVs are 💩. Is that based on your personal experience?


They've driven golf carts - so they know what it is all about!

Toyota guy at the dealership says Tesla is just a fancy golf cart. No difference!
126   Eman   2024 Jan 15, 6:37pm  

socal2 says

Eman says


Honest question. Have you ever owned an EV? If yes, which one(s) were they? When you say EVs are 💩. Is that based on your personal experience?


They've driven golf carts - so they know what it is all about!

Toyota guy at the dealership says Tesla is just a fancy golf cart. No difference!

It’s interesting people call it a glorified track mode while the car has drift and track modes, and can also do donuts. It can hang with cars in the $300-$500k range.

I got a Model 3 performance loaner for a week and felt in love with it. At the same time, I no longer enjoy sitting in a low car. I think a MYP is a good compromise, but it wouldn’t be as fun to drive compared to the M3P. I’ve also gotten the MYP loaner for a couple days so I know how it rides.

I’ll wait for the Highland version though. With our low tax bracket, we’ll also qualify for the $7.5k tax credit.
128   DemocratsAreTotallyFucked   2024 Jan 15, 10:18pm  

socal2 says

Because our moron media would be screaming it to the rooftops if there was any hint of Tesla battery failures.


Can you stay in context? Are you even capable of that?
129   DemocratsAreTotallyFucked   2024 Jan 15, 10:20pm  

Eman says

Honest question. Have you ever owned an EV? If yes, which one(s) were they? When you say EVs are 💩. Is that based on your personal experience?


It's based on market data. Personal experience is only something EV Fluffers resort to.
130   zzyzzx   2024 Jan 16, 7:14am  

Eman says

UkraineIsFucked says


Doesn't change the fact that EVs are shit.


Honest question. Have you ever owned an EV? If yes, which one(s) were they? When you say EVs are 💩. Is that based on your personal experience?


Evidence suggests that people buying EV's today are early adopters and repairability stinks. EV's need batteries that aren't proprietary and DIY replaceable, and come in standard sizes like regular car batteries are now.
131   DemocratsAreTotallyFucked   2024 Jan 16, 7:20am  

zzyzzx says


EV's need batteries that aren't proprietary and DIY replaceable, an


They need battery packs that aren't comprised of 2,000 distinct parts nor mineral content we can't mine enough of.

The EV Fluffers here don't seem to grasp that the rest of us are looking towards the future and scalability. They think things will scale as they have done so far.

The Tesla Sub-fluffers are even worse. 80% of EVs in the world are made in China. With cobalt. Yet Tesla fluffers see the EV world as being Tesla!
132   Eman   2024 Jan 16, 7:35am  

Misc says

Sure they work fine in Cali, but don't try that shit where it gets cold.

https://www.msn.com/en-us/autos/news/chicago-area-tesla-charging-stations-lined-with-dead-cars-in-freezing-cold-a-bunch-of-dead-robots-out-here/ar-AA1n1Q5i?ocid=hpmsn&cvid=d0d06ef048f24c9284b3d7922557d2c4&ei=60

Thankfully I don’t live in the cold climate. However, a bunch of guys have been doing experiments and share their results. Very interesting. This guy is from Alberta, Canada where it’s even colder than Chicago.

https://x.com/brucethemodel3/status/1746903381757833696?s=46&t=5lEEPaezr6Ic-W4Z6huZ5Q

This guy lives in Chicago.

https://x.com/thejefflutz/status/1747120788983980205?s=46&t=5lEEPaezr6Ic-W4Z6huZ5Q
133   Eman   2024 Jan 16, 7:35am  

UkraineIsFucked says

Eman says


Honest question. Have you ever owned an EV? If yes, which one(s) were they? When you say EVs are 💩. Is that based on your personal experience?


It's based on market data. Personal experience is only something EV Fluffers resort to.

Can you share the data please? Thanks.
134   Eman   2024 Jan 16, 7:40am  

UkraineIsFucked says

zzyzzx says



EV's need batteries that aren't proprietary and DIY replaceable, an


They need battery packs that aren't comprised of 2,000 distinct parts nor mineral content we can't mine enough of.

The EV Fluffers here don't seem to grasp that the rest of us are looking towards the future and scalability. They think things will scale as they have done so far.

The Tesla Sub-fluffers are even worse. 80% of EVs in the world are made in China. With cobalt. Yet Tesla fluffers see the EV world as being Tesla!

Our point is if anyone is going to buy an EV, buy a Tesla, not other brands, as the company is way ahead of the competitions when it comes to battery and technology. People buy other brands, then whine and bitch about it. People want to look “different” and pay the price. Then give all EVs a bad rep.
135   socal2   2024 Jan 16, 8:06am  

UkraineIsFucked says

It's based on market data. Personal experience is only something EV Fluffers resort to.


Ha ha!

"I don't need to use my own personal experience. Jim Cramer from CNBC told me....."
136   DemocratsAreTotallyFucked   2024 Jan 16, 8:34am  

socal2 says

Ha ha!

"I don't need to use my own personal experience. Jim Cramer from CNBC told me....


Tesla Fluffer 'reasoning' ^^^^

Thanks for proving my point.
137   DemocratsAreTotallyFucked   2024 Jan 16, 8:35am  

Eman says


Our point is if anyone is going to buy an EV, buy a Tesla,


Tesla Fluffing Example #2.

Herst is taking a bath because of the Teslas in their EV fleet. Didn't you even READ that article?

Oh, and the scaling problems with the industry don't magically exclude Tesla. But hey! Tesla Fluffers are gonna fluff. They can't admit they bought into the wrong side of history.
138   socal2   2024 Jan 16, 8:55am  

Ha ha! Wrong side of history? Tesla can't scale?

I am sure all the horse carriage companies were saying the same thing about Ford.

The Tesla Model Y is the best selling car in the entire freaking world. Tesla managed this despite spending 0 on advertising or promotions and suffering all the retarded and Leftists attacks on Elon and Tesla.

Tesla is also making industry record profit margins on every car they make even before government incentives. All the while the other auto OEM's are cratering and burdened with decades of union pension liabilities and outdated factories pumping out crappy ICE cars fewer people want.
140   Eman   2024 Jan 16, 9:02am  

UkraineIsFucked says

Eman says



Our point is if anyone is going to buy an EV, buy a Tesla,


Tesla Fluffing Example #2.

Herst is taking a bath because of the Teslas in their EV fleet. Didn't you even READ that article?

Oh, and the scaling problems with the industry don't magically exclude Tesla. But hey! Tesla Fluffers are gonna fluff. They can't admit they bought into the wrong side of history.

It seems like you have never owned a Tesla, or even an EV for that matter. The issue with Hertz taking a loss is not what you understand it to be. It’s alright. Time to move on.
141   DemocratsAreTotallyFucked   2024 Jan 16, 9:32am  

Eman says


seems like you have never owned a Tesla, or even an EV for that matter. The issue with Hertz taking a loss is not what you understand it to be. It’s alright. Time to move on.


Tesla Fluffer Example #3. Like all the others, it is all about justifying your Tesla ownership. You can't argue on the facts/data. This one is ad hominem, too.

Wow. You make this too easy.

What amazes me Eman is how you tie your rep to socal2's. Talk about cutting off your own (Tesla tattooed, I am sure) street cred balls. << now THAT is how you deliver an ad hominem.
142   socal2   2024 Jan 16, 10:41am  

UkraineIsFucked says

You can't argue on the facts/data.


Let us know when you provide some "facts/data". Wookieman at least tries to provide his anecdotal experiences.

I (nor Eman?) are advocating for forced government adoption of EV's or even incentives. However, we will gladly take whatever incentive the Feds or California throws at us..........as I have personally paid enough State Income Tax to last a lifetime for most people.

What we are arguing is that Tesla is a superior product and continues to be one of the most profitable and fastest growing car companies in the world.

Enjoy driving your primitive ICE cars, owning a Tesla allows me to enjoy the benefits of driving a luxury sports car like a Porsche at half the price!
144   AD   2024 Jan 16, 11:11am  

also electric vehicle batteries work best between 50 degrees and 110 degrees Fahrenheit

because of electrochemistry principles, battery efficiency drops off a lot below 38 degrees when i was on the solar electric vehicle team we would heat the batteries to around 90 degrees to ensure peak performance
.



.
145   DemocratsAreTotallyFucked   2024 Jan 16, 11:14am  

socal2 says


Let us know when you provide some "facts/data".


I already did. You, as always, pretend I didn't or those facts don't exist because you can't handle reality that clashes with your fantasies. You do this with the Ukraine war, too.

socal2 says


I (nor Eman?) are advocating for forced government adoption of EV's or even incentives


Strawman. I never claimed that you did. But you defend it anyway while denying it

socal2 says


What we are arguing is that Tesla is a superior product and continues to be one of the most profitable and fastest growing car companies in the world.


No, you are not. You make stupid arguments about EVs, then assume EV = Tesla. And then it's all Tesla Fluffing. Like you are doing now.

socal2 says


Enjoy driving your primitive ICE cars, owning a Tesla allows me to enjoy the benefits of driving a luxury sports car like a Porsche at half the price!


^^^ Tesla Fluffing with a dash of snobbery. Not serious policy discussion.

Yo @Eman

This is what I was referring to. I am giving you this last opportunity to throw socal2 under the bus or be forever tarred with his shitty cred here on PatNet.
146   zzyzzx   2024 Jan 16, 11:20am  

Eman says

Our point is if anyone is going to buy an EV, buy a Tesla, not other brands


What if I hate AWD and RWD? Tesla doesn't offer the vastly superior FWD format.
147   DemocratsAreTotallyFucked   2024 Jan 16, 11:27am  

socal2 says

I am sure all the horse carriage companies were saying the same thing about Ford.


EVs are not different from ICEs as ICEs are different from horse drawn carriages.

But you just post logic-free 'horse shit' w/o a thought.

Yo @Eman ^^^ this is the 'horse drawn carriage' you are hitching your rep wagon to unless you denounce socal2's bs right here and now.
148   Tenpoundbass   2024 Jan 16, 11:39am  

So when the AI apocalypse begins, just wait until mid January then there will be hell to pay.

If all of this tech shit can't stand up to abuse from small children, then how will it hold up to revolting adults?
149   Tenpoundbass   2024 Jan 16, 11:44am  

socal2 says

, owning a Tesla allows me to enjoy the benefits of driving a luxury sports car like a Porsche at half the price!


Is that the way you see your Tesla?
They look like an over priced economy coupe that most every manufacturer makes. They remind me of a Sunbeam electric egg beater with the paddles removed.
151   socal2   2024 Jan 16, 12:00pm  

Putin's porn boy is having a moment and now demanding posters "denounce" me for articulating my first-hand views of the economics and joy of driving EV's for the last 5 years. Putin's porn boy seems to think his 2 minutes of Googling can somehow match my half decade experience. I've driven mediocre EV's (Chevy Bolt, Volt) and have driven the best (Tesla).

It is laughable how little you know about this (and many subjects). But you do you!

Meanwhile, I bought 10 more shares of Tesla during the dip this month. I am putting my money where my mouth is. I can't think of any other US based company that has the margin and growth potential as Tesla has including all of their AI, robotics and battery production.
152   DemocratsAreTotallyFucked   2024 Jan 16, 12:02pm  

socal2 says


Putin's porn boy is having a moment and now demanding posters "denounce" me for articulating my first-hand views of the economics and joy of driving EV's for the last 5 years. Putin's porn boy seems to think his 2 minutes of Googling can somehow match my half decade experience. I've driven mediocre EV's (Chevy Bolt, Volt) and have driven the best (Tesla).

It is laughable how little you know about this (and many subjects). But you do you!

Meanwhile, I bought 10 more shares of Tesla during the dip this month. I am putting my money where my mouth is. I can't think of any other US based company that has the margin and growth potential as Tesla has including all of their AI, robotics and battery production.


More Tesla Fluffing! He can't help himself. Like a mental disease or something.

Hey, did you trade in your horse drawn carriage when you bought your Snobbery Symbol?

What about you, @Eman? You're awfully quiet now that your buddy is going Full Metal Fluffer.
153   socal2   2024 Jan 16, 12:07pm  

Who here at Patnet is arguing for a "forced transition" to EV's?

Can you use your own thoughts and logic and stop spamming us arguments that no one is making? No one is forcing anyone to buy a Tesla. Tesla has massive demand because word of mouth about the quality of their product.

I have personally gotten 3 referrals convincing Conservative truck guys and motor heads to buy Teslas simply by giving them test rides in my car.

What other car company (or any product company in history) can have this level of success without advertising? Let alone having the Media, Democrat Politicians, Unions, Woke retards, short-sellers, OPEC, Russia all against it?
154   Eman   2024 Jan 16, 12:11pm  

People have a job you know. “Working” between 10:30am-12pm. Then lunch from 12pm to whenever and go home. Then exercise from when I’m home to 2-3pm…ish.

There’s life outside Patnet you know. 😂
155   DemocratsAreTotallyFucked   2024 Jan 16, 12:12pm  

The hard reality is that EVs have long been a niche-market product rather than a mass-market one. Further, that niche market is primarily defined by class and ideology. Some 57% of EV owners earn more than $100,000 annually, 75% are male, and 87% are white.


As they lose their jobs to DEI, those white dudes won't be able to make those payments.

Last October, researchers at the University of California, Berkeley, released a remarkable study that found “counties with affluent left-leaning cities” like Cambridge, San Francisco, and Seattle “play a disproportionately large role in driving the entire national increase in EV adoption.”[xiii] The researchers found that over the past decade, about half of all the EVs sold in the U.S. were sold in the most heavily Democratic counties in the country.


This explains socal2, at least.



https://robertbryce.substack.com/p/my-us-senate-testimony-on-epas-ev
156   DemocratsAreTotallyFucked   2024 Jan 16, 12:16pm  

socal2 says

Who here at Patnet is arguing for a "forced transition" to EV's?

Can you use your own thoughts and logic and stop spamming us arguments that no one is making? No one is forcing anyone to buy a Tesla. Tesla has massive demand because word of mouth about the quality of their product.

I have personally gotten 3 referrals convincing Conservative truck guys and motor heads to buy Teslas simply by giving them test rides in my car.

What other car company (or any product company in history) can have this level of success without advertising? Let alone having the Media, Democrat Politicians, Unions, Woke retards, short-sellers, OPEC, Russia all against it?


You keep.making that strawman argument up while avoiding the hard facts. Just like you do with everything else.

Eman hasn't denounced it, so he's in board. Fluffing for Tesla!
157   Eric Holder   2024 Jan 16, 12:35pm  

I looked at Teslas offered by Hertz and the prices don't look attractive at all. $28K for a 3 y.o. base Model3 with 60K miles on the clock? When the new one is $38K (-$7500)? Some deal. Does it also mean they are not all that desperate to unload?

What's more interesting is they don't seem to have any Polestars for sale, which is weird, because if I was them I would unload these first. $50K for a FWD version, no charging network, very meh as a car overall...

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