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EVs, Late Spring, 2022

image credit: insideevs.com
John Benson's picture
John Benson 83741
Senior Consultant Microgrid Labs

PROFESSIONAL EXPERIENCE: Microgrid Labs, Inc. Advisor: 2014 to Present Developed product plans, conceptual and preliminary designs for projects, performed industry surveys and developed...

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  • May 10, 2022
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I started collecting information for this post shortly after I completed my last post on this Subject in March. However the one thing that I didn’t have is a main theme. In mid-April I found one, or actually decided to continue with one that I started at the beginning of 2022.

My theme is the continued staking-out submarkets in the U.S. Electric Vehicle (EV) Market. This is a complex market that includes both the final assemblers of EVs, EV-component manufacturers, and charging infrastructure developers.

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John Benson on May 11, 2022

Note that Tesla is in the process of adding CCS Connectors (for non-Tesla EVs) in the U.S. See section 7 of this paper and go through the link below for more details.

https://electrek.co/2022/05/10/tesla-add-ccs-connectors-supercharger-sta...

-John

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Jim Stack on May 12, 2022

John . The choices are getting better but I see problems. IE Hyundai and KIA add a market adjustment fee of $5 to 7K since the cars are in demand and they don't make enough. That is a very bad practice.  Tesla never adds any extra fees over MSRP.

    I also see many COMPLIANCE vehicles still being made. Very poor support and limited markets Very low production numbers. Some include free DC Fast Charging and some don't or have limited charging. We still don't have good capcity warranties. Some are unwritten, others are 60% remaining after limited years. 

    With Chevy they have been on hold since the Bold LG battery problems. Now they are getting back into sales but they and Tesla sold so many there are no more incentives. The companies that have done the least have the $7,500 incentive still in place since they sold so few. IR Subaru, Toyota, Mazda and others. That seems backwards to me. It is like punishing the best sellers and makers. Reward those who have done very little to nothing. 

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John Benson on May 12, 2022

Hi Jim, Thanks for the comment. 

I generally agree with you. A main key for Tesla is that EVs are then only cars they make, thus they can't afford to make big mistakes. This is the main reason they spend a major amount of time testing before they allow an EV or any component to go to market.

As a former owner of a Vega, Chevy and GM are off the table for me.

I believe what Ford is doing is very smart - go where Tesla isn't and focus on their major market segment via their Pro business.

Ditto Hyundai, and they need the incentive to offset their EV premium and get well below Tesla.

I haven't seen any other auto manufacturer making serious EV inroads.

-John

 

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