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THE Electric Vehicle (EV) Thread pt 16

Discussions of conventional and alternative energy production technologies.

Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby theluckycountry » Wed 17 Sep 2025, 22:48:19

Reuters
$this->bbcode_second_pass_quote('', 'C')HENGDU, China - On the outskirts of this city of 21 million, a showroom in a shopping mall offers extraordinary deals on new cars.
Visitors can choose from some 5,000 vehicles. Locally made Audis are 50% off. A seven-seater SUV from China’s FAW is about $22,300, more than 60% below its sticker price.
These deals – offered by a company called Zcar, which says it buys in bulk from automakers and dealerships – are only possible because China has too many cars.
https://www.reuters.com/investigations/ ... 025-09-17/
$this->bbcode_second_pass_quote('', 'B')EIJING, Sept 8 (Reuters) - China's August sales of electric vehicles and hybrids grew at the slowest pace in one and a half years as the government continues efforts to halt punishing price wars.
EV and hybrid sales outstripped gasoline cars for the sixth straight month in August, but annual growth cooled to 7.5% from 12% in July, China Passenger Car Association (CPCA) data showed on Monday.
https://www.reuters.com/markets/asia/ch ... 025-09-08/

Decreasing rate of sales growth. It's the same phenomena I spoke of a year and half back while sales were still increasing in America, Kub couldn't get his head around the fact so he just laughed and pointed to the increasing sales. And where are we now for American sales? In the toilet. Same across many other nations too, Australia has all but rejected the battcar in favor of Gasoline hybrids (a small share) and true petrol/diesel units (the lion's share of sales).

China is flushing these cars out like turds down the S-bend and the Europeans are lapping them up. But soon those factories will be idle, "See, I told you so" says, Peter Zeihan, "Now China will collapse."
We have to realize that Zeihan is a very clever Gen-Xer, he's tapped into the patriotic fervor of the old Boomer class and is feeding them just what they want to hear, it's a real money spinner for him. But back in the world of reality we can compare the Chinese with the Americans on the eve of WWII. The yanks too had untold modern factories, all tooled up but with little production because that was the great depression. Then when war came along Roosevelt told them no more cars, you'll be building trucks and tanks, ships and warplanes. That's what actually won the war BTW, not the mediocre US military.

China, with the aid of the West, Is now sitting on the most extensive modernized factory network on the planet. They are perfectly poised to start producing millions of military grade drones and jets and tanks. Where will the US get their needed hardware on that day? Their entire electricity grid is dependent on transformers and other components from China. Most of their cars are full of Chinese product. All the computers and phones are made there, including the switch gear etc. Hell even those dog Harley's couldn't run without all the Chinese electronics in them. For U.S. made Teslas, the percentage of Chinese parts is 15-40% depending on the model and specific parts. Today nearly all Tesla batteries are made at the US gigafactory, from materials sourced mainly from... China.
We're 17 years past the peak now and the 3rd World is going hungry and dark. We'll be next, we're well on the way in fact.
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Re: THE Electric Vehicle (EV) Thread pt 15

Unread postby AdamB » Thu 18 Sep 2025, 09:46:14

$this->bbcode_second_pass_quote('AdamB', '
')Image


Elon launches cars to Mars.

Watch Vegemite launch by incompetents barely clear the launch tower
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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby theluckycountry » Sun 21 Sep 2025, 05:09:39

Imagine you bought a Toaster, but it cost twice as much as any other Toaster and had a big battery inside so it didn't need to be plugged in to use it. But after you had made two slices of toast you found out the battery was flat! And you had to then plug it back in and wait perhaps 30 minutes or an hour before you could make more toast. This is what an electric car is like. Also imagine you left your new Toaster plugged in, then came back to find your house had burned down. Electric cars will do that. They will also Blow up under you while you are driving along. Imagine making Toast in the kitchen when all of a sudden the whole kitchen is on fire! You only have a few seconds to run for your life.

A rechargeable Toaster with a battery in it may seem smart if you have breakfast before the sun comes up and can then recharge your toaster later in the day, but is it really worth it? Is it worth all that extra money, danger and headache when you can just plug a normal Toaster into the wall and have as much toast as you want, all day long and all night long? That's what it's like having an oil powered car, you can fill it up quickly 24/7 almost anywhere and then drive for hours and hours without the fear of it blowing up while you're in it. Most people have figured this out now but it took a lot of smacks upside the head for the message to get through.
We're 17 years past the peak now and the 3rd World is going hungry and dark. We'll be next, we're well on the way in fact.
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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby AdamB » Sun 21 Sep 2025, 09:33:03

$this->bbcode_second_pass_quote('theluckycountry', 'I')magine you bought a Toaster, but it cost twice as much as any other Toaster and had a big battery inside so it didn't need to be plugged in to use it.


Imagine you had an IQ above 90 and weren't limited to TOASTERS as an example of anything. Run along little neoNazi boy.

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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby theluckycountry » Mon 22 Sep 2025, 03:14:54

What's Missing In This Picture?

$this->bbcode_second_pass_quote('', 'T')he report on the “Electrotech Revolution” was produced by Ember, “an independent energy think tank that aims to accelerate the clean energy transition with data and policy.” According to the core message of the document, “electrotech” will inevitably overtake fossil fuels in their role as our primary source of energy supply and use. This will not only solve our climate predicament, but will also make us more efficient, affluent and prosperous. What’s not to like? Well, just take a good hard look on slide number 10, and try to guess what’s missing from the picture:
https://substack.com/home/post/p-174149449

$this->bbcode_second_pass_quote('', 'T')urning coal oil and gas into battery electric vehicles and photovoltaic cells is an attempt to move air pollution outside the city and other densely populated areas.
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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby AdamB » Mon 22 Sep 2025, 08:49:11

$this->bbcode_second_pass_quote('theluckycountry', '[')b]What's Missing In This Picture?


You didn't provide a picture. Halfwit.
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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby theluckycountry » Mon 22 Sep 2025, 19:09:29

Ask yourself... Why has Battcar sales turned down, all across the planet? I'm talking real Battcars here, not the hybrid half-breed cars that are now popular with the dimwitted public, who want their cake and still eat it. But the real "Transition to Clean Electricity" type cars, the Tesla etc. Did the sale of autos turn back 100 years ago just as that transition was ramping up? Did people start to switch back to horses in droves? of course not. That transition was unstoppable, and within just a few decades the only horses on the road were those the Amish drove. The simple reason Battery powered cars have failed is because they failed to live up to the promises made about them.

Even if you believe they give you and energy saving (money saving) over their lifetimes, which I don't! The downsides of battery degradation, high cost, long recharging times and Range RANGE! Especially in Winter, make them look like a Horse compared to a Gasoline powered car. After every day of use they have to be put in the stall and fed, essentially "rested" for hours and hours. Oh sure you can buy an expensive Tesla Powerwall and faster charger, at GREAT expense, but those still don't bring it up to the level of a conventional vehicle. Personally I hate the term ICE. It's a sales term for EV marketing, nothing more. It's a derogatory term to me, Ice Age cars :razz:

That's why I use Battcar, instead of EV, it's more honest. Do you have a fan at home. What do you call it? If it needs to be wired into the house circuits to work it's an Electric fan isn't it. And if you have to charge it, so you can use it anywhere else, it's the "Rechargeable fan" or the "battery powered fan." I would think POV would be a better acronym for our conventional vehicles. Petroleum Only Vehicle. That turfs out all the wannabe novelty half-breeds the people are flocking to now. The cars that will lose half their power in a decade or less when the battery component dies.

All long haul trucks in service (aside from a few novelties by Elon) are POV, for obvious reasons. All farm equipment too, and the Lion's share of Mining, and all serious 4x4. How about Motor racing? Is there a division of NASCAR for the Battcars yet? They are very good at racing BTW, providing the race doesn't last too long. They are making inroads into Drag racing and that's somewhere they would certainly excel. Just like they took over model cars and planes. Anything short duration, where the cost is sort of irrelevant. But in the real world of Bill and Jenny, two people on average wages, where Bill commutes 100 miles to and from work a day, and can't afford the LongRange package, and has to recharge at home, after dark, the battcar is a non-starter. And Never will be.

That's not to say poor people don't buy them! But they buy the old worn out used ones, the ones with batteries with only a couple of years life left in them. It makes them feel important to have a flash looking "modernish" car in the driveway, and no one knows but them that it can barely get across town and back on a charge. Some days they go a little Too far, and have to crawl back, eyes glued on the charge meter, coasting every chance they get. Hardly compares to a POV does it?

That's why Battcar sales are in the toilet, and as we know, those high rates will never come back. And for the same reasons they are being rejected now, they simply don't make economic sense, and they simply can't compete with petroleum Only vehicles for range and ease of use, and warmth in Winter. Winter's coming to America and Europe now, expect sales to fall even further.
We're 17 years past the peak now and the 3rd World is going hungry and dark. We'll be next, we're well on the way in fact.
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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby AdamB » Mon 22 Sep 2025, 21:04:31

$this->bbcode_second_pass_quote('theluckycountry', 'A')sk yourself... Why has Battcar sales turned down, all across the planet?


Global market overview 2025----The 1st quarter of 2025 was off to a great start, with over 4 million EVs sold worldwide - 35% more than in 2024

<yawn>

10 seconds of surfing to find a reference that a parrot missed...being a parrot....
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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby theluckycountry » Tue 23 Sep 2025, 07:48:50

We're well past peakEV now, lets take a look back.

A Year and a half ago.
How EVs became such a massive disappointment
$this->bbcode_second_pass_quote('', 'B')esides being too expensive for the average buyer, selection is limited in terms of body style, said Corey Cantor, an industry analyst... Then there’s the continued lack of public charging. The National Renewable Energy Laboratory, part of the US Department of Energy, estimates that the US will need 182,000 fast chargers for electric vehicles by 2030. There are currently fewer than 40,000...
https://www.cnn.com/2024/02/25/cars/wha ... s-in-2023/

EV euphoria is dead. Automakers are scaling back or delaying their electric vehicle plans
$this->bbcode_second_pass_quote('', 'A')utomakers from Ford Motor and General Motors to Mercedes-Benz, Volkswagen, Jaguar Land Rover


September 2025 (Now, Today)
US EV Market Is Dead
$this->bbcode_second_pass_quote('', 'T')he industry is already terribly fractured. At a 4% EV new car market share level, some companies will die off quickly. This will include the smaller ones, particularly Lucid Group Inc. (NASDAQ: LCID) and Rivian Automotive Inc. (NASDAQ: RIVN), each of which has been through precipitous drops in stock prices and billion-dollar annual losses.
https://247wallst.com/cars-and-drivers/ ... t-is-dead/

The EV Bubble is Dead!
Long live the AI Bubble.


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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby AdamB » Tue 23 Sep 2025, 08:26:19

$this->bbcode_second_pass_quote('theluckycountry', 'W')e're well past peakEV now, lets take a look back.


Or forward.

Global market overview 2025----The 1st quarter of 2025 was off to a great start, with over 4 million EVs sold worldwide - 35% more than in 2024

Halfwit.

<yawn>
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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby theluckycountry » Sat 27 Sep 2025, 04:38:31

Buffett Rings The Register After Making Billions On BYD
$this->bbcode_second_pass_quote('', 'B')uffett has long preached “never bet against America,” but when it came to cars, it seems even the Oracle of Omaha knew better. Berkshire Hathaway has sold its final stake in BYD, closing the book on a 17-year partnership that propelled the Chinese automaker into the global spotlight and delivered one of Warren Buffett’s most lucrative investments

Final Stake, there is "All in" and there is "All Out"
$this->bbcode_second_pass_quote('', 'B')erkshire first bought 225 million shares in September 2008 for about HK$8 apiece, just weeks after Lehman Brothers collapsed. The deal gave Berkshire a 9.9% stake, which BYD’s founder Wang Chuanfu hailed at the time as a vote of “confidence” in the company’s future. The funds went toward batteries and EV development, fueling BYD’s global rise.

Buffett himself praised the automaker to shareholders, once describing its plug-in EV as “the future” and “amazing.” BYD became a fixture in Berkshire’s annual reports and at one point ranked among its largest equity holdings, alongside Coca-Cola and American Express.
https://asia.nikkei.com/business/automo ... -big-gains

$this->bbcode_second_pass_quote('', 'D')oes Warren Buffett own any Tesla stock?
Buffett's approach to value investing and Tesla's unique risks might help explain why Berkshire does not have a stake in the automaker. Musk has publicly suggested that Buffett should invest in Tesla, and while Buffett has not commented on Musk’s invitation, he has indicated in the past that auto manufacturing is a difficult industry with global competition. In 2024, according to MarketWatch, he noted that Berkshire “only swings at pitches we like.”


Naturally the personal transport industry was doomed from the start. It's not like housing, or food, it was based solely on abundant oil. The British had occupied Hong Kong for some decades but in 1898 attained a 99 year lease on the territories from China. It must have seemed like forever to them, but eventually time ran out, the lease expired, and they were forced to give back what wasn't theirs. Oil industrialization is the same animal, it was once taken for granted, and may still seem cheap today, but relative to what the world's peoples can afford it's not. Price inflation has pushed much out of the reach of the masses and in a decade or two cars will be out of their reach too.

It will be fun to see the transition, they won't be walking to start with, they'll probably jump on scooters, like the Asians did. Very thrifty on fuel. Chinese scooters of course :lol:

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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby AdamB » Mon 29 Sep 2025, 22:52:15

$this->bbcode_second_pass_quote('AdamB', '')$this->bbcode_second_pass_quote('theluckycountry', 'W')e're well past peakEV now, lets take a look back.


Or forward.

Global market overview 2025----The 1st quarter of 2025 was off to a great start, with over 4 million EVs sold worldwide - 35% more than in 2024

Halfwit.

<yawn>
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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby theluckycountry » Tue 30 Sep 2025, 14:37:11

Is The American Dream Still Alive?
U.S. adults are losing faith in the American Dream.
$this->bbcode_second_pass_quote('', 'A')t least, that’s what a poll by ABC News and Ipsos says, conducted in early January 2024. Where in 2010 an average of 50 percent of U.S. adults aged 18 and up said they believe the American dream still holds true, that figure had nearly halved to just 27 percent by last year. Meanwhile, 18 percent of respondents in 2024 said it never held true, up from just four percent in 2010.
https://www.statista.com/chart/35205/us ... olds-true/

But the Battcar revolution? The Shale oil miracle? Jobs, fortunes for all, the alternate energy transition? Cheap electricity!

KUB, Come back, we need a dose of Hopium.

come back, come back

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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby theluckycountry » Tue 30 Sep 2025, 14:48:31

Ok... I'll put on my Kub hat.

Advances in AI will boost productivity, living standards
$this->bbcode_second_pass_quote('', 'A')rtificial intelligence (AI), like many technologies before it, offers the potential to improve people’s living standards. Such advances can be approximated by changes in gross domestic product (GDP) per capita over time—the rate of change in the amount of output per person.

Chart 1 shows GDP per capita from 1870 to 2024 along with scenarios, some of them extreme, depicting what could happen to living standards between now and 2050.
https://www.dallasfed.org/research/economics/2025/0624

The charts prove it, the Dallas Fed no less.
$this->bbcode_second_pass_quote('', 'U')nder one view of the likely impact of AI, the future will look similar to the past, and AI is just the latest technology to come along that will keep living standards improving at their historical rate.

See, living standards have been improving, Lucky was wrong all along.

$this->bbcode_second_pass_quote('', 'I')n a new analysis, IMF staff examine the potential impact of AI on the global labor market. Many studies have predicted the likelihood that jobs will be replaced by AI. Yet we know that in many cases AI is likely to complement human work. The IMF analysis captures both these forces.
https://www.imf.org/en/Blogs/Articles/2 ... s-humanity

$this->bbcode_second_pass_quote('', 'T')here are many benefits of using AI in businesses and once deployed. It leads to higher productivity gains and higher efficiency, which in turns boosts economic output and enhances the economy
Abhinav Purohit
Chief Expert, Middle East & Central Asia Region
Huawei Technologies
https://blog.huawei.com/en/post/2024/1/ ... employment

A must read for the naysayer Doomers!
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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby theluckycountry » Tue 30 Sep 2025, 15:56:23

The Lie So Dangerous Tesla Engineers Are Quitting

https://www.youtube.com/watch?v=6ltU9q1pKKM
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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby theluckycountry » Tue 30 Sep 2025, 16:18:10

Tesla (TSLA) insiders have sold more than 50% of their shares in the last year
Fred Lambert | Aug 18 2025
$this->bbcode_second_pass_quote('', '
')Tesla insiders have been unloading their shares at an impressive rate. Excluding CEO Elon Musk, Tesla executives and board members have sold more than 50% of their TSLA shares over the last year. And that might only be part of the story. Public companies are required to report insider trading by key executives and board members. In recent years, Tesla’s number of key executives has dwindled to now only three:
Elon Musk
Tom Zhu
Vaibhav Taneja

There are also some specific examples of non-board members liquidating their stakes. Tom Zhu, who has led Tesla’s manufacturing efforts and was at times seen as Musk’s number 2 at Tesla, reduced his stake by 82% in a single year. This happened while Musk claimed that Tesla will become the most valuable company in the world and roughly 10x its current stock price due to autonomous driving and robots, a claim most unbiased analysts have been highly skeptical about.

I’m not in the business of predicting Tesla’s share price. I think it trades mainly on gullible Tesla retail shareholders believing Musk’s lies. But I believe that Tesla will likely face several challenging quarters in the next few years and may even start incurring losses. I think many executives also see this coming and don’t believe that autonomy and humanoid robots will have a positive financial contribution for a few years, as Musk claims.
https://electrek.co/2025/08/18/tesla-ts ... last-year/

Musk recently bought a billion worth of shares, and the price went way up on the news. After all, if Elon believes it has a future... But this means little since he can pull that money back overnight. He and he alone supports the share price, the fanboi look to him, not to the financial reality of the company. Just another Enron basically.
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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby AdamB » Tue 30 Sep 2025, 18:57:08

$this->bbcode_second_pass_quote('theluckycountry', '[')b]The Lie So Dangerous Tesla Engineers Are Quitting


Elon launches cars. To Mars. With rockets. Years ago. Australia can't build cars. Or rockets.

Australian government, a branch of the Monarchy, in all its power can't get vegemite off the ground by more than 50'.

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Native Australians seem only to be jealous....maybe because.....what else to do they have?

They call this an Olympian in Australia. Can you imagine what an Australian high school drop out just be like?
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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby theluckycountry » Wed 01 Oct 2025, 23:22:40

Tesla stock drops after Europe sales collapse over 20% in August
https://finance.yahoo.com/news/tesla-st ... 06630.html
20% is a lot actually.

Tesla’s decline in China continues despite throwing everything at it
$this->bbcode_second_pass_quote('', 'A')s for the most important EV market in the world, China, the results are already in, and Tesla saw an even steeper decline. Tesla’s deliveries in China, the world’s largest EV market, were down roughly 4% in the first half of the year. In Q3, Tesla’s deliveries in China decreased by 8%, and they are now down 6.4% year-to-date, based on insurance data.
https://electrek.co/2025/10/01/teslas-d ... ing-at-it/

But who needs sales when you're Tesla. Musk did well to pull all that capital out (to supposedly fund the $44 Billion twitter takeover)
$this->bbcode_second_pass_quote('', 'A')ug 2022: Elon Musk has spent much of the last year dumping his Tesla stock
Musk has sold $33 billion in less than a year.
...Musk secured loans from various banks and raised money from investors. (Originally, the deal included loans on Tesla stock.)
https://qz.com/elon-musk-has-sold-33-bi ... 1849397441

Supposedly for Twitter, but only a fraction I would suggest.
The company is technically bankrupt, as is the whole nation for that matter.
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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby careinke » Sun 05 Oct 2025, 03:24:08

Elon time is getting shorter. FSD 14 is dropping this Monday. I'm very excited to try it out, only two days later than promised. Supposedly ROW-Bs compute will increase by 10X and resolution will be down to leaf size in realtime.

My criticisms of Version 13, was pretty much the same as every owner who used FSD Supervised. The rumor is most have been addressed in this version. Here is the list in order of my annoyance:

1. She sucks at parking to the point she will give up and ask you to take over, or sometimes take up two spaces.

2. She does not slow down quickly enough or early enough for school zones. Right now, I manipulate the speed in those zones. Can't do that with unsupervised FSD.

3.Same as #2 only around school busses.

4. She needs a larger vocabulary for her speech recognition especially in navigation.

5. I should be able to teach her how to navigate my driveways, including backing up to her power.

Elon claims this version will "Feel" sentient, I'll let you know.

Oh Lucky, EVERY car/truck Tesla makes, make a profit on it's sales, most continue to provide profit to Tesla for the life of the vehicle. So don't count on Tesla going bankrupt anytime soon. Afterall, it is a capitalist company in a capitalist country.

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Re: THE Electric Vehicle (EV) Thread pt 16

Unread postby theluckycountry » Sun 05 Oct 2025, 07:24:38

Thanks for your honesty inke
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