The EV transition is real

Some news from the EV market related to Chinese EVs and tariffs.

Canada imposes a 100% tariff on Chinese-made electric vehicles
Canada’s government says it is imposing a 100% tariff on imports of Chinese-made electric vehicles that matches U.S. tariffs and follows similar plans announced by the European Commission
https://abcnews.go.com/Business/wir...ariff-imports-chinese-made-electric-113148528

A Chinese EV maker was slapped with a 36% tariff. The company said the EU wanted too much information.
https://www.businessinsider.com/eur...ed-tariff-overproduction-documentation-2024-8
 
their ev is taking on japan in highly populated countries, no lost love to the western auto makers. they probably can’t produce enough to meet the demands.
 
We can't compete so we impose barrier tariffs. And our government has done nothing but thwart our only real competitor,Tesla, because they refuse to unionize. We bitch about China's communist system but we do exactly the same thing and in the end the consumer gets shafted having to purchase $50k EV instead of $20k. Next time someone tells me we're better because we have a free market I will lol.
 
Developed countries cannot compete with China.
Developed countries' labor costs are simply far too high.

Now China is flooding the world with cheap EV cars.
Soon China will flood the world with cheap (and decent quality)
commercial airplane
semiconductor chips
commercial rockets (to outer space, the moon and beyond)
Space Station rental


Then those not-competitive airplane, chip, and rocket makers will close down.
ISS will close down soon.
 
Developed countries cannot compete with China.
Developed countries' labor costs are simply far too high.

Now China is flooding the world with cheap EV cars.
Soon China will flood the world with cheap (and decent quality)
commercial airplane
semiconductor chips
commercial rockets (to outer space, the moon and beyond)
Space Station rental


Then those not-competitive airplane, chip, and rocket makers will close down.
ISS will close down soon.
I disagree with that premise.
"Developed countries" can compete with China on several fronts:
1. Apply the rules that China imposes on foreign manufacturers, that is, to require that cars be manufactured in the country they are sold, in partnership with local manufacturers. If they refuse, they don't get in.
2. Reverse engineer Chinese cars to understand their manufacturing cost savings and compete by producing equivalent or better products. Chinese labor costs are not the primary reason their cars are cheaper.
 
https://electrek.co/2024/04/19/dc-fast-charging-station-for-every-15-gas-stations/

The US now has 1 DC fast charging station for every 15 gas stations
Michelle Lewis
| Apr 19 2024

DC fast charging station installation is gaining momentum in the US – Q1 2024 saw a 7.6% increase to nearly 8,200 total.
More DC fast charging stations are coming online

Bloomberg Green analyzed federal Alternative Fuels Data Center data and found that nearly 600 DC fast charging stations came online in Q1 2024.
That’s one DC fast charging station for every 15 gas stations, and Tesla Superchargers make up more than a quarter of them. Tesla Superchargers qualify for federal National Electric Vehicle Infrastructure (NEVI) funding if they’re CCS compatible, and Tesla is currently the largest recipient of NEVI funding.

Retailers are playing a big part in the DC fast charger rollout; 10 opened at Buc-ee’s, and nine opened at Wawa in Q1 2024. Both NEVI chargers and non-federally funded DC fast charging stations are coming online.
Electrek reported on February 21 that the US Southeast’s first NEVI EV charging station broke ground, in Kentucky.

Bloomberg also points out that it’s not just a bicoastal rollout (and note that the following are all red states):
Indiana, for example, switched on 16 new fast-charging stations between January and April. Missouri and Tennessee each cut the ribbon on 13 new stations, while Alabama got 11 new places to plug in.

Electrek’s Take
This is great news, and I am excited to watch the DC fast chargers multiply rapidly across the US. I charge my EVs at home most of the time, but I still need fast chargers when I go on trips, like everyone else.
This growth will hopefully alleviate the range anxiety that persists among the general public. Charging deserts are quickly being eliminated.
Lately, there’s been a lot of coverage about the sluggishness of the National Electric Vehicle Infrastructure (NEVI) EV charger rollout, but Bloomberg Green‘s report shows that it’s well underway.
But that rollout was never going to happen in five minutes – it’s nothing short of a transportation revolution, and everyone started from scratch. There are a lot of moving parts.
The EV transition is over. Anybody who wanted one has bought one and the only way that EVs succeed now is with government mandates. Basically, EVs are now over and Hybrids will get a good share of the market going forward. The answer to the EV is the Hybrid and The Hydrogen Car. I look for Elon Musk to shift into Hydrogen soon, if he hasn't already.
 
The EV transition is over. Anybody who wanted one has bought one and the only way that EVs succeed now is with government mandates. Basically, EVs are now over and Hybrids will get a good share of the market going forward. The answer to the EV is the Hybrid and The Hydrogen Car. I look for Elon Musk to shift into Hydrogen soon, if he hasn't already.
I take it you don't follow the subject closely or you wouldn't be writing that.

Let me briefly help you:
1. EV demand is strong
2. The EU doesn't count hybrids as green vehicles
3. Government mandates are a fact of life.
4. 14,500 hydrogen vehicles were sold globally in 2023.
 
I take it you don't follow the subject closely or you wouldn't be writing that.

Let me briefly help you:
1. EV demand is strong
2. The EU doesn't count hybrids as green vehicles
3. Government mandates are a fact of life.
4. 14,500 hydrogen vehicles were sold globally in 2023.
EV Demand is not strong other than government mandates which are falling well out of favor. Hydrogen cars are the future. -----Bookmarked----
 
Back
Top