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Transportation Power The Almighty Buck United States

Californians Have Now Purchased Half a Million EVs (arstechnica.com) 335

According Veloz -- an electric car industry group -- electric vehicle sales in California hit a cumulative 512,717 since 2010. "Months of strong U.S. sales in 2018, preceded by a strong 2017, are starting to show a trend: electric vehicles are selling well, especially in places where there are strong monetary and non-monetary incentives to buy them," reports Ars Technica. From the report: "Overall, this year has seen exponential growth in electric car sales," Veloz wrote. "Electric cars accounted for 7.1 percent of California car sales in the first three quarters of the year, with fully electric, zero-emission car sales outpacing plug-in hybrid sales 4.1 percent to 3 percent respectively." Veloz's data tallies not just fully battery-electric vehicles but also plug-in hybrids as well as the much rarer fuel cell vehicles. The group gets its data (PDF) from the blogs InsideEVs and HybridCars.com as well as a market-research firm called Baum & Associates and estimates from the California Air Resources Board (CARB).

According to data from InsideEVs, the Tesla Model 3 was the top-selling electric vehicle model in the U.S. in November. In November alone, 18,650 of those vehicles were sold in the U.S. To its credit, Veloz's press release isn't too self-congratulatory. The group writes, "Veloz recognizes that, while electric car sales are increasing at a rapid clip, it is not happening fast enough to achieve the deep cuts in emissions that the state needs to achieve to protect people's health and curb negative impacts on the environment."

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Californians Have Now Purchased Half a Million EVs

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  • rate of adoption (Score:5, Informative)

    by aleksander suur ( 4765615 ) on Tuesday December 11, 2018 @05:25AM (#57784852)
    Just eyeballing the sales graph, it looks like adoption rate is about doubling every two years or so. Should these trends hold then next decade electric cars will pretty much take over.
    • Should these trends hold then next decade electric cars will pretty much take over.

      Obligatory XKCD [xkcd.com]

      My specific objection is that there's not enough battery production for these trends to hold.

    • Price still needs to come down. The monthly payments of the sticker price seem to come close to my mortgage costs for my home. Thats why places like California can do this faster. Their cost of living is so fucking rediculous that they dont even blink at throwing down $1200 for an iPhone X or Samsung phone. Thats like a month of not eating out. Miniscule houses there can cost $600,000. In fsct the city of SF recently declared low 6 figure salaries are eligible for housing subsidies. In other places 6 figure

      • That's a bullshit argument. My Model 3 payment is $638/mo. My Honda Pilot payment is $636/mo. Both after similar downpayments, and for the same 60 months. If I wanted a Chevy Bolt, my payment would be significantly lower. Now, add the fact that I am saving $100/mo in gas, and my Model 3 is a bargain.
        • by e3m4n ( 947977 )

          those are both rediculous amounts of money to pay for something that loses half its value in 3 years. And thats including the federal subsidy to buy it correct? My mortgage payment on a 3000sq ft home barely comes in above that. Even after the property taxes and homeowners insurance escrow portion is added in it comes in at just $1000. That's something that does not lose value over time. I am sure $638/mo doesn't sound like a lot in Kalifornia, but that would increase someone's monthly expenses by a huge m

    • Just eyeballing the sales graph, it looks like adoption rate is about doubling every two years or so. Should these trends hold then next decade electric cars will pretty much take over.

      Beware naive extrapolation. Electric cars are definitely not going to "take over" in just 10 years. It's going to take longer than that for the supply chain to develop to supply the batteries and power trains and to reconfigure the assembly lines even if the demand was there already which it definitely is not. Average age of a car on US roads is longer than a decade so it would take longer than that even if starting tomorrow we only sold electric cars. Not to mention there are issues with range and fast

      • Beware naive extrapolation. Electric cars are definitely not going to "take over" in just 10 years. It's going to take longer than that for the supply chain to develop to supply the batteries and power trains and to reconfigure the assembly lines

        You are forgetting there is a whole other path - hydrogen cars. Between battery electric and hydrogen electric (which is ramping up now as well) the trend can for sure hold.

        I'm not even sure the trend would be impossible to hold if you just considered Tesla alone..

    • by jbengt ( 874751 )

      . . . it looks like adoption rate is about doubling every two years or so.

      When there is a ceiling on the rate (e.g. 100%), geometrical progression is a very poor model.

  • by Solandri ( 704621 ) on Tuesday December 11, 2018 @05:59AM (#57784916)
    It's mandated by law. CARB (California Air Resources Board) runs a ZEV mandate [ucsusa.org]. Each year, automakers have to sell a certain percentage of zero emissions vehicles. The formula is a bit complex (it also includes partial ZEVs like hybrids and plug-in hybrids). But the quota for 2018 is 2.5% ZEVs. For 2025, it will be 8%.

    Every automaker has to sell this percentage of ZEVs. If they fail, they have to buy credits from an automaker who exceeded their quota. If they fail that, they are banned from selling cars in California. And since about a half dozen states representing nearly a third of the U.S. population automatically adopt CARB's guidelines, the automaker would be banned from selling cars to a third of the U.S.

    No automaker wants to be cut off from a third of the U.S. market. So they will do whatever it takes to meet the mandated ZEV percentage for the year. If that means running crazy sales and incentives (VW offered a 3 year/30,000 mile lease on an eGolf for $49/mo $1500 down, or $79/mo zero down a few years back), then so be it. In other words, the sales numbers do not represent true market demand. The ZEV mandate means if not enough EVs are being sold to meet the quota, automakers will discount EV prices until it does. (This is also why the best EV deals are in California - only EVs sold or leased in California count towards the ZEV mandate.)

    That said, real demand seems to be meeting or exceeding the mandated percentage the last couple years, since I haven't seen a repeat of the crazy year-end sales and incentives. But this isn't a metric you can reliably use to gauge real demand. As the mandated ZEV percentage gets higher, it becomes harder for automakers to subsidize their prices to meet the mandate if there's insufficient demand (the discount for each EV has to be amortized over fewer ICE vehicles). So if the mandated percentage outstrips demand by too much, it'll create a situation where it'll be cheaper for Californians to buy an ICE vehicle out-of-state and bring it in, rather than buy it in California. Thus skewing the official sales figures further from real demand.
    • by Rei ( 128717 )

      Every automaker has to sell this percentage of ZEVs. If they fail, they have to buy credits from an automaker who exceeded their quota. If they fail that, they are banned from selling cars in California

      Meanwhile, in the real world, automakers can simply pay $5000 [findlaw.com] for each missing credit they didn't earn or buy. So for a 2,5% ZEV mandate, that's an average fine of $125 per vehicle. For earning no credits whatsoever. And there are lots of ways [ca.gov] to earn credits besides selling BEVs (although a given fraction

    • While it's true that politics and legislation is helping electric cars along a lot, it doesn't really change as much as you might think. For comparison from history, one might bring the example of British steam lorries. They used to be hugely popular. Now they would have of course faded to obsolescence anyway, but it just so happened that legislation killed them off before their time. Changeover to petrol lorries might not have been entirely "organic" but it happened anyway. Electric cars are in kind of a s
    • That said, real demand seems to be meeting or exceeding the mandated percentage the last couple years, since I haven't seen a repeat of the crazy year-end sales and incentives.

      Pretty soon BEV will be able to compete with ICEV on its own without any incentives. The general consensus is when the battery pack costs 100 $/kwh the electric drive train and ICE drive train will cost the same. Tesla claims it will reach that number end of this year. So converting from Elon time to real time, most likely middle of next year. Others are not far behind. When the price parity is achieved with ICE then it is a whole different ball game. Further electric drive trains still have lots of optimiz

      • The way I see it, the subsidies are not really for the consumers, but for the manufacturers.

        1) Manufacturers are going to be reluctant to make a product there's no clear market for

        2) There can't be a market for a product that doesn't exist

        3) Since there's no existing production the cost to produce them is high

        4) High production cost, and therefore high sales cost, reduces market potential even more

        This is where the subsidies come in; Lowering the cost to consumers (4) helps expand the market (2) to manufact

        • The subsidy, as implemented is bad. It punishes Tesla for being in the forefront. Its competitors who played the waiting game can undercut it because they lose nothing, they are assured of subsidy for their 200,000 vehicles.

          It would have been better if the subsidy was for the first million BEV, who ever makes them, gets them.

  • Comment removed (Score:3, Interesting)

    by account_deleted ( 4530225 ) on Tuesday December 11, 2018 @06:33AM (#57784988)
    Comment removed based on user account deletion
  • The Red Sticker for the car pool lane went backwards.

    Yellow sticker = hybrid (now not valid)
    Green sticker = plugin hybrid and pure electric (not valid 2019)
    White sticker = pure electric (not valid 2019)
    Red sticker = new plugin hybrid and pure electric

    So the red sticker pulls a hundred thousand EV's off the road, and replaces them with a mix of hybrids and new electric vehicles.
    What exactly is the red sticker trying to encourage. Just new sales?
     

    • You have the purpose of the new "red sticker" wrong. It is just a way to enforce an expiration date. New EVs get 3-4 years of carpool access. If you have a "white or green" sticker for a car you bought after 1/1/2017, you can get a red replacement.

      After 12/31/2018, new cars will get yet another color good thru 12/31/2022. This is reported to be purple. Next year, another color will roll out.

      The "red sticker" did have some glitches. If you were unlucky and got a car in 2016, you would only get 2-3 year

  • ... vehicular infrastructure is paid for. As a larger percentage of vechicles eschew fossil fuels, there needs to be a better way to fund road and highway improvements than fossil fuel taxes.
    • What should happen is your vehicle tabs should be based upon average mileage of all cars (around 15,000) times the fourth power of the weight of the vehicle (since road damage goes as the fourth power of weight [nvfnorden.org]), times the tax rate. Light vehicles pay very little, because they do very little road damage; heavy vehicles pay a lot because they do most of the damage to the road.

      The curb weight of my 2015 Honda CTX700 motorcycle is 478 pounds; the curb weight of my wife's 2015 Mustang convertible Ecoboost is

      • I agree about the weight component, and the emphasis thereof you suggest. I think there needs to be a better way to handle mileage, though. Why not take an odometer reading when the vehicle goes in for its routine emissions inspection? The owner could report the estimated mileage each year, and it is confirmed during the emissions inspection.
        • Too easy to disconnect a speedometer, especially on older, heavy vehicles. It might work on newer, computer controlled cars, but on older ones with mechanical speedos - nope. Right now, in CA, it is based upon the State's own determination of value of your vehicle (which is different than Kelly Blue Book or NADA prices - the State is a lot higher), and a tax rate applied. I'd say just make it a function of weight and be done with it.
    • by ledow ( 319597 )

      What would you suggest?

      You want to pay proportionally by usage, so as to not unfairly hit low users, or encourage high users who will use what they can extra "because they've already paid".

      You want to base that usage on not just pollution, but damage to the road. So doing it based on time would be daft (people would speed to cost themselves less). You'd have to do it on distance to be fair. You could set up tolls everywhere, but they are expensive to build and maintain and you'd have to maintain the road

  • Thanks Rei for the update.
  • by OneHundredAndTen ( 1523865 ) on Tuesday December 11, 2018 @09:28AM (#57785612)
    After having driven an EV, my feeling is that the death knell for the ICE in ordinary can already be heard. The technology is already there, and can do nothing but improve.
  • IF I lived in California, I wouldn't imagine I needed to drive anywhere else either. Back here though, I do want to drive to other places in the country and EVs aren't sufficient enough for that yet, and too expensive to be a second car.
  • by ledow ( 319597 )

    So, for every sale since 2010, they've sold as many EV's in California as are sold in a few days by any of the big-name vehicle manufacturers.

    Even if you multiply that up by 50 states and then 200+ countries, they're still a drop in the ocean.

    "Months of strong U.S. sales in 2018, preceded by a strong 2017, are starting to show a trend: electric vehicles are selling well,"

    If that's "strong" and "selling well", then someone needs to go look at the numbers.

  • Half a million in eight years, 62500 cars a year... In a state that has 28 million registered vehicles. Less than one quarter of one percent.

    It all puts me in mind of very primitive peoples... One, Two... Many!

    Numbers count (I know, bad pun). Just because the number SEEMS large to the average mind, doesn't mean it really is in the larger scheme of things.

    Everyone stand on ocean beach and spit. That will raise sea level!... In a million years.

  • Did you count the scooters and skateboards?
  • Comment removed based on user account deletion
  • California will be the test market for seeing how well a " driving " tax works vs the fuel tax that is in place today.

    California has the highest taxes on fuel in the country coming in around ~70 cents / gallon when all taxes are accounted for.

    California accounts for ~10% of total fuel usage in the Nation ( it's a big State with a lot of folks in it )
    California uses about ~15B gallons of gas per year

    Without having to do the math, as the number of vehicles on California roads using gasoline drops, so too does

  • Honest question, I don't mean actual infrastructure as in power station, power lines, transformers etc, though those are obviously critical but what are EV manufacturers doing on top of just creating EV's?

    Tesla has their supercharger network but I don't see any equivalent from Chevrolet, Ford, Mercedes, Jaguar, BMW etc. If I buy an EV from anyone other than Tesla, the *only* places I can charge is:

    - At home. Assuming I have the ability to hook up a Level 2 or 3 charger. Let's be honest, a Level 1 ch
  • Will anybody want to buy a used EV if they have to replace the battery? Just wondering what that will be like. And what about the software? If the new owner robs a bank while using your old car do you get a call from the over zealous SWAT team in the dead of night?

Keep up the good work! But please don't ask me to help.

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