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Transportation United States

How Electric Cars are Already Upending America (msn.com) 472

"Electric cars are already upending America," argues a new article in the Atlantic, citing booming sales and new models that are "finally starting to push us into the post-gas age." Americans are on track to buy a record 1.44 million of them in 2023, according to a forecast by BloombergNEF, about the same number sold from 2016 to 2021 total. "This was the year that EVs went from experiments, or technological demonstrations, and became mature vehicles," Gil Tal, the director of the Electric Vehicle Research Center at UC Davis, told me.... Nearly 40 new EVs have debuted since the start of 2022, and they are far more advanced than their ancestors. For $40,000, the Hyundai Ioniq 6, released this year, can get you 360 miles on a single charge; in 2018, for only a slightly lower cost, a Nissan Leaf couldn't go half that distance....

All of these EVs are genuinely great for the planet, spewing zero carbon from their tailpipes, but that's only a small part of what makes them different. In the EV age, cars are no longer just cars. They are computers... The million-plus new EVs on the road are ushering in a fundamental, maybe existential, change in how to even think about cars — no longer as machines, but as gadgets that plug in and charge like all the others in our life. The wonderful things about computers are coming to cars, and so are the terrible ones: apps that crash. Subscription hell. Cyberattacks... If cars are gadgets now, then carmakers are also now tech companies. An industry that has spent a century perfecting the internal combustion engine must now manufacture lithium-ion batteries and write the code to govern them. Imagine if a dentist had to pivot from filling cavities to performing open-heart surgery, and that's roughly what's going on here.

"The transition to EVs is completely changing everything," Loren McDonald, an EV consultant, told me. "It's changing the people that automotive companies have to hire and their skills. It's changing their suppliers, their factories, how they assemble and build them. And lots of automakers are struggling with that...." Job cuts are already happening, and more may come — even after the massive autoworker strike this year that largely hinged on electrification. Such a big financial investment is needed to electrify the car industry that from July to September, Ford lost $60,000 for every EV it sold. Or peel back one more onion layer to car dealerships: Tesla, Rivian, and other EV companies are selling directly to consumers, cutting them out. EVs also require little service compared with gas vehicles, a reality that has upset many dealers, who could lose their biggest source of profit.

None of this is the future. It is happening right now.

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How Electric Cars are Already Upending America

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  • by seoras ( 147590 ) on Saturday December 30, 2023 @10:09PM (#64118201)

    Or peel back one more onion layer to car dealerships: Tesla, Rivian, and other EV companies are selling directly to consumers, cutting them out. EVs also require little service compared with gas vehicles, a reality that has upset many dealers, who could lose their biggest source of profit.

    I've viewed the Hybrid car as the incumbent manufacturers way of paying lip service to the environmental issues of ICE vehicles while keeping the dealerships happy.
    More than happy; Electric + ICE = more complexity than just ICE and thus more potential for something breaking and/or needing servicing. The dealers wet dream.

    • Hybrids are good for some applications. If someone mostly drives a short commute but with occasional long trips a hybrid can be an efficient solution
      • by ukoda ( 537183 )
        Actually there are other use cases where hybrids may have merits but as BEV specs continue to improve and cost continue to fall those use cases will fall to BEVs too. Personally I would be happy to see hybrids disappear for pretty much the reasons seoras listed. They were a great idea in the 1990's, had merits in the 2000's, became obsolete in the 2010's. In the 2020's they are an EOL tech that I would not pay for.
    • Electric + ICE = more complexity than just ICE and thus more potential for something breaking and/or needing servicing. The dealers wet dream.

      Intuitively, yes. But the Prius does not seem to bear that out.

    • by dirk ( 87083 )

      You are missing an important point, that they are a very needed middle step. Hybrids (and more specifically plug in hybrids) are the way to get normal people to participate until there are enough charging stations. I line in the midwest and am single, so I have only 1 car. This means if I want to make a roadtrip, an electric vehicle is going to be tough for me because I would have to plan around charging stations, which is tough. So instead I bought a Prius Prime. It lets me run one electric for 75% of my d

      • by frdmfghtr ( 603968 ) on Sunday December 31, 2023 @12:01AM (#64118435)

        Two years ago when my wife and I bought a Kia EV I'd have agreed with you; I was driving a Prius daily and she drove the Kia. Road trips did take some planning with the Kia, longest being about 300 miles one way.

        When we got our Tesla to replace the Prius, my opinion changed. The key factor was the supercharger network. Much faster than DC fast charging and far more reliable, it flipped my opinion on EV road tripping.

        Tesla did the groundwork the right way; not only did it build the cars but it alap built out the infrastructure needed to keep them on the road. That's the systems engineering approach and in my opinion was critical to Tesla's successful EV launch and production.

        • by AmiMoJo ( 196126 )

          It's odd that other manufacturers don't seem to have build charging networks in the US. In Europe we have Ionity which is most of the big German and several other manufacturers. There are lots of independents, and even the old legacy energy providers like Shell. Everyone wants to get a stake in the ground, and many places have a selection of chargers from different companies. Oh, and Tesla has opened up to all cars now, and since the EU forced them to install CCS connectors that means most people can use th

    • Re: (Score:2, Troll)

      Anyone who uses the percentage of emission free power on the local grid as the basis for EV emissions either doesn't know what they talking about or are being deliberately deceptive. The grid is not some giant pool of electricity, every time someone flips on a switch somewhere on the grid something has to produce the increased power. There are exceptions, but there are very few places where there is excess emission free capacity to use. Instead it is usually burning more coal or more natural gas.The result
    • by Kokuyo ( 549451 )

      I actually would go with a hybrid if the ICE was ONLY used as a range extender...

      I've driven a Mazda hybrid and the experience of juggling electric and gas engine was abysmal.

      A battery that gets me 100 to 150 km, can be recharged from a wall socket would do the trick for most days.

      It would quick charge quite quickly, even if you don't have access to superchargers and need to rely to the clusterfuck that is everything else... and if all else fails and you need to go on a long trip, turn on the range extender

  • by burtosis ( 1124179 ) on Saturday December 30, 2023 @10:20PM (#64118223)
    They have vastly superior engines, regular gas vehicles have a large hump of horsepower plotted against RPM, but because of how the electric motor is limited from insane horsepower down to only 320 I get the full amount on a 100% flat Hp graph vs rpm from close to stall to well past any speed limit in the state. It’s true even near full discharge because without limiting the current the motor could develop well over 500hp, it’s just toned down to sanity so there is no drop in performance unless your maxing out top speeds far exceeding 100mph on a track, which is not why I bought the car. Meanwhile my turbo WRX needs to be wound up to a high RPM and kept there, it has poor torque at lower rpm and only peaks out near redline making it much slower despite a slightly superior peak HP/weight ratio. Because really performance is the area under the curve you use and shifting wastes time. Instead of having to wait for a turbo to spool, it’s instantly responsive and handles tight turns awesomely because of the low center of mass loading the extra large tires more evenly. The heavier weight with a great all wheel traction control system is amazing in snow, dual motors separate the torque delivered so that drifting is clean and consistent, something you have to pay extra for in a single motor system.

    There is no maintenance schedule. Unlike my 2016 f-150 that I worry about the timing chain it’s not a Rube Goldberg machine with hundreds of delicate moving parts. It’s basically only the cabin air filter for comfort and check to make sure nothing looks off. I go days without using the brakes because the regen has so much torque, one petal is just like driving my manual WRX, engine braking has almost the exact feel except manual transmission engine braking is gentler and you’ll stall if you stop. Electric motors are getting even more powerful and compact, they have superior performance and maintenance schedules and overall make for superior driving experience. Because I already have machine tools and a welder in my garage, I didn’t even need to rewire for up to 9.6kW charging which turned out to be fast enough it’s not a problem at all. In fact, electricity is about 2.5-3x cheaper per mile depending on gas prices so that’s a nice bonus.

    The V2L is also great, for the first time in almost two decades we lost power for just over 48 hours and it was enough to supply my three refrigerators, chest freezer, some lights, and everything else I needed and it only dropped the battery 35%. No need for a generator or fuel when you have a giant ass battery able to source more power than eight 200A house service panels can continuously take fully maxed out. If only the V2L were significantly higher I would definitely buy that as an upgrade.
    • by hdyoung ( 5182939 ) on Saturday December 30, 2023 @11:02PM (#64118289)
      But. But. Shut up! The vroom vroom. We all love shifting. And guzzling gas. And paying for constant maintenance. Shut up. Trump! Trump! Drill baby drill! Fake news! Woke mind virus!
      • by ukoda ( 537183 )
        I'm sure some will wire a OBD2 plug to a PA horn and some software to fake the vroom vroom. The stink of gas fumes while charging will be harder to simulate...
    • by dfghjk ( 711126 )

      "One petal" driving, and one pedal driving as well, is a fraud perpetrated on the public by Tesla because they don't know how to blend braking successfully. Don't forget, Tesla couldn't figure out how to do regen through the brake pedal, just like they couldn't figure out how to make a two-speed transmission. Tesla's idea of a BEV is defined as much by what they are incapable of as it is by the juvenile, retrograde thinking of their entitled CEO. The best Tesla is NO Tesla, Elon Musk says so.

      One pedal dr

  • Whatever (Score:4, Insightful)

    by Kernel Kurtz ( 182424 ) on Saturday December 30, 2023 @10:21PM (#64118225)
    I don't want my car to be a cellphone on wheels. Granted it is kind of impossible to avoid that overlap nowadays, but BEVs definitely make it worse. I'll be giving it a hard pass.
    • Re: (Score:2, Insightful)

      by AmiMoJo ( 196126 )

      Low end BEVs are even simpler than fossil cars.

    • by ukoda ( 537183 )
      BEVs don't have to be complicated. Maybe somebody will aim at the market segment that want a simple BEV. Open source motor controller and battery charger designs may become a thing. Aptera seems to be the most customer friendly BEV maker, you may want to have a look at their approach to things.
    • by larwe ( 858929 )
      I was wondering why nobody was focusing on this and everyone was diving into the "ICE BAD! BEV BAD!" (whatever side you're on). To me the much worse part of this article was the implication that all the connectivity in any modern car - regardless of powerplant - is a desirable thing. It IS NOT. It is not there for your benefit, it is there so that auto manufacturers can harvest data from you for resale, and also so that they can implement subscription features in a piece of hardware you bought. To me the si
  • Rolling computers (Score:4, Insightful)

    by RitchCraft ( 6454710 ) on Saturday December 30, 2023 @10:31PM (#64118239)

    Rolling computers, that's a problem for me and perhaps others. I know, I know, cars have had computers for a while now to control the electronic ignition, etc. But I simply don't want a connected to the mother ship rolling cell phone in disguise. I want a car. Gauges are fine. Knobs are good. Buttons on the radio, hells yes. Giant iPads, no thanks. Games while I drive (or even scarier while the car drives itself)? WTF? Self driving, no thanks, I can drive just fine. 0 to 60 in less than 5 seconds? Why? I already have a cell phone that can perform GPS for me, so no screen of any sort is needed. I want a basic EV that gets me from point A to B and doesn't cost half the price of my house in the process. A Tesla is the opposite of what I want in an EV as far as functionality and price goes.

    • by adrn01 ( 103810 )
      If, in many states, you can get arrested for driving while screwing around on your phone, I cannot understand how driving while screwing around with a big LCD control panel is any different. Maybe worse, since you could at least mount your phone on the dashboard, so that you'd still be looking out the windshield, sorta.
  • What is the truth? (Score:4, Insightful)

    by larryjoe ( 135075 ) on Saturday December 30, 2023 @11:08PM (#64118299)

    Are EV sales growing or slowing?

    The summary says, "Americans are on track to buy a record 1.44 million of them in 2023, according to a forecast by BloombergNEF, about the same number sold from 2016 to 2021 total." This suggests that the historical curve fit can be extrapolated into the future.

    However, numerous recent news stories suggest the exact opposite, that EV sales are already slowing and will continue to slow:
    Europe Car Sales Growth Slowing; German EV Subsidy End To Hit Profits [forbes.com]
    Automakers Delay Electric Vehicle Spending as Demand Slows [nytimes.com]
    Why dealers say EV sales have slowed [cnbc.com]
    EV Sales Are in a Slump — Why Aren’t More Car Buyers Going Electric? [money.com]

    • by Baron_Yam ( 643147 ) on Saturday December 30, 2023 @11:18PM (#64118319)

      Used ICE cars are getting ever-more expensive because the economy sucks and fewer people have the money for a new car. Of those that have the money for a new car, fewer have the money for an EV that would replace the ICE that meets their basic requirements.

      People buy cars because they need them to work or to shop, etc. They'll buy what they have to so long as they have to, but as we get closer to the financial limit the market overall will suffer, not just EVs.

      The only cure for this is a drastic drop in battery prices so EVs are far more competitive.

    • by Luthair ( 847766 )
      We're in a perceived economic downturn so it shouldn't be shocking that people are delaying expensive purchases.
  • >"Nearly 40 new EVs have debuted since the start of 2022, and they are far more advanced than their ancestors."

    And not a single one meets what I want. Which is a 4-door *car*, not a truck, not an SUV, not a hybrid, not an ultra-compact, that is on-par with a luxury Japanese sport sedan. No self-driving. No TV-on-a-stick. No stupid UFO design. Real dashboard (in FRONT of the driver), real controls, and nice silver paint (not that plastic-looking non-metalic stuff).

    Still waiting...

    >"cars are no lon

    • Still waiting...

      Just have to point out that it looks like the market in general is moving away from you, so you might be waiting for a while. It's probably getting harder for you to get an ICE car that meets those requirements.

    • Sounds like you are stuck with buying pre-1990s cars that don't have things like fuel injection and ABS
  • by magzteel ( 5013587 ) on Saturday December 30, 2023 @11:42PM (#64118389)

    They sold 1.44 million EV's in 2023 by giving large government kickbacks to consumers. If I bought one between the feds and the state they would gift me $11,500.
    That's really nice of all the taxpayers. Thanks guys. But this is hardly "upending America" when there were 1.2 million US new vehicle sales in November alone.
    https://www.reuters.com/busine... [reuters.com]

    Despite the headline the article itself paints a less glowing picture: "Most cars you see are a decade old; for all these EV sales, just 1 percent of cars on the road are all-electric. Even if we hit President Joe Biden’s EV target of 50 percent of sales by 2030, the sheer life span of cars will mean that gas vehicles will still greatly outnumber electric ones by then. Gas stations are not closing. Parking garages are not buckling under the weight of EVs and their hefty batteries. Electric cars remain too expensive, and they are limited by janky public chargers that are too slow, assuming they work at all. If you don’t have a house where you can install your own plug, EVs are still mostly just unrealistic."

  • Just wait til these non-Tesla owners find out how shitty public chargers are. If they work at all, they usually charge well below their rated speed. In populated areas you may be waiting in "line" for the one charger that works - except the driver of that car is in the shopping mall or whatever, nowhere near their car when it's done charging. Once they move, the cars that have been waiting to charge now have to jockey for position, because there's no system accounting for who got their first.

    Yeah, yeah, you

  • I like the idea of EVs, but they aren't there yet. We've just put a slightly better veneer on short-distance city cars. I think the American buyer is waking up to that. Range anxiety still exists because of unreliable charging stations. Long-distance travel becomes inconvenient because of long charging times. Battery performance is degraded in colder climates. EVs aren't well-suited for commercial use or towing. EVs are engineered for obsolescence after their batteries are end-of-life unless you pay $20K -

    • Hybrids use smaller batteries and its the batteries that drive up production emissions for EV's. So someone who replaces a 25 mile daily commute in an ICE vehicle with a a PHEV is going to get the same emissions savings as the BEV with a lot lower initial emission cost. You have to do a LOT of longer road trips that require gas to justify the full BEV.
  • by Eunomion ( 8640039 ) on Sunday December 31, 2023 @12:42AM (#64118485)
    Fossil fuels have underpinned the entire power structure of the world since Industrialization, but within two decades they will be a niche market. Companies, regions, and power brokers who've had their bootheels on humanity's throat for half a dozen generations will suddenly be without a pot to piss in. The implications are glorious.
    • No, they will just be wearing different boots with control of the electric grid.
    • by larwe ( 858929 )

      Assuredly wrong on both counts. The second point is the more important one: The same companies that control the energy supply chain of the world today can afford, and are spending money on, lots of researchers and engineers (and M&A activities) to make sure those same companies continue to own the energy supply chain of the future, regardless of whether it's solar, hydrogen, nuclear or ethically sourced unicorn manure. Sure, in the meantime they will continue to hype their _existing_ tech because there'

  • by Terje Mathisen ( 128806 ) on Sunday December 31, 2023 @11:34AM (#64119339)

    We've been at 80-90% EVs sold for a year or two now, in the morning traffic around Oslo a majority of all cars are EVs.

    Yes, this has reduced the profits of many of the traditional car makers, particularly those like Toyota who has been forced (kicking and screaming) into the EV age, but it is very obvious that the air in Oslo has never (at least since the middle ages) been as clean as it is now.

    There are issues with EVs, mostly related to how heavy they are (is it efficient to move more than 2 tons of hardware around just to transport a single person to/from work?), but battery-operated vehicles (from E-bikes and scooters, via motorcycles and cars to big trucks and ferries) are obviously the future of all transportation.

    When we get another factor of two battery improvement (energy/kg) then commuter planes will stop using jet fuel as well.

    Terje

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