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Transportation

EVs Are Just Going To Win 522

An anonymous reader shares a post: EVs are still winning. But they haven't won yet; only 4% of the global passenger car fleet, 23% of the bus fleet, and less than 1% of delivery trucks are electrified.

But at this point I think the writing is on the wall. The phenomenon of a superior technology displacing an older, inferior technology is not uncommon, and it generally looks like the EV transition is looking now. When a new technology passes a 5% adoption rate, it almost never turns out to be inferior to what came before; with EVs, that threshold has now been reached in dozens of countries.

In fact, we don't have to rely on trend-based forecasting to understand why EVs are just going to win. There are a number of fundamental factors that make EVs simply better than combustion vehicles. The longer time goes on, the more these inherent advantages will make themselves felt in the market.

The first of these is price. Currently, EVs often require government subsidies in order to be price-competitive with combustion cars. But batteries are getting cheaper and cheaper as we get better and better at building them. The cheaper batteries get, the smaller the subsidies required to get people to switch to EVs. Goldman Sachs reports that this crucial tipping point will be reached in about two years:

[...] Once batteries cross that tipping point, the EV revolution will take on its own momentum. It will simply be cheaper to buy an EV than a combustion car. People will gravitate toward the cheaper option, especially if it comes with other advantages. And in this case it does.

EVs' second advantage is convenience. Most EV owners will almost never have to fill their cars up at a station. This is because they will charge their cars at night, in their own home garages or driveway.
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EVs Are Just Going To Win

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  • Define "Win". (Score:4, Insightful)

    by xevioso ( 598654 ) on Tuesday October 22, 2024 @01:14PM (#64884619)

    Meaning eventually getting to be 51% or more of personal vehicles?
    Completely replacing gas-powered vehicles? Unlikely.

    • Re:Define "Win". (Score:5, Insightful)

      by Comboman ( 895500 ) on Tuesday October 22, 2024 @01:25PM (#64884669)

      Some people still ride horses, so gas-powered vehicles didn't "win" either by your definition.

    • by DaHat ( 247651 )

      I see it like "1999/20XX will be the year of Linux on the desktop!" with constant claims of why one tech is superior to another, simply expecting people to switch without ever honestly understanding why people have and will continue to stick with the other.

      • by unrtst ( 777550 )

        ... and Linux on the desktop passed that magic 5% more than once.

      • by AvitarX ( 172628 )

        Is Linux definitively better?

        I like and use Linux (though to be fair a lot less as a desktop since the shift to gnome3/kde4, also I started getting a lot of (temporary) freezes in the 2007/2008 era (I assume related to all the scheduler work and not having an SSD)), but I'm not convinced it's definitively better than Windows or MacOS.

        Windows is slowly getting worse since 7, and Linux slowly getting better (after that sharp drop in that 2007/2008 era), but is it really better for a desktop?

        With so much movin

      • by AmiMoJo ( 196126 )

        EVs are superior for most people, and especially for the environment.

        It's inevitable that most vehicles will be EVs in future. We can't sustain then being fossil fuelled. They are already excellent and are getting better.

    • Re: (Score:3, Insightful)

      by dbialac ( 320955 )
      Yep. This article is just fantasy. A quick look at the used market reveals everything about how well BEV adoption is going, and it's not going well. Plug-in hybrids are a good tech as they solve multiple problems: minimal environmental impact from battery production, reduction of CO2 from daily commutes and good long distance range with quick fill-ups.
      • Re:Define "Win". (Score:5, Insightful)

        by Altus ( 1034 ) on Tuesday October 22, 2024 @01:48PM (#64884829) Homepage

        yeah same utility with double the complexity... what's not to love.

      • Re:Define "Win". (Score:5, Insightful)

        by Cyberax ( 705495 ) on Tuesday October 22, 2024 @02:35PM (#64885083)

        Yep. This article is just fantasy. A quick look at the used market reveals everything about how well BEV adoption is going, and it's not going well.

        Define "not well". The sales numbers are growing double-digit every year.

      • Re:Define "Win". (Score:5, Interesting)

        by dirk ( 87083 ) <dirk@one.net> on Tuesday October 22, 2024 @02:48PM (#64885133) Homepage

        A quick look at the used market reveals everything about how well BEV adoption is going, and it's not going well.

        Used markets for an emerging technology is a terrible indicator. Early adopters don't want used technology, they are usually first adopters that want the newest stuff.With emerging technology, the technology changes and advances very quickly. Who wants the subpar stuff from 2 years ago when the tech have changed by leaps on bounds and is much better now?

      • A quick look at the used market reveals everything about how well BEV adoption is going, and it's not going well.

        By the time an EV reaches the bottom of its depreciation, it will need a new battery and will be financially totaled. So when EVs do "win" and ICEs are a thing of the past, a whole segment of the population just won't have anything to drive anymore.

        I see something happening like in Cuba where poorer people will try to keep the remaining ICE vehicles running forever because they have no other choice.

    • They define winning as a competition where all but one of the competitors are banned from participating one by one over time.

  • Only took 25+ years

    • by kackle ( 910159 )
      Ooo, so close!
    • by xevioso ( 598654 ) on Tuesday October 22, 2024 @02:27PM (#64885053)

      The key to getting the frist post, young grasshopper, is not to think about getting the frist post. Only then can you respond both on topic and frist, without even thinking and while clapping with one hand.

      Behold:

      The Grasshopper and the First Post

      A young grasshopper approached the master, who sat by an electric vehicle charging silently under the sun.

      “Master,” the grasshopper asked, “how can I always be first to post on Slashdot?”

      The master looked at the electric vehicle and said, “When the battery is full, does the car race to its destination, or does it simply wait?”

      The grasshopper was puzzled. “But the post must come quickly, or it is lost!”

      The master smiled. “The fastest post is not the first, but the one that speaks when the world is ready to listen.”

      At that moment, the charging cable clicked, and the vehicle remained still.

      --ChatGPT

  • We fear change. (Score:5, Interesting)

    by Pseudonymous Powers ( 4097097 ) on Tuesday October 22, 2024 @01:16PM (#64884625)
    To me, plugin hybrids clearly seem to be the way to go here, in the immediate and medium term. They effectively eliminate most of the reasons that most people are wary of buying a full electric car. Somewhat surprisingly, they don't even seem to be any more expensive than full electrics!
    • Which is still more expensive than a new ICE only car. EVs need to get to that level and be there long enough for a decent supply of good used vehicles to build up. You aren't just competing with whatever new thing is rolling off the assembly line. You're competing with the 12-year old econobox beater that still reliably gets from A-to-B.
    • Re:We fear change. (Score:5, Informative)

      by Lije Baley ( 88936 ) on Tuesday October 22, 2024 @01:31PM (#64884715)

      I've had both, and would say that if you can level 2 charge at home, and you don't have honestly unusual needs for range or long distance travel speed, skip the plug-in hybrid and go full electric. Plug-in hybrids are not really any cheaper, and they still have thousands of moving parts (and their maintenance) AND the electric bits.
      I grew up on a farm, have lived, breathed (literally), loved, and maintained internal combustion contraptions most of my life. The electrics are better for most uses already, will soon be better for even more, and will definitely replace virtually all of our complicated mechanical anachronisms.

    • by MpVpRb ( 1423381 )

      Disagree
      A plug in hybrid basically duplicates the entire drivetrain, adding weight, cost and complexity

    • by drnb ( 2434720 ) on Tuesday October 22, 2024 @02:15PM (#64885001)
      Of course EVs will win in the long run. However the "slow" adoption rate is not really about fear. Its about the perfectly normal technology life cycle.
      https://en.wikipedia.org/wiki/... [wikipedia.org]

      Basically a market has five subcategories, each has potential customers with different needs and wants and tolerances. A product market fit for one segment is not necessarily a good fit for the others. Wrt EVs we're seeing a good fit with early adopters who tend to be better positioned to afford the current higher costs, able to update their home for home charging, and are generally more risk tolerant. Things like range are largely irrelevant as they plug in each night and wake up to a fully charged battery. The main market is very different. Cost is more of a problem, home charging is less likely, etc. The product market fit isn't there yet, public charging is still a mess for example. So we're seeing a slowdown in adoption as EV makers have largely saturated the early adopters and are hoping to sell into the main market. This is a notoriously difficult thing to do for a new technology.
      https://en.wikipedia.org/wiki/... [wikipedia.org]

      In time it will all get sorted out. The public infrastructure will get built out. EV tech and batteries will get even better. Costs will come down. At that point there will be little resistance in the main market.

      So why all the concern now? Well, governments and EV advocates have overhyped EVs and created political time tables for their adoption. Massively unrealistic expectations. EVs will dominate one day, but they will do so based on science, engineering and economics. Not on politics or wishful thinking.

      EVs are not suffering from consumer fear. EVs are simply following the normal technology adoption life cycle and that takes time.
  • by supremebob ( 574732 ) <themejunky AT geocities DOT com> on Tuesday October 22, 2024 @01:18PM (#64884635) Journal

    Eventually, the battery prices for EV's will drop to the point where they are cheaper than new ICE vehicles. We're still no where near that point today, though. Right now, EV's normally have a 30% price premium to a comparable gas powered vehicle with the same features. I'd expect that to continue to drop over time, but right now EV's (in the US, anyway) are still tech toys for the upper middle and wealthy classes. The recent launch of several new $85,000+ electric SUV and truck models certainly isn't helping change this perception.

    • Eventually, the battery prices for EV's will drop to the point where they are cheaper than new ICE vehicles. We're still no where near that point today, though

      The summary says Golldman Sachs says the breakeven point is two years away.

  • by rsilvergun ( 571051 ) on Tuesday October 22, 2024 @01:20PM (#64884639)
    As home ownership rates collapse? Unless we do something to bring back the suburbs and general home ownership I don't see how EVs can make it. Nobody putting in 12-hour shifts at two jobs is going to have the wherewithal to spend 30 minutes to an hour charging their car at the end of the day. They need to get home and cook dinner. If fast food was an option that might work but it's become prohibitively expensive.

    At the rate we're going EVs might win the war with new car purchases but those are going to become increasingly less common and are fleet is going to start looking like Cuba where they have to keep cars from the 1950s going.
    • by serviscope_minor ( 664417 ) on Tuesday October 22, 2024 @01:44PM (#64884801) Journal

      Unless we do something to bring back the suburbs

      Bring BACK the suburbs?

      The way America builds suburbs is financially unsustainable. Currently it's fueled by debt and taxing the poor to fund richer people. If you want suburbs, you need to find a better way of doing them which essentially means either much denser or much much higher taxes. Currently the tax paid per unit of land area doesn't remotely cover the cost of infrastructure per unit of land area.

    • by Altus ( 1034 )

      you really cant' think of any other way for them to charge?

      We should be pushing on subsidies for landlords installing chargers, we should eventually charge higher property taxes to landlords who have parking spots without chargers. We should be pushing for people to be able to charge at work, we should be building out charging infrastructure in on street parking the way it has been done in Canada.

      This shit is not that hard to come up with. Its hard to get it to happen in our do nothing society but thats a

  • by sphealey ( 2855 ) on Tuesday October 22, 2024 @01:20PM (#64884641)

    Are EVs perfect for all use cases? No.
    Do large-scale technology transfers take a long time, with the superseded technology continuing in use for various reasons also for a long time? Yes.
    Will EVs take over from ICE vehicles in the next 5 years? No.
    Are there apartment dwellers or crowded neighborhood homeowners who do not at the moment have a good charging solution? Yes

    With that out of the way: driving an EV for three weeks is enough to convince most people that they will never go back to ICE. It so much more pleasant that the people who refuse to try it don't believe what the people who have say.

    • by sphealey ( 2855 ) on Tuesday October 22, 2024 @01:22PM (#64884649)

      Also, too: a real act of journalism would be to dig into who is funding the cacophony of anti-EV factiods, memes, and story pitches that suddenly popped up across the media spectrum starting around April of this year (2024).

    • Re: (Score:2, Troll)

      by dfghjk ( 711126 )

      "With that out of the way: driving an EV for three weeks is enough to convince most people that they will never go back to ICE."

      Depends on where they drive and for how long at one time. No one driving hundreds of miles at a time would be sold on an EV after 3 weeks, quite the opposite.

      Broad EV adoption is going to need some change in expectations and behavior in addition to improvements in electric infrastructure.

    • You will have to pry my 3.0L Eco Diesel Jeep from my cold dead hands.

      • No need, your Fiat will shit the bed itself sooner or later

      • by Travco ( 1872216 ) on Tuesday October 22, 2024 @01:49PM (#64884831)
        No one will have to pry it. Bits and pieces will drop off until there's nothing left and you'll find that you don't need it anymore.
      • by sphealey ( 2855 )

        1) I agree that true backroading is a use case for which liquid fuel will be superior for a long time
        2) That said I was fascinated by how fast Jeep people took up the Wrangler PHEV - it is a good technology for the vehicle modulo medium-term reliability
        3) With no disrespect to Jeep people though they are a good counterexample to the "EVs must have perfect 20 year reliability" attack line: are there 20, 30, and 40 year old Jeeps on the road and the backroads. Absolutely! What percentage of parts and assemb

    • I rented a Kia EV6 for a few days for a road trip, and found that finding places to DC fast charge it was far more difficult than it should have been.

      Coming from that experience, I found that I won't try another long distance road trip with an EV unless it had an NACS/Tesla charge port, because they seem to be far more prevalent where I was traveling.

    • Re: (Score:2, Interesting)

      by dbialac ( 320955 )
      I know this is a small sample set, but of the people I know who have owned BEVs:
      • One returned his the next day.
      • One is waiting for the divorce to go final to get rid of it and is replacing it with an ICE.
      • One is wealthy and was an early adopter (Tesla Sedan). He got rid of it and doesn't drive BEVs anymore.

      The reality is that some of the features that a Tesla offers have nothing to do with being a BEV, but that it has whatever new features a person likes. You can put the same exact features on any othe

  • not much win yet (Score:5, Insightful)

    by nicubunu ( 242346 ) on Tuesday October 22, 2024 @01:24PM (#64884659) Homepage

    The cheaper batteries get, the smaller the subsidies required to get people to switch to EVs

    Here in Europe this year subsidies got smaller, prices increased, less people buy EVs. The win is quite far.

    EVs' second advantage is convenience. Most EV owners will almost never have to fill their cars up at a station. This is because they will charge their cars at night, in their own home garages or driveway.

    I call bullshit on that. Most car owners don't have where to charge at night, so they simply can't buy EVs. EVs can't grow beyond the niche of people charging at home.

    • by Ksevio ( 865461 )

      I'm not sure the "market of people who have homes" is as niche as you think it is - In the US it's about 70% of people. I would also expect apartments to more frequently provide charging for renters in the future

    • It varies pretty much by country. The top countries for markets share for new sales of plug-in electric vehicles (PEVs) in 2023 are:
      1. Norway 90.4%
      2. Island 64.0%
      3. Sweden 59.8%
      4. Denmark 46.1%
      5. Netherlands 44%
      While Germany comes in on 24.6%, Europe 23.4%, China 37.0%, and the US at 9.1%.

      Of course, for the total percentage of running cars, it is less than that for new sales.
  • by iAmWaySmarterThanYou ( 10095012 ) on Tuesday October 22, 2024 @01:27PM (#64884689)

    I have a model 3 and a regular car.

    The 3 is super awesome for driving around the local region. It sucks for medium to long distances.

    To get to the airport about an hour away I have to charge to 100% the night before to make it there and back without stopping.
    To get to my friend's place 3.5 hours away? I've done it twice but fuck that. What a pita. I take my regular car for long trips. I check gas when I leave and stop if necessary, otherwise I just go. At the other end I don't need to look around for a charger. My friend is in a condo so overnight charging is not an option. Long distances are a clear win for the ICE by any metric.

    The batteries don't hold enough charge, they degrade over time recharging takes more time, chargers aren't as available, some trips can require planning, and if the batteries dies out of warranty I am fucked for about $15k to replace it.

    Once the batteries charge faster, don't degrade, go further, the car doesn't require expensive special tires, and there are more chargers then we have something to talk about when it comes to replacing ICE. I just put new tires on the 3 for about $1300. That sucked.

    I know Toyota has been talking about it for 10 years but if they ever launch a working solid state battery then that should solve most of it but until I see them on the road I'm not making any car decisions with that in mind.

    • by labnet ( 457441 )

      Don’t forget the increased insurance premium and some places banning EVs because of fire risk.

    • by flink ( 18449 ) on Tuesday October 22, 2024 @03:46PM (#64885341)

      I have a model 3 and a regular car.

      The 3 is super awesome for driving around the local region. It sucks for medium to long distances.

      To get to the airport about an hour away I have to charge to 100% the night before to make it there and back without stopping.

      I think something is seriously wrong with your car. Even the standard range Model 3 has a range of something like 275mi. If you live right off the highway with no waiting in local traffic and drive 70mph the whole way there and back an hour each way tops out at only 140mi. Even a really old car with a somewhat shaky battery shouldn't have lost almost 50% of its range.

  • by SoCalChris ( 573049 ) on Tuesday October 22, 2024 @01:32PM (#64884733) Journal

    Plug-in hybrids, policy shifts that will encourage cars to be smaller, and a focus on improving public transit/carpool options/walking & cycling for local trips is what we *need* to do. EVs are better for the environment in some ways, but do absolutely nothing to improve traffic and their weight is causing more damage to our already poor condition roads.

    And yes, I know walking/cycling/public transit won't work for everyone in every part of the country. That's not the point. It's to give everyone an option, which will reduce traffic for those who can't/won't give up their personal car. Make the options more appealing for the majority of people. That will do more to help congestion and the environment than a switch to EVs.

    "Never forget, the electric car is here to save the car industry, not the planet."

  • Copper (Score:2, Informative)

    Work out how much copper is needed (with current tech) and then work out what the current mining rates are and then work out when EV's will "win".

    Odds are modern batteries will be obsolete by then. Probably copper-wound motors too.

    But nobody who loves EV's wants to do the math. Storytelling displaces engineering due to belief structures.

    • by Ksevio ( 865461 )

      Of course changing the construction of cars is going to require different resources and we'll need to increase mining of some like copper and lithium.

      Imagine if people converting from horses to gasoline cars said "Look at the current oil produced and look what would be needed, it's impossible to have cars with current rates"

    • Work out how much copper is needed (with current tech) and then work out what the current mining rates are and then work out when EV's will "win".

      Odds are modern batteries will be obsolete by then. Probably copper-wound motors too.

      But nobody who loves EV's wants to do the math. Storytelling displaces engineering due to belief structures.

      Meh. As the price of copper rises, EV manufacturers will be motivated to create designs that use less copper, and miners will be motivated to find ways to extract more copper, more cheaply. These things take care of themselves.

      How, exactly, no one can predict.

      It's like the young physics student in the 60s who "did the math" on the supply of yttrium and the amount needed for the red phosphors for each color TV and concluded that we could never manufacture more than a few million color TVs, meaning color

  • I know there are lots of notable hybrid models out there from other companies, but I'm baffled when I look at GM and see they disengaged from that option at the most critical, opportune time to have a decent plugin hybrid available... the Volt is still well remembered/loved and even forgetting the pure EV mode, they run more efficient than pure ICE cars. It's baffling. Whoever was behind the decision to lose the momentum in this particular market should never hold a job in the automotive industry.

    In America

  • Can someone make a no frills dumb EV?
    - Radio is bluetooth or Apple/Google car play.
    - Digital Speedometer read out
    - Everything else analog buttons
    - Any special engineering is for sound road noise prevention

  • Anything will "win" if forced. I still think it's a mistake to push these on people/situations where it's impractical. Pardon my drumming, but most cars are not garaged. If folks (like my neighbors' teens) have many cars in their tiny driveway, then it's huge pain/expense to deal with wires and chargers, especially in inclement weather.
  • I would like these things.
    1) Able to plug it in to an electrical source
    2) A battery pack that will go 50-100 miles to reduce cost and weight vs. the all electric versions
    3) Electric only to the wheels to reduce complexity.
    4) Add a gas generator in the vehicle that running at it's most efficient to charge the battery after I go 50-100 miles.
    5) Less than 30,000
    I think the first four would be ideal and any company that can get number 5 as well will "win"
  • I mean so much of the population lives in apartments in cities, the ideal place to have an EV, not the rural areas where people mostly have houses.
    With affordability being an issue, such a bold statement.
    "Will charge them in their houses and garage"

    People are going to have those? Amazing, I'm looking forward to the future.
    It's great to charge a car at your home, if you have a home you can park at and put in a charger.

    • by dskoll ( 99328 )

      Personal vehicles of any kind are a crap solution for dense urban areas. Good public transit, good bike infrastructure, and good walkability can take a lot of personal vehicles off the road. But that's anathema here in North America, sadly.

  • and city backed power monopolies stop sending shit begging people to turn their A/C off and replace the light bulbs because they can't fucking handle the load - call me. We're nowhere near that. You need infrastructure for this shit.

  • Obligatory XKCD (Score:2, Redundant)

    by ttyler ( 20687 )
  • It works great. I charge at home and when on a road trip, the Supercharger network works well.
    As soon as the national charging network is as good as the Superchargers, EVs will make sense for more people.
    Apartment complexes and condos also need to install chargers.
    The vehicles are ready, it's the charging that needs work

    • Most of the EV manufactures are already on the Tesla Supercharger network in late 2024 in the USA. What has been observed so far, lines at superchargers, and the uptime of the Tesla network has decreased with increased number of EV charge sessions. As the number of Teslas and Non Teslas using the better charging network increase the Tesla charging network reverts to the mean. It has never been about 250 vs 400 miles, it is how much time one sits still to go 400 miles. ICE that is 10 minutes, Tesl
  • Most EV owners will almost never have to fill their cars up at a station. This is because they will charge their cars at night, in their own home garages or driveway.

    Most, if not all, current EV owners can charge at home, as part of the decision-making process in buying an EV is having the ability to install a home charger.

    However, huge numbers of ICE owners do not have that luxury - dedicated off-street parking for urban car owners is very much the exception, irrespective of the dwelling type. For many, it's pot luck whether you can even park outside your own house, and running a cable across the sidewalk/pavement is very much frowned upon.

    EV adoption has plateaued bec

  • by Eunomion ( 8640039 ) on Tuesday October 22, 2024 @02:21PM (#64885021)
    I thought this was a technology news site. You just add opinions by anonymous readers as actual site content? Pretty sure the comments sections do that well enough.

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