

Japan's Honda To Scale Back On EVs, Focus On Hybrids (reuters.com) 226
An anonymous reader quotes a report from Reuters: Honda said on Tuesday that it was scaling back its investment in electric vehicles given slowing demand and would be focusing on hybrids, now far more in favor, with a slew of revamped models. Japan's second-biggest automaker after Toyota also dropped a target for EV sales to account for 30% of its sales by the 2030 financial year. "It's really hard to read the market, but at the moment we see EVs accounting for about a fifth by then," CEO Toshihiro Mibe told a press conference.
Honda has slashed its planned investment in electrification and software by that year by 30% to 7 trillion yen ($48.4 billion). It's one of a number of global car brands dialing back EV investment due to the shift in demand in favor of hybrids and as governments around the world ease timelines to meet emission rules and EV sales targets. Honda plans to launch 13 next-generation hybrid models globally in the four years from 2027. At the moment it sells more than a dozen hybrid models worldwide, though just three in the U.S. -- the Civic, which comes in hatchback and sedan versions, the Accord and the CR-V. It will also develop a hybrid system for large-size models that it plans to launch in the second half of the decade.
The automaker is aiming to sell 2.2 million to 2.3 million hybrid vehicles by 2030, a huge jump from 868,000 sold last year. That also compares with a total of 3.8 million vehicles sold overall last year. Earlier this month, Honda announced it had put on hold for about two years a $10.7 billion plan to build an EV production base in Ontario, Canada, due to slowing demand for electric cars. Honda said, however, that it still plans to have battery-powered and fuel-cell vehicles make up all of its new car sales by 2040.
Honda has slashed its planned investment in electrification and software by that year by 30% to 7 trillion yen ($48.4 billion). It's one of a number of global car brands dialing back EV investment due to the shift in demand in favor of hybrids and as governments around the world ease timelines to meet emission rules and EV sales targets. Honda plans to launch 13 next-generation hybrid models globally in the four years from 2027. At the moment it sells more than a dozen hybrid models worldwide, though just three in the U.S. -- the Civic, which comes in hatchback and sedan versions, the Accord and the CR-V. It will also develop a hybrid system for large-size models that it plans to launch in the second half of the decade.
The automaker is aiming to sell 2.2 million to 2.3 million hybrid vehicles by 2030, a huge jump from 868,000 sold last year. That also compares with a total of 3.8 million vehicles sold overall last year. Earlier this month, Honda announced it had put on hold for about two years a $10.7 billion plan to build an EV production base in Ontario, Canada, due to slowing demand for electric cars. Honda said, however, that it still plans to have battery-powered and fuel-cell vehicles make up all of its new car sales by 2040.
I don't blame them (Score:4, Insightful)
Corruption means Tesla might keep getting the subsidies but the other car companies can't count on that the same way.
Elon musk threatened to spend hundreds of millions of dollars on primary elections against Republicans who crossed him. That means nobody is going to risk doing anything musk doesn't want them to do. If you drop 10 or 15 million dollars on a Republican House Primary then you can bet your ass whichever candidate gets that money wins. That means musk can and will end the career of any Republican below Senate that crosses him
Honda of course could try to do the same but I don't think that the American public would let that slide. We have a kind of mystique for billionaires that means they can throw their money around and corrupt our politics and we just kind of let them do it. But if a foreign corporation pulled that trick then unless another billionaire or two back them up with good media coverage they wouldn't be able to pull it off and they'd have to back down.
All of that means that the subsidies could go at any moment and if Honda drops a ton of money building out electric cars and loses those subsidies there are suddenly going to go pop.
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Without heavy government subsidies you can't make any money selling evs. Neither Tesla nor Ford have been able to pull that off.
BS. Tesla is profitable without subsidies (although barely), and they have plenty of capital expenses. Kia and Hyundai are globally profitable.
Never mind the Chinese market, it has far outpaced the US market at this point and the government incentives are not essential.
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Without heavy government subsidies you can't make any money selling evs. Neither Tesla nor Ford have been able to pull that off.
BS. Tesla is profitable without subsidies (although barely), and they have plenty of capital expenses. Kia and Hyundai are globally profitable.
True, and that points out some inherent weaknesses in their car business. Carbon credits help drive profits, and declining car sales are thus a double whammy. Absent tax incentives electric vehicles look less of a deal; given the general perception of range issues. Their storage and services businesses appear stronger, perhaps they'd be better off ditching the car business and focusing on those. Not as glamorous but the may be better long term bets. Tesla also apparently had unrealized Bitcoin gains th
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BS. Tesla is profitable without subsidies (although barely), and they have plenty of capital expenses. Kia and Hyundai are globally profitable.
This is a bit insincere however because Tesla received a lot of government subsidies to get to the point where they are today: in addition to the EV credits, they also received a $465M DoE subsidized loan. Yes, they're profitable without subsidies today, but it's in large part thanks to government support in their formative years. Now, they want to kill all that so other EV startups can't follow in their footsteps.
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BS. Tesla is profitable without subsidies (although barely)
When? That's a key word, especially when you qualify the sentence with the word "barely". Without subsidies Tesla would have posted a $189 million loss in Q1 this year. They were not at all profitable that quarter and their expenses did not have significant capital investments on the report.
That said that's a Tesla problem. EVs generally are profitable. Though it helps that the CEOs of other car companies aren't Sig-heiling, aren't attending far-right German conferences, and aren't tearing up the American g
Re: I don't blame them (Score:2, Informative)
Re: I don't blame them (Score:4, Insightful)
Chinese Gov't subsidizes BYD.
Re: I don't blame them (Score:3)
Put the Chinese government behind me (Score:3)
But again the Chinese government is subsidizing BYD. There are obviously direct subsidies which are funneled through to them in back channels so we can all pretend it's not happening. China's been doing that since the seventies. But furnishing various forms of slaves to them is a much bigger subsidy. Nastier one too.
To be fair America has its share of slaves in th
Re:I don't blame them (Score:5, Interesting)
It's possible they wouldn't be able to make money on EVs. It strikes me as a classic entrenched, old, calcified business problem. They say they can't make a profitable EV people want because they don't really want the market to change: they don't care what the customer wants, they want to make the same stuff they've been making because the executives are comfortable with that.
But whether that's true or not, they have slit their own throats. The US will be protectionist, at least for a while. Japan will be protectionist. But those are small markets compared to the rest of the world put together, and will seem incredibly small as wealth expands in all those areas of the world where China can sell cheap EVs which cost so much less per mile. Wealth will increase for the society, and the number of vehicles bought will increase in a snowball effect. The only place using gas cars will be the US and Japan, and both nations consumers are going to get really pissed that they're forced to spend way more on EVs which are crap compared to other countries' EVs, and forced to spend so much per mile because they're only really being sold gas cars, when the rest of the world drives for practically free in EVs.
Small EVs get more than 5 miles per kwh now. That's getting down to a penny per mile. And as renewables take over electrical production, the cost of a kwh is going to drop drastically after the initial capital expenditures -- Solar, once bought, just makes essentially free electricity, and that's happening everywhere.
Companies not working to make EVs cheaper and better will find they cannot sell gas cars, and yet will own a bunch of factories aimed at making gas cars which nobody wants to buy from them. They will have nothing of value. They'll go bust, and be laughed at for their shortsightedness, like we laugh about how Detroit could have bought Toyota out of their petty-cash budget, but just ignored them and continued to make huge, unreliable cars.
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Small EVs get more than 5 miles per kwh now. That's getting down to a penny per mile. And as renewables take over electrical production, the cost of a kwh is going to drop drastically after the initial capital expenditures -- Solar, once bought, just makes essentially free electricity, and that's happening everywhere.
I have notice it is quite common for buyers of BEVs to follow that up with the purchase of solar panels. It is what I did. The usefulness is going to vary from case to case but for most it is a good ROI giving free miles. In my case probably over 95% of my driving is on power from my solar panels. There is no way petrol, diesel or hydrogen can compete with free.
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If for some reason the USA can make only shitty BEVs for lack of technology or vital minerals for top-notch, or even middle tier, batteries then we could still see PHEVs get 40 miles of all electric range with old school lead-acid batteries like the 1990s era GM EV1.
Thankfully, LiFePO4 cells can technically be produced entirely from domestically-sourced minerals, so we won't have to visit Jurassic Park for our future battery needs.
And that's a good thing, because lead-acid batteries suck for EVs. It really doesn't take many deep discharge cycles to render the cells ready for the recycler (which is about the only saving grace of lead-acid cells - they are highly recyclable).
Re: I don't blame them (Score:3)
Re: I don't blame them (Score:2)
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1. Musk either doesn't have nearly the political sway he imagines himself to, or he drank too much of his own Kool Aid and really does believe that somehow the tax credit going away would actually benefit Tesla. I suppose both could also be true. I've said it many times in the past, even an idiot would realize that an EV-only car manufacturer would be hurt more by the tax credits going away, versus traditional automakers who can fall back on their high profit margin ICE pickup trucks and SUVs.
2. Japan is
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Japan is just a weird market when it comes to EVs, and this probably manifests itself a bit in their auto manufacturers not seeing their full potential on the global marketplace.
I blame one person, Akio Toyoda, and a culture that makes people unwilling to speak out against their 'senior'. It is a shame to see how much the blinker narrow view that Akio has against BEVs has doomed Japan's whole economy to tougher times ahead than they needed to be.
There was a hint there for Japan with the EV1 on the late 1990's, alarm bells with Tesla in the mid 2000's and the Tesla model 3 should have put them into full emergency panic mode in 2017 with the Tesla Model 3. Contrast Japan's progr
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You are so wildly US-focused, it’s hilarious. Honda is a global OEM, yet all you do is talk about US subsidy levels. Obviously the US is an important market for Honda, but it’s not the be-all and end-all, and their approach is not going to work well outside the US.
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What’s even weirder is that he’s supposedly on the left, vehemently anti-Trump, etc. And a core tenet of left-leaning politics is that active state intervention is something that could and should be used to manage markets to deliver better outcomes for society. Healthcare markets in Europe are just one of many examples, having largely been set up and shaped to be the way they are by left-of-centre governments.
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What’s even weirder is that he’s supposedly on the left, vehemently anti-Trump, etc. And a core tenet of left-leaning politics is that active state intervention is something that could and should be used to manage markets to deliver better outcomes for society.
I feel like at this point we probably need an explain rsilvergun wiki or something here.
He doesn't like EV subsidies because:
1. He actually agrees with conservatives on the whole "I don't want my money being used to buy toys for the rich" thing. Which, to be fair, was a good argument back when Tesla was the only game in town and they really did only sell toys for the rich. These days though, several EVs are actually priced well below the average cost of a new car in the USA.
2. He believes the majority of
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Ha! Yes, an explainer is definitely in order.
I wonder if it's something else: black-and-white thinking. He correctly notes that active and public transport have many benefits over EVs, and that the US sorely needs to invest in better active and public transport. But he's so vehement about this, that he cannot also acknowledge that EVs have many benefits of ICE vehicles. He feels he must attack EVs because acknowledging any benefits risks perpetuating car-dependency. Whereas the obvious truth is that we need
Re: I don't blame them (Score:2)
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Seems like common sense. (Score:2)
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I think most people are overdimensioning their long and fast trip needs.
Since I came to the US, 16 years ago, the longest trip I have taken was 600 miles in 1 day. My "typical" long trip is 430 miles one way, and I usually stay there days.
And I did check all the long routes I have taken. None of them would be a problem with a pure EV. It requires a bit more planning than gas at the moment. But the chargers are located at the kind of places I would stop anyway for breaks: lunch, coffee, bathroom breaks.
I kno
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People want to have the option of driving long distances. Currently, while an EV would be cheaper to drive, it is expensive to buy, so likely a lot of people who can buy one (or any new car for that matter) are not concerned as much about fuel costs.
It's like when I am getting insurance for my car - do I want to only drive in my country or do I want to get insurance that is valid in the rest of the EU for a few Euros more? I have gone to another country four times total, only twice in my car and yet I still
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It’s an interesting analogy because, per the OP’s point, I’ll bet that actually relatively few people buy the extra insurance you describe, and even those who do, often don’t make enough use of it to make the numbers stack up
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Currently, while an EV would be cheaper to drive, it is expensive to buy
That depends on what country you are in. Here in New Zealand a new BYD Dolphin is the same price as a Toyota Corolla, and we have no EV subsidies.
The second hand BEV market is more complicated, mainly because people have not been buying them for long and are keeping them longer, so fewer are available second hand. It will probably take 5 to 10 years before the second hand BEV stabilises at the same kind of prices as the current ICEV second hand market.
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I know a couple of road warrior who do these east coast/west coast in 4 days. And yeah, I guess anything that doesn't perfectly line up in that use-case becomes a problem.
Charging adds around 7 hours to a Seatle to Miami (3,300 miles, 48 hours driving, 7 hours charging) [abetterrouteplanner.com] or San Diego to Rhode Island (3000 miles, 44 hours driving, 7.5 hours charging) [abetterrouteplanner.com] in a Tesla Model 3, or about 10 and 12 hours charging for the same trips in an MG4.
That's not nothing, but it's also not adding an unreasonable amount for someone doing that trip in 4 days. It's a forced 30-40 minute break every 2-3 hours, and turns a each 12 hour driving day into a 14 hour driving + charging day.
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"Charging adds around 7 hours"
Does it? Gassing up isn't just putting gas in the car. When you're driving those sorts of distances, you have to also spend time to service things like colons, kidneys, and stomachs. I timed one of my typical stops on a trip back from Las Vegas. I stood there like a boob and watched the gasoline dispense into the tank. Then I went into the store, did bathroom, selected a snack and a drink, came back out, and... 20 minutes.
Batteries are being announced every week by a d
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I live on an island and still need >200 miles of [EPA] range, which is about double what driving around the island would be.
Honestly it is a good decision for Honda; if you can make a hybrid with 50+ mpg the battery offers almost nothing to most consumers. I would never go back to gas, but that is because I have a solar system that is paid for and can easily power my car and everything else without ever needing to go to gas station. It is a much easier sell for most people.
My 310-mile range car only gets
Re: Seems like common sense. (Score:2)
- it takes more planning
Those two things are contradictory.
Re:Seems like common sense. (Score:4, Interesting)
Those old enough to drive in most every part of the USA will have a memory of a storm, earthquake, wildfire, some jackass shooting up transformers, or something causing a lengthy power outage. Stuff happens to the electrical grid and people will remember that their hydrocarbon powered vehicle as a means to get away from the worst of the problem or as a means to shelter in place.
Even my Chevy Bolt has enough range to get me well into Georgia, if I really had to GTFO.
For the most part though, having an EV actually cuts out a lot of the pre-storm stress, since I don't have to pay any attention to the gas stations with bags over the pump handles from all the panic buying. At least, as long as I beat the rush getting fuel for my generator. [reddit.com] You might've heard of EV chargers getting ICEd, well, last hurricane season I EV'd a gas pump.
The generator isn't for powering the EV. It's for keeping the fridge, lights, small electronics, and a window air conditioner going. But, I suppose in a pinch, I actually could L1 charge my EV from the generator if it really came down to it. If power is available elsewhere, I can use public DCFC stations. I also have a NACS adapter to charge at Tesla Superchargers, and a NACS to J1772 adapter for using the L2 style of Tesla Destination chargers. Lastly, I have a rather large assortment of various plugs that'll let me plug my car into nearly any sort of outlet in common use, including a nifty DIY split phase combiner that'll let me get minimal L2 (roughly 3kw) charging speeds from two standard NEMA 5-15 outlets on opposite phases. That's a lot of ways to juice my car back up.
If your car only runs on gas, well, too bad I suppose. You'll be stuck waiting for the fuel trucks to come.
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If they want to drive 2,000 miles in two days, they want the option. This seems like a good compromise.
1000 miles a day means 24 hours with an average 40 mph speed. This is just unreasonable, almost nobody drives like that. If you want to travel a more reasonable 600 miles a day, then it's entirely doable on an EV. I did that a bunch of times, it's easy:
1. Park overnight in a hotel with an EV charger, so in the morning you start with 100% charge (say, 320 miles).
2. Drive ~240 miles (around 4 hours) and stop at a charging station. Spend 30 minutes to get ~85% of charge (270 miles).
3. Drive ~200 miles to t
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You estimate their "unreasonable" driving at 40 mph, but then your travel plan assumes driving at 60 mph.
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Re: Seems like common sense. (Score:2)
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It makes sense for some... But it makes the car really complicated. All the parts for an ICE box and also the parts for an EV.
I think a lot of people would be better off with an EV, renting an ICE car when they need to do their once--or-twice-a-year road trip.
How the mightly have fallen... (Score:4, Interesting)
No large charger grid in Japan (Score:3)
The number of public chargers in Japan is fairly limited compared to the US.
So getting a large user base in Japan is not going to happen.
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Re: No large charger grid in Japan (Score:2)
Honda is a Japanese company. While USA is their biggest market, it is less than half. About 1.6 million out of 4.1
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"So getting a large user base in Japan is not going to happen." -- correct.
"The number of public chargers in Japan is fairly limited compared to the US." -- this is completely irrelevant. All you need for an EV is a 120v plug. With a 240v plug, you're completely set. People with EVs rarely use public chargers. People in Japan, who don't drive city to city (they have a great train network) and wouldn't need public chargers, ever.
Do you realize in the US the markup on electricity at public fast charger is
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All you need for an EV is a 120v plug. With a 240v plug, you're completely set.
Single-phase voltage in Japan is 100 V. If you thought 120 V led to problems with high currents, Japanese electricity will really shock you.
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I saw what you did there. Kudos!
Re:No large charger grid in Japan (Score:4, Interesting)
If you thought 120 V led to problems with high currents, Japanese electricity will really shock you.
I'm kinda with that Technology Connections YouTuber on this. We have 240v in American homes. We even have several 240v outlet standards. What we don't have, is builders with enough sense to install 240v outlets for anything other than the kitchen range and a clothes dryer.
In fact, we even have a 240v outlet standard that is a direct drop-in for the same wiring used for standard 15A 120V outlets: the NEMA 6-15. That's right, you can just find some existing outlet circuit that isn't being used for anything else, swap the outlet and replace the breaker with a double-pole model and now you've got 3kw of EV charging capability, without having to run a new wire! Plus, if you're lucky enough that the circuit was originally a 20A (12AWG Romex), you can up the outlet to a NEMA 6-20 and get 3.84kw of output.
Not wanting to spend the money to have a new NEMA 14-50 outlet (or a hardwired EVSE) installed is one of the more common complaints I hear about EVs. Thing is, most people probably don't really need one. Even if you ran a Tesla Model 3 Long Range down to 10%, an overnight charge from a NEMA 6-20 outlet would have you roughly at 78% by morning. That's probably the most extreme use case, I'd still call that quite acceptable. That, again, is something that only requires swapping an outlet and a breaker on an existing 20A circuit in order to accomplish. Most US homes are actually more "EV ready" than people tend to assume.
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I agree with most of this. My one disagreement is that I think at least some apartment blocks will seek to differentiate by offering charging in their garages, and their electricity setups make it much easier to offer 3-phase AC, which is a nice benefit — 22kW charging in the UK.
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There's a small handful that can charge at 43kW off AC. It appears that there's just not that much demand for that power level for consumer cars, but it's used for lorries.
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Yes -- I had a Zoe, and 43kW AC charging was its great party trick. But I don't think regular 3 phase AC supplies can deliver that in the UK. I think it required special supplies, which is why I didn't mention it here. By contrast, regular UK supply for apartment blocks will deliver 22kW AC for sure. I even looked at getting it at my house, but it's difficult and pricey, and honestly, something I only need once in a blue moon. If I ever really need to charge in a hurry, I can just go to Brent Cross and char
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There's not going to be a big market for EVs because Japan doesn't have a huge number of personal garages. If you don't have a garage (or at least a parking area where you can run a power cord to your car) buying an EV is STUPID. It's brilliant for suburban people with garages. If you're in an apartment building where the owner either doesn't provide a plug, or provides one but puts a markup on the kilowatts, you're better off with a gas car. (Unless your workplace offers free charging, which thankfully is getting more common.)
In Japan for people not in densely populated areas with apartment blocks most homes have off street parking. The interesting thing about Japan is in many of those densely populated area you are not allowed to buy a car until you can prove you have a car park for it. If you have you own car park then there exists the option of having a L2, or even L1 charger at it.
Translation (Score:4, Insightful)
We can't compete with China selling BEVs so we are giving up and milking the hybrid market for what we can while it still has reasonable sales.
I mean yeah no shit they can't compete (Score:2)
There is no way in hell you can compete with someone who has access to slave labor. The only sensible thing is not to try and do it in the first place.
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China has been caught repeatedly using slave labor to build their cars.
Oh puhlease. China is NOT a cheap labor country anymore, the majority of the workforce there earns a decent salary. Moreover, "slave labor" is useless in modern factories, except maybe for low-tech stuff like leather upholstery.
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Moreover, "slave labor" is useless in modern factories,
Right, so they're making solar panels in obsolete factories? You cannot logic away facts.
https://www.google.com/search?... [google.com]
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Here's my basic fact: the US customzied car plates are produced by prisoners forced to do slave labor. That means the US car makers are USING SLAVE LABOR!!!!
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And right now, their official urbanization rate is 70%, and unofficially it's even higher (estimated at around 75%). The US is at 80% and Europe is around 85%. If anything, China managed to lift more than 300 million people out of poverty throu
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They migrate from one region of China to another region of China to work at factories. China restricts what real-estate they can buy so it's hard to move their family.
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They migrate from one region of China to another region of China to work at factories.
Well, duh. Just like everyone. Which for them was much preferable to staying in poverty, doing the traditional agriculture.
China restricts what real-estate they can buy so it's hard to move their family.
These restrictions ("hukou system") are much less of an issue now, unless you are either very poor, or if you want to move to trendy cities like Shanghai or Beijing. They will be completely gone within the next decade, as the Chinese urban population is starting to rapidly age out of the labor pool.
The long story short, the Chinese car makers are certainly not dependent on "slave labo
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But that's where the most the jobs are, especially during recessions.
Other industrial cities have plenty of jobs, especially Guangzhou. They're far less desirable, especially for younger people. But if you're an internal migrant, they are still pretty decent.
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Do you need to compete though? Where is Honda? They seem to be largely operating in markets that are not EV friendly. You see virtually none in Europe or China which are the biggest EV markets. The USA and Japanese market is stagnant so Acura has a lot to gain by continuing to supply vehicles to suit the market they are in.
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Honda's second EV was just a rebadged Chinese car. It's such a shame because the Honda e was a very, very good little car. If they had continued to develop that they could have produced some really great vehicles.
Oh well. The Nio Firefly looks like a decent successor. Good range and incredibly efficient, and it has battery swap capability so "recharging" takes about 2.5 minutes. It's supposed to getting a wide release in Europe later this year.
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We can't compete with China
Ah China... trying to dodge the soon to be first world economy. They should maybe try to establish huge tariffs, would that be working...
So they're going to go out of business? (Score:5, Interesting)
Even Netflix started out with DVDs (Score:3)
That analogy does not hold. Netflix only closed its physical DVD rental service in end-2023.
An EV is simply a hybrid without a petrol engine, with a bigger, heavier battery and with range anxiety.
Most of the planet isn't suited to 'pure' EVs. Hybrids make a lot of sense.
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They have a lot to protect: GM, Ford, Exxon, Shell, and a bunch of military suppliers, and the money those folks contribute, so protecting them protects politicians jobs.
But I'd buy one or more of the cars you're talking about, too.
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Everyone looks out their window and thinks that's "most of the planet."
Most of the planet thinks EVs are amazing, because they're cheap, require almost no maintenance, charge with solar panels, and take them the very short distances they currently travel more comfortably than the bus, motorbike, auto-rickshaw, or their feet. Most of the world doesn't drive right now. EVs are way more practical for them than gas cars.
And China is going to eat that whole market, because we're not in a position to compete at
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Yup. I re-watched that old Hans Rosling video about the future of humanity a few days ago, and there he was, back in 2010, talking about how EVs would be the cars that the developing world would aspire to own.
https://www.gapminder.org/vide... [gapminder.org].
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Also worth bearing in mind that residential solar is growing like topsy in lots of the developing world, as people seek to insulate themselves from unreliable national grids. An EV with V2L is pretty compelling as an addition — no fuel bills, and a way to provide at least some power at night.
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For reference EVs outsold hybrids for the first time last year worldwide
The world is a big place, one that includes various markets dominated by various brands. China massively drove those numbers, as did Europe. Two markets that Honda infamously has virtually no presence in (The only Hondas I've seen locally are motorbikes and lawnmowers).
There are many areas of the world where EVs are stagnant or virtually on-existent. If Honda operates in those markets it makes sense to continue to produce cars to suit that market. Now this would be a different story if we were talking about
Hybrids are the way to go for now (Score:3)
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I genuinely can’t tell if this was a joke or serious.
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Scale back??? (Score:2)
HEVs are the past (Score:2)
They are just gas cars with better than average fuel economy. We need fewer gas vehicles, not more.
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Depends on where you are. For much of the world they are the future, not China or Europe, but the world is full of places where EVs have no meaningful place yet.
History doesn’t repeat itself, but it does r (Score:5, Interesting)
When you consider how the US OEMs were caught napping by the Japanese manufacturers back in the 80s, and incapable of competing effectively with things like the Toyota Production System, it’s ironic to see the Japanese OEMs now failing to find an effective response to the EV transition and new competition from the Chinese.
Of course, the big US OEMs survived through protectionism, bankruptcy under very generous terms, etc. But the Japanese OEMs compete on a world stage, and don’t have that huge domestic market to bolster themselves. So they may be in more trouble in the end
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Japanese OEMs compete on a world stage, and don't have that huge domestic market to bolster themselves. So they may be in more trouble in the end
If you look at how much of the Japanese economy is made up of their auto manufactures and supporting industries then it looks their whole economy is in for a rough time.
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Japanese manufacturers have long supply chains with many different companies all producing component parts. The problem with EVs is that they make a lot of those parts obsolete, and there is nowhere for those companies to transition to. You just don't need a variable gearbox, or a fuel injection system, or emissions control.
Japan has also failed to build the infrastructure for EVs. There are a decent number of chargers in many areas, but they tend to be older, slower ones, 50kW or maybe 100kW. Many cities r
All EV == huge power need (Score:2)
Hybrids are Frankencars (Score:3)
Hybrids primarily appeal to people who are ignorant of EVs and have high range anxiety.
Hybrids are the worst of both worlds... they have all of the maintenance, pollution and reliability problems of ICE cars with only a small benefit of EV.
Hybrids are only cheaper because automakers have been making ICE engines for a hundred years and have the sunk costs of all of the machinery to make ICE engines cheaply.
EV were expensive in the past because they had to invest in lots of new machinery and also batteries were expensive. Now that the cost of batteries has dropped to less than $100/kWh and automakers have more experience and have amortized the machinery, prices are dropping. The Chinese are manufacturing good quality EVs at very low cost (and are making a profit).
Tesla has been making EVs profitably for years. They had a 15 year head start.
Re:Not a bad move (Score:4, Insightful)
What do you think powers the pumps at the gas station?
Many EV owners also have residential solar to charge their cars. When the apocalypse hits, they're not going to be the ones who have to wander around the countryside scrounging for cans of gas, Mad Max style.
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What do you think powers the pumps at the gas station?
Seemingly you missed:
And gas, unlike electricity, can be stored
Store a large enough amount of gas to cover at least a couple weeks / a large distance in case of some unexpected electricity (...) problems.
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Store a large enough amount of gas to cover at least a couple weeks / a large distance in case of some unexpected electricity (...) problems
Where? In your bathtub?
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Re:Not a bad move (Score:4, Insightful)
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“Gas, unlike electricity, can be stored”
You know what the B in BEV stands for, right? And what it does? Sheesh. Solar + home battery + EV is a much more off-grid setup than ICE + some jerrycans.
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Re:Not a bad move (Score:4, Insightful)
This is just the opposite of correct. When things break down, gas is hard to get. Solar means you can charge your car no matter what. You can always charge an EV with a gas generator, but you can't make gas when it's not being shipped around.
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Yep. You can last some time doing that. You know best whether you want to store enough for 100 miles or 100,000.
But with solar panels, you can drive around for a lifetime. And they don't burn your house down or take up space in your bunker.
Re: Not a bad move (Score:2)
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It's not like everyone's got a generator sitting in their garage.
Well, ack-shuh-ly, I do. If you live an area prone to natural disasters, you probably should own a generator. Neat thing is, that means my car can technically run from two fuel sources.
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While where I am is not too bad for natural disasters being rural means power outages are quite common. However with 26kWr of house batteries and 12kW of solar panels I have never had a shortage of electricity and have always been able to keep my car charged from the solar panels.
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I have written a few comments here with multiple paragraphs, and included numbers, explained how things actually work, etc.
You summed it up in 3 (4? one's hypenated) words.
Nicely done.
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1. PHEVs are only good if people actually plug them in. And there’s quite a lot of evidence that people don’t. Apart from anything, it’s a tiny bit of a faff to have to plug in every evening and unplug every morning, and people are sensitive to friction. Plugging in an EV once every 10 days is much less friction
2. You are flat wrong on the last point. The carbon costs of operating an ICE vehicle are so high that the payback point for scrapping the ICE vehicle and swapping to an EV is going