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The EV fact thread

Drones? BTW, they use them during times when a draught order was in place, to check for green (as opposed to yellow) lawns, I think.

Possible, but I suspect they are more interested in drives than patios/yards which are much more likely to have proper drainage. Drives typically just slope down to the road.

The link to 'driveways' isn't clear then - where I live, in the nearby streets there are a few properties with a paved-over front garden (Council-owned, BTW) - presumably this will affect these as well? If it only affects driveways, but not any paved-over front gardens i.e. not including those paved-over gardens where there's no vehicle access, then yes, this could be seen as being 'anti-motorists'.

I don't know any more about the detail of what's being proposed than you do :)

Sure, however there's nothing an EV owner can do about it, i.e. they will have to pay the levy (if there is one) whether they park (and charge) their cars on the driveway, or leave it in the street. In fact, the same is trough to all car owners.

If the property already has a driveway, yes. But if you don't have a drive and buy an EV then creating one (assuming you have space) is the only way you'd be able to home charge. If the scheme goes through then adding a drive would be an extra ongoing cost.

In short, why is this posted in the 'EV Facts' thread...? Not clear.

Because as above EV owners have a specific need to park off road (if they want to charge economically).

What if you have drainage (as we do?) Our paved-over back garden is being drained into the building's rainwater drainage.

As above I suspect this is why the proposal appears to only target driveways (which don't tend to have drainage).
 
The Telegraph is really putting the boot in at the moment:

Profits at the German auto giant Mercedes plunged on Friday as sales of its slick new range of electric vehicles (EVs) went into freefall.



 
VW have been manufacturing and selling cars in China for decades, albeit in joint ventures with local Chinese manufactures as required by Chinese legislation. That probably means they manufacturer all of their volume models in China, with very few low volume models manufactured elsewhere.
Just to put some numbers on that,

VW sold 3,300,000 vehicles in China in 2023, with 90% being manufactured locally, and just 10% imported.

Call it 1 1/2 times the total production numbers of the UK car industry, "if you will."

Not surprisingly, the local manufactured stuff is all VW, Audi, and Škoda, while the imported stuff is mainly Porsche.
 
The Telegraph is really putting the boot in at the moment:

You do have to laugh when you see children writing headlines like this.

"Going into reverse," meaning a10% drop year on year, but still substantially higher than two years earlier, and twice that of three years earlier.

There's many a sales organisation that would love to be "in reverse" like this. The headline is meaningless until someone dissects profitability, product and sales scheduling shenanigans.

I've not got no sympathy for the unsustainable and nonsensical over-valuation of Tesla, but kicking 400,000 units out of the door in first quarter is not "going into reverse."

To understand the EV industry as a whole, they need to be looking at global production and then drop down into regional numbers. And look at annual numbers, not just first quarter. (There were good reasons for European sales teams to discount in Q4 to massage the annual numbers for 2023.)


Screenshot 2024-07-29 at 12.40.30.png
 
There's many a sales organisation that would love to be "in reverse" like this. The headline is meaningless until someone dissects profitability, product and sales scheduling shenanigans.

Reuters published an article last week which showed how Tesla's revenue per unit sold has dropped (largely as a result of cutting prices). Not the whole picture of course, but interesting nonetheless.

1722254263791.png

 
Reuters published an article last week which showed how Tesla's revenue per unit sold has dropped (largely as a result of cutting prices). Not the whole picture of course, but interesting nonetheless.

View attachment 159536

Again, average price per unit, and even "profit" per unit, tells us nothing of relevance to a company which owes it's existence to government subsidies, especially in a car industry which traditionally doesn't make money from manufacturing motors, with all the actual profit coming from finance, servicing and parts.

Look at most of the UK Top 10 selling cars, and you'll struggle to find any vehicles which make any money on their sticker price.

And why were all manufacturers of ICE and EV's making record profits in 2022 Because of the Covid19 supply chain issues of 2021, which gave the world's top 16 car makers an average margin of 8.5%, and Tesla an outrageous 25% margin of roughly 50 billion Euros in global sales. Salad days !!
 
To understand how the global EV industry is still breaching all it's previous records, look at a global industry tracker


And to see if the European EV volumes have "gone into reverse," look at a subset like this.

And bear in mind that a lot of companies, like Jaguar, have stopped producing anything at all as they build new EV production capacity to come on stream within the next few years.

Then ask yourself what our greenwashed taxation our Governments are about to throw at petrol and diesel sales to raise a few, much needed, billions. (In the UK's case, it's £4 billion that's being rumoured


Screenshot 2024-07-29 at 13.35.58.png
 
The Telegraph is really putting the boot in at the moment:





You do like giving us any negative news on EVs don't you. Most of it cobblers. 🙄
 
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You do like giving us any negative news on EVs don't you. Most of it cobblers. 🙄
It's almost as if readers don't realise that the whole point of journalism is to spout cobblers and so generate the clicks which create advertising revenue.

Is Mercedes in trouble after the last five years, as Matthew Lynn, the Telegraph journalist alleges? The share price doesn't seem to think so.

Screenshot 2024-07-29 at 14.25.49.png
 
You do like giving us any negative news on EVs don't you. Most of it cobblers. 🙄

It's almost as if readers don't realise that the whole point of journalism is to spout cobblers and so generate the clicks which create advertising revenue.

Some raw facts from the SMMT (the UK motor industry trade body) - no journalism.

2024 new car registrations (to end of June) were up 6.0% against the same period in 2023. The main growth areas are hybrid and plug-in hybrid:

1722278883452.png



For light commercials year-to-date registrations were up by 4.5% against 2023. BEV registrations and market share both dropped:

1722279183437.png

 
Some raw facts from the SMMT (the UK motor industry trade body) - no journalism.

2024 new car registrations (to end of June) were up 6.0% against the same period in 2023. The main growth areas are hybrid and plug-in hybrid:

View attachment 159546



For light commercials year-to-date registrations were up by 4.5% against 2023. BEV registrations and market share both dropped:

View attachment 159547

Excellent! Thanks for providing the data to prove that it’s complete cobblers to suggest that UK EV sales have “gone into reverse.”

With a 9.2% increase year on year, BEV sales are still powering ahead despite the reductions in tax incentives such as the congestion charge changes.

Of course the exciting developments are around the arrival of three and four year old used EV’s on the second user / private market. For anyone who doesn’t have to tow a caravan 400 miles a day without the time for a coffee break, the prospect of a 200+ mile range EV on their driveway for £10 to £15k is a real game changer.

Journalists: such cretins to be suggesting that the European EV market has “gone into reverse.”

What we can see is the EU’s targets for EV sales are beyond the capability of European and North American vendors, but we’ve known that ever since the stupid pontificating bureaucrats announced them, haven’t we?
 
With a 9.2% increase year on year, BEV sales are still powering ahead

But of course the whole car market went up by 6%.

Market share is a better indicator, and the BEV sector only increased by 0.5%. That's despite all the marketing/promotion/incentives/price cuts/infrastructure investment/etc. over the last 12 months, and a reduction in the number of new petrol/diesel cars available.

As mentioned BEV van sales are particularly grim, with a 2024 YTD market share of just 4.7% and sales down by 5.1% vs 2023 despite an overall market growth of 4.5%.
 
Sold out now
 

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