Posts Tagged by Chevy Volt
Can We Trust General Motors?
| October 15, 2010 | Posted by Craig Shields under Electric Vehicles |
You’ll travel far to find someone with more provocative and important observations on the subject of transportation than Chelsea Sexton. Read More
Electric Vehicles and the "David and Goliath” Metaphor
| August 25, 2010 | Posted by Craig Shields under Electric Vehicles |
We certainly see a great deal of the old “David and Goliath” metaphor in our conversations in this industry – especially in electric transportation. Though a number of EV start-ups have gone belly-up over the past few years, there are still many such Davids, feverishly ramping up to take on the Goliaths of Nissan, GM, and the other traditional automakers.
Bob Lutz, former co-chairman of GM, said on CBS’s 60 Minutes about a year ago that only experienced carmakers have the background to deliver electric vehicles. Horse hockey. That’s self-serving garbage, and he knows it. Obviously they have an advantage – especially since they’re approaching the problem with $85 billion of your (taxpayers’) money. But we’re about to see exactly what a whole slew of nimble companies with good ideas and cutting-edge technology can do, in competition against the stodgy behemoths.
I know I’m not alone in wishing that this weren’t the worst period in history for capital formation since the Great Depression. But even in their hamstrung condition, we’re about to enter some exciting times in the electric vehicle market. In addition to Tesla – a company that garners an astonishing amount of ink each week, we have Phoenix Motorcars, Coda, BYD, Fisker, and many others right behind them.
I’m wondering what effect this new, competitive environment – and a true paradigm shift in driving – will have on the GM IPO. What’s investors’ forecast for a company like GM, selling into an auto consumer base that doesn’t think or act like the baby boomer generation? Where will the modern car-buyer go who wants a high-quality automobile that doesn’t make him a slave to the oil companies? I guess we’ll see shortly – but I see another rock to the head coming for Goliath.
What’s Wrong Inside Toyota?
| July 29, 2010 | Posted by Craig Shields under Electric Vehicles |
I spoke with a couple of the people promoting the 2012 release of the Prius plug-in hybrid yesterday at the 2010 Plug-In show. Gosh, this seems like a strange concept. Its all-electric range? 13 miles. The net effect for the typical customer? A bit better gas mileage. “This is what Prius customers want – a more efficient Prius,” one guy told me.
I was incredulous. Maybe they want that now, pal. But do you honestly think they’re going to want that two years from now, when they can have a LEAF, an I-MiEV, a Mini E, a Volt, or half a dozen other EVs of various sizes and types? You’re going to ask them to go through the exercise of plugging their car in, just to get slightly better gas mileage?
This is a truly terrible idea. I have to think something has gone terribly off the rails there. Unless they make a major change, I predict that Toyota’s decade 2005 – 2015 will be the biggest single meltdown in automotive history.
Where Is the Electric Vehicle Industry Going? Judging by the 2010 Plug-In Show…
| July 29, 2010 | Posted by Craig Shields under Electric Vehicles |
The 2010 Plug-In show, featuring the latest in electric transportation, is now in the books. I spent yesterday at the event, meeting people, interviewing key industry players, and taking in all that the show offered. But while I enjoyed the experience, I was totally unprepared for what I saw.
In a word: small. The main impression that anyone would take away was how incredibly and unforeseeably tiny the event was compared with those of past years. I can’t be precise about this because, in truth, I never stopped to measure, for instance, the 2008 event, held in the same place (San Jose’s McEnery Convention Center). But yesterday, we had 38 exhibitors (down from many hundreds) in a floor space that could have accommodated a tennis match, and (I’m guessing) perhaps only a thousand or so attendees.
So what happened? I’m not 100% sure, but I have a guess.
Read More
Plug-In Hybrid Electric Vehicles
| February 4, 2010 | Posted by Craig Shields under Electric Vehicles |
I happen to be looking through an issue of Car and Driver yesterday and noticed their discussion of the EPA’s struggle to measure and report MPG ratings for plug-in hybrids. Apparently, there are people who fail to realize that this is a completely meaningless number. Those who never exceed the battery-only range never need gasoline, and thus experience an infinite number of miles per gallon. Those who never charge their cars experience whatever number is associated with the size and efficiency of the internal combustion engine as it operates their car, given its weight, wind resistance, etc. Of course, most people will experience a number in between – say between 100 and 1000.
But is that really helpful? Can’t we just note that this is metric that doesn’t apply? I had a friend in college who would ask, “How long is a piece of string?” and “Is it shorter to New York, or by car?” It seems to be that the people seriously pursuing MPG ratings for the Chevy Volt and the Fisker Karma are asking questions that have no more meaning than that.
