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GM Abandons $300 Million EV Project, Invests $888 Million in V-8 Engines

The new $888 million plan marks GM’s largest investment in an engine plant.

GM Backpedals on EVs

The Wall Street Journal reports GM Invests in V-8 Engines as It Backpedals on EVs

General Motors has abandoned a plan to pump $300 million into electric-vehicle motor production at its upstate New York plant and will instead invest $888 million to make the latest V-8 engines.

Since the EV announcement two years ago for its Tonawanda plant, electric-vehicle sales have slowed, prompting GM and other carmakers to walk back investment plans for the technology.

The company said Tuesday its new plan marks its largest single investment in an engine plant and makes Tonawanda its second propulsion plant to produce the sixth generation of V-8 engines.

The engines, used in full-size trucks and SUVs, use new combustion and thermal management innovations to improve performance while reducing emissions, the company said.

The investment includes new machinery, equipment, tools and facility renovations, and builds on GM’s work to boost its manufacturing facilities in recent years, including a half-billion-dollar investment in its Flint engine plant in 2023, the company said.

Nay Sayers Were Right

The nay sayers were right, at least in the US, and for now.

That’s the group I have been in. The US is just not ready for mass EV adoption.

China is another matter.

EV Sales in the US

In the first quarter of 2025, electric vehicles (EVs) accounted for approximately 7.5% of total new vehicle sales in the U.S., according to a report from Kelley Blue Book. This represents a slight increase from the 7% share seen in the same period the previous year.

EV Sales in China

In 2024, approximately 50% of all car sales in China were electric vehicles (EVs), including both battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs). China’s EV market share is significantly higher than that of the US and Europe. In 2024, China also accounted for nearly two-thirds (65%) of all electric cars sold worldwide.

Long-Term

I expect battery technology to improve, costs to improve, charging times to drop, and eventually there will be more charging stations.

Once infrastructure is in place sales will take off. Just don’t expect EVs to do much of anything for the environment.

One can blame Trump for the short-term but the blame really goes to Biden’s preposterous targets.

The US infrastructure was not ready, charging times too long, EPA rules too preposterous, and charging stations too few.

The house budget bill will roll back tax credits. But if you have to subsidize something, it’s really not affordable.

In due time this will change. Meanwhile, neither Biden nor Trump will allow China’s cheap EVs into the US market, slowing adoption.

Related Posts

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The answer is all of them, in due time. Here are the latest spectacular failures.

May 18, 2025: GM Urges the Senate to Kill California’s 2035 EV Rules

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I am sure many would say yes, but there’s a catch.

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Mish

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90 Comments
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rk syrus
rk syrus
1 year ago

Here’s a question, if EVs are so great why do they have to pay people to make them and pay consumers to buy them, and force normal companies to pay fake “carbon credits” blackmail? Also why do most EV projects end in failure?

“Dyson scrapped its electric car project after realizing it wasn’t commercially viable, writing off a significant investment, including over £2 billion in development.”

BenW
BenW
1 year ago

“deliver stronger performance than today’s engines while benefiting fuel economy and reducing emissions. New combustion and thermal management innovations are a key factor driving these improvements.”

Sounds like they’re adjusting to the reality that Biden EV mandates are toast, getting ready for less EV tax credits & expecting Trump to eliminate California’s tail wagging the dog as it relates to US vehicle emission standards.

Jon
Jon
1 year ago

I was going to buy a Chevy Equinox EV. A great car for the price. But turning to EVs requires a massive investment and it was clear Trump would be committed to the opposite. So I bought a Honda Civic Sport hybrid instead. Great car for the price. Here’s a prediction: in 10 years, EVs will be the vast majority of cars sold in every country but the US. Therefore, US manufacturers will be the least competitive on the planet. Stupid is as stupid does.

Maximus Minimus
Maximus Minimus
1 year ago

Probably GM doing a catchup with ICE development after a flip-flop.

Chinese adoption of EVs is under unique circumstances. If Chines car sales continued to top 20 million, the mega cities there would turn into smoke stacks.
The measures China has taken look dystopian, but that’s the only way to manage a huge population while building an advanced society.
The same steps would have to be taken in the US if the population increased by leaps and bounds under the Biden regime of open borders.
The US still has a little breathing space.

PapaDave
PapaDave
1 year ago

China sold 32 million vehicles in 2024. 16 million ICE and 16 million EV/PHEV.

The US sold 16 million vehicles in 2024. 15 million ICE and 1 million EV/PHEV.

Peppe
Peppe
1 year ago

After test driving the cyber truck I bought the mid engine red and black Corvette and saved $35,000. Beautiful in design power and craftsmanship. You can BS all you want but just park the Corvette next to any Tesla it will speak for itself.

Doug78
Doug78
1 year ago
Reply to  Peppe

It’s like parking a pretty horse next to a Model T.

Green
Green
1 year ago

“I expect battery technology to improve, costs to improve, charging times to drop, and eventually there will be more charging stations.”

You’ll also need more actual electricity. A LOT of it. Keep in mind that in many areas, utilities can barely service cooling loads in the summer months. Now add Ai data centers and an EV in every driveway.

QTPie
QTPie
1 year ago
Reply to  Green

Nonsense. US utilities don’t seem to be having issues keeping up with cooling loads in the summer months. If they did then you’d see load shedding, but which is very rare in the US.

As for the EVs… the vast, vast majority of people only drive a total of about 40 miles a day and as such that’s all they need to recharge on a daily basis. You can easily do that on a plain 120V household outlet overnight when electrical demand is already low.

PapaDave
PapaDave
1 year ago
Reply to  QTPie

Sorry QTPie. US utilities are already facing increasing demand that they are struggling to meet.

EV power demand is just part of the problem facing them.

AI data centers are looking for electricity to power them. Some proposed data centers would use as much energy as a large city or an entire state. When they start asking for the electricity they need, every city and state electricity provider they ask, says NO. We don’t have the power that you need. So they are looking for locations where they can produce their own electricity and directly bypass the existing grid. Ideal locations in the US are places with stranded gas that isn’t being used yet, because there are no pipelines built to take the gas away. There’s about a half dozen of those here in the US. They are also looking at Canada. Both BC and Alberta have lots of natural gas available to power AI. So the data centers are looking to build there as well.

Lisa_Hooker
Lisa_Hooker
1 year ago
Reply to  PapaDave

Plus way up North there are savings in data center cooling costs.
Florida is not a great place for a data center, idiots notwithstanding.

I’m back robbyrob
I’m back robbyrob
1 year ago
Rogerroger
Rogerroger
1 year ago

We will see. China did not buy as much grain as they were supposed to. Wasn’t there a Korean company that was supposed to open a factory during trumps first term but never did. Maybe they are just try to keep trump off there backs or get some sort of tax break(big beautiful bill). I worry they may know there might not be any fair elections ever again. There are some things in the big beautiful bill that are not finical related that are concerning
Personally i think hybrids are the way to go. But my two ice cars have another 15 years in them.

Patrick
Patrick
1 year ago

People bought Teslas to “save the planet.” Or appear like they wanted to save the planet. People got rid of Teslas because Elon Musk was called a dictator, a fascist, a Nazi. So which one is it, save the planet or virtue signal? Clearly it wasn’t save the planet. Or maybe it was. But then there’s an internal contradiction which leads to all sorts of problems. If a political smear conducted at grade school level can push you out of your fear of climate crisis, how easy it must be to manipulate you in whatever fashion suits your rulers? Because truly you are ruled and subjugated.

Stu
Stu
1 year ago
Reply to  Patrick

– People bought Teslas to “save the planet.”
> Now that’s Funny! Anyone buying an Automobile, with the Goal being to save the Planet, is a lunatic!

Greg
Greg
1 year ago

I wonder how many wagon makers said “The horse & buggy era will last forever!” at the turn of the last century?
It took about 10 yrs or so for cars to wipeout the horse & buggy.
Here’s a couple pictures of New York city, same street, 13 yrs apart:
https://www.facebook.com/bigoniontours/posts/fifth-avenue-1900-vs-1913both-images-were-taken-on-easter-sunday-13-years-apart-/10164119680225177/

History may not repeat exactly, but it sure does rhyme.

Derecho
Derecho
1 year ago
Reply to  Greg

Sadly, we lost the auto driving feature for the drunks.

Stu
Stu
1 year ago
Reply to  Derecho

Look what they did to the trains…

Stu
Stu
1 year ago
Reply to  Greg

Nice catch, and it looks as though a good jogger, would have gotten where they’re going quicker in both situations. Once again we are reminded, that nothing is forever…

Thanks!
Stu

TexasTim65
TexasTim65
1 year ago
Reply to  Greg

Cars wiped out horses in 10 years or less because they were vastly superior in all ways.

Tesla started selling cars in 08. That’s already 17 years ago and market penetration is still tiny. At the rate of adoption it’s going to be another 20 years or more until they replace ICE vehicles (my guess is >20 to just to get to >50% penetration).

EV’s are not wiping out ICE because they are not superior in all ways.

Greg
Greg
1 year ago
Reply to  TexasTim65

Unfortunately, what’s happened to EV’s in North America is ruining a fantastic technology.
At this point just leave it to the Chinese.
CATL’s latest innovation, Sodium Ion batteries, smashes the price barrier for batteries & they’re starting production now.
Tony Seba predicted by 2030 or so no one will want an ICE car due to the price difference with EV’s. That’s in full view now, except in the North America.

Walt
Walt
1 year ago
Reply to  TexasTim65

Nonsense. Cars weren’t widespread until the 1920s, so it took 35 years (the first mass production Benz was in 1885) at least to get rid of horse/buggy in the industrialized world.

Doug78
Doug78
1 year ago
alx west
alx west
1 year ago
Reply to  Doug78

to discuss increasing sales of “used cars” that were never driven, a person with direct knowledge of the matter said.

The meeting is set for Tuesday afternoon, the person said, speaking on condition of anonymity as details of the meeting were confidential.
=====

sure. mass media never lie!!! how is that building #7 on 9*11? still investigating reason of free fall collapse?
======

or that EV truck company in USA that faked testing of truck running ? nikola something…
===

buddy, WHEN-IF YOU HAVE MONEY TRAVEL IN CHINA and see all w/ your own eyes and ask locals of progress now and 10 20 30 years ago

and then travel around USA and ask them about progress 10 20 30 years

Doug78
Doug78
1 year ago
Reply to  alx west

No need to go to China since you are here to tell us how wonderful everything in China is. Since you live there you are the expert and I bow to your superior knowledge. Does China have warp drive yet or is that for next year?

Last edited 1 year ago by Doug78
Doug78
Doug78
1 year ago
Reply to  alx west

BYD down 10% on the news.

Stu
Stu
1 year ago
Reply to  Doug78

I recall as a teenager, and into cars very much so, a few odometers being moved back to get a tad more for your vehicle. Not me of course… but the guy doing it.

I guess it would be even easier now, in the “Digital Age”

Frank the farmer
Frank the farmer
1 year ago

This whole sorry American EV adoption episode points to the folly of an industrial policy that failed to align with consumer desires. It has and is a vehicle for the diversion of public and private capital to favored political interests in both the public and private sectors, at the expense of the hapless citizenry. At the same time those citizens were smashed mouthed by a corrupt, self dealing environmental movement in the name of bringing Anthropogenic Global Warming to heel. The grift always collapses sooner or later, thank god.

HubrisEveryWhereOnline
HubrisEveryWhereOnline
1 year ago

I’m all for market choices, so I hope everyone here gets to buy whatever they want.

BUT, reading some of these comments, it’s no wonder the US is in personal and macro financial trouble…

I bought an EV 8 months ago. I’ve used a Supercharger 5 times total since then. With a home charger, any round trip less than 250 miles can be accomplished without a single stop at any charging/gas station. So all of you driving ICEs have spent more personal time gassing up than I have charging up.

I have driven 10,000 miles so far and it costs me $380 total to do so in electric charging costs. (I can see that in a swipe of my EV app which will also summon my car from the back parking lot to the front of the restaurant/mall/etc. where I’m waiting). And of course, I don’t have to spend the time, effort and money to replace oil, spark plugs, belts, etc. How much did it cost you in total costs to drive 10,000 miles in your ICE vehicle?

Kelley Blue Book says the 2025 average new car price paid by Americans is $50,000 which can easily buy a brand new EV with an 8-year/100,000-mile warranty on the ‘drivetrain’.

If commenters don’t want an EV, don’t buy one (vehicles are a market choice). But please, quit with the ignorant “EVs cost too much”.

Financial illiteracy kills your long-run quality of life

alx west
alx west
1 year ago

tell us 5 years later

and btw, what state do you live? Alaska might be?

Walt
Walt
1 year ago
Reply to  alx west

I live at 8,000 feet (and previously at 10,000) in the mountains where we have 4-6 months of winter and mine does just fine. I’d guess I’ve saved $10k in fuel and maintenance costs thus far (3 years in). Battery is still at 98% of original capacity. Until/unless someone crashes it, I’d expect it to basically last forever.

I’ve got an ICE truck for road trips that gets driven once every few months. EVs will catch up there at some point too as batteries improve, I’d predict. If you’re a 2+ car household and one car isn’t an EV you’re a financial illiterate.

Doug78
Doug78
1 year ago

Eventually EVs will take over. The savings are too compelling even with low gas prices.

Bam_Man
Bam_Man
1 year ago

How much does your auto insurance cost per year? Chances are it could easily be double what it would be on a comparable ICE vehicle.

Also, how long do your tires last? On an ICE vehicle, a good set of tires typically can last 50,000 miles or more.

So congratulations. You have saved a few hundred dollars on gas for the first 10,000 miles of ownership.

HubrisEveryWhereOnline
HubrisEveryWhereOnline
1 year ago
Reply to  Bam_Man

My auto insurance for my brand-new EV is 25% more expensive than my 6-year-old Jeep Grand Cherokee with 60K miles (and the drivetrain warranty has expired on it). So no, you’re listing to anti-EV hype about insurance costs that is not true

(and I’m not anti-ICE vehicle. I love using my Jeep for an occasional second vehicle and to specifically haul my fishing boat, my family’s trailer with kayaks for all, and general utility work. But it’s WAY more expensive to own than my EV).

HubrisEveryWhereOnline
HubrisEveryWhereOnline
1 year ago
Reply to  Bam_Man

And a “few” gas dollars saved on my EV? My Jeep costs 5X as much to fuel for the same distance, and that does not count required maintenance charges like oil changes

EADOman
EADOman
1 year ago

And what is the 3 year depreciation on your EV vs. a similar ICE model? Please don’t include any government purchase incentive you may have received. I don’t believe that taxpayers should help others buy their EVs.

alx west
alx west
1 year ago
Reply to  EADOman

he is still in honeymoon time

give him couple years

HubrisEveryWhereOnline
HubrisEveryWhereOnline
1 year ago
Reply to  EADOman

Who can know definitely what a 3-year depreciation schedule will be on any car? It depends upon what you pay for it and what you sell it for. But EVs are not generally more expensive than the average new car ($50,000) bought by Americans (even without the tax credit). So unless it drops massively in demand price over three years (and why would it with a 100,000-mile battery/drive warranty?), the depreciation should be no different than an ICE vehicle.

But with a 100,000-mile warranty, I did not buy an EV to trade it in in three years.

If you’re worried about how much you’re losing in three years with a new car, you’re one of the ones that need some financial numeracy education

SteveP
SteveP
1 year ago

Comparing “average” new car prices to claim that “EVs are not generally more expensive than the average new car” means nothing. Give us an apples-to-apples comparison that compares the prices of two comparable new vehicles one new EV model as compared to a COMPARABLE (in size and function) IC engine vehicle.

HubrisEveryWhereOnline
HubrisEveryWhereOnline
1 year ago
Reply to  SteveP

This is why it’s difficult to have a rational conversation with the anti-EV crowd.

I compared my EV purchase to an average-priced vehicle because every vehicle Americans buy are different in so many ways, but an average EV costs the same (before tax credits) as another average priced ICE vehicle. There is no directly ‘comparable’ ICE vehicle because they are so different; that’s the point.

What do you want me to compare it to? It gets me from point A to B, just like a standard Honda Civic. But its interior is just as nice as a BMW, but is quieter, faster and a smoother ride with lots more tech (self-driving and otherwise). And it has more interior cargo carrying space than my Jeep Grand Cherokee since it has no space needed for an IC engine and related drivetrain. Which of these ICE vehicles do you want me to ‘compare’ my EV to, because the results will be quite different depending upon your ‘apples-to-apples’ choice?

SteveP
SteveP
1 year ago

Simple…compare a Nissan Leaf to a Nissan Versa.

TexasTim65
TexasTim65
1 year ago

How did you work out your charging costs for 10000 miles if you are basically charging at home? Unless you are separately metering your home charging line I’d imagine you are just guessing since no one’s electric bill is constant enough that you can say pre-EV it was X dollars a month and now it’s Y so Y-X = EV charge cost per month.

HubrisEveryWhereOnline
HubrisEveryWhereOnline
1 year ago
Reply to  TexasTim65

The EV charging app on my cellphone shows specifically how much electrical kwh goes through my home charger directly into my EV. It has it by month, day, hour, etc.

And my calculations given here do not account for the fact I have solar panels on my house. In that sense, I’m charging my EV ‘free’ daily

TexasTim65
TexasTim65
1 year ago

That’s a handy feature of the app!

Having home solar changes the math a lot. But obviously very few people will ever have that (apartment/condo people never will for example) luxury. Many people won’t even have the option of a home charging (apartment/condo people again) or will live in places where electric costs per kilowatt hour are very high. In other words it works for you but may not for most which is why the adoption rate is way slower (you’d expect to see 2 car families go to 1 EV for city trips so 50% penetration) than most expected.

Stu
Stu
1 year ago

Purely out of curiosity, how much in total was the cost of the:

1. Home Charger = $
2. Battery Disposal = $
3. Replacement Battery = $

Just seeing where they stack up in shelf life expenditures?

HubrisEveryWhereOnline
HubrisEveryWhereOnline
1 year ago
Reply to  Stu

$700 for home charger and certified electrician installation (before 30% tax credit) that will last me the lifetime of my garage and all future home charging.

This cost replaces all the oil, oil filters, spark plugs, belts, etc. my ICE vehicle will require over its lifetime.

And as importantly to me, will save me the time inconvenience of all the stops I will have to make over the next decade to the gas station for local gas fill-ups (and oil changes) for my ICE vehicle

Battery disposal cost = $0 to me; it’s a part of my car that will eventually die and go somewhere with the rest of my car just like any major part of my ICE vehicle (my last ICE vehicle’s transmission died at 120,000 miles and I had to sell the car for scrap because the resale vehicle was less than the new transmission added)

Replacement battery? My EV battery and drive motors are warrantied for 100,000 miles which is significantly more than the drivetrain on my ICE vehicle. And the odds of it dying and needing replacement any time soon after that warranty is low (or the manufacturer wouldn’t offer the warranty)

Stu
Stu
1 year ago

TY!

Mikec711
Mikec711
1 year ago

I am not married ice or EV. When the technology is there, I believe Ev will be the best option because that is what government is pushing and government often chooses winners and losers in a non-free market. Biggest concerns for me are the general refueling issues and the fact that your car has something like a thousand lb of battery and I’m not sure if there will be more cases where people have a fender bender and now it’s a $40,000 repair

Laura
Laura
1 year ago

Good investment for GM. For the foreseeable future Americans like their SUVs and pick up trucks. EVs may be the future but will take at least 20 years for infrastructure, battery, cost, etc.

John
John
1 year ago

The thing Americans always miss in discussing China’s transportation system including the electric cars is mentioning the role the electrified railways play.
America has proved itself incapable of high speed rail. The Chinese built it quickly and have it everywhere. Like with hypersonic missles and a built out high speed internet, America is slowly losing the tech edge.
When you privatize planning for industrial policy and have it all depend on each fragment turning a profit, who cripple your ability to do what China is doing. The US oligarchy makes the situation worse. Private greed above national interest is turning the US into a basket case.

Rick
Rick
1 year ago
Reply to  John

It’s so much better. And you have the added benefit of having Xi decide who lives and dies.

Last edited 1 year ago by Rick
PapaDave
PapaDave
1 year ago
Reply to  Rick

Yes. China’s rail system is far superior to the US system. Ours was mostly built between 1870 and 1900. It is old and slow. Still, it is suitable to move large quantities of coal, minerals, and agricultural products.

China’s 30,000 miles of high speed electric train system was mostly built in the last 2 decades. Passenger trains can travel at speeds of 200+ mph.

China’s freight trains operate at 70 mph which is far more efficient for heavy loads like coal.

All their trains run on time .

Chris
Chris
1 year ago

Simple equation. Diesel = roughly 50Mjoules/kg, Lithium = roughly .5Mjoules/kg. 100x difference. Add in thermodynamics and electric makes no sense. Better battery technology will always just be around the corner cause you can only stuff so many electrons in it before it becomes a bomb!

QTPie
QTPie
1 year ago
Reply to  Chris

An overly simplistic comparison typical of someone who thinks they understand these things but don’t. You’re forgetting about the added weight of the internal combustion powertrain and associated components, the inability to recuperate energy losses due to breaking (a huge factor, especially in city driving), the lower conversion factor of the energy in the fuel to motive power (wasted friction and heat), as well as other factors like simplified, less frequent maintenance requirements, cheaper fuel, etc.

QTPie
QTPie
1 year ago

While there will always be a market for ICE vehicles, EVs are the future. It’s all about the battery… although there is no single revolutionary technological advance, there is an enormous amount of research into battery technology and there are small advancements to the technology being made all the time and eventually these do add up. The march of the technology is such where battery cost will come down to where it EVs will be cheaper to manufacture than ICE vehicles. Also, while costs are coming down, battery performance is improving. Couple this with how making other parts of the vehicle is cheaper and simpler in an EV than an ICE vehicle and it is basically a matter of time before EVs become dominant but it will happen. This is as opposed to ICE technology where the potential for significant reduction in manufacturing cost is pretty much all squeezed out given there has been well over 100 years for the technology to mature.

Also, public charging infrastructure in the US has improved a ton in the past couple of years and within the next couple of years all the manufacturers are switching over to a common charging standard which allows all EVs to utilize Tesla’s supercharger network (not just Tesla vehicles).

In summary, the move to EVs will happen and they will eventually overtake ICE sales. That said, it will take longer than EV enthusiasts are willing to acknowledge or accept, while at the same time there will remain use cases for ICE vehicles and those will never completely go away, rather diminish over time.

Jennifer Scuteri
Jennifer Scuteri
1 year ago

Mish – Not very libertarian in your response. I know, I know you don’t like the government support/incentives for EVs but you also should not like the government having to pay for the health care of those sick from gas fueled engines. Childhood asthma is off the charts. Nor should you like the government costs to combat the destruction of climate change. So, pick a side – government incentives upfront or government costs on the backend?

Mark M
Mark M
1 year ago

Maybe it was just the vaccines they were giving kids that took “childhood asthma off the charts.”

Sentient
Sentient
1 year ago

Mining uranium for nuclear plants causes health problems. As does mining lithium and cobalt for batteries.

alx west
alx west
1 year ago

=should not like the government having to pay for the health care of those sick from gas fueled engines
===

another uneducated mor1on ( probably russian or something ) WHO THINK
GOV PAYS FOR SOMETHING!

MOR1ON.. TAXES paid by people are used for paying !

YOU WOULD know , if finished hi school, or read book called
= gov/taxes 101 for dummies =

it is never too late to get smarter.

alx

billybobjr
billybobjr
1 year ago

Good article Mish . I have always thought that EVs were a great idea but with a small like Honda civic and 100 or so mile range. Cheap simple 1 of 2 vehicles for a family charge at home ect. These fulfill the trnsportation requirement for 90 percent or so of most commutes and trips in town and within 50 miles or so . The Chinese vehicles seem to nail this big time.

Siliconguy
Siliconguy
1 year ago

Wintertime performance is a big issue here. Is there a difference between EV adoption in Manchuria and Canton?

Doug78
Doug78
1 year ago
Reply to  Siliconguy

Good question.

Green Mountain
Green Mountain
1 year ago

The house budget bill will roll back tax credits. But if you have to subsidize something, it’s really not affordable. –

Agree – then can we get rid of the rest of the business subsidies??

Stu
Stu
1 year ago
Reply to  Green Mountain

Nope, you gotta “Pay to Play” or so I have heard…

I’m back robbyrob
I’m back robbyrob
1 year ago

EV’s V8’s ? pffft China signs deal with Russia to build a power plant on the moon — potentially leaving the US in the dust
https://www.livescience.com/space/the-moon/china-signs-deal-with-russia-to-build-a-power-plant-on-the-moon-potentially-leaving-the-us-in-the-dust

alx west
alx west
1 year ago

what for

dont know about china, but as Russian i would prefer gov invested money into
building affordable cars

despite all hoopla about Russia, cant still build decent running car
, not talking about japan quality , but on level w/ s. Korea would nice

Nate Kirby
Nate Kirby
1 year ago

How come China is ready but the US is not???
Surely it’s not technology.

For me, it must be cultural will.

TexasTim65
TexasTim65
1 year ago
Reply to  Nate Kirby

1) USA has a *lot* of legacy infrastructure (gas stations, repair shops etc) from 100 years of car culture while China has next to none. It’s going to take decades to wind that down which will keep ICE going for a long time.
2) Population density in China is off the charts and most people live in cities where EVs make the most sense.
3) Americans take a lot more road trips (visiting family, vacations, off road adventures) than Chinese people do and those are where EV’s are vastly inferior to ICE. Similarly Americans tow things (campers, boats, off road ATVs etc) and Chinese don’t and once again EV’s are vastly inferior to ICE.
4) At least half the USA has winter weather where EV range is throttled while only a small fraction of China has to deal with winter weather.

As far a ‘will’ is concerned, most of the ‘will’ in China comes down to mandates from the government rather than free will of choice.

Rogerroger
Rogerroger
1 year ago
Reply to  TexasTim65

You forgot to mention money to the politicians.

Stu
Stu
1 year ago
Reply to  Rogerroger

Shh… “Donations”

PapaDave
PapaDave
1 year ago
Reply to  TexasTim65

All good points. I will add a few more.

1. China has 30,000 miles of high speed electric passenger rail track. The majority of travel within China makes use of this system because it is less expensive than air travel.
2. Some Chinese citizens will also use their EVs for travel within China as there are over 3 million public chargers throughout the country as well as 7 million private chargers.
3. The vast majority of EV use in China is local. With 18 cities over 10 million population and another 150 cities of over 1 million population, EVs are a great way to commute, and reduce tailpipe emissions from ICE.
4. EV prices are very affordable in China, with some selling for less than $10,000 US. Incidentally, BYD just cut prices of all 22 of their vehicles by up to 35% till the end of June.
5. With limited domestic oil, and rapidly growing electricity production, the government prefers to promote all things electric, which includes EVs.

Stu
Stu
1 year ago
Reply to  PapaDave

Unfortunately, I suppose, the U.S. is 0 for 5 for the above. Which is exactly why we are a decade or so away from full on manufacturing attempts IMO.
The U.S. is in the perfect situation, to wait and see, and prosper from the errors up until a decade away or so. That knowledge and self awareness, should allow us to begin bow, but release when totally ready, and at its peak to performance.

EX.
Cold Issues, Public chargers, Battery cost, repair, and/or Disposal Cost, Accidents Cost, Insurance Cost. Etc. Some we don’t yet know.

What about mining cost, healthcare issues of such, where do they end up forever and things related to the building and disposal cost now and when we have 1 Million in a Concrete Box 12 feet thick?

PapaDave
PapaDave
1 year ago
Reply to  Stu

“ The U.S. is in the perfect situation, to wait and see, and prosper from the errors up until a decade away or so. That knowledge and self awareness, should allow us to begin bow, but release when totally ready, and at its peak to performance.”

That is the optimistic way of looking at it. My take is that we are retreating to old tech and letting China dominate new tech. We are literally ceding the future to them, while we try to go back in time.

Areas that China is now dominating: nuclear power, wind and solar, batteries, high speed electric trains, EVs and PHEVs, rare earths, semi-conductors, and electronics, pharmaceuticals, and many more.

China is skating to where the puck will be while we are wondering where the heck the puck went?

Stu
Stu
1 year ago
Reply to  PapaDave

We are not retreating to old tech, but just becoming static or status quo. What exactly are we letting China dominate with, new tech? It will be “Old Tech” in 5 Years.
We are learning from there experiences and gaining knowledge in our experiments for the future Tech.
We are good with Nuclear and building more of it. I don’t like wind and solar, as they are too unpredictable, costly and repair/replacement expensive, kill wildlife etc.
We could use CA. As our Model… NOT!! Have we ever tried and successfully accomplished true high speed trains? EVs and PHEVs, ETC… We are not ready for EV’s and Tech will change a lot in 5 years for PHEVs, so wait a bit more.
No Rush, as we are not China, and are use is nowhere near what they are perfect for in China. We will have them in a decade or more, it GV’s are here for awhile, unless forced out IMO.

Neal
Neal
1 year ago
Reply to  TexasTim65

Most of China has to deal with winter weather. Tibet, Inner Mongolia, Manchuria etc. However 90% of the population don’t live in those areas.
And unlike the US China has a great high speed rail network so less need for people to take long distance road trips to travel.
I enjoyed travelling there, I could even live there if it didn’t have the CCP

radar
radar
1 year ago
Reply to  Nate Kirby

I’m guessing they don’t travel far away in a car like Americans do. EV’s are fine if you never leave the city and can charge at work and home.

Mcgoddo
Mcgoddo
1 year ago

This is like the incandescent bulb vs compact CFLs. It took the free market to come up with a solution: LEDS. If you have to subsidize it, it’s going to fail!

MPO45v2
MPO45v2
1 year ago

GM is dumb. Investing in V-8 when hybrid engines are where the market is moving is dumb. 

This Koenigsegg guy seems to be way ahead of the curve with hybrid V8, GM should pay attention.

https://www.youtube.com/watch?v=vXIYNM_ph9A

Stu
Stu
1 year ago
Reply to  MPO45v2

Maybe GM is looking to be one of those! The Very Few GV Manufacturers and Repair Companies in the U.S. “World” Whomever they end up being, in the U.S. IMO, will be King for a couple more decades. Americans LOVE their Autos, and Gas ones. As long as it’s not mandated against to do so, we will have sellers and buyers for GV’s, and especially if they are one of a very few that do so. I will be one (may have a cheap EV for local stuff) for certain!

Michael Engel
Michael Engel
1 year ago

GM engines for thousands of 8 wheels APC carrying 12 soldiers, at 65 miles/hr in tough terrains, or for civilian use. GM competes with F-550 engines, which are very profitable. They cost more than a Chinese ev for $15K

Directed Energy
Directed Energy
1 year ago

Kudos to GM for abandoning the EV fallacy, but one major hurdle still remains.

The chase for fuel efficiency adds components, and those components add cost and reliability issues.

We need to go back to the mid 2000’s, which was the peak for ICE reliability along with ENOUGH efficiency. Engines like the GM 3800 V6, Ford 4.6, and many many others foreign and domestic. Even the Mercedes 5.5 L V8 of the era is legendary.

Ditch the sensors, increase reliability, get over the efficiency garbage.

TexasTim65
TexasTim65
1 year ago

I have no idea whether cars in the mid 2000s were more reliable than ones made today (Consumer reports might know for sure or maybe mechanics). But from personal experience, I owned an Audi and a BMW during that era and neither was what I’d call super reliable and they cost a fortune to repair when things did go wrong.

The biggest difference I see from today to cars made then is that if you had mechanical aptitude you could do your own repairs. These days that’s all but impossible unless you invest a fortune in tools.

peelo
peelo
1 year ago
Reply to  TexasTim65

Key words: “an Audi and a BMW during that era and neither was what I’d call super reliable and they cost a fortune to repair…” I owned a BMW in the 1970’s, exact same. I still have an early 2000’s Lexus, fantastic car. Simple and functional and virtually never needs repair, today.

Sentient
Sentient
1 year ago
Reply to  peelo

Owned an Audi once. Most of the controls (heat, AC) were numeric buttons in small font. I had to put on my glasses to turn on the heat. Stupid design. Japanese cars are always good ergonomically. Old people can drive them – and they do.

John Korondy
John Korondy
1 year ago

Carmakers have failed to get that a car is more than just transportation. It represents freedom, a concept that EVs violate. Who would be willing to drive one to Alaska, for example?

Spider Monkey
Spider Monkey
1 year ago
Reply to  John Korondy

Freedom to take on a $70,000 loan? The plebs are too stupid not to take on the new 84 month car loans and it’s effecting the whole market. There needs to be a cap on length of auto loans.

I’d buy an EV for the grocery getter, but there’s not a cheap 4×4 model yet which I need for where I live. There’s plenty of people that feel that way. If an electric car is done right, it will be cheaper to run and maintain in the long run. The problem is the entire car market is distorted from subsidies or outright inflated from stupid consumer decisions. A lot of us just want cheap reliable cars not these land yachts.

Stu
Stu
1 year ago
Reply to  Spider Monkey

Exactly! Let me have my GV, and a small 2 person EV for 20 mile range radius adventures.

HubrisEveryWhereOnline
HubrisEveryWhereOnline
1 year ago
Reply to  John Korondy

Sure, let’s base consumer products/technologies on extremes. How many Americans drive to Alaska in their own car any time in their lifetime? LOL

Irish
Irish
1 year ago

EV does not sell its too expensive and the cars don’t drive far.also charging stations are few.

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