Thread: EV general discussion

Originally Posted by Captain_Rightfoot

From Chris_o on twitter. JPMorgan research apparently.

Probably we will see a transition away from "it's fine.. we've got plenty of fuel" mid - later next month. A reduction in fuel excise won't help you if you can't find fuel to buy.

That's only 20% of the oil, the other 80% is still available so a bidding war will ensue, I'm uncertain what sort of a premium applies in the case of a 20% shortage.

Originally Posted by Saitch

I wonder what it sounds like? I'll never forget driving in a longish tunnel, in Europe and wondering what the ever-increasing noise I could hear was. It was a Porsche, Turbo 911 at high speed. What a wonderous sound, as it went past us, who were not exactly dawdling, at the time. Would've turned Greta on, I reckon!!

I don't know how they are allowed to call an electric car "turbo"!

Originally Posted by RANDLOVER

I don't know how they are allowed to call an electric car "turbo"!

Dunno, my daughter used to call me turbo-tongue.

The reduction of fuel tax is more of a political stunt than anything else.

It gives them something to crow about,but they are now raking in a huge amount of extra GST revenue,which goes to the states and territories.

And also many businesses don't pay the excise anyway,i suppose that could be said for the GST on fuel as well.

Originally Posted by RANDLOVER

That's only 20% of the oil, the other 80% is still available so a bidding war will ensue, I'm uncertain what sort of a premium applies in the case of a 20% shortage.

Yes. I'm confident we will outbid Bangladesh. We've got that going for us.

It's complicated though - 90% of our fuel comes from overseas and most of the places we buy from are set up to use the oil that comes from the affected area. So it's probably going to affect us more than some other places. Given the shortages many of the other markets we might have normally gone to might not be overly keen on selling. And now the houthi are being encouraged to block the Bab al-Mandab.

So as at this morning price per 100km travelled in the defender is about $42.5. Price per 100 km travelled in the EV $1.04

Originally Posted by Captain_Rightfoot

If you're buying a porche like that there is no way your boat is trailerable. It's moored at a nice yacht club and you can drive their quickly for weekends on the water.

Going to buy a 2nd hand sailboat next year- It will not ever get moored at the local yacht club while I own it for a year or two I probably will not own a car at all for that period of time as it will not fit on the yacht Google the 'The Coconut Milk Run" for the water I may be drifting on

Originally Posted by RANDLOVER

That's only 20% of the oil, the other 80% is still available so a bidding war will ensue, I'm uncertain what sort of a premium applies in the case of a 20% shortage.

20%? 80% of the Middle east oil volume—around 15 to 16 million bpd—was destined directly for Asian markets

Its not going to be BIG or GREAT or Tremendous: Arguably the most frequently used word in a persons positive lexicon hyperbole.
Beautiful, Perfect, Incredible, Winning, Strong or the (in)famous Genius

AI count not me as I have better things to do

this is fun

The Heavyweight: Tens of Thousands of Times

• Great: This is the undeniable champion of Trump’s vocabulary. Between his core slogan ("Make America Great Again"), his daily tweets, and his rally speeches, he has used this word tens of thousands of times. It is his default positive modifier for everything from people and poll numbers to economies and foreign leaders.

The Core Rotation: Thousands of Times

These are his daily drivers. If he is giving a 60-minute unscripted rally speech, you can expect to hear these words dozens of times in a single hour.

• Big (and Bigly/Big League): Used thousands to tens of thousands of times. Whether describing a crowd, a tax cut, or a political win, "big" is his go-to metric for success.
• Tremendous: Used thousands of times. Data trackers have routinely caught him using this specific word hundreds of times within a single month of public appearances.
• Beautiful: Used thousands of times. As noted by linguists, he uses this word in highly unconventional ways, applying it to things like walls, military equipment, and economic tariffs.
• Winning: Used thousands of times. This is the foundational noun and verb of his political brand.
• Incredible & Strong: Used thousands of times. "Strong" is almost always used as the binary opposite to his favorite insult for opponents: "Weak."

The Specialty Superlatives: Hundreds to Thousands of Times

These words are used slightly less frequently than "Great" or "Tremendous," but they are usually deployed in highly memorable, highly specific ways.

• Perfect: Used hundreds to thousands of times. Its count spiked massively in 2019 and 2020 when he repeatedly defended his phone call with the Ukrainian president as a "perfect call," a phrase he repeated relentlessly.
• Genius: Used hundreds of times. Usually paired with "stable" to defend his own intellect or decision-making process against media criticism.
  

Back to EVs That person impact on them for the USA of course. In mid-2025, the administration successfully pushed through legislation that terminated the $7,500 tax credit for new EVs, the $4,000 credit for used EVs, and the commercial clean vehicle credits that were originally established under the Inflation Reduction Act. "Freedom Means Affordable Cars" initiative. That drastically lowered the USA's Corporate Average Fuel Economy (CAFE) standards.

Ford’s $19.5 Billion Pivot: In December 2025, Ford announced a staggering $19.5 billion write-down directly tied to scaling back its EV strategy. The company canceled several highly anticipated electric models—including a next-generation electric pickup and commercial vans—and announced it was reallocating that capital to traditional gas-powered vehicles and hybrids.
GM followed a similar trajectory, taking a reported $6 billion hit as it delayed battery plant investments and scaled back its production targets

Now for the really big one Stellantis announced the largest write-down in automotive history. The company took a staggering roughly $26 billion USD, or $37 billion AUD charge to completely reverse its electric vehicle strategy.

Add the Billion US is paying TotalEnergies to Not Build a wind farm and smell the roses Oh mon Dieu is pronounced: Oh mohn d-yuh - The French must be smiling at that one!

Originally Posted by NavyDiver

20%? 80% of the Middle east oil volume—around 15 to 16 million bpd—was destined directly for Asian markets

Its not going to be BIG or GREAT or Tremendous: Arguably the most frequently used word in a persons positive lexicon hyperbole.
Beautiful, Perfect, Incredible, Winning, Strong or the (in)famous Genius

AI count not me as I have better things to do

this is fun

The Heavyweight: Tens of Thousands of Times

• Great: This is the undeniable champion of Trump’s vocabulary. Between his core slogan ("Make America Great Again"), his daily tweets, and his rally speeches, he has used this word tens of thousands of times. It is his default positive modifier for everything from people and poll numbers to economies and foreign leaders.

The Core Rotation: Thousands of Times

These are his daily drivers. If he is giving a 60-minute unscripted rally speech, you can expect to hear these words dozens of times in a single hour.

• Big (and Bigly/Big League): Used thousands to tens of thousands of times. Whether describing a crowd, a tax cut, or a political win, "big" is his go-to metric for success.
• Tremendous: Used thousands of times. Data trackers have routinely caught him using this specific word hundreds of times within a single month of public appearances.
• Beautiful: Used thousands of times. As noted by linguists, he uses this word in highly unconventional ways, applying it to things like walls, military equipment, and economic tariffs.
• Winning: Used thousands of times. This is the foundational noun and verb of his political brand.
• Incredible & Strong: Used thousands of times. "Strong" is almost always used as the binary opposite to his favorite insult for opponents: "Weak."

The Specialty Superlatives: Hundreds to Thousands of Times

These words are used slightly less frequently than "Great" or "Tremendous," but they are usually deployed in highly memorable, highly specific ways.

• Perfect: Used hundreds to thousands of times. Its count spiked massively in 2019 and 2020 when he repeatedly defended his phone call with the Ukrainian president as a "perfect call," a phrase he repeated relentlessly.
• Genius: Used hundreds of times. Usually paired with "stable" to defend his own intellect or decision-making process against media criticism.
  

Back to EVs That person impact on them for the USA of course. In mid-2025, the administration successfully pushed through legislation that terminated the $7,500 tax credit for new EVs, the $4,000 credit for used EVs, and the commercial clean vehicle credits that were originally established under the Inflation Reduction Act. "Freedom Means Affordable Cars" initiative. That drastically lowered the USA's Corporate Average Fuel Economy (CAFE) standards.

Ford’s $19.5 Billion Pivot: In December 2025, Ford announced a staggering $19.5 billion write-down directly tied to scaling back its EV strategy. The company canceled several highly anticipated electric models—including a next-generation electric pickup and commercial vans—and announced it was reallocating that capital to traditional gas-powered vehicles and hybrids.
GM followed a similar trajectory, taking a reported $6 billion hit as it delayed battery plant investments and scaled back its production targets

Now for the really big one Stellantis announced the largest write-down in automotive history. The company took a staggering roughly $26 billion USD, or $37 billion AUD charge to completely reverse its electric vehicle strategy.

Add the Billion US is paying TotalEnergies to Not Build a wind farm and smell the roses Oh mon Dieu is pronounced: Oh mohn d-yuh - The French must be smiling at that one!

I suspect part of the problem is many of these manufacturers went a bit half strength, and then got dissapointed that not enough people bought their cars. Unfortunately they then canned them just before this giant mess. Unfortunately they had done a very very good job of convincing their target market that they only wanted ICE cars and EV's were a bit silly. Double unfortunately the cars they had persuaded people that they need are less than ideal for electrification. So I don't think they should have been surprised by the failure.

The chinese knew they couldn't compete with legacy auto so went all in on EV's. So now they are coming fast and strong. Succulent Chinese Wheels if you like.