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I assure you they don’t contemplate it as much as Japanese (or U.S.) incumbent carmakers.
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Glenn
@GlennLuk
Replying to @GlennLuk and @tphuang
Seriously wtf is wrong with Toyota?
Might as well incorporate cutting-edge cash-handling and facsimile technology into next-generation Toyota ICE vehicles while they’re at it. x.com/TonamiPlayman/…
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this is going to hurt
we're in France charging at prices that don't exist in Germany
VW have about 40 factories in China. About 8 or so make just EV's. Are you suggesting the German Gov't should subsidise local EV manufacturers like in China to bump-up EV sales? Slap-on further EU tariffs to even the playing-field vrs Chinese imports? Currently there is not a lot
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Why not show the German chart as well if you're going to make the comparison?
Pretty unfair to blame them for "snoozing" if EV demand so heavily depends on fluctuating economic + energy policies
This curve would be surprising. Probably more like below. PHEVs will go away soon.
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LeRaffl
@leRaffl
Replying to @leRaffl
PHEV share in China will peak during 2027 on the current trajectory.
The real losers are us European and North American consumers. We'll quickly be left with 2nd rate cars that pollute our air and add needless noise pollution, excessive repair costs, etc...
Because alternatives will be blocked out by tariffs and lack of charging infrastructure.
Just because China or anyone produces a lot of something doesn’t make it better than other options.
To be fair, the Germans still think the car industry is about the cars.
The Chinese figured out years ago it was about the battery, and developed the supply chain to make it happen.
I have cut grass and weeds both with electric and gas-powered equipment; and electric equipment is nowhere near as powerful as gas-powered equipment. Further, the energy which powers Chinese EVs will most likely come from fossil fuels, at least for a long time.
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Germany prides itself of getting everything wrong. Nuclear Power=Bad. Unions=Good
Regulation and Bureaucracy=Good. etc etc
I don't think there's less than 10 EV and ICE vehicles being sold in whole China this graph is ridiculous
Coal generated electricity is an indigenous resource in China.
This is first and foremost an attempt at cutting daily oil imports of 11 mbpd.
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Mohamad Seifeddine
@mseiif
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Dont actually think it’s true.
If you look at the line-up of VW, Audi, Porsche and BMW especially, 2025 and 2026 are very much electrified. It’s just that all of them had particular problems in the transition. VW/Porsche/Audi messed up the software which they try to catch-up.
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The one who innovates the most will have the final say. And of course, this is not China. A copycat does not make a pioneer.
I do not believe in electric vehicles in their current form. A more reasonable technology is needed and there are signs of this. For now, my preference is
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there’s a lot more to it than you snooze you lose mate, a lot more to that story. I’ve seen it unfold since the first JV, Beijing Jeep.Plus there’s no guarantee the ICE is headed for extinction
The future will not be electric, not enough energy thing . I will take decades, if we find a new efficient primary source of energy, solar and wind not good enough
Or.. You let the market decide. But of course „elites“ believe they are smarter than the rest and inflict one disaster after the other on society.
EVs are heavily incentivized by the government in China because they are powered with domestic coal-fired electricity generation rather than with imported oil that worsens the current account, impairs that mercantilist country's trade balance, and reduces GDP.
Give it a rest.
China’s EV market: lapping internal combustion before Germany even finds the starting line. Guess some races are won in the pits of hesitation.
It’s almost like the leadership of China looked at oil production and growth and their position as the world’s leading sucker and decided, hmmm. Let’s change that.
MAGA can drill baby drill all they want, doesn’t look like it ends well for oil producers. While we use oil for
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If residential electricity prices in Germany were as low as in China (7 cents versus 45 cents), I imagine there would be more demand for electric cars in Germany as well.
Most of the Wests automakers have no idea, the issues that VW are having will become more widespread.
Yep.
EV's are good for the environment - especially when so much of Chinese electricity is generated from coal plants.
Every car mfr outside of China is not just contemplating, they're reducing their EV production. Because the market is just too small. Nowhere close to enough people actually want to buy them (when given the choice) to make them viable.
I am genuinely interested in what has made Europeans so stupid, they have fallen asleep and are now the boiled frog. Remember those same carmakers said they already perfected the engine, it was called Diesel. Then they put emissions cheating devices in. Evil and stupid.
You can’t realistically compare a heavily favored sector in China to that in another country. The incredible subsidization of EVs in China is a clear market distortion.
German automakers are at immediate risk of credit collapse. Period.
Their collaterals are losing value by the day at unsustainable rate. And their profits are highly dependent on China sales that are collapsing too.
It does not take a genius and, if you do believe me, listen
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Kodak was basically the first to predict digital was coming. Everyone knows it’s coming but it’s a very hard balancing act.
Whoever wins in the Chinese auto market will likely win across the world. Tariffs may slow this down - and perhaps buy some time for domestic manufacturers to adapt - but it’s delaying the inevitable IMO.
Ohhh a little comment to the German carmakers here...
I did not expect that.
Although, all these batteries don't seem to be so eco-friendly either... (or so I've heard)
EVs are a symptom of a move to electrical efficiencies. Oil loses. Under the Stated Policies Scenario (STEPS), the rise of EVs displaces around 6 million barrels per day of global crude oil demand. reuters.com/business/energ.
So you are criticising them for meeting market demand? They will switch to greater EV production when demand is there.
China is one of the few countries that has spend the money necessary in infrastructure.
Like in charging stations, power plants, electric distribution lines.
Lots of countries talk of replacing all internal combustion vehicles but haven't invested the necessary money for this.
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Germany tho is a wonderful, democratic nation w
1. respect for workers’ rights
2. a global reputation for quality cars
I shall never buy .
mm, your graph except before 2024 is
predictions.
So we will be very prudent and prepare a handkerchief for desillusions
.
e-cars are too expensive, add no statistics on durability and battery change.
Did Ukrainians use e-cars in war? They use drones game changer, big lesson!
predictions.
So we will be very prudent and prepare a handkerchief for desillusions.
e-cars are too expensive, add no statistics on durability and battery change.
Did Ukrainians use e-cars in war? They use drones game changer, big lesson!
Chinese EV manufacturing is subsidised, as is energy; lots if state support to ensure global domination.
The electric vehicle market is subsidized into existence by extracting money from the oil and gas industry, artificially regulating traditional automotives into being non-competitive.
It's the opposite of innovation. Ev's are worse for everything in the industrial ecosystem.
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A lot of that electricity coming from coal fired plants. We need widespread nuclear, better energy storage and better vehicle batteries for ev to become the predominant transportation. I would guess 20-30 years.
The petrolheads desperate efforts to promote and cling to technology rooted in the 1800s is going to hand the entire auto industry to Chinese manufacturers.
In 10 years time you will still have to ride in an electric car, but it will be one made in China. Well done.
Conveniently ignoring that out of 4M+ cars produced by BYD just 41% is EV (+12% YoY) and the remainder a traditional plug-in vehicle (+73% YoY) 
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GO GREEN
@ECOWARRIORSS
There’s already about 1.2 billion cars on the roads worldwide and rising
Turning all these cars into electric cars with vast land and ocean needed to be mined would destroy so much of nature
Instead invest in public transport, cycle lanes trains etc
Is that a good thing when just the break even (EV v ICE) for an EV in China is NINE YEARS?
That PRC is subsidizing EV's at a rate astronomically higher than Germany is another example of how even German politicians are saner than the CCP.
Interpret a reduction in ICE auto production as a symptom of the onset of de-industrialization (eg catastrophy).
Germans are pathetic, their political decisions are some of the stupidest I have ever seen.
Germany, what happened? Karl Benz gave you the blueprint for automotive greatness, and now you're stuck in neutral while China zooms ahead in the EV race. It's like having the recipe for the world's best cake and deciding to bake cookies instead.
EV is going to make them go bankrupt .... the real next step is hydrogen and green fuel
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EV's aren't warp drives. They are a thing one falls back on if they care about climate change or strategic access to hydrocarbons.
No, in fact if you can’t compete with EVs, why the push for EVs? Stop all aid and put tariffs and that it.
Another China electric power projection. Will they become real this year?
And all the grey theory, like discussing charging speed, when de facto your EV simply charges at home, over night, no matter how slow it's always faster than gasoline. No extra driving for a gas station, no waiting to fill a tank. Just plug in at home, zero time wasted
Most of the Chinese sales are in the very cheap low end models that don't make money.
Just wait for the hydrogen powered cars then possible billions of $ invested in electric will become worthless. Just look at the market for recycling used lithium batteries 5% recycled that is not sustainable!
Yeah because they don’t know IF anyone will be able to afford to buy them, or charge them?
They are doing it to make their economy tariff proof so they won't rely on fossil fuel imports if they need to go to war.
They do not care about co2 emissions, or the environment in general for that matter.
This is one of the stupidest take about auto sector.
Majority of eV sales in China are hybrids.
youtu.be/Xh07Q0NCITc?si
They Snoozed a lot!
This is a projection. Maybe the German automakers expect something different?
The problem in the West is twofold: they cannot produce cheap high-quality EVs AND their electrical grids are years from accomodating 100% EVs.