Next generation (2025, 2026+) BEVs will be the tipping point for the auto industry.
When BEVs have 500 mile+ per charge capacity, charging infrastructure becomes abundant, and 350kW+ charging is ubiquitous (<15 min recharges), there will no longer be any value proposition for ICEs whatsoever (outside of hobbyists).
Amazing how fast the change is happening.
Agree or disagree?
Disagree
The EV revolution is going to occur at the low end. A $25K car with 200 miles of range (if GM wasn’t such a shit show they could have owned this space with the Bolt).
The US is ripe for a low cost car (like the Beetle in the 60’s or the Honda Accord, Datsun 510 in the 70’s). A low-cost, low maintenance, government subsidized EV is exactly what the US needs.
I think GM and Ford are going to continue making huge gas guzzlers (just like they did in the 60’s and 70’s). The wildcard are Chinese EVs. US OEM’s were able to take advantage of patriotism (buy American) which does not exist with Millennials and Gen Z. They will have no trouble watching GM and Ford go out of business while driving a Chinese EV.
I agree but it won’t be low cost new cars. It will be used BEVs.