Lucid Air Reaches 5 Miles/kWh; EV Overcapacity Could Top 1 Million Units - Autoline Daily 3834

Автокөліктер мен көлік құралдары

Autoline reports breaking global car news, with great insight and analysis. Also, top auto executive interviews. We cover electric vehicles (EV), autonomous vechicles (AV) and internal combustion engine technology (ICE), as well as car sales & financial earnings snd new car reviews.
0:00 China Approves FSD Testing for Tesla
0:46 +1 Million EV Overcapacity in N. America
1:40 Mini Hit with EU’s Highest China Tariff
2:23 China NEV Exports to Mexico Up 443% By Value
3:39 Fiat Panda Offers Hybrid & BEV Choices
5:06 Stellantis Says ‘Back to Work!’
5:36 Tony Roma To Head Corvette Program
6:31 917 Dragon Armor Edition Is Wild Chinese SUV
7:19 Lucid Air Now Gets 5 Miles/kWh
Story Links:
- First Chinese Cities Approve FSD Testing: www.bloomberg.com/news/articl...
- MINI Gets Hit With EU's Highest Import Tariff: www.reuters.com/business/auto...
- China NEV Exports to Mexico Up Big: www.autoblog.com/2024/06/15/c...
- Fiat Grande Panda: www.media.stellantis.com/em-e...
- Stellantis Wants Employees Back In the Office: www.bloomberg.com/news/articl...
- New Corvette Chief Engineer: www.autonews.com/cars-concept...
- M-HERO 917 Dragon Armor Edition: carnewschina.com/2024/06/17/d...
- Lucid Air Reaches 5 Miles Per kWh: electrek.co/2024/06/14/lucid-...
- To read the transcript for today's show click here: www.autoline.tv/daily/ad-3834...
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WEBSITE: www.autoline.tv

Пікірлер: 360

  • @Pro1er
    @Pro1er9 күн бұрын

    Funny how U.S. automakers build cars in Mexico but they are worried if someone else builds them there.

  • @ethanwelner1230

    @ethanwelner1230

    9 күн бұрын

    Yeah it makes a lot less sense if the Chinese automaker is actually using labor within NAFTA since poor labor conditions are their largest competitive advantage in China. It would probably depend on exactly what the plan is though, if the car is 95% finished in China and the plant in Mexico just bolts on American style sideview mirrors then it's probably still a big problem. China does that a lot in a lot of industries to try and bypass local regulations.

  • @jamesvandamme7786

    @jamesvandamme7786

    9 күн бұрын

    Someone else's cars are better because they got several years' head start on design. Remember the Japanese invasion?

  • @kennys4100

    @kennys4100

    9 күн бұрын

    @@ethanwelner1230when US automakers can’t keep up with the competition: poor labor conditions 😂

  • @100c0c

    @100c0c

    9 күн бұрын

    They're US automakers. They will naturally get more leeway than foreign automakers. It's the same in China.

  • @anthonyxuereb792

    @anthonyxuereb792

    9 күн бұрын

    That's telling them!

  • @ltkwok
    @ltkwok9 күн бұрын

    Lucid’s next EV needs to be a Model Y competitor. I’d buy one. Volume, volume, volume.

  • @concinnus

    @concinnus

    8 күн бұрын

    Trying to compete with the Y is a sure way to lose. They've instead announced the Gravity which will compete with the R1S and should beat the Model X.

  • @Miata822

    @Miata822

    2 күн бұрын

    Will be out in 2026, first of several mid-size models.

  • @MarksElectricLife
    @MarksElectricLife9 күн бұрын

    Dear Mr Rawlinson, what we need to save the planet is more affordable electric vehicles.

  • @BazzaMarama

    @BazzaMarama

    9 күн бұрын

    More emissions are created by people replacing perfectly good cars with vanity cars they don’t actually need, whether ICE or BEV.

  • @jamesvandamme7786

    @jamesvandamme7786

    9 күн бұрын

    @@BazzaMarama We don't have very good choices with BEV because Biden shut the borders to them and Detroit refuses to make them.

  • @ethanwelner1230

    @ethanwelner1230

    8 күн бұрын

    No personal passenger vehicle can save the planet. That's like saying what you need to lose fat is to use less ketchup on your fries.

  • @jamesvandamme7786

    @jamesvandamme7786

    8 күн бұрын

    @@BazzaMarama They don't throw them away, they get sold to some schmuck to get to work and replaced by a car that doesn't burn oil and uses a quarter of the energy. So, net gain for the planet vs. buying another gas guzzler.

  • @LeesChannel

    @LeesChannel

    7 күн бұрын

    Yes, factories belching out plastic vehicles is sure to "save the planet."

  • @izerrandom12
    @izerrandom129 күн бұрын

    Matt Watson from carwow tested 6 BEV in England/Scotland until they "died". Tesla M3P efficiency in rather bad weather: 4.8 miles/kWh. Video is available on YT.

  • @normt430

    @normt430

    9 күн бұрын

    TFL did a comparison and the Bolt EV won...

  • @AllanSustainabilityFan

    @AllanSustainabilityFan

    8 күн бұрын

    @@normt430 The bolt is 3.9 miles per kWh.

  • @normt430

    @normt430

    8 күн бұрын

    @@AllanSustainabilityFan "When I finally parked it( Bolt ) at my home charging station, it had gone 322 miles on a single charge. Not bad for a car rated at 238 miles per charge. Even more impressive was the fact that I didn't really try very hard to get that many miles out of it. I spent plenty of time in traffic, which helped, but there were a few sections that I was moving along at 65-70 mph as well. No matter how you look at it, 322 miles out of a Bolt is pretty impressive." - Ed Hellwig Edmund's

  • @normt430

    @normt430

    8 күн бұрын

    @@AllanSustainabilityFan easy +5.

  • @AllanSustainabilityFan

    @AllanSustainabilityFan

    8 күн бұрын

    @@normt430 Sounds like sponsored reviews if it's that much of an exaggeration. TFL and Edmunds both have a shady past with such things. Bolt's EPA range is 260 miles per charge, that was confirmed by InsideEVs and other publications to be close to what they got in their highway tests, putting the Bolt at 3.9 miles/kwh. Sure, you can hypermile any EV to get a higher range, or drive it downhill, but the realistic number is close to the EPA estimate. It's a fine range, and good price, no need to embellish though.

  • @foreverinteriors
    @foreverinteriors8 күн бұрын

    CANT BELIEVE THE NEW CORVETTE CHIEF ENGINEER IS NOT A 31 YEAR OLD WOMEN WITH NO EXPERNIENCE IN AUTO BUT 7 WHOLE YEARS AT APPLE

  • @2cartalkers

    @2cartalkers

    8 күн бұрын

    Are you sure they were Whole Years and not partial years?

  • @CSHarvey
    @CSHarvey9 күн бұрын

    Stellantis: "we couldnt figure out remote work, and we still cant figure out how to manage work without overtime." How to spin incompetence as a strength. odd flex..

  • @etbadaboum

    @etbadaboum

    7 күн бұрын

    Elon has banned remote work for years now. Nice try.

  • @phillyphil1513
    @phillyphil15139 күн бұрын

    btw Congrats to Ford on the "Mustang Special's" P3/P4 finish in GT3 yesterday at the 24 hours of LeMans (no mean feat).🤙😎 this certainly makes for a decent 60th Anniversary present for all "Pony Cars" (ie. F-Eng/RWD/Coupe) and matches Cadillac's P3/P4 finish in their Hypercar debut in last year's LeMans. because: 'Murica.

  • @2cartalkers
    @2cartalkers9 күн бұрын

    China learned from the Toyota playbook. I can recall when VW was the dominant force in the Caribbean and Latin America, then along came Toyota and it schtuck it to VW and dethroned it. China is aiming to do the same to Toyota. This is when an irreversible force (China) meets an immovable object (Toyota) and moves it!

  • @davidmenasco5743

    @davidmenasco5743

    9 күн бұрын

    Toyota will not be able to compete on EVs. So their only hope is to hold back EV adoption as long as possible. Very sadly, this puts Toyota in direct opposition to the well-being of all future generations. Maybe, with some luck, their new EV division can prove me wrong.

  • @ethanwelner1230

    @ethanwelner1230

    9 күн бұрын

    @@davidmenasco5743 No one can compete on EVs against China in the same way no one can compete with them in electronics manufacturing or textiles. When your competitive advantage is that striking is illegal and corporations are allowed to lock you in your worker dorm its pretty easy to churn out goods that are cheaper than everyone elses.

  • @ethanwelner1230

    @ethanwelner1230

    9 күн бұрын

    Pretty soon everything in every industry will be made by functionally forced labor in China. a Country where its illegal to strike, form a union, or move. A country where there is no functional way for a citizen to complain about mistreatment. A Country where you can't even send your kids to school or get medical treatment unless you were given a permit to transfer to your current city, thus killing off any form of mobility and ergo killing off labor cost competition between firms. I don't get why you all cheerlead a country that has functionally colonized itself at the expense of the prosperity of the rest of the world (and its own).

  • @cyclopsvision6370

    @cyclopsvision6370

    8 күн бұрын

    It's easy to sell vehicles if you make it cheap enough, like what the Chinese EV manufacturers do

  • @BrunoHeggli-zp3nl

    @BrunoHeggli-zp3nl

    8 күн бұрын

    Toyota can easy compeat with BEVs

  • @hamiltonasseiro6671
    @hamiltonasseiro66719 күн бұрын

    Insane. No one is worth 56 billion dollars. Crazy.

  • @pwsunglass

    @pwsunglass

    9 күн бұрын

    Crazy is the "followers" that voted for it

  • @dewiz9596

    @dewiz9596

    8 күн бұрын

    @@pwsunglasslike me?

  • @raymondschembri5042

    @raymondschembri5042

    8 күн бұрын

    Do you deserve for what you work? If not move on to another company . 😢

  • @CSHarvey
    @CSHarvey9 күн бұрын

    Overcapacity - because an anlaysis house determines the growth of EV adoption,based on.. what exactly? Their track record for tech adoption has been SOoo accurate ...

  • @jamesvandamme7786

    @jamesvandamme7786

    8 күн бұрын

    Overcapacity of crappy overpriced luxoboats. Undercapacity of cheap EVs.

  • @wegder
    @wegder8 күн бұрын

    In my State, residents pay annual registration fees for electric vehicles (EVs) in addition to other registration fees: EVs: $200 Plug-in hybrid vehicles (PHEVs): $100 Hybrid electric vehicles (HEVs): $50. When trump ends all EV federal subsidies it might hurt EV sales. I have never seen a public charger in my area, I'm sure there are a few a some probably work sometimes.

  • @suserman7775
    @suserman77759 күн бұрын

    I think a 50 50 EV and V8 Corvette would be a ton of fun. Optimize a small high revving V8 and pair it with gobs of low-end EV torque. YEAH ! The V8 can eliminate the need for a heavy battery pack. Just engineer the pack to provide lots of immediate current, and not worry about huge amounts of range.

  • @JD-yx7be

    @JD-yx7be

    9 күн бұрын

    I think GM is developing an aluminum block v8 to replace the current v8 with dual overhead cams so it can rev higher too

  • @AutolineDetroit

    @AutolineDetroit

    9 күн бұрын

    That sounds just like the Corvette E-Ray: www.chevrolet.com/performance/corvette/e-ray

  • @jamesvandamme7786

    @jamesvandamme7786

    9 күн бұрын

    A battery pack eliminates the need for an engine and transmission. But I guess you want the noise and vibration.

  • @suserman7775

    @suserman7775

    8 күн бұрын

    @jamesvandamme7786 Buddy I own 4 EVs. I'm well aware of an EVs advantages, but a Corvette that can cruise at 90 mph for 5 hours is something no EV can do.

  • @AllanSustainabilityFan
    @AllanSustainabilityFan8 күн бұрын

    Even though the title doesn't straight out clarify it, it's refreshing to hear Autoline finally state clearly that it's the legacies who - potentially aside from Kia/Hyundai - have trouble with their EV sales and profitability, unlike Tesla, which has done its homework for many years to be in this position today. Finally the tired "no EV demand" BS excuse from legacies is now clarified as a "no consumer interest in lazy compliance EVs and poor third party ecosystem support" issue. Now to see if these struggling old players can survive this developing market disruption on their own or not.

  • @jamesvandamme7786

    @jamesvandamme7786

    8 күн бұрын

    If Kia builds the EV2 in Georgia, the roads will be full of them in short order.

  • @kurtzxcvb3481
    @kurtzxcvb34819 күн бұрын

    I hit 5.2 kilowatts per mile in my Chevy Bolt what's my upgrading the tires to Nokia 1 all-terrain I'm putting 50 psi on the tires and putting a lip skirt around the base as long as I don't go over 55 I can keep it in that range😂

  • @rberling1

    @rberling1

    9 күн бұрын

    I've gotten 5 miles per kWh in my 2023 MYLR around town lately. Improvements are coming.

  • @kurtzxcvb3481

    @kurtzxcvb3481

    9 күн бұрын

    @@rberling1 lucid just going out of business and trying to pull BS out their ass

  • @JD-yx7be

    @JD-yx7be

    9 күн бұрын

    @@kurtzxcvb3481 Those tires likely have very terrible grip

  • @rp9674

    @rp9674

    9 күн бұрын

    I wish there were aero options for people that care, I'm surprised there's no aero inserts on the wheels of Chevy Bolts. Fender skirts, nose cone, tail cone, flow direction or disruption as needed. I suspect the underbody cover reduces the need for lips and skirts

  • @kurtzxcvb3481

    @kurtzxcvb3481

    9 күн бұрын

    @@rp9674 yep I even use the garage skirt molding comes in plastic rolls you can buy it Ace hardware is the cheapest roofing screws make the car look nice like it slammed if I go over speed bumps at scrapes but self clearancing

  • @kens97sto171
    @kens97sto1719 күн бұрын

    I would like to see the test procedure for Lucid to get that efficiency. They are known for having a very high efficiency number even at highway speed.. But they should put that efficiency into a affordable car I think too.

  • @davidmenasco5743

    @davidmenasco5743

    9 күн бұрын

    It's not very helpful to cite unqualified efficiency numbers. It would be nice if someone could come up with a useful standard for specifying EV efficiency numbers. It is, after all, the single most important spec for an EV. Sadly, I'm afraid, this is exactly why there is no standard.

  • @kens97sto171

    @kens97sto171

    9 күн бұрын

    @@davidmenasco5743 You could use the EPA score. But I believe the manufacturer chooses which method they want to use. Tesla tends to end up with a number that's over exaggerated on range. Others like Porsche tend to show a number that's actually lower than what you'll really get. Although I think the EPA change their testing procedure last year so it's evened out a bit more now. Also different cars are efficient in different ways. I've got a bolt EV. It's highway efficiency is not horrible but not great. However it's stop and go city efficiency is actually really good. Especially because they give you the regen paddle and The dashboard display gives you really good feedback on energy input and output and your trends on efficiency. I've seen 5.5 miles per kilowatt hour in stop and go traffic if I keep the car off the highway. I'm easily able to see 4.5 mi for kilowatt hour regularly. But if I run down the interstate at 85 miles per hour it's closer to 2.8-3.0 . I suspect that the lucid would be the opposite. It's very aerodynamic but also quite heavy. So it probably has better highway efficiency. But perhaps isn't as efficient in stop and go traffic or perhaps the efficiency isn't significantly better than steady state highway.

  • @davidbeppler3032

    @davidbeppler3032

    9 күн бұрын

    Lucid needs to build a $25k car that has 600+ mile range, and can drive anywhere in America on any road without human intervention.

  • @kens97sto171

    @kens97sto171

    9 күн бұрын

    @@davidbeppler3032 I think that's asking a bit much. Doesn't have to have an enormous range if the charging is really good and they are typically with lucid. The legitimate 300 mi range at highway speeds would be more than adequate. 250 would probably be okay too. If you could replace that energy rapidly and reliably. Reliably being the main problem with non Tesla infrastructure. Electrify America can deliver a huge amount of energy more than Tesla superchargers can. But when you pull up to one of those stations in 50% of them aren't working or they're derated none of that matters. Decent autonomous driving Lane keeping radar cruise would be more than adequate for most people. Honestly if I'm just going to sit in the seat and let the car drive me the whole way why not just fly?

  • @jamesvandamme7786

    @jamesvandamme7786

    9 күн бұрын

    @@davidbeppler3032 But they'd lose $100K per car so I dunno if that's a good business plan.

  • @JohnPMiller
    @JohnPMiller9 күн бұрын

    917 SUV. Is Porsche OK with that?

  • @CSHarvey
    @CSHarvey9 күн бұрын

    Legacy OEMs: China should have to compete on a level field! Chinese OEMs: opens factories in MX next door to legacy OEM factories. Legacy OEMs: No.. not like that!

  • @100c0c

    @100c0c

    9 күн бұрын

    Building in Mexico makes no difference to the benefits they get from the government. It's still unlevel.

  • @turbokadett
    @turbokadett9 күн бұрын

    Whoop-de-do Lucid. Owners of the original Hyundai IONIQ, a 5 seater saloon hatch, have regularly been seeing real-life 5.5 miles/kWh since 2016. Try harder.

  • @tesla_tap
    @tesla_tap9 күн бұрын

    I get over 10 miles/kWh in my Tesla - going downhill. It's easy to get "high" numbers in special environments, low speeds and hypermilling. What will be interesting is what it can do on the 2024 EPA tests that provide a level playing field. Perhaps Lucid is better than everyone else, but that's yet to be proven and I have some doubts. The best 2024 Lucid model has the same efficiency as the best Tesla.

  • @BrunoHeggli-zp3nl

    @BrunoHeggli-zp3nl

    9 күн бұрын

    Lucid is Just so much better!

  • @gmv0553

    @gmv0553

    9 күн бұрын

    Lucid has the most efficient motors made today!

  • @nguyep4

    @nguyep4

    9 күн бұрын

    ​@@gmv0553Carwow drove 6 EVs from 100 to zero percent and Tesla gets 5.0 miles/kwh for an average of 4.7 miles/kwh after over 250 miles. The next one is 4.2miles/kwh from Polestar, then Merc EQS at 4.0 miles/kwh... Lucid is much more expensive with little to brag about.

  • @tesla_tap

    @tesla_tap

    8 күн бұрын

    @@gmv0553 - On Lucid efficient motors - that may be true, but at what cost? Selling cars that cost $400K to make for $150K allows a lot of tricks that make zero sense for companies that want to be profitable and stay in business.

  • @vegasromaniac
    @vegasromaniac9 күн бұрын

    I do 15 miles per kWh on my surron

  • @turbokadett

    @turbokadett

    9 күн бұрын

    Nice, is it Supermoto style or are you getting that with the knobblies?

  • @normt430

    @normt430

    9 күн бұрын

    My escooter gets 30 miles on a kilowatt

  • @dertythegrower
    @dertythegrower9 күн бұрын

    Batteries getting saltier and cheaper... Oil guys also salty electric keeps innovating range and power... 😅

  • @phillyphil1513

    @phillyphil1513

    9 күн бұрын

    re: "Batteries getting saltier and cheaper... Oil guys also salty..."

  • @jamesvandamme7786

    @jamesvandamme7786

    9 күн бұрын

    @@phillyphil1513 Uhhh, care to explain it?

  • @phillyphil1513

    @phillyphil1513

    8 күн бұрын

    @@jamesvandamme7786 A: sure. he's referring to the Sodium Chemistry batteries the Chinese (and perhaps a few others) are producing.

  • @alanmay7929

    @alanmay7929

    8 күн бұрын

    what kind of lame comment is that?! the oil guys makes literaly everything from fuel for spacex rockets to cars, ships... the oil guy makes those tons of byproducts used to make EVs, the oil guy actually makes fuel and materials to make renewables possible. the oil guy helps build roads, agriculture, power stations.... what are the useless batteries doing?!

  • @alanmay7929

    @alanmay7929

    8 күн бұрын

    those tesla batteries in Australia didnt suddently appeared there! the grid connection, the wind power, solar... was made possible by the oil guy, the tires of and lubricants and interior of your useless EVs all made by thr oil guy! the plastic protection and charging station and isolations on cables its the oil guy! your shoes clothes.....

  • @paul8699
    @paul86999 күн бұрын

    6 miles/kWh would mean 60 miles gained from a level 1 chargers (.996kW) overnight (10 hours). Plenty for most people. Of course, 40 miles from 4 miles/kWh is also very accommodating.

  • @jamesvandamme7786

    @jamesvandamme7786

    8 күн бұрын

    That's a week's driving for me.

  • @anydaynow01
    @anydaynow019 күн бұрын

    There are quite a few folks one waiting for interest rates to come down, EV used prices to quite taking a nose dive, better batteries, and for NACS to be standard. It's going to take a few years, meanwhile if you're good at negotiating you may be able to get some of these dealers to get rid of the markup they put on the EVs in their lots since they have been sitting around for months!

  • @martyvictor6077
    @martyvictor60777 күн бұрын

    Ask Rawlson to get in a Lucid Air and drive it 650 miles in cold weather; like William Li did in a NIO ET7. Its the same battery NIO developed and CATL will be selling to Tesla to use in the upcoming Robo Taxi. Watch .

  • @pwsunglass
    @pwsunglass9 күн бұрын

    Tony Roma... working for Corvette.... now where am i going to get my ribs

  • @Ask-a-Rocket-Scientist
    @Ask-a-Rocket-Scientist9 күн бұрын

    EVs are simpler. They should be cheaper. In China, they are.

  • @Jaycee604

    @Jaycee604

    9 күн бұрын

    So is the 5000 dollar a year cheap labor. You can’t pay that in North America. Not with the cost of living. How does one compete with that??

  • @davidgrisco1939

    @davidgrisco1939

    9 күн бұрын

    EVs simpler? Hardly. Go get one serviced and you'll find out how expensive it is to fix simple.

  • @ethanwelner1230

    @ethanwelner1230

    9 күн бұрын

    @@Jaycee604 5000 is a bit high, BYD pays line workers in Wuxi local minimum, which is 3000. These comments constantly reference china as if it grows EVs out of the ground, but that industry has the same cost advantage China has shown in every other industry. It has a vast pool of labor and zero laws protecting workers from exploitation.

  • @anydaynow01

    @anydaynow01

    9 күн бұрын

    The major OEMs haven't been able to take advantage of economies of scale and they are still essentially building the battery packs by hand, as compared to how they have putting together an ICE and transmission cheaply down to a science. Things will catch up when all their dedicated battery factories start going on line.

  • @davidmccarthy6061

    @davidmccarthy6061

    9 күн бұрын

    @@davidgrisco1939 Cite some examples. Almost every EV is still under warranty for one thing, but yes they have thousands fewer parts and low maintenance.

  • @dhulon09
    @dhulon096 күн бұрын

    Lucid has 100k sold to Saudi Arabia. More in Mid East It will be successful As Saudi wants auto technology and auto industry

  • @Mike-Minion
    @Mike-Minion9 күн бұрын

    Peter and Lucid need to stop bragging and worry about keeping the doors open. Maybe make affordable cars.

  • @mikenovak5226

    @mikenovak5226

    9 күн бұрын

    Tesla is down less than any other carmaker. Can't make enough Cybertrucks for demand, so they are doing great.

  • @ethanwelner1230

    @ethanwelner1230

    9 күн бұрын

    @@mikenovak5226 Fun fact: stock market performance isn't actual business performance. Musks a cult leader. Tesla stock has about as much to do with Teslas performance as Gamestops did.

  • @abcharrison09

    @abcharrison09

    8 күн бұрын

    All publicity is good publicity time to shake things up. Musk has been making smackdown for years nothing wrong with that. Lucid has little to no mainstream brand awareness. The way I see it everytime the media picks up the story it’s free advertising.

  • @dewiz9596

    @dewiz9596

    8 күн бұрын

    @@ethanwelner1230Tesla “makes the impossible late”

  • @vickykennel7414

    @vickykennel7414

    8 күн бұрын

    Tesla is done with EVs, that’s why musk pivoted to AI to pump his stock, musk knows his market share will continue to drop and he doesn’t have the best EV tech

  • @etbadaboum
    @etbadaboum7 күн бұрын

    Rawlinson's next objective is then 104 Wh/kg

  • @eavenegas88
    @eavenegas889 күн бұрын

    My Ioniq 6 averages 4.4 mi/kw easily. I've seen it get up to 4.8

  • @superior54
    @superior548 күн бұрын

    Is hyundai going to buy lucid

  • @TheJ1s
    @TheJ1s9 күн бұрын

    Ford has an EV coming on the VW's MEB platform, it's their Explorer. Looks nice but I feel that they should have partner up with someone, because VW hasn't been delivering very good EVs outside of Audi. I wonder why they don't do something with Tesla besides the charging, I understand build quality isn't their strongest suit but the battery and tech is what they been good at.

  • @jamesvandamme7786

    @jamesvandamme7786

    9 күн бұрын

    There are rumors about the skunk works EV. I hope AD has spies there and reports on it.

  • @larrydavidson1838
    @larrydavidson18388 күн бұрын

    I think that I’m hearing you say e-rev. But, I don’t know what that means.

  • @user-cw9em3mo3w
    @user-cw9em3mo3w9 күн бұрын

    lucid HAS to hit Factory Efficiency target, as in make Money.🤑

  • @alanmay7929

    @alanmay7929

    8 күн бұрын

    yeah its actually very simple to achieve! they already have the super efficient powertrain now its time for making cheaper and smaller EVs your hate is cringe! why dont you want them to succeed!?

  • @alanmay7929

    @alanmay7929

    8 күн бұрын

    also Lucid could very easily sell its powertrain to other manufacturers and become a massive supplier who knows!

  • @user-cw9em3mo3w

    @user-cw9em3mo3w

    8 күн бұрын

    @@alanmay7929 just stating facts, the Saudi PIF has deep pockets, hopefully it never ends.

  • @jamesvandamme7786

    @jamesvandamme7786

    7 күн бұрын

    @@alanmay7929 Just license the powertrain and forget about wasting money building cars.

  • @AllanSustainabilityFan
    @AllanSustainabilityFan8 күн бұрын

    Shared platform = unoptimized compromises.

  • @JD-yx7be

    @JD-yx7be

    8 күн бұрын

    it also means economics of scale from sharing the same platform

  • @AllanSustainabilityFan

    @AllanSustainabilityFan

    8 күн бұрын

    @@JD-yx7be That's the theory, sure. Pro: For the producer, less work making new dedicated factory lines, or building a whole new factory floor-plan, since it's a drastic difference between ICE and EV production when going for optimal. Con: The end result is not great for the customer though: You either get a heavier less efficient design vs competing solutions, a more cut down end product, and/or a design that's a loss leader. Imagine if it was a shared platform between ICE and horse carriage, same concept. This was done in the past by the way.

  • @MikeZ32TT
    @MikeZ32TT8 күн бұрын

    EV over capacity will only get worse. This is interesting to see resale value of EVs, or lack there of. Im currently seeing some massive discounts on leftover 23 models too. So many evs on car lots. Its great they make them but they are not for everyone.

  • @mowensmd

    @mowensmd

    8 күн бұрын

    EV's...are not all the same. Legacy auto should not be lumped in with other EV makers.

  • @JD-yx7be

    @JD-yx7be

    8 күн бұрын

    It just means a market correction, it will be very short term.

  • @MikeZ32TT

    @MikeZ32TT

    7 күн бұрын

    @@mowensmd Tesla has lots filled with unsold cars too. Its all ev's

  • @mowensmd

    @mowensmd

    6 күн бұрын

    @@MikeZ32TT They do not. They literally use lots for inventory because they have no dealerships.

  • @Hybridog
    @Hybridog9 күн бұрын

    If he can make Corvette's look better, that would be nice.

  • @dewiz9596

    @dewiz9596

    8 күн бұрын

    Really? I think the only sexier looking car is the Lamborghini.

  • @rare_wubbox360
    @rare_wubbox3608 күн бұрын

    You do know that Toyota alone has way above 1M in overcapasity?

  • @jamesvandamme7786

    @jamesvandamme7786

    8 күн бұрын

    If they made a decent EV that would be different. Otherwise they're sliding into oblivion.

  • @rare_wubbox360
    @rare_wubbox3608 күн бұрын

    Why do you say its an advantage for Stellantis to have many brands?

  • @jamesvandamme7786

    @jamesvandamme7786

    8 күн бұрын

    Change the nameplates and you have a car that appeals to different groups and nationalities. People used to think that Oldsmobiles were different than Pontiacs, but that just allowed more dealers to crowd the market.

  • @martyvictor6077
    @martyvictor60777 күн бұрын

    Get your facts straight. Tesla has LANE GUIDANCE ONLY in China. NIO and BYD have FULL LEVEL 4 driving and testing.

  • @ChicagoBob123
    @ChicagoBob1239 күн бұрын

    Maybe 6 miles per KWh is what Lucid needs to save his company. The Gravity is just going to be another high priced EV. They are in trouble

  • @alanmay7929

    @alanmay7929

    8 күн бұрын

    no!!!!! you are wrong! the efficient powertrain will allow them to make cheaper and much better smaller EVs, thats the goal.

  • @lukeknowles5700
    @lukeknowles57009 күн бұрын

    It is not a $56 billion pay package. It is an option to purchase shares. In which case HE is paying Tesla, and in which case he must hold his purchased shares for five years. Since he could not buy and then resell his shares at today's stock price, no one can tell us the value of the pay package.

  • @St_JohnYam_Steve
    @St_JohnYam_Steve9 күн бұрын

    What are the conditions for 5 miles/Kwh hopefully not in the city that Chevy Bolt can easily achieved. I think city efficiency should not count.

  • @jamesvandamme7786

    @jamesvandamme7786

    9 күн бұрын

    There needs to be some standard. Hello, EPA?

  • @St_JohnYam_Steve

    @St_JohnYam_Steve

    8 күн бұрын

    @@jamesvandamme7786 Did you hear he said EPA? He needs to be clear on that.

  • @mikenovak5226
    @mikenovak52269 күн бұрын

    Electric vehicles people want are selling well, overpriced ford's and chevys not selling well. Kia and Hyundai are selling well and Tesla is doing great. Model Y best seller world wide again this year.

  • @BrunoHeggli-zp3nl

    @BrunoHeggli-zp3nl

    9 күн бұрын

    Tesla isnt doing great!

  • @Alexzw92

    @Alexzw92

    9 күн бұрын

    @@BrunoHeggli-zp3nlCorrect, they are doing more than Great!

  • @MarkMeszarosYNG

    @MarkMeszarosYNG

    9 күн бұрын

    @@BrunoHeggli-zp3nl the Tesla Model y was the best selling car in the world last year that includes all ice cars!

  • @BrunoHeggli-zp3nl

    @BrunoHeggli-zp3nl

    9 күн бұрын

    Tesla only sold 380k Cars last quarter!Thats horrible!

  • @BrunoHeggli-zp3nl

    @BrunoHeggli-zp3nl

    9 күн бұрын

    Since when is selling massiv less cars with lower margins is doing great?Tesla is the past!

  • @ethanwelner1230
    @ethanwelner12309 күн бұрын

    @autoline Do you have settings that control what people can or can't comment? Even pretty anodine stuff I've been commenting lately has been getting automatically deleted. Is that decision made at the channel level or is it youtube? It feels like with anything relating to china it's almost impossible to get a comment through.

  • @jamesvandamme7786

    @jamesvandamme7786

    9 күн бұрын

    this one just did.

  • @JD-yx7be

    @JD-yx7be

    8 күн бұрын

    that is yt itself sensoring( i misspelled it cause the word is sensored it self), it is supper keyword sensitive

  • @ethanwelner1230

    @ethanwelner1230

    8 күн бұрын

    @@jamesvandamme7786 It took several attempts with virtually identical versions of the comment.

  • @kenchow8213
    @kenchow82139 күн бұрын

    5 miles/kwh means nothing if most people can't afford to buy your cars, you can't build them a scale and you lose money on every car you sell.

  • @JD-yx7be

    @JD-yx7be

    9 күн бұрын

    That means they can put a much smaller battery (the most expensive part of the car) to get the same range as a competitor

  • @ryen7512

    @ryen7512

    9 күн бұрын

    5mi/kwh means nothing on its own...at what speed? I can get 5mi/kwh in my tesla at 30-40 mph all day long. That equates to 200 wh/mile fyi.

  • @JD-yx7be

    @JD-yx7be

    9 күн бұрын

    @@ryen7512 we have to see, tesla is known for constant improvement in motors too. The 100kwh model s has kept adding range while keeping the same pack capacity

  • @kenchow8213

    @kenchow8213

    9 күн бұрын

    Yes, they can use a smaller battery, but were the changes they made to increase efficiency cost effective or do they negate the cost savings of a smaller battery. For example, you can increase efficiency by replacing metal parts with carbon fiber parts, but that's not cost effective or suitable for high volume manufacturing.

  • @normt430

    @normt430

    9 күн бұрын

    The Bolt EV got that and better in Edmund's testing.

  • @JT_771
    @JT_7719 күн бұрын

    Lucid trying to flex on a cost-competing edge (needing fewer batteries) is pretty funny. That area is one of their worst. Decent machines 'n all ... but pricey.

  • @godofdun
    @godofdun9 күн бұрын

    I watch this channel for some of the interesting/valuable information, but it's pretty obvious with some stories your just rubber stamping whatever the automaker or source is giving you.

  • @mowensmd

    @mowensmd

    8 күн бұрын

    Yep

  • @Bikerbug2020
    @Bikerbug20208 күн бұрын

    US auto makers HAVE to build cars elsewhere, the morons at the UAW are killing the companies and the pay plans that the Execs get are ridiculous as well. Not that I want a price fix on the people who steer the company’s but sure would love to see LOWER prices on NEW cars.

  • @stargazer3828
    @stargazer38289 күн бұрын

    To all the folks who claim GM's Chevy Equinox EV will be profitable just got a dose of reality. They are and will continue to lose money on every ultium vehicle sold until production hits at least 250K per year for each model. They are no where close to that number!

  • @2cartalkers

    @2cartalkers

    9 күн бұрын

    Let's get going, we all need to do our duty, go out and buy an Equinox EV or maybe two or three. YAY!

  • @danchen6783

    @danchen6783

    9 күн бұрын

    It’s 250k cumulative. The pinch point on unit profitability is utilization on the battery plant. At 250k Reuss said their first battery plant will then enable them to make variable profit by end of year. Should be able to get around there. Lyriq alone looks like it will generate 40-50k. Blazer, Equinox, Silverado, Optiq, Hummers, Escalade should be able to get you into the 2s. Time will tell.

  • @kens97sto171

    @kens97sto171

    9 күн бұрын

    It took Tesla a long time to get to profitability also.. The Legacy automakers will get there too.. IF they can stay out of bankruptcy... They have a lot of debt. I hope they do well... Be a shame and boring if we only have Tesla to choose from. The Equinox looks pretty awesome it its base trim price.

  • @JD-yx7be

    @JD-yx7be

    9 күн бұрын

    That run rate is likely to hit in q4 this year

  • @danchen6783

    @danchen6783

    9 күн бұрын

    @@kens97sto171 GM barely has any automotive debt. To look at auto financials you need to split out the lending business from the industrial business. Their "bank" is well capitalized by bank standards today, but banks run at a super high debt/equity level compared to industrials. So their debt looks somewhat high. Folks that just want to spew on the Internet are going to make up doom scenarios on why their bank will go belly up, but there are no facts to support that. Their debt/equity is conservative, their customer credit quality is above average for their peers, and their default rate has been relatively good compared to industry peers. Their automotive debt is very low, and GM can run at catostrophically low industry volumes and still make it. Big change from 2008. GM is throwing off so much cash they have had enough to fund one of the industry's most aggressive EV and autonomous investments and buy back about 1/3 of their shares. There's really no feasible situation they go bankrupt in the next half decade.

  • @thejake8099
    @thejake80999 күн бұрын

    How long did it take Tesla to make a profit on its vehicles? Years of losses.

  • @BrunoHeggli-zp3nl

    @BrunoHeggli-zp3nl

    9 күн бұрын

    Maybe 12 years!

  • @Alexzw92

    @Alexzw92

    9 күн бұрын

    And they were able to survive without having a “profitable gas business” to fall back on

  • @stargazer3828

    @stargazer3828

    9 күн бұрын

    True, but Tesla was a startup company with growth potential so investors were willing to stick around for the capital appreciation prospects. The legacy guys are established companies who have been profitable making ICE and paying dividends, so if they switch to making non-profitable EV's investors do not see legacy auto as growth companies and as a result will dump their stock for more alpha in a start up company.

  • @vancity2349

    @vancity2349

    9 күн бұрын

    Who cares? Why does that matter?

  • @snookmeister55

    @snookmeister55

    9 күн бұрын

    ​@@vancity2349It means possibly that if Lucid receives ongoing funding and is eventually successful in ramping a profitable vehicle, how long that takes may not matter much.

  • @orion789
    @orion7898 күн бұрын

    A great example of the distorted news Musk tends to suffer from compared with others. When Musk and Tesla rescinded customers work from home mandate, they were roundly criticised, even though he clearly said it was due to lower productivity. Stellantis and others do the same.... no problem.

  • @dewiz9596
    @dewiz95968 күн бұрын

    1:30 But, “The competition is coming”

  • @alanmay7929

    @alanmay7929

    8 күн бұрын

    WTF are you yalking about?!?!

  • @boilinabag
    @boilinabag9 күн бұрын

    why gm cant build a car like the byd dolphin for around $12k, is why gm and ford are dinosaurs. i've driven that car, and it doesnt drive or feel cheap. perfect range for in city driving. the new byd hybrid goes 1100 miles on one charge. byd/ccp are going to be the reason many car cos. are going to go away. lucid is going down too.

  • @JD-yx7be

    @JD-yx7be

    8 күн бұрын

    cause gm doesn't have the forced labor of china

  • @anthonyxuereb792
    @anthonyxuereb7929 күн бұрын

    Chinese auto makers are making good in markets that the west has deliberately ignored for various selfish reasons, the day of reckoning has come.

  • @coolandmellow
    @coolandmellow9 күн бұрын

    Yes GM engineers running the company into the ground in the last 5 decades .

  • @davidbeppler3032

    @davidbeppler3032

    9 күн бұрын

    GM paid Mary Barra $150 million for running it into the ground. Her pay should be taken back. Someone buy a judge, make it happen!

  • @jamesvandamme7786

    @jamesvandamme7786

    9 күн бұрын

    Managers and Wall street.

  • @kylerobinson7572
    @kylerobinson75728 күн бұрын

    6 miles/KWH, how about 10 miles/KWH for the Aptera :-)

  • @alanmay7929

    @alanmay7929

    8 күн бұрын

    the aptera isnt a full size vehicle lol!!! how can you even compare those?!

  • @TB-up4xi

    @TB-up4xi

    8 күн бұрын

    So far Aptera 1.0 and Aptera 2.0 are vapourware. Number of production vehicles released in 2 attempts and 10+ years ......0.

  • @foreverinteriors
    @foreverinteriors8 күн бұрын

    917... designed by a boy , probably 12 years old... the new HOMER

  • @Dobbs6651
    @Dobbs66518 күн бұрын

    Lol soft layoffs at stelantis. If anyone in the comments is working remote, don't quit. Let them go through the trouble to let you go on their time. Collect that paycheck while trying to find a new job.

  • @Derpy1969
    @Derpy19699 күн бұрын

    Lucid has great tech… in cars no one is buying. Bankrupt in 12 months.

  • @francischan57c
    @francischan57c8 күн бұрын

    Hybrid is a con. Worst in both world. RIP

  • @BrunoHeggli-zp3nl
    @BrunoHeggli-zp3nl9 күн бұрын

    Why?

  • @jamesvandamme7786

    @jamesvandamme7786

    9 күн бұрын

    Why not??

  • @DouglasLippi
    @DouglasLippi9 күн бұрын

    8:21 this guy is focused on "saving the planet." Company will fail.

  • @oldrrocr

    @oldrrocr

    9 күн бұрын

    they should soon focus on bringing out a car that is less than $20,000. Even if they have to re-brand it "Cogent".

  • @omelborpon3159

    @omelborpon3159

    9 күн бұрын

    Not "saving the planet" means the Earth will fail.

  • @foxtrotwolf6081

    @foxtrotwolf6081

    9 күн бұрын

    He will fail to save the planet if he fails to save the company.

  • @davidmenasco5743

    @davidmenasco5743

    9 күн бұрын

    That's a pretty dark way of looking at things. In fact, it's exactly the same belief system that brought us to the numerous existential crises we now face. We should all be focused on saving the planet. We need it a lot more than it needs us.

  • @mowensmd
    @mowensmd8 күн бұрын

    WTF are you talking about? 1M over capacity? The good EV makers sell every single one they make. It's not "over capacity" it's that legacy auto make shitty EVs and their charging networks suck. C'mon, the spin here is just dumb. Let's stop lumping all the crap legacy products in with the good ones and telling an "EV STORY".

  • @Ianmundo
    @Ianmundo9 күн бұрын

    Those Tesla shareholders made a decision that makes zero sense. A one-time hype train caused Tesla stock to become ludicrously overvalued, taking $56 billion out of the company to enrich one man, a man who has consistently failed to achieve the technical feats he promised, this will be an irretrievable loss. 56 billion USD is enough to pay the whole 140,000 global Tesla workforce for 5 years

  • @CSHarvey

    @CSHarvey

    9 күн бұрын

    Thank you for your opinion. It will age well, I'm sure.

  • @ethanwelner1230

    @ethanwelner1230

    9 күн бұрын

    Teslas a meme stock. The price is the point and has nothing to do with the companies reality. Elon as the leader of the cult is the only reason the price is high and the legions of his cultists just want to go to the moon. Nothing about the story has anything to do with the boring realities of being a car company in a crowded field. Teslas stock story is more similar to a crypto currency than it is a business stock. It's all about the story and indefinable future where the stock takes over the world. It doesn't matter that there is no actual pathway to get there as long as people keep buying.

  • @StormyDog

    @StormyDog

    8 күн бұрын

    Ignorance is bliss.

  • @Av-vd3wk
    @Av-vd3wk9 күн бұрын

    Oh look, it’s the EV hater, SEAN, again… 🙄

  • @skitzobunitostudios7427
    @skitzobunitostudios74279 күн бұрын

    5m per kilo watt hour.... so thats 218 miles I can drive for the price of 1 gallon of Gasoline.. Bonus... for an average Car with 22mpg rating would cost $34 dollars...... My Tesla does about 3/ or 4... But I get my power from a Solar Port... So fuel costs me $0 dollars... no oil changes, no transmission repairs.... And I can blow the doors off the dude with the brand new Corvette down the block.... and out handle any ferrari.... EVs are just the best thing ever... still NPCs will still argue for ICE vehicles...... it's so funny.

  • @user-cw9em3mo3w
    @user-cw9em3mo3w9 күн бұрын

    Data is King , and Tesla FSD has the most and will be the best , there will be many who will get it when HW version 5 is released,CathyWoods of Ark Invest will be partly right. In her TSLA Price target

  • @gmv0553

    @gmv0553

    9 күн бұрын

    Cathy Woods cannot even make a profit in the up market today! One good year and a failure since! Her credibility is worth nothing today! You picked the wrong hero to justify Tesla stock price!

  • @vickykennel7414

    @vickykennel7414

    8 күн бұрын

    Hahaha, another idiotic post

  • @user-cw9em3mo3w

    @user-cw9em3mo3w

    8 күн бұрын

    @@vickykennel7414 that remains to be seen.

  • @kokenif
    @kokenif9 күн бұрын

    Lucid, as a company sucks. For that reason I"m out!

  • @phillyphil1513
    @phillyphil15139 күн бұрын

    just to clarify for the "Cheerleaders" in the chat, the shareholder vote is merely "symbolic" and good only for a group conspicuously desperate to engage in "Feel Good Politics" (if only for 5 mins) because what it DOESN'T have the legal power to do (not at this point anyway) is override the Delaware Judge's decision that blocked it in the first place, although a new ruling could certainly come later, however you're NOT there yet.

  • @ethanwelner1230

    @ethanwelner1230

    9 күн бұрын

    The cultists will find a way to gift dear leader. They'll, find a way while he loots the company.

  • @Vikingj72
    @Vikingj729 күн бұрын

    Why does any ONE person need 56 billion dollar pay package. Just think of what the R and D department could discover with that kind of budget. I think Elon can afford a little less in his bank account and still get bye.

  • @dertythegrower

    @dertythegrower

    9 күн бұрын

    Because he made it happen.. case closed

  • @dertythegrower

    @dertythegrower

    9 күн бұрын

    listen.. to the shareholders, maybe..

  • @taylorc2542

    @taylorc2542

    9 күн бұрын

    First, you don't change someone's pay after they do the job. Second, he's not motivated by the 56 billion dollars, rather he wants to have 20% of the voting shares. He probably is thinking how Steve Jobs got fired from Apple.

  • @TheMadmax0609

    @TheMadmax0609

    9 күн бұрын

    Because he accomplished what was considered almost impossible when Tesla was on the brink of bankruptcy. The board and the shareholders agreed to it in 2018, and he made it happen. He deserves that money. On a different note, I don't think he's going to run away with that money or anything, it just means it's his.

  • @jam365days8

    @jam365days8

    9 күн бұрын

    The payment was due only if he achieved what many people said was impossible. He did it. Pay the man.

  • @dansanger5340
    @dansanger53409 күн бұрын

    I won't buy an EV that doesn't include Apple CarPlay and Android Auto, so Tesla, GM, and Rivian are off my list.

  • @shavaughndavidson2257

    @shavaughndavidson2257

    9 күн бұрын

    More like you wouldn't buy a car with s crotch for its bad infotainment i can get it for GM but to blanket tesla into it is crazy...given that tesla ui and software are literally second to none

  • @dansanger5340

    @dansanger5340

    9 күн бұрын

    @@shavaughndavidson2257 There are several problems with Tesla's system. 1. You have to pay $10/mo for data to get a decent experience vs zero added cost for Apple CarPlay and Android Auto. I don't want to throw away $100+/yr for no reason. 2. You are in a walled garden, at the mercy of whichever direction Tesla wants to go in terms of price and support. 3. There are a few million Teslas in the world vs. BILLIONS of smartphones, so smartphones will always get more support from developers. So, you'll always get more apps with your smartphone. Most of the apps I use do not have Tesla support. 4. Because people don't live in their cars, there is a fundamental synchronization problem. With a smartphone, you can listen to your podcast outside of your car, seamlessly connect to your car and continue listening while driving, and then get out and continue listening, all with no synchronization. This is a really really important feature for me, and why Tesla is a dealbreaker. 5. Smartphone support is very important when renting or borrowing a car, because you can quickly connect to almost any modern car without having to spend half an hour creating and or signing into several different accounts.

  • @dertythegrower
    @dertythegrower9 күн бұрын

    Elon 2 Haters 0

  • @ethanwelner1230

    @ethanwelner1230

    9 күн бұрын

    As long as dear leader wins it doesn't matter, eh? You cultists are so bizarre to me. This isn't an electric car or space thing, ya'll just seem to have empty lives and this is a weird reality tv show for you.

  • @MarkMeszarosYNG
    @MarkMeszarosYNG9 күн бұрын

    Tesla rules!!

  • @BrunoHeggli-zp3nl

    @BrunoHeggli-zp3nl

    9 күн бұрын

    They rule Shit,they only sold 380k Cars in Q1!

  • @boilinabag

    @boilinabag

    9 күн бұрын

    there are hundreds of thousands unsold tesla. you can see it from space. tesla is a pump and dump, and will be sold off for parts soon.

  • @ethanwelner1230

    @ethanwelner1230

    9 күн бұрын

    Star wars is lame.

  • @TB-up4xi

    @TB-up4xi

    8 күн бұрын

    @@BrunoHeggli-zp3nl Which EV maker sold more?

  • 9 күн бұрын

    Cars built in england will still have a tariff applied if sold in the EU. Brexit LOL.

  • @dertythegrower

    @dertythegrower

    9 күн бұрын

    Fair Trade must exist... byd uses welfare and england but china needs 300% more to compete

  • 9 күн бұрын

    @@dertythegrower What?

  • @rotaryenginepete

    @rotaryenginepete

    9 күн бұрын

    cars built in england 😂😂😂

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