Automobili na elektricni pogon

[Peter Fan]

Inace, ovakvog  sam juce vidio na cesti:

 

 

Rivian Automotive and Lucid Group Inc., LCID -2.14% two electric-car startups looking to emulate Tesla Inc.’s TSLA +1.04% success, are making their marketplace debuts, shipping their first models to customers and planning to expand production.

 

Lucid, a California-based upstart that went public in July through a merger with a special-purpose acquisition company, began building its first all-electric Air sedans in Arizona in September and started delivering them to customers Saturday.

 

The company, which is backed by Saudi Arabia’s sovereign-wealth fund, is looking to target the high-end market for luxury electric cars—a niche long dominated by Tesla—with the Air, a model that starts at $77,400. The first versions delivered over the weekend cost around $169,000.

 

Rivian, another up-and-comer backed by Ford Motor Co. F +0.91% and Amazon.com Inc., AMZN -1.06% has started delivering its first model, the electric R1T pickup truck, to buyers and recently revealed plans for a second U.S. assembly plant to expand production beyond its factory in Normal, Ill.

 

The rollout of these first models is a milestone for the two upstarts and gives them an advantage in the race among electric-vehicle startups. The next challenge will be increasing factory output to boost sales, said Peter Rawlinson, Lucid’s chief executive. Lucid said it plans to make roughly 575 cars by the end of 2021 and increase that to 20,000 next year.

“What’s next is just getting the volume ramped up and pushing like crazy,” Mr. Rawlinson said.

 

Both Rivian and Lucid are scaling operations as Tesla’s valuation has continued to soar, crossing the $1 trillion mark last week.

 

EV Startups Lucid and Rivian Deliver First Models to Customers - WSJ

Edited November 1, 2021 by Peter Fan

[Lancia]

22 minutes ago, Peter Fan said:

Ne znam za EU, ali su u Americi cijene celicnih i aluminijskih limova na najvecim nivoima ikad, tako da su inflatorni pritisci na proizvodjace stvarni. 

Inflatorni pritisci su toliko veliki da je automobil velicine nekadasnjeg golfa poskupeo realno 4 puta, prvo konverzijom evra duplo a zatim ispunjavanjem, bezbednosnih i info sistema jos toliko. Posle dolazi legendarno pitanje zasto automobil vise nije simbol slobode i sredstvo za za put od tacke A do B, nego je postao pokretni luksuzni info sistem na 4 tocka. Cena se pomerala navise u vreme najjeftinijeg novca i maltene postojanja deflacije, auto industrija je uvek nalazila razloge kao privilegovana i pokretacka industrija da digne cene vozila. I sad kad su navodno teski trenuci svi prijavljuju rekordne operativne dobitke.

Mozda se u USA jos odrzava kult automobila ali u Evropi je kod novih generacija znacajno opalo interesovanje za kupovinom ili posedovanjem. 

[mraki]

Istina, ali nikad se nije ovoliko ulagalo u R&D. Auto industrija je na prekretnici, i verovatno će mnogi koji nisu deo neke velike grupacije nestati.

Što se samih EV tiče, povećava se ponuda i polako se približavaju i cenom konvencionalnim modelima.

Edited November 1, 2021 by mraki

[Lancia]

17 minutes ago, mraki said:

Istina, ali nikad se nije ovoliko ulagalo u R&D. Auto industrija je na prekretnici, i verovatno će mnogi koji nisu deo neke velike grupacije nestati.

Što se samih EV tiče, povećava se ponuda i polako se približavaju i cenom konvencionalnim modelima.

Pa uglavnom su svi ili clanovi ili pridruzeni nekoj grupaciji + dobili smo i ima nagovestaja da cemo dobiti jos novih proizvodjaca, jer su troskovi proizvodnje novog EV i jednostavniji i jeftiniji od proizvodnje klasicnog automobila. Ono sto je skupo je proizvodnja platforme, ali su mnoge gigant firme iz podrucja informatike i telefonije dovoljno bogati da kupe platformu ili da se dzoraju svojim info sistemima.

[Ras]

Mask je u jednom od nedavnih pojavljivanja u javnosti rekao da će drugim kompanijama kroz model licenciranja (recimo) ponuditi Teslin sistem autonomnog upravljanja.

 

Ukoliko vas ne mrzi pogledajte bar na kratko Maskov nedavni nastup (sa bine i pred publikom) u Berlinu prilikom obilaska pogona (u izgradnji). Teško mi je da prihvatim da čitav taj događaj bude obeležen tehničkim problemima? To se valda više ne dešava ni u jaslicama!

[mraki]

To prosto nije tačno, proizvodnja EV je i dalje znatno skuplja, i biće tako bar još neko vreme. Najveći udeo u tome ima cena baterije. Tranzicija košta, R&D košta.

@Lancia

Edited November 1, 2021 by mraki

[Lancia]

13 minutes ago, mraki said:

To prosto nije tačno, proizvodnja EV je i dalje znatno skuplja, i biće tako bar još neko vreme. Najveći udeo u tome ima cena baterije. Tranzicija košta, R&D košta.

@Lancia

Ok nisam bio skroz precizan - osim baterije (koja btw ima tendenciju iz Peter Fanovog posta) - sve ostalo je jeftinije, jednostavnije i lakse za buduce odrzavanje. Zato se uostalom i pojavljuju novi igraci na trzistu, da je suprotno, kako ti kazes, postojeci bi bili desetkovani.

 

edit: Tranziciju ce platiti kupci u prvom redu i hiljade otpustenih radnika zbog pojednostavljenja procesa proizvodnje.

Edited November 1, 2021 by Lancia

[mraki]

Ma kapiram ja šta ti govoriš, ali sve to utiče na cenu vozila…

[mraki]

[Peter Fan]

Exclusive: Global carmakers now target $515 billion for EVs, batteries | Reuters

 

Ali, staza do uspjeha nije pravolinijska:

 

The most recent analysis shows carmakers planning to spend an estimated $515 billion over the next five to 10 years to develop and build new battery-powered vehicles and shift away from combustion engines. But industry executives and forecasters remain concerned that consumer demand for EVs could fall well short of aggressive targets without substantial additional incentives and even greater spending on charging infrastructure and grid capacity.

Brian Maxim, head of global powertrain forecasting at AutoForecast Solutions, likens the growing investment commitments in vehicle electrification to the Cold War: "Once a few manufacturers announced EV programs, everyone else had to announce their own or be viewed as being left behind."

 

However, he added, "this leaves a lot of vehicle manufacturers planning significant volumes for a vehicle category that has unknown consumer acceptance, and will have minimal to no profit" for years

[Peter Fan]

...aaand this just hot off the press:

 

EV truck manufacturer Rivian raises nearly $12 billion in massive IPO (msn.com)

 

The stock began trading Wednesday on the Nasdaq under the ticker symbol RIVN.

 

Founded in 2009 by CEO RJ Scaringe, a 38-year-old MIT grad, Rivian is building an electric truck and SUV, as well as 100,000 custom EV delivery vans for Amazon, an investor in the company. Rivian has raised about $10.5 billion from investors since 2019, a roster that also includes Ford Motor Co. and T. Rowe Price.

Amazon disclosed in an SEC filing last month it owned about a 20% equity stake in Rivian as of Sept. 30.

 

--

Amazon daje lovu, Ford know-how --> ovi ce sjebati Teslin Cybertruck

[mraki]

A Tesla izgubila oko 200 milijardi vrednosti, od čega je Elonovih 50, i to sve zbog tvita… 

 

Edited November 10, 2021 by mraki

[zorglub]

Zašto drži falus na tviter avataru?

[Jeremija]

 

[zorglub]

Fazon Toyota Crown Comfort.