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About carman21

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    Super Sport Member
  • Birthday 06/17/1983

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    New Jersey

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  1. 60% cost reductions won't count for much when the key elements in their battery chemistry are now up dramatically since January 1st. Lithium prices alone is up over 80% YTD. And we haven't seen a global lithium mining production increase in three years. Artificially subsidized and mandated demand against a series of resources with a constrained supply chain that is in its infancy is a recipe for a major EV bottleneck that will throttle optimistic forecasts of exponential EV growth.
  2. It's a rapidly growing segment but, EVs are still largely cannibalizing hybrid sales and performance luxury sales. Many Tesla owners are would be Prius, Lexus hybrid,MB AMG,or BMW M buyers. I think 30% EV market share may be pushing it without seeing how the market reacts to the diversification of the EV market. If the new entries build sales for the segment 30% could be right on target. I'm thinking more like 10% with half of the new cars being hybrids or BEVs in 2035.
  3. BEVs still require huge R & D costs. I'm all for electric drive trains. However, BEVs are not ready for prime time for most that aren't early adopters without heavy mandates or incentives. In the real world thru 2030, we are just going to get plug in hybrids with some dedicated all-electric BEVs for compliance markets like California or Norway. Jaguar is niche enough to make this full BEV gamble with a bigger upside in the short run. We'll see if Toyota, Honda, & Hyundai's gamble with fuel cell EVs is wiser. We still haven't seen the Oil & Gas Industry's play to decarbon
  4. I'm doubtful a still niche product like BEVs are causing people to hold off buying a new vehicle. EVs do Rock nonetheless.
  5. And the Sonata gets crossed off my list for the next few years. If they wanted a big mouth for a front end they could have simply done this....
  6. Ideally, we should switch from a CAFE mandate to an all-electric option mandate. This would 1) Boost electric volume, creating greater economies of scale. 2) Greater competition would increase range and decrease costs of electrics 3) Rapid charging stations would become commonplace,since charging times are supposed to be dropping from 20 minutes to 2 within 5 years thanks to ultracapacitors . We could even mandate major gas stations offer rapid chargers to encourage the trend further, like we did with E85. 4) I think this could get wide bipartisan support.
  7. I like the new styling of this truck. At least we can have this modern truck unlike the new Ranger.
  8. I love those old boats, I'd take one o those over these friggin compacts,lol
  9. I don't know if I can I sure hope not... Buick is using no heritage names today, and I feel they shouldn't start now (if this were to come over as a Buick). Regal is not a new name... D'oH! I was thinking Lucerne-LaCrosse-Enclave-Verano at that moment... however, Regal is a name I like, so I'll let it pass However, I don't feel that Skylark resonates with today's marketplace. It's a name from the past that has no meaning today IMO. Chevy can get away with Camaro, Malibu, Corvette, Impala, and Silverado. GMC uses only one heritage name - Sierra - all others are post '92 (Yuko
  10. Awesome news, I'm so glad to hear this. Ford is rocketing back to life. I hope they learned some lessons from this experience.
  11. I always liked that car as a kid to bad things turned out the way they did. I'll never be able to buy myself a brand new Oldsmobile.
  12. Hopefully this is good news??
  13. I like this new Ford Interceptor. At least cops won't have to trudge around in Flintstone-mobiles anymore,lol.

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