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  • Is Cadillac's ELR A Tesla Competitor? Maybe  [View article]
    This is not as simple as some people are stating. I believe that any competition will help expand the market for EVs and plug-in hybrids. This is a good thing and will not hurt Tesla. The key challenges for Tesla will be:

    1. As a focused 100% EV manufacturer, will they be the first to get to the next breakthrough in battery technology?
    2. Can they expand and update their full-EV model lineup better/faster than the mainstream automakers?
    3. How soon will a plug-in hybrid be able to offer 150+ miles range in EV mode in a car people will enjoy driving?
    4. How fast can the charging station network be built?

    One X-factor is Tesla's ability to sell outside of franchised dealerships. There are many advantages to the independent dealer system, and the customer service from the luxury brands can be quite good. But many people would still prefer not to engage in the dealer sales process.
    Oct 18, 2013. 09:11 AM | 3 Likes Like |Link to Comment
  • Is The Tesla Model S Green?  [View article]
    I appreciate the very thoughtful analysis. But unless I missed it, while considering the pollution from the generation and transmission of electricity, don't you have to do the same thing for the drilling, pumping, refining and transportation of oil/gasoline? I think a true and fair sustainability assessment would look at the complete picture for both automotive energy sources.
    May 9, 2013. 10:11 AM | 28 Likes Like |Link to Comment
  • Another electric vehicle bombshell: A new report from McKinsey indicates a third of all electric vehicle owners in Japan say they won't buy another with the nation's infrastructure not yet ready to support a network of charging stations. Sluggish sales and the looming threat of federal subsidies getting pulled away seems to have more major automakers subtly shifting their focus toward hybrid production instead of pure EV.  [View news story]
    Does this report take into account the disruption of the electrical energy market in Japan due to the Fukushima disaster? And does it fully consider the range of most current EVs?
    Mar 22, 2013. 11:13 AM | Likes Like |Link to Comment
  • Electric vehicle/Hybrid roundup: 1) Boeing's battery issues shines a light back on the EV industry, with the initial read-through being that manufacturers opting to use tech outside of lithium batteries may have an edge. 2) Ford (F) expects to set a record for hybrid sales in Jan. with its slate of new vehicles seeing solid demand. The automaker has chipped away at Toyota's (TM) hybrid share lead, gaining 7 percentage points to 16%. 3) Consumer Reports has its hands on a Tesla (TSLA) Model S for detailed testing. In an initial review. CR said the electric vehicle "shatters every myth" about EV cars.  [View news story]
    I don't know about "a strike for oil independence". At best it is a step in that direction but we're going down a very long road. And mentioning the Leaf in the same sentence as Tesla is a stretch. Tesla gets much closer to reducing the distance anxiety of EVs - at a price. But it also doesn't eliminate it. Of course, this also depends on where the electricity is coming from. If oil independence equates with coal and/or nuclear dependence, that needs to be factored in.
    Jan 31, 2013. 04:21 PM | Likes Like |Link to Comment
  • Toyota (TM +0.3%) expects to sell 500K Lexus vehicles globally in 2013, a 5% jump from last year's level. Last year, the luxury brand soared past BMW and Mercedes-Benz to retake the top spot in the U.S. luxury car segment, but new entries this year could pose a challenge.  [View news story]
    Great comeback year for Lexus but didn't BMW have the most sales in 2012?
    Jan 30, 2013. 06:52 PM | Likes Like |Link to Comment
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