Author: Christopher Arcus

Electric Car Growth Produces Battery Shortages, Carmakers Can’t Match Production With Demand

The earlier than anticipated onset of successful, fairly affordable, long-range electric vehicle (EV) demand has caught both battery manufacturers and car companies by surprise — even the most bullish of car companies.

Carmakers like GM, Renault, Hyundai, Daimler, BMW, and VW have all seen demand exceed capabilities and expectations, and battery shortages are evident.

Tesla Gigafactory Battery Tech Risk Is A Myth

It is no secret that Tesla’s Gigafactory represents an important advantage in lowering battery cell costs and supplying battery cells for storage and electric vehicles. But its a myth that factory investment ties Tesla to one lithium battery technology. In fact, we know Tesla already produces both NCA and NMC cells at the Gigafactory, but even other tech (like solid-state batteries) is compatible with existing production equipment.

Why Truck Fleet Buyers Are Keen On The Tesla Semi (Calculations)

Large truck fleet buyers and execs are not profligate spenders. They won’t spend big dollars on untested technology, but instead do trial orders to test new technology. An increasing number of companies have shown interest in Tesla Semi with pre-orders. That includes large corporations like Sysco, Anheuser-Busch, Walmart, Loblaw, Deutsche Post / DHL, and PepsiCo. Recognize any of those names?

Tesla vs. Ford

For decades, electric cars have been a dream of the future. Magazines showed show cars and experiments, but fielded few or no production examples. During periods of high oil prices, their prospects rose, but as oil prices declined, they faded. Tinkerers and DIY mechanics made home-built lead-acid gas car conversions. There were tantalizing forays stimulated by California’s CARB ZEV (zero emission vehicle) mandates, like the GM EV1, Toyota RAV4 EV, and Honda EV Plus, but they were in limited numbers and more often offered for lease but not for sale.