Volkswagen is launching into what could be a huge electric decade that reinvents and rejuvenates the large global automotive group. Yes, the Volkswagen ID.3 — which is sort of supposed to be the VW Beetle or Golf of this century — has some delays. Reinvention can be tough.
I have learned that it is easy to say what is wrong, but more productive to look at possible improvements. After recently making clear what I think of the new Renault hydrogen initiative, I owe them a follow-up about the realistic, not-so-realistic, and fanboy-dreamt possibilities they have at their fingertips.
A perfect storm is brewing above the automotive industry. Three hardly grasped phenomena are working together. Just like a real storm, when the conditions align in the best/worst way, we get a devastating superstorm. These phenomena (or events) are the Osborne effect of delayed demand, the technology (cost) curve of battery prices and other technology, and the S-curve that describes market acceptance of new technologies.
