ICE or EV?

[morekaos]

Why government should stay out of the free markets..Ford made bad decisions and Rivian is about to pay after the rug of government largess is pulled out from under them and they have to compete for market share…

Stellantis Fined $773.5 Million For Making Cool Car

Stellantis, parent company of Dodge and Ram, has been recently fined $190.6 million by the federal government for making cool cars. In fact, the automaker has paid out $773.5 million to the US government since 2018, all just to make you happy. We’re talking, of course, about the multinational automaker not meeting fuel economy standards, so the National Highway Traffic Safety Administration keeps fining it. All those Hellcats, TRXs, Demons, Redeyes, and Scat Packs came at a steep price. It’s all because in the past the US government believed issuing fines to automakers would make the polar caps grow and the seas to recede. Because the government has that kind of god-like power, especially when given more money.
But all of that is a fever dream now, thanks to the Trump administration directing NHTSA to eliminate fines for non-compliance with federal fuel economy standards.

You can thank policies like the old one for making it so V8 engines have become scarce, including in full-size trucks and SUVs. Don’t worry, your turbo-four will do just great pulling your camper as well as hauling your family and gear through steep canyon highways.

We want to move forward as well. We’re hopeful Toyota will see the light and put V8 engines in the Tundra, Sequoia, Land Cruiser, and other models.

In the meantime, Reuters is more concerned with Rivian throwing a hissy fit in court over NHTSA not processing its end-of-the-year reports or compliance notifications for 2022 so it can sell carbon credits for $100 million.

Rivian might actually have to start making money selling cars or some crazy thing like that.

Stellantis Fined $773.5 Million For Making Cool Cars

 

[irvinehomeowner]

US EV sales set yet another record in August, with 146,332 EVs sold, according to the latest numbers from Cox Automotive’s Kelley Blue Book.

That gave EV sales in August a 9.9% share of total new car sales, up from 9.1% in July and the highest yet. With the federal EV tax credit set to expire on September 30, analysts say Q3 2025 is shaping up to be the strongest quarter for EV sales in US history. The current record holder is Q4 2024, when 365,824 EVs were sold.

US EV sales smash records in August as Tesla loses ground

US EV sales hit a record 146,000 in August with nearly 10% market share, but Tesla’s hold on EV sales keeps slipping.

electrek.co

Probably going to slow down after 9/30... but progress will always find a way.

I expect a dip in 9/30, then some aggressive non-Fed incentives from OEMs and possible states. Also, sub $30k EVs are on the way like the new Leaf and the new Bolt.

And while everyone thinks the Slate is going to be huge... Ford's midsize EV truck for around $30k might be a more refined product. Or the Telo truck.

That's the nice thing about EVs, manufacturers are always pushing designs and tech. Many of the ICE cars are no incorporating EV features like big screens and safety tech.

 

[Liar Loan]

Demand being pulled forward at the expense of middle class tax payers.

Also, do the big screens contribute to the high rate of accidents that Tesla's seem to suffer?

 

[morekaos]

A dip is an understatement…sales are Temporary and artificial…like a short squeeze or bear/suckers rally…never ends well.

EV Armageddon? Tesla, GM, Ford EV sales will be cut in half when tax credit expires, analyst says.​

Electric vehicle makers like Tesla (TSLA), GM (GM), and Ford (F) will be in a world of pain when President Trump's "One Big Beautiful Bill Act" (OBBB) ends federal EV tax credits later this month. Sales of EVs in the US are expected to be cut in half compared to current levels, at least according to one highly regarded analyst.

“So I think you're going to see third quarter EV sales probably go up slightly, or at least remain strong, simply because people who want to buy one are going to jump in before that Sept. 30 deadline,” iSeeCars.comexecutive analyst Karl Brauer told Yahoo Finance.

But after that is a steep sales falloff.

“I think then ... we're going to see a pretty big drop," Brauer said. "I could see US [market share] dropping well below 4% immediately after the Sept. 30 incentive goes away and maybe settling in the beginning of 2026, around 4%,” he said.

August to 9.1%, with sales up a whopping 20% year over year for the month to over 130K EVs sold as buyers rushed in before the tax credit expiration.

https://finance.yahoo.com/news/ev-armageddon-tesla-gm-ford-ev-sales-will-be-cut-in-half-when-tax-credit-expires-analyst-says-124602947.html?guccounter=1