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10-06-2017, 05:20 PM
(This post was last modified: 12-06-2017, 08:50 AM by weijian.
Edit Reason: correcting a MAJOR typo
)
Nobody can forget the boom (that was partly triggered by Gov subsidies) in solar energy just a couple of years back and the subsequent bust that was triggered by overcapacity. Anyways, this is not specific to Tesla, but to the general electric car market on the problem of government subsidies that inflates demand (which is artificial).
It is still a wild wild west market for electric cars and it doesn't seem like the traditional car majors (GM/Ford/Toyota) are resting on their auras. They too, have tons of cash to come up with electric car models, while leveraging on their existing sales channels to sell. The manufacturer-distributor sales channel model has been existent since Henry Ford's era - let manufacturers do what they do best (ie. manufacture) and someone else who knows the local market to distribute..not sure if it would change.
100 years ago, Thomas Edison's battery-powered car was just no match for (cheap) gasoline powered internal combustion engine. Electric cars will be the future, no doubt about that. But then again, it is hard to fathom that the car majors will not be part of the party. If the future of self driving+sharing economy etc takes root, really the current entire size of the global market may be even smaller than the existing one. The market for electric cars will just be on a replacement basis for gasoline cars at best.
Denmark Is Killing Tesla (and Other Electric Cars)
The electric car has dropped out of favor in the country that pioneered renewable energy.
Sales in Denmark of Electrically Chargeable Vehicles (ECV), which include plug-in hybrids, plunged 60.5 percent in the first quarter of the year, compared with the first three months of 2016, according to latest data from the European Automobile Manufacturers Association (ACEA). That contrasts with an increase of nearly 80 percent in neighboring Sweden and an average rise of 30 percent in the European Union.
The figures suggest clean-energy vehicles still aren’t attractive enough to compete without some form of subsidy..
https://www.bloomberg.com/news/articles/...ctric-cars
It is still a wild wild west market for electric cars and it doesn't seem like the traditional car majors (GM/Ford/Toyota) are resting on their auras. They too, have tons of cash to come up with electric car models, while leveraging on their existing sales channels to sell. The manufacturer-distributor sales channel model has been existent since Henry Ford's era - let manufacturers do what they do best (ie. manufacture) and someone else who knows the local market to distribute..not sure if it would change.
100 years ago, Thomas Edison's battery-powered car was just no match for (cheap) gasoline powered internal combustion engine. Electric cars will be the future, no doubt about that. But then again, it is hard to fathom that the car majors will not be part of the party. If the future of self driving+sharing economy etc takes root, really the current entire size of the global market may be even smaller than the existing one. The market for electric cars will just be on a replacement basis for gasoline cars at best.
Denmark Is Killing Tesla (and Other Electric Cars)
The electric car has dropped out of favor in the country that pioneered renewable energy.
Sales in Denmark of Electrically Chargeable Vehicles (ECV), which include plug-in hybrids, plunged 60.5 percent in the first quarter of the year, compared with the first three months of 2016, according to latest data from the European Automobile Manufacturers Association (ACEA). That contrasts with an increase of nearly 80 percent in neighboring Sweden and an average rise of 30 percent in the European Union.
The figures suggest clean-energy vehicles still aren’t attractive enough to compete without some form of subsidy..
https://www.bloomberg.com/news/articles/...ctric-cars
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