AFSVision – Détails, épisodes et analyse

Early adopters found #electricvehicles to be attractive alternatives to their ICE-powered prestige models, however the new-ness of buying an EV is wearing off. With that comes the need to compete for buyers. Despite #elonmusk ’s belief that the only limit to Tesla sales growth was pricing, there aren’t 20 million buyers just waiting for an affordable #tesla Improving production methods and lowering prices has become the latest step in the EV transition. Unanticipated snags at #generalmotors are slowing the roll-out of #cadillac , #hummer , and #BrightDrop EVs. Slow production means the EVs aren’t backed up at GM dealers, however #ford #mustangmache output grew to 13,000 per month without the expected rise in sales. This huge disconnect pushed July inventory in the U.S. to about 100-days supply in a market that targets half that number. The domestics aren’t alone in these growing pains. Startup #fisker outsourced production of its first model. In its second quarter report, “1,022 of the class-leading #fiskerocean SUVs were produced in Austria for customers.” The factory shipped just 110 SUVs in the first six months of this year, leaving a huge number unaccounted for. Fisker points to shipping issues for the difference and requiring a quick solution for the company to reach its previously stated goal of producing 6,000 units in the third quarter. Pricing and production issues become increasingly important. If suppliers and shippers can keep up the production, the bottleneck will be finding enough buyers to absorb all of these new electric vehicles. Supply and demand will balance as they EVs become mainstream products competing directly with traditional models, which will sort out the winners and losers.

For the YouTube video: https://www.youtube.com/watch?v=pk3n2Y64eRs

Find out how AFS can work for you: www.autoforecastsolutions.com

Joe McCabe: jmccabe@autoforecastsolutions.com

Sam Fiorani: sfiorani@autoforecastsolutions.com

Few brands will hit their pure electric targets as they need to convert hundreds of thousands of buyers to the idea that an EV perfectly replaces their current model. Rolls-Royce, however only needs to find a few thousand buyers, and the appeal of an all-electric Rolls-Royce is obvious. Claimed on their website, this is “the beginning of an era that will see the entire model portfolio electrified by 2030” and that the new Spectre is “setting a clear path toward the marque’s first all-electric decade.” Henry Royce and Charles Rolls set a goal to build the “best car in the world.” Famed automotive writer Ken Purdy wrote that “the Rolls is not only the best car the world has ever seen, it is very probably the best piston-engine car the world will ever see.” Blending a modern electric drivetrain with the elegance of a Rolls-Royce seems to create the car that Sir Royce would envision today, if he were still alive. There’s a limit to how smooth and powerful a piston engine can be. A modern BEV has advantages over the V12 engine with its inherent smoothness and its quiet delivery of all that power. Up from the 563hp from the twin-turbocharged engine, the Spectre produces 430kW of electric power, or about 577hp. As emissions tighten around Rolls-Royce’s big cars, BEVs will be necessary. The 5,400-lb Wraith coupe consumes a gallon of gas for every 12 miles of city driving while polluting 624 g of CO2 every mile and needs to be refueled every 263 miles. Based on the WLTP test cycle, the 6,600-lb Spectre, with its 0 g/mi of CO2 tailpipe emissions, can travel up to 323 miles on a single charge. Two motors, one on each axle, allow the permanent all-wheel drive system to move more than three tons of car from zero to 100 km/h in 4.4 seconds. With a base price somewhere north of US$400,000, the Spectre is just the start of the next era for Rolls-Royce.

For the YouTube video: 

Find out how AFS can work for you: www.autoforecastsolutions.com

Joe McCabe: jmccabe@autoforecastsolutions.com

Sam Fiorani: sfiorani@autoforecastsolutions.com

The U.S. Treasury Department issued a revised list of electric and electrified vehicles that would qualify for up to $7,500 in tax credits for vehicles purchased on or after April 18th, 2023, under the terms of the Inflation Reduction Act (IRA). Passed in August of 2022, the IRA requires that manufacturers follow increasingly restrictive battery manufacturing rules so that customers can receive the tax credits for purchasing electric vehicles assembled in North America.

For the YouTube video: https://www.youtube.com/watch?v=FpDgi3UkRBI&t=2s

Find out how AFS can work for you: www.autoforecastsolutions.com

Joe McCabe: jmccabe@autoforecastsolutions.com

Sam Fiorani: sfiorani@autoforecastsolutions.com

While car shows around the world are downsizing, the Shanghai International Automobile Industry Exhibition is rising as one of the more important places for automakers to introduce new products. This year’s event not only showed off new vehicles for the local market, but also provided the backdrop for new global products. As important as China is to foreign automakers, the local brands are also looking outside of the country’s borders for new markets and expansion. Here are some of the highlights.

For the YouTube video: https://www.youtube.com/watch?v=yeElp5L6YLc

Find out how AFS can work for you: www.autoforecastsolutions.com

Joe McCabe: jmccabe@autoforecastsolutions.com

Sam Fiorani: sfiorani@autoforecastsolutions.com

AutoForecast Solutions sales forecast for North America has been updated including changes to the U.S., Canada, and Mexico regional outlooks.

For the YouTube video: https://www.youtube.com/watch?v=sDMr-keq-0E

Find out how AFS can work for you: www.autoforecastsolutions.com

Joe McCabe: jmccabe@autoforecastsolutions.com

Sam Fiorani: sfiorani@autoforecastsolutions.com

Rivian has been the darling of Electric Vehicle startups until very recently. Slow ramp up of the Rivian R1T pickup and Rivian R1S SUV have not helped. Here's the AFS analysis of where the electric truck maker stands today.

For the YouTube video: https://www.youtube.com/watch?v=zpeDghllDJo

Find out how AFS can work for you: www.autoforecastsolutions.com

Joe McCabe: jmccabe@autoforecastsolutions.com

Sam Fiorani: sfiorani@autoforecastsolutions.com

Light Vehicle sales in the United Kingdom and European Union are struggling to recover from the market crash over the last few years, but better days are ahead.

For the YouTube video: https://www.youtube.com/watch?v=_uGc_qT3pV8

Find out how AFS can work for you: www.autoforecastsolutions.com

Joe McCabe: jmccabe@autoforecastsolutions.com

Sam Fiorani: sfiorani@autoforecastsolutions.com

Light Vehicle sales in the United States were close to expectations in February, leaving the AutoForecast Solutions sales forecast unchanged. That doesn't mean there aren't interesting changes within those numbers.

For the YouTube video: https://www.youtube.com/watch?v=iKmgdJ7ndeY

Find out how AFS can work for you: www.autoforecastsolutions.com

Joe McCabe: jmccabe@autoforecastsolutions.com

Sam Fiorani: sfiorani@autoforecastsolutions.com

Faraday Future has been promising their luxurious FF91 for years and here's a little background on the EV startup.

For the YouTube video: https://www.youtube.com/watch?v=shhYU02_uD4

Find out how AFS can work for you: www.autoforecastsolutions.com

Joe McCabe: jmccabe@autoforecastsolutions.com

Sam Fiorani: sfiorani@autoforecastsolutions.com

Electric vehicle startups are everywhere, and AutoForecast Solutions can provide answers about them. Here we briefly outline where Canoo stands in the automotive market.

For the YouTube video: https://www.youtube.com/watch?v=NwZbIUp8fow

Find out how AFS can work for you: www.autoforecastsolutions.com

Joe McCabe: jmccabe@autoforecastsolutions.com

Sam Fiorani: sfiorani@autoforecastsolutions.com