Is there anything SM could offer to get you to switch from EREV to BEV?

[Mousehunter]

The main excuses I can see prioritizing one over the other is supply line restraints. Battery availability will determine a lot, engine availability will determine a lot (and honestly, a lot more little parts in that engine).

Second possible issue is tech. We have been 2 years out of a battery revolution for the better part of a decade. But if it happens, like 100% sure it has already started, then I can see the EV getting a slight postpone if the availability of the already commercially made super batteries is limited. I really can not guess the level of hate if the 2028 edition either weighs a ton more than the 2029 or has 1/2 the range. Only mitigating factor would be the price of the super batteries. People would hate less if the LFP stayed the same price, but the super battery cost $20k more.

In all honesty - I don't really see affordable super batteries happening this decade though. CATL Condensed is probably the closest to production (it was announced in 2023), and it will not be cheap until there is competition. But apparently they are still hoping for production - wait - in 2 years.

 

[cyure]

The main excuses I can see prioritizing one over the other is supply line restraints. Battery availability will determine a lot, engine availability will determine a lot (and honestly, a lot more little parts in that engine).

Second possible issue is tech. We have been 2 years out of a battery revolution for the better part of a decade. But if it happens, like 100% sure it has already started, then I can see the EV getting a slight postpone if the availability of the already commercially made super batteries is limited. I really can not guess the level of hate if the 2028 edition either weighs a ton more than the 2029 or has 1/2 the range. Only mitigating factor would be the price of the super batteries. People would hate less if the LFP stayed the same price, but the super battery cost $20k more.

In all honesty - I don't really see affordable super batteries happening this decade though. CATL Condensed is probably the closest to production (it was announced in 2023), and it will not be cheap until there is competition. But apparently they are still hoping for production - wait - in 2 years.

I will say what I always do…faith and patience.

There’s advantages to going first and advantages to waiting. ICE cars are the same. The first year Supra was about 60 hp less and didn’t have the stabilizer bars under the hood and I think there might have been a few other things. That’s why I have to love what I buy.

 

[J Alynn]

The main excuses I can see prioritizing one over the other is supply line restraints. Battery availability will determine a lot, engine availability will determine a lot (and honestly, a lot more little parts in that engine).

Second possible issue is tech. We have been 2 years out of a battery revolution for the better part of a decade. But if it happens, like 100% sure it has already started, then I can see the EV getting a slight postpone if the availability of the already commercially made super batteries is limited. I really can not guess the level of hate if the 2028 edition either weighs a ton more than the 2029 or has 1/2 the range. Only mitigating factor would be the price of the super batteries. People would hate less if the LFP stayed the same price, but the super battery cost $20k more.

In all honesty - I don't really see affordable super batteries happening this decade though. CATL Condensed is probably the closest to production (it was announced in 2023), and it will not be cheap until there is competition. But apparently they are still hoping for production - wait - in 2 years.

I hear you but Jamie has already implied nothing is close enough at this point to justify new tech that lacks true real world testing so I don’t see that as a valid delay but I get your point that parts restraint could slow one or the other. But again-the engine location is still being moved around to help with towing so there is still a lot to nail down with the harvester that isn’t gonna be a problem with the straight BEV. Time will tell

 

[Mousehunter]

Parts restraint has limited the production of quite a few vehicles this current decade. I don't know if the memory chip shortage will continue, but that one type of chip is limiting a lot of production right now. That said, I don't see it effecting one model over another at this point. Battery production has limited the roll out of some EV's (Tesla had to figure out the 4850's for the Cybertruck - which was part of its delay, part of it missing its price point).

Likewise, my crystal ball does not see any looming tech innovation disrupting anything at the moment directly. I only see it as a possible reason for several of the other EV trucks getting brakes put on production. I see the move to EREV's as a sign there is going to be a somewhat longer wait till we have a major shift in battery tech - a long enough wait that a gap filler is necessary.