Tariffs, torn-up US emissions regs, and being uncompetitive in China are all to blame.
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There are plenty of examples of good to excellent EVs that were built on platforms shared with ICE counterparts or clearly derived from them (BMW having a fair number of these, most notably). Can't speak to profitability, but it's clear something doesn't need to be a clean sheet, designed only as an EV vehicle to be a good EV.just "making ev versions" of current vehicles is a recipe for disaster.
sounds great in theory but the only way to make evs for a profit is to start from scratch.
I bought an EV because I got fed up with the maintenance for a gas engine, transmission, coolant, etc. . Hybrids are just ICE cars with better gas mileage. Extended range EV's still have gas engine maintenance, they're basically hybrids. I "fill up'" at home overnight for pennies. A side benefit is I can move the car a short distance without being concerned about a short cold start causing unnecessary wear on the engine.20-30% pay cuts... in their bonuses/stock options probably...
anywho, too bad, that SUV looked like something I would be interested in. I'm still not a fan of hybrid crap, dual technologies implies higher probability of A failure and higher bills due to extra complexities involved, great for their profits, not so great for anyone else.
These are issues for all of the traditional carmakers. The German conglomerates are also taking it in the shorts: https://www.autoblog.com/news/porsche-profits-collapse-92-as-automaker-plans-more-job-cuts...the ongoing chaos of the trade war and its tariffs, which have eaten into the profitability of the cars it imports into the US. A second is the US government’s revanchist decision to cease enforcing emissions and fuel economy standards on the auto industry.
...its other problem is in China, where it admits it just can’t compete.
Car companies are hardware companies, they're not (and probably never will be) software people. The culture is hardwired. Same for Apple, it's essentially a software company that makes closely integrated hardware for it's software. As a car company Apple would have really sucked. Everyone should stay in their lane or experience a head on crash.The problem with SDVs is a simple truism.
Gadget companies generally make GREAT software, but terrible cars. Car manufacturers overwhelmingly make good/great cars, and almost always AWFUL software.
My favorite example was a Toyota. It officially "supported" a family member's Samsung Galaxy S (something I think 10?) phone. Family member couldn't get some features to work when paired. So I went down the rabbit hole. I pulled up the compatibility listing for the in-dash and the phone from Toyota's own documentation....it turned out Toyota's definition of "compatible" actually mean that only 50% or so of 400-some bullet point features actually worked on that device--and they knew it. An actual review of Toyota's (back then) Entune app on the Play Store read, and I quote, "You're better off f#cking duct-taping your phone to the dashboard".
Making software the defining feature of cars for legacy autos is a losing hand--because all of them suck at developing software. Which is among the many reasons everyone wants CarPlay or Android Auto.
Ford Yes, GM has a large lineup of surprisingly efficient and practical EV crossovers.
The next largest US based manufacturer of cars is Tesla so 2/3 didn't fumble it.
You are completely ignoring two decades of real world data that shows hybrids from Honda or Toyota are extremely reliable.20-30% pay cuts... in their bonuses/stock options probably...
anywho, too bad, that SUV looked like something I would be interested in. I'm still not a fan of hybrid crap, dual technologies implies higher probability of A failure and higher bills due to extra complexities involved, great for their profits, not so great for anyone else.
No but America is much more expensive to live in so he needs that extra $26m to make ends meet...That’s true, but Honda’s CEO makes less than $3 million annually in good times. GM pays over $29 million.
It begs the question though, is the CEO running GM really worth 10 times the pay of Honda’s CEO?
Yup, I got the Honda Prologue which is a improved Chevy Blazer. It has Car Play and Android Auto which the Chevy Blazer doesn't. But you can get a subscription for the Blazer !I think Toyota and Honda were dumber. Toyota should've given up on hydrogen 10+ years ago, and Honda has been paying GM to build EVs for them.

Pushing for EVs was the obvious best option. The forces that oppose EVs also oppose single-digit percentage increases in fuel economy standards, so why bother negotiating with then?I think it's the classic perfect is the enemy of good. The initial push should have been getting Hybrids on the road. Then work on universal EV infrastructure and start rolling out the cars.
Across major economies, single-family home ownership rates negatively correlate with EV adoption rates.I think the problem is once the people who own homes and can charge at home got their EV fill its a tougher sell to people who live in apartments etc.
EV Charging should be as ubiquitous and reliable as Gas stations. You should be able to see EV Charging stations with prices posted just like the Gasoline stations and easy no app pay where you just pay cash or slide in credit card.
So they've fully adopted western McMansion style feature bloat. It's like insisting "we need a home theater room with shitty pleather recliners" because the frenemy family has one despite the fact that neither family will ever use that room. An arms race of useless selling points because to be seen without that bullet point on your object will make you seem less influential or well off as a consumerOne example people at my company often talk about (Chinese consumers wanting, not wanting themselves) is in-car karaoke. This is a nice bonus feature that can be added to a car entirely in software and users find some value in it. Hopefully not while driving but I wouldn't be surprised.
Except he didn't fund Tesla either.Elon wasn’t a billionaire or even close when he funded Tesla. He had about $70 million available to use.
Don't forget the Muskrat said Tesla is now an Ai company. How does Ai get you physically from place to place? Muskrat seems to have a relatively short attention span as he seems to have forgot about colonizing Mars but now the moon where there's NASA money. Or he knows he was just scamming people and the scam has run it's course. Colonizing Mars was a delusion for Musk and his fan boi. They made some pretty graphics though.I'm not sure Tesla will be a huge player in the not too distant future. They've already planned to mothball production of both the Model S and Model X lines, with Musk doubling down yet again on autonomy. That despite the poor performance of their robotaxi fleet. And their Cybertruck is seen as a huge flop. And none of that even touches on their plummeting sales numbers worldwide.
And as a current Tesla owner, I'll be hard pressed to buy another one for a number of reasons. I'm already leaning towards a Rivian as my next EV.
They didn't "decide to kill it a few months in" they announced it as a limited time product from the get go. So far all they've done is say "this is the plan" and then do the plan. While certainly frustrating for those of us cheering on the return of the Bolt it's not indicative of any giving up or reversal of direction. It's very clear they made the new Bolt to appease some demand but also not as a heavy investment given the high ammount of reuse from the old Bolt and minimal changes to adapt in Ultium components. I wouldn't be surprised if a much more thoroughly clean sheet Trax EV comes out in a couple years to replace the Bolt and align naming better with the rest of the ICE to EV lineupGM has been a big player (surprisingly), but them deciding to kill their new Bolt just a few months after it went back on sale is not a good sign.
That's a strange claim given their sales figures. They took nearly a near 2B USD loss, and their sales tanked in Q4, and will continue to crash through 2026.GM sold just shy of 170,000 EVs in the US last year, the idea that it is somehow giving up on EVs doesn't match the facts.
https://investor.gm.com/static-files/23adce96-ea26-4a6e-82dd-68a0042df51c
Funnily enough Chevrolet/GM seem to have cracked that code with simply affixing EV to their ICE model names for the most part and while giving them different styling there's nothing that screams "futuristic EV" on them, just the typical aggressively styled modern car.I still firmly believe that one of the big reasons EVs aren't a big sell in the US is American car culture. We LOVE the idea of hitting the open road. You make a quick pit stop to fill up, grab snacks and GO again. Few of us ever actually do it, but it's nice to have it be an option.
With an EV, gotta charge up a little to get you to the next charging station to charge up a little, etc. When recharging to full(ish) capacity is as quick as filling a gas tank... I think EVs will really, finally do well in the US.
Also: Why can't automakers stick to normal looking EVs based on their gas models?
That "loss" was on future supplier contracts being canceled because they expect growth to be slower, you know because of a certain orange man and his rage baby tantrums. And everyone was down in Q4 because of the rush to buy before the rage baby's tantrum took away the tax creditsThat's a strange claim given their sales figures. They took nearly a near 2B USD loss, and their sales tanked in Q4, and will continue to crash through 2026.
Yes, cancelling EVs just as people in USA are receiving a big "gas price jolt" to remind them why we should all be moving away from vehicles that use fossil fuels.What a great time to kill off new electric vehicles! Now that oil is skyrocketing I'm sure everyone is going to love all the large, gas SUV options they have!
EVs are fine for roadtrips today, they'll just get better over time.I still firmly believe that one of the big reasons EVs aren't a big sell in the US is American car culture. We LOVE the idea of hitting the open road. You make a quick pit stop to fill up, grab snacks and GO again. Few of us ever actually do it, but it's nice to have it be an option.
With an EV, gotta charge up a little to get you to the next charging station to charge up a little, etc. When recharging to full(ish) capacity is as quick as filling a gas tank... I think EVs will really, finally do well in the US.
Also: Why can't automakers stick to normal looking EVs based on their gas models?
They want the kinds of connected apps and AI features that nearly everyone who comments on my articles does so to say they don't want anything of the sort.
The Chinese car market sounds like the anti-Ars, full of screens and connectivity.
Not right now they couldn't.Surprising to see Toyota and Honda both fumble the EV market.
They could have DOMINATED the US market by simply just making EV versions of their sedans and compact cars.
VW Group, especially Porsche, took huge hits to its profits, as are Mercedes and BMW. Hyundai just discontinued the Ioniq6 in this country after two years on sale. This is an industry-wide phenomenon. When the regulatory environment sets hard limits on ICE sales on short timelines, car companies are going to invest heavily in EVs. When that regulatory environment pulls an uno reverse because it's being run by incompetent reactionaries and those short timelines get extended, those investments are going to become losses.Biggest fumble I can see. US domestic manufacturers were always going to be dumb, but to see those two act a fool too?
Shocking.
You can make a ground up design and still make it look like a normal car. OP wasn't saying just convert an existing design into an EV, they were saying style your ground up EV to look like a car and not some obnoxious futurism. See the GM ultium EVs under the Chevrolet brand for an example of what we mean. Those cars don't share a chassis or frame with their ICE counterparts, they don't even have the same styling, but they do look like cars, at a glance nothing screams "THIS IS AN EV" in a big obnoxous in your face wayEVs are fine for roadtrips today, they'll just get better over time.
As far as 'normal' looking EVs based on gas models, because they make relatively poor EVs. They end up heavier, less efficient, and in most cases more expensive than a clean sheet design. It turns out engineering a skateboard and putting a low Cd cabin on it is way better and more efficient from a resource, manufacturing, and efficiency perspective than trying to cram EV components into an ICE platform.
That MIT report is from 2019, so its data is from 2017 and earlier. Manufacturing emissions are higher than current, as are grid emissions.Has it? You got a link?
For background, I'm a mechanical engineer that does power electronics for a living (not in cars)
MPGe is how many miles a car goes in 33kwh, which is the THERMAL energy in 1 gallon of gasoline. Fine. But the gas car has to do the thermal-to-mechanical conversion onboard in the engine, which, at steady state for a car engine is something like 25%. Not great, but you can't get around carnot efficiency.
If you assume that the average carbon cost of electrical generation is in line with a good combined cycle natural gas plant (renewables are less, coal is more) then you're dealing with a carnot efficiency of something like 45%. But, that isn't taken into account in the MPGe numbers, which is electrical energy versus thermal energy. Transmission losses are another 7% average, and charging losses are about 5%. That's all pretty good. 33kWh/.45/.93/.95 worth of thermal energy input from natural gas to get it. so, 83 kWh worth, or 300 megajoules.
The carbon generated by burning 1 gallon of gasoline is 8.887 Kg
Natural gas, burned is 55 kJ/G, so to charge one "equivalent gallon" worth of electricity, you have to burn 5.454 kilograms of natural gas. Burning one kg of methane yields 2.75 kg of Co2, so 15kg of carbon emissions to charge the equivalent battery.
So, if you assume you are on average charging from a natural gas power plant, and all you care about are carbon emissions, you need to take the stated MPGe of the EV and multiply it by 8.887/15.
A Hummer EV gets 53 MPGe. That means, purely looking at carbon cost and assuming natural gas power plants, the carbon cost of the Hummer EV is equvalent to a hybrid getting 31mpg.
A toyota highlander hybrid (roughly equivalent) gets 35mpg combined.
If you don't love that comparison because a hummer ev is the second dumbest brick on wheels, an ionic 5 gets about 100 mpge. That's about the same as if a hybrid that got 59 miles per gallon.
A prius gets 57 miles per gallon.
EVs are great, don't get me wrong. But they aren't one weird trick that saves the planet from carbon emissions. EVs paired with solar gets closer, but that's not where we are in this country right now. If we were talking China, the math would be different.
I'd love to be wrong here.
From here
https://climate.mit.edu/ask-mit/are-electric-vehicles-definitely-better-climate-gas-powered-cars
MIT’s report shows how much these stats can swing based on a few key factors. For example, when the researchers used the average carbon intensity of America’s power grid, they found that a fully electric vehicle emits about 25 percent less carbon than a comparable hybrid car. But if they ran the numbers assuming the EV would charge up in hydropower-heavy Washington State, they found it would emit 61 percent less carbon than the hybrid. When they did the math for coal-heavy West Virginia, the EV actually created more carbon emissions than the hybrid, but still less than the gasoline car.
So, specifically hybrid vs pure EV, from the dirtiest power plant, not so much?
Exactly! I got the Honda Prologue because it looked like any other SUV, not some "Look at me" EV. The only give away is no giant grill on the front and a little "e" badge on the tailgate.I'm sorry but the zero series look so ugly. Why do automakers insist that EVs don't look like a car and instead have to look like some alien probe pod?
The biggest irony in all of this is that Honda will still be selling an EV made for them by GM as their only EV in the north american market. And in my opinion that GM made EV looks better because it you know, looks like a car!
The issue is all the western companies rely on exporting to other countries as well and they can't stop China exporting to them.The West, including Japan/Korea, has three real choices:
1. Start producing BEVs that are cost competitive with China (good luck!)
2. Tariff Chinese vehicles or subsidize domestic ones to retain domestic industry
3. Watch the domestics vanish.
That's across the board. The production cost difference is too vast for any other capitalistic outcome. Subsidies are the "nice" way to do it. Shrug! I'd like to not have to buy a Chinese spybot car, but if it comes down to $50k for the Western model or $25k for the Chinese one, I'll probably figure out how to jailbreak the Chinese one.
Right now the US is trying to do it by refusing entry/making them illegal, but that never lasts.
I commented earlier about my Honda Prologue looks like any other SUV. When I seriously started looking for an EV, I was appalled by the Lexus EV front styling.You can make a ground up design and still make it look like a normal car. OP wasn't saying just convert an existing design into an EV, they were saying style your ground up EV to look like a car and not some obnoxious futurism. See the GM ultium EVs under the Chevrolet brand for an example of what we mean. Those cars don't share a chassis or frame with their ICE counterparts, they don't even have the same styling, but they do look like cars, at a glance nothing screams "THIS IS AN EV" in a big obnoxous in your face way
The decision was probably put in ink a few weeks ago.What a great time to kill off new electric vehicles! Now that oil is skyrocketing I'm sure everyone is going to love all the large, gas SUV options they have!
Reference pleaseThe math is wrong it's been shown time and time again the least efficient EV powered by the dirtiest coal power station is still better than the most efficient ICE engine.
I commented earlier about my Honda Prologue looks like any other SUV. When I seriously started looking for an EV, I was appalled by the Lexus EV front styling.
A Hummer EV is about as efficient well-to-wheel as a Prius. Just about every EV improves from there.It's actually better than that. A hybrid that gets 50 mpg is the gasoline equivalent of one car that gets 25 mpg and one car that gets a magical infinity miles per gallons, in terms of gasoline consumed per mile driven.
EVs do NOT get infinity miles per gallon, especially a big, lumbering EV like a Hummer. If you charge that bil ol elecologically friendly hummer EV off of a coal power plant, you are MUCH, MUCH worse for the environment than a high mileage hybrid.
I also downvoted you because, in classic engineer fashion, you're "doing math" because first principles or some self-serving bullshit like that rather than looking up one of the dozens of research papers, white papers, and DOE analyses that have been done on this question for the past 20 years - all of which show that EVs are more efficient from battery or tank to wheel, emit less criteria air pollutants and fewer tons of carbon on average US grid mix, andEdit: I'm not complaining about the downvotes, but is my math wrong or is this just a sacred cow?
And let me guess, because everything is engineering, you understand everything.For background, I'm a mechanical engineer that does power electronics for a living (not in cars)
Jesus fucking Christ. MPGe already factors that in, you absolute brickbat. 33kWh stored is 33kWh stored. An EV is 85-90% efficient at turning stored electricity into motive power. A good ICE hybrid might hit 40%.MPGe is just how many miles a car goes in 33kwh, which is the THERMAL energy in 1 gallon of gasoline. Fine. But the gas car has to do the thermal-to-mechanical conversion onboard in the engine, which, at steady state for a car engine is something like 25%. Not great, but you can't get around carnot efficiency.If you assume that the average carbon cost of electrical generation is in line with a good combined cycle natural gas plant (renewables are less, coal is more) then you're dealing with a carnot efficiency of something like 45%. But, that isn't taken into account in the MPGe numbers, which is electrical energy versus thermal energy. Transmission losses are another 7% average, and charging losses are about 5%. That's all pretty good. 33kWh/.45/.93/.95 worth of thermal energy input from natural gas to get it. so, 83 kWh worth, or 300 megajoules.
You're right, but I was speaking to the larger issue that the West has an automotive industry that evolved to compete with Detroit, not something that operates on economics that are 25% the cost of Detroit (and shrinking - China has the lead in robotics and cheap labor). It's adapt or die time, and it doesn't matter what specific national quirks exist - every single manufacturer from Volkswagen to Ford to Bugatti has a similar set of problems and they revolve around the 3 options I noted.The issue is all the western companies rely on exporting to other countries as well and they can't stop China exporting to them.
Honda is a Japanese company but Japan is less than 20% of their yearly sales they need exports which require free trade to work.
Honda may be able to get special treatment if they have a car factory in a country but they can't have a car factory in every country.
I bought an EV [.....] A side benefit is I can move the car a short distance without being concerned about a short cold start causing unnecessary wear on the engine.
This is a problem, but we're pretty far from exhausting the people in the first group. Something like 65% of US households own the home they live in. Now obviously not 100% of those people will be able to charge at home, but I bet a large percentage of them could manage at least L1 charging. Yet EVs are only about 8% of new car sales here. Things are a bit better here in California (~25% in 2024, ~23% in 2025) due to a combination of state level incentives, a more robust charging network and cold-weather performance concerns not really being an issue, but there are still a lot of people that could be buying a new EV that are buying a new ICE car instead.I think the problem is once the people who own homes and can charge at home got their EV fill its a tougher sell to people who live in apartments etc.
FWIW, while price discovery is hidden in apps, generally L3 charging stations support paying by card alreadyYou should be able to see EV Charging stations with prices posted just like the Gasoline stations and easy no app pay where you just pay cash or slide in credit card.
clb2c4e said:
What a great time to kill off new electric vehicles! Now that oil is skyrocketing I'm sure everyone is going to love all the large, gas SUV options they have!/
That's not really a near-term problem. Even under good circumstances, it would be decades before people living in multi-unit buildings (14% of the US population) will be a bottleneck for EV adoption. We are at 3% EV adoption now. With 300M cars in the US and 15M sold a year. Even if every car in the US sold in 2026 was an EV, it would take almost two decades (17 years) to to the point that the last 15% of US would be remaining to transition to EV. In reality, it will be like 40 years for now (given that EVs in the US are no where near 100% marketshare). In the meantime, the 64% of Americans that own their own home (~80% of which are single family homes with garage/carport according to US census bureau) need lower cost EV (which for 75% of American means used EVs) to access.I think the problem is once the people who own homes and can charge at home got their EV fill its a tougher sell to people who live in apartments etc.
That's out of date thinking by a decade or two... do you still decide on where to eat based on the price of the burgers?You should be able to see EV Charging stations with prices posted just like the Gasoline stations and easy no app pay where you just pay cash or slide in credit card.
If you want to be accurate it's actually a $6 billion write down on EVs: https://meincmagazine.com/cars/2026/0...-gm-6-billion-even-as-its-chinese-sales-boom/That's a strange claim given their sales figures. They took nearly a near 2B USD loss, and their sales tanked in Q4, and will continue to crash through 2026.
Until you learn how to perform Lifecycle Assessment and read actual reports from people with an actual clue how to account for GHG emissions and how to calculate the carbon footprint of various types of vehicles, maybe try to be more humble and careful about your “maths” and claims.It's actually better than that. A hybrid that gets 50 mpg is the gasoline equivalent of one car that gets 25 mpg and one car that gets a magical infinity miles per gallons, in terms of gasoline consumed per mile driven.
EVs do NOT get infinity miles per gallon, especially a big, lumbering EV like a Hummer. If you charge that bil ol elecologically friendly hummer EV off of a coal power plant, you are MUCH, MUCH worse for the environment than a high mileage hybrid.
Are EVs the eventual endgame? Obviously. You can charge them off solar and wind when the solar and wind are available. They can be a huge mobile battery that is always proximate to the person that needs the power. Eventually, they will be the cheapest option both from an energy cost and a purchase cost perspective.
But, in the USA, none of those things are true right now. Hybrids are more ecological in most cases.
Edit: I'm not complaining about the downvotes, but is my math wrong or is this just a sacred cow?
For background, I'm a mechanical engineer that does power electronics for a living (not in cars)
MPGe is just how many miles a car goes in 33kwh, which is the THERMAL energy in 1 gallon of gasoline. Fine. But the gas car has to do the thermal-to-mechanical conversion onboard in the engine, which, at steady state for a car engine is something like 25%. Not great, but you can't get around carnot efficiency.
If you assume that the average carbon cost of electrical generation is in line with a good combined cycle natural gas plant (renewables are less, coal is more) then you're dealing with a carnot efficiency of something like 45%. But, that isn't taken into account in the MPGe numbers, which is electrical energy versus thermal energy. Transmission losses are another 7% average, and charging losses are about 5%. That's all pretty good. 33kWh/.45/.93/.95 worth of thermal energy input from natural gas to get it. so, 83 kWh worth, or 300 megajoules.
The carbon generated by burning 1 gallon of gasoline is 8.887 Kg
Natural gas, burned is 55 kJ/G, so to charge one "equivalent gallon" worth of electricity, you have to burn 5.454 kilograms of natural gas. Burning one kg of methane yields 2.75 kg of Co2, so 15kg of carbon emissions to charge the equivalent battery.
So, if you assume you are on average charging from a natural gas power plant, and all you care about are carbon emissions, you need to take the stated MPGe of the EV and multiply it by 8.887/15.
A Hummer EV gets 53 MPGe. That means, purely looking at carbon cost and assuming natural gas power plants, the carbon cost of the Hummer EV is equvalent to a hybrid getting 31mpg.
A toyota highlander hybrid (roughly equivalent) gets 35mpg combined.
If you don't love that comparison because a hummer ev is the second dumbest brick on wheels, an ionic 5 gets about 100 mpge. That's about the same as if a hybrid that got 59 miles per gallon.
A prius gets 57 miles per gallon.
EVs are great, don't get me wrong. But they aren't one weird trick that saves the planet from carbon emissions. EVs paired with solar gets closer, but that's not where we are in this country right now. If we were talking China, the math would be different.
A typical EV and a typical hybrid, fueled from the standard grid in the USA have roughly the same carbon emissions. The Hybrid takes less material to manufacture, and probably will have a longer service life before you ahve to manufacture another one.