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Gurgeh

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  1. Hmm... So it won't be a Lincoln, not the BEV F-150, but it will be pricy, as a Rivian product -- at least at this point -- can't come cheap...
  2. I think this is aimed squarely at the full-fat Range Rover buyer. The RR also has amazing off-road capabilities, which pretty much never get used in this $100k+ vehicle -- long circular drives at country estates is about as much off-road as any of them get. To this set, the high price is a feature, not a bug. I think this will sell well in this segment of the market. The big question, though, is whether this kind of buyer will be thrilled at shopping at a GMC dealership to get one. I expect they'll still do it, but it's not ideal.
  3. No, nothing official, though there's a growing amount of circumstantial evidence. The Canadian auto worker's new contract includes a commitment after the current generation ends in 2023 to convert the plant that currently builds the Nautilus and Edge to one that manufactures all-electric models. It is possible that a redesign is on its way and will be manufactured elsewhere, but it increasingly looks like Lincoln will shift its 2-row mid-sized crossover (Corsair is compact-sized and Aviator is large-sized) over to an all-electric product. We'll likely not know for sure which way FMC is going in this segment of the market -- it seems to me a little early to shift the entire segment over to BEV, but who knows? -- for at least another year.
  4. "Batteries are one of an electric vehicle's most expensive components, accounting for between a quarter and a third of the car's value. Driving down their cost is key to profitability, executives say. But whereas the internal combustion engine traditionally has been engineered and built by auto makers themselves, battery production for electric cars is dominated by Asian electronics and chemical firms, such as LG Chem Ltd. and Panasonic Corp., and newcomers like China's Contemporary Amperex Technology Co." There are good arguments for each of the different directions GM/Ford are making in doing JV investment in dedicated factories vs. purchasing from suppliers who do their own R&D and plant investment, at least at this stage of battery development. The first approach would help ensure a dedicated and more predictable supply, whereas the latter would lower the upfront investment costs and allow quicker transition to new battery technologies at the risk of supply issues complicating new product launches. Going the third-party supply route for batteries and motors, however, may accelerate the trend of turning the automaker into more of a end-product designer and systems integrator than manufacturer, with most of the components of the vehicle supplied by others.
  5. True, but I'm a Lincoln owner (before that Audi and Infiniti) and long road trips is where I get to most enjoy luxury car features, comfort, and drivability -- even though such trips typically only come once or twice a year.
  6. This is my situation exactly. I live in a condo that has no ability to charge overnight, so while an EV would suit my driving style quite well it is a non-starter. The only other pause I have is that I have taken 3 road trips in the last couple of years. One from DC to Denver, which required 3 very long driving days each way. Having to stop to charge along the way might have been just enough to push those driving days to longer than I would like. Plus, where I ended up had no home charging ability so all the running around I did the week I was in Colorado would have been complicated. Similar issue on a smaller scale on the trips I took from DC to northern NJ and DC to the southern tip of the Delmarva Peninsula. When I move in the next couple of years I'll be sure it is to someplace that makes EV ownership a possibility, and then review the situation.
  7. ...and sedans too. Jaguar is increasingly selling crossovers and Land Rover has always been exclusively in the SUV/crossover space. I assume that like Tesla, Lucid plans to broaden its product mix, but that is likely to take a few years.
  8. "Silicon Valley-based Lucid Motors, one of several electric vehicle start-ups hoping to become the next Tesla, revealed an electric car capable of going up to 517 miles on a single charge. That means you could drive from New Orleans to Nashville, from Washington, D.C. to Indianapolis., or from Chicago to Lincoln, Nebraska, without having to charge up. "Lucid Motors on Wednesday debuted the production model of the Lucid Air, a slickly designed mid-size sedan boasting many of the same features as Tesla’s ultra-luxury Model S. Lucid CEO and Chief Technical Officer Peter Rawlinson, who previously served as chief engineer for the Model S, said the production will begin in early 2021 at the company’s plant in Arizona. Pilot production has already begun, he said. Lucid developed a proprietary electric motor, electricity inverter and stackable battery pack system based on its expertise in developing batteries for Formula E racecars. " 'What we've got is a breakthrough in electric cars,' Rawlinson said. 'Lucid is going to change the world.' " [comment: But wait until you see the costs.] "The base model, called the Lucid Air, will start at 'below $80,000' with unspecified range and engine output. The Lucid Air Touring model will start at $95,000 with range of 406 miles and 620 horsepower. The Air Grand Touring will start at $139,000 with range of 517 miles and 800 horsepower. A limited-edition performance model called the Lucid Air Dream Edition will start at $169,000 with range of 465 or 503 miles depending on wheel size and 1,080 horsepower..." [comment: Ouch! ...and it's a sedan. But thankfully my taxes will help subsidize its sale.] "Much like other electric vehicle startups – such as Nikola, Rivian, Bollinger Motors and Lordstown Motors – perhaps the biggest obstacle for Lucid is whether it can manufacture the vehicle efficiently and obtain the financing necessary to survive in the extremely competitive automotive industry. Financing is taken care of for now. In 2019, Lucid obtained a $1 billion investment from the sovereign wealth fund of Saudi Arabia... "[Rawlinson] said the company’s goal is to make 34,000 vehicles per year once it completes its first phase of ramp-up, with plans to get up to 400,000 per year within six years." https://www.usatoday.com/story/money/cars/2020/09/09/lucid-air-lucid-motors-electric-car/5748925002/
  9. There has been a pretty lively discussion about this for the last couple of weeks in the general Ford forum. This is a very significant interior refresh. Lots of questions about whether this means the full redesign is delayed or if it was just something seen as necessary to keep sales strong in what traditionally has been Lincoln's top selling make. See:
  10. Gurgeh

    Tesla stock

    Here's another story from Bloomberg. Note this quote: "(Bloomberg) -- Tesla Inc. shares slid on Tuesday after the electric-vehicle maker missed out on being included in the S&P 500 Index, taking investors who had bet on its entry to the benchmark by surprise. "Tesla shares fell as much as 20% on Tuesday, the biggest one-day loss since early February. Declines started premarket and worsened as General Motors Co. said it would take a $2 billion equity stake in Nikola Corp. and partner with the fledgling truck maker to engineer and manufacture its Badger pickup. The news lifted Nikola shares by 46% while GM rose 8%... "Tesla’s failure to make it into the S&P 500 may be connected to 'question marks about the sustainability of regulatory emission credit sales which are currently underpinning earnings,' said Michael Dean, an analyst with Bloomberg Intelligence." https://finance.yahoo.com/news/tesla-shares-slump-p-500-085850903.html
  11. Here's another one. ZEBULON, N.C. (WNCN) – The driver of a Tesla was watching a movie early Wednesday while the vehicle was on auto-pilot when it plowed into a Nash County deputy’s vehicle, the Highway Patrol said... A Nash County deputy and a trooper with the Highway Patrol were on the side of the road while responding to a previous crash when the Tesla slammed into the deputy’s cruiser, the Highway Patrol said... The impact sent the deputy’s cruiser into the trooper’s vehicle – which pushed the trooper and deputy to the ground. The Highway Patrol said the Tesla’s driver, identified as Devainder Goli of Raleigh, said he was watching a movie on his phone while the car was on auto-pilot when the collision occurred... Goli was charged with move over law violation and location of television in vehicle. “It was a simple lane closure and then suddenly death was at our footsteps,” said Nash County Sheriff Keith Stone. The sheriff said the accident should serve as a wake up call. “It shows automation is never going to take the place of the motoring public paying attention, not texting, not being on the phone, but focusing on what you were doing, that is, driving,” said Stone. https://www.cbs17.com/news/local-news/driver-was-watching-movie-when-tesla-plowed-into-nash-county-deputys-vehicle-troopers-say/
  12. That would be great if true. It might be a path for bringing back a Lincoln sedan, as luxury sedans still sell well in Europe. Having that as an anchor market is how MB, BMW, Audi and others manage to maintain a robust range of sedan offerings.
  13. Gurgeh

    Tesla stock

    Problem is, #1 and #2 are in something of a conflict. If you are the technology provider to other firms they are not going to react well to retail competition. Plus, Tesla already has great technology. It is manufacturing experience and ability to profitably produce that are Tesla's main problems (plus a retail and service structure that has struggled to scale up). I'm thinking #2 or #3 (or, lacking them, #4) are most likely, but we'll see.
  14. Gurgeh

    Tesla stock

    A few fun facts followed by some musings. Granted, none of these have, so far, in any way influenced Tesla stock's meteoric rise, which reminds us that market timing is a loser's game. - Tesla stock currently trades at more than double VW’s market capitalization. - VW sold 11 million cars last year. Tesla sold just under 370,000. Tesla hopes to sell about 500,000 cars this year. - All of Tesla's recent paper profits have come from selling electric vehicle credits to other automakers. Without those credits Tesla would have lost $300 million in the second quarter of this year alone. - Tesla projects these credits to decline 50% in the second half of this year as other car makers ramp up their electric vehicle production. - Tesla has developed superb electric vehicle technology, but still lacks the vehicle production expertise of legacy car companies and has not yet been able to profitably build and sell its vehicles in the retail market. It also rates poorly in build quality ratings. One of several things might happen: 1. Tesla might crack the nut of efficient auto manufacturing with the world seeing soaring near term electric vehicle sales, thus making unprecedented profits from the actual sale of its vehicles and blowing the rest of the auto world to bits. 2. Tesla might transition into more of a pure technology company and make profits from developing and selling electric vehicle technology to the legacy automakers. 3. Tesla might merge with, be bought by, or buy out a legacy automaker to obtain expertise and production facilities it currently lacks. 3. Current trends might continue with Tesla's stock, at some point, plunging to Earth.
  15. Another article from Motley Fool: https://www.fool.com/investing/2020/08/24/ford-begins-work-on-new-factory-for-its-electric-f/
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