UPDATE: Musk Responds: California’s ZEV Targets Hampered By Rising Truck Sales

AUG 25 2018 BY VANJA KLJAIC 96

Simply put, until models like the Ford F150, Dodge RAM, the Toyota RAV4, or the Chevrolet Silverado become fully electric, this trend is hardly going to reverse all on its own.

***UPDATE: We sent a Tweet out to Musk asking for some help in getting the Tesla truck out sooner. Here’s the Tweet and some responses:

According to a new report released by the California Center for Jobs & the Economy, the light truck market share in Q2 in California was 55.5% – up from 50.4% in the Q2 of 2017. Consumers are buying ever larger vehicles. And that makes for a negative effect on the state’s ability to attain its zero-emission vehicle goals. With fewer models available in this market range, and all of them priced higher than their ICE (Internal Combustion Engine) counterparts, the trend is likely to continue into the foreseeable future.

Furthermore, the report notes how even the small number of models available in this market segment tend to be in the higher upper ends of the market, further hampering sales. The consumer shift towards larger vehicles in other areas of the United States outside of California is growing at an even more alarming pace. These vehicles accounted for 69.6% of new light vehicle sales this quarter alone.

There is limited potential for California’s ZEV policies to have any significant effect beyond its borders. In a nutshell, with a small number of ZEV models offered for the type of vehicle that consumers are interested in, there’s no realistic possibility for the numbers will go up in favor of zero-emission vehicles. This is most notable when you look at how the trend is growing, even with higher fuel prices all across the state. In the Q2 2018 alone, the price for regular gas was $3.66 a gallon, 21.0% higher than the prior year’s $3.03. In turn, this just goes to prove how customers are more interested in the wider selection than just the zero-emission aspect of these vehicles. So, a note to automakers then, make a wide selection of larger electric vehicles. This could reverse this nasty trend of more gas-guzzling trucks and SUVs hitting the road.

According to Kelly Blue Book, there were about 17.2 million cars and trucks sold last year across the nation. While that may be slightly down from the 17.6 million vehicles sold in 2016, the market can be considered pretty stable. Furthermore, Americans have continued their love affair with larger vehicles, where those overwhelmed the sales of smaller passenger cars. Consequently, the two most popular segments included compact and mid-size crossover SUVs. These accounted for about 40% of the entire car sales volume in 2017. Include the pickup trucks and full-size trucks with about 15% of the yearly gross sales volume, and the trend becomes obvious.

While many argue that increasing fuel prices could impact these trends, the current data shows no such conclusion could be made. Hopefully, with more fully-electric SUVs and trucks hitting the market, the customers will recognize the possibilities of these vehicles. All in due time…

Source: Green Car Congress | Business Insider

Categories: Trucks

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96 Comments on "UPDATE: Musk Responds: California’s ZEV Targets Hampered By Rising Truck Sales"

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William

I won’t by another truck unless Musk makes it!

My last New Purchase was a Nummi (2003) Freemont built Toyota truck, that has just over 200k mi. on it now.

Come on Elon, a 2018 Honda Ridgeline type EV truck (unibody), would be a good start before competing head to head with the full size Big Boyz, like the Ford F-150 / Silverado / Ram / Tundra / Titan / etc…

“Maybe” is a good start, “Definitely” would be music to many ears!

David Green

Haha! We said almost the same thing, but I looked at the cost basis…

Mark.ca

Cost basis of what? There is no ev truck to compare to. But is get what you’re saying, we need to make the gassers pay for the pollution they make and that will balance things out for future ev trucks.

pjwood1

“Cost basis” as in what saves us a ton of money, costs David Green’s “we”. I’m a consumer, so I’d love 60-80 miles of real world electric truck range, plus a simple range-extender. So much torque.

David Green

Does Tesla make range extenders?

ffbj

No, they don’t, and they never will, according to Musk. This is well known even by those with merely a passing interest in Tesla, but to be informed you must actually be interested in information.

Scott
It’s a faux pax in my opinion, I tow a 32 foot fifth-wheel with my Ram. I would be in love with an electric to do that with, but it’s going to need to be a dually for payload capacity in the bed (fifth wheel pins are about 2500-3500 lbs and that will blow single-tires), and it would really suck to be in the middle of Nevada and run out of charge with a 40 foot RV hooked behind. Putting some Tesla solar panels on the RV roof and back-feeding through a power cable to the EV tow vehicle might be an interesting approach, if only for during daytime and in decent weather obviously. If you delete the baby Toyota & Nissan car-trucks and the kids with a lifted pickup and a set of 44’s on it, the remainder of truck buyers normally need some capability. An EV can certainly tow a lot, but it’s one heck of a trick to get through a passenger-car gas station when you are 60-65 feet long bumper-to-bumper, let alone to use an EV charging station somewhere. On the other hand, dropping the landing gear, turn on the 4G LTE Router and turn on… Read more »
David Green

Actually, there is a 2019 EV pickup mule running around, but I am not going to tell you where… 😉

William

We already know where your “EV pickup Mule…(is) running around”, it’s in your pretend “I saw it in a dream”, Narnia.

Please No more D.G. Fun FUDster Facts!

David Green

Telling you about a prototype, I saw… How is that FUD?

ffbj

Where was it.in Uzbekistan? That’s where you’re from, right.

donald

Because the source?

Derek

hell no, ridgelines are some of the ugliest vehicles on the road…behind the last gen Leaf’s.

William

The Pre-2017 (2016 and before) Honda Ridgeline is “the ugliest”, is a point that I am sure few will argue!

David Green

Actually they are pretty useful though, and that mission would be easier to achieve with current EV tech…

Scott
They are a car. No capability, front wheel primary drive even if you can believe that. They can tow a jet ski, that would be about it. Even a boat (the smallest/lightest of truck-towing chores) would be very difficult to pull out of the water if on any kind of a wet incline at all. I agree, they are hideous. They are for soccer moms that want a pickup bed to toss the kids’ bicycles in. That’s basically it. I think they are narrower than the interior content space of my Ram’s “RamBox” integrated bed storage bins, not including the bed. A serious problem with the tiny trucks like that is the poor fuel economy, realizing this is an EV discussion. I had a few of them when I was younger & dumber, most recent was a 2015 Colorado Z71 we had in the family. The Colorado with it’s anemic 280 hp V6 got all of about 18 mpg on the highway. Other Tacoma/Honda/etc. options are really not much better. You might find something that does 25 going downhill with a tailwind, but for the most part, it’s 20 or under. Don’t quote some EPA sticker claims, I’m talking facts… Read more »
Enthusiast

If another manufacturer makes an electric truck before Tesla you won’t consider it? That thinking seems to be counter to the point of promoting electric vehicles. What incentive would the major automakers have to make more electric vehicles if people choose teams like your comment suggests you have. Buy the vehicle that works for you regardless of brand. Tesla is not your friend or some arbiter of good. No company is. They all make products they think people want, so just buy the one that’s works the best for your needs.

David Green

An EV pickup using todays technology would be too expensive for me… I need the ability to tow my 18K trailer hundreds of miles,

Dante

No you don’t. You said you bought the i-pace, which is expensive and certainly can’t tow a trailer hundreds of miles.

philip d

A 2019 Chevrolet Silverado 3500HD can tow 23,000 lbs. and has an MSRP of $40,000. Packaging an EV drivetrain into a pickup truck will be easy. A 200 kWh pack at current Tesla prices would add $30,000. By 2020-22 it will be more like $20,000.

So if you can supposedly afford an iPace at $70,000 I think you could afford a truck that costs $60k-$70k that could tow over 20,000 lbs. And being a Tesla, when you aren’t hooked up it will get you to 60 in 3.5 seconds.

BroncoBet

Tesla loses money selling S for $146K ,a capable PU would cost far more than your estimate, thus the thoughtful people at Tesla are not about to build one, they are coming ,Bollinger,workhorse,Ford.

Patrick McSwain

The Ridgeline is a light truck with poor tow capacity and a 5.3 foot bed only. FWD is standard. The F-150 has it beat in mileage (full sized truck, RWD std, heavy tow, real bed) and performance both even though it’s larger. 280HP Honda is $30k, the 325HP Ford is $28k.
https://www.fueleconomy.gov/feg/Find.do?action=sbs&id=39075&id=39249&id=39667&id=39241

I think you want an SUV.

Rafael R Sabatini

A Matrix isn’t a truck… Be serious.

BroncoBet

A Tesla pick up would be a seriously cool vehicle, but when Elon says “maybe” that means no way no how ,definitely not.

James

The problem is that future generations are subsidizing our fossil fuel use (along with our amazing appetite for stuff). We don’t really pay the true cost of any of the products we buy, but simply pass that along to future generations who will be combating an ever-more-perilous environment. All so we can buy cheap crap that doesn’t make us any happier.

William

During this Century, when we burn all of the remaining Fossil Fuels trapped up in the Canadian Tar Sands, future generations will definitely be combating a “perilous environment”.

Now, trying to figure out what that actual future “combating”, in the next Century will actually look like, is still ironically “up in the air”.

Man made Carbon dioxide and Methane, do actually change our current Goldilocks environment.

J P DeCaen

Do you really think that climate change related disasters haven’t started yet? Following last year’s hurricanes and the fires and global heat waves, if that doesn’t get people’s attention what will?

Djoni

Nothing else than buying there next bigger, georgous, stronger infatuated useless awesome SUV!

This way they will seat in their 3 tons pandemonium’s running the A/C full blast until they run out of gas!

What a bunch of idiots they praised.

BroncoBet

In 8 years, enough EV’s will be sold to put downward pressure on oil use and production will stop climbing and eventually decline, nuclear plants are far more effective than Ev;s for combating climate change, one plant is worth many times all Teslas ever built.
They do work well together, a Renault ,in France is far more effective than a Tesla in California.

BroncoBet

If people really cared about the environment ,they would support nuclear power, but many Tesla supporters mistakanly believe solar power supplies most of our power or is about to,CO2 levels at Mona Loa are going up ,and will continue to go up far into the future, as long as people continue to have these erroneous beliefs. One nuclear plant turned on in Japan displaces more CO2 than all Teslas ever made, far more.

David Green

The pickup is tough, trucks have so much capability and comfort, at reasonable prices, going to be hard to convert to EV. I just drove the 2019 Silverado, and Sierra Denali yesterday, and those trucks are super refined, smooth, quiet, and loaded with tech. They are priced about where a current Model 3 AWD is, and will blow the Model 3 away in comfort, features and capabilities. When you look at cost, if you took all the ICE parts out of the pickup, it would be hard to cut $5K in cost, then add back at least 150KWh battery and BEV drive units, charger, inverter, etc…. 30K, do you think customers will pay 25K more, and thats be before factoring in markup on the EV parts, to have a vehicle with less ultimate capabilities? Hmm, tough. I think the EV pickup has to start out targeting the Honda Ridgeline capabilities and go from there.

pjwood1

Trucks have almost no new tech where it matters. The 6.2’s are still pigs, but favored because they’re so cheap to make. The tech comes from things like on board wi-fi. So what? Vanja should read up on CAFE 2022-2025 reg tightening upon light truck segment, and things like the ZEV MOU’s coverage of multiple states. Thwarting that is why many are buying into the narrative that people want this class of vehicle. People don’t want to spend money on fuel, but until months ago the WSJ was still calling gas “cheap”. A Subaru is a light truck. Anything high enough off the ground gets pollution welfare, as it is. To some extent, people want a higher cabin and to be higher up, but that doesn’t require entering the “light truck” segment. Again, it takes manufacturers, who seek the welfare of dumping more expensive LOW tech on their consumers, and getting away with lower fuel standards. Not every company aims to do this, or adds mpgs by the tenth and acts like they are doing you a favor.

David Green
No new Tech? I can see you are not a truck user. All the trailering tech in the new models is great, and the increased fuel economy is good. Trucks are 450lbs lighter, but 20% more torsionally ridged, trucks are also much quieter inside, I think at 70 with cruise control it is quieter in the cabin then a Tesla Model S at the same speed. Seats, both front and back are terrific, much improved, and more leg and knee room in the back. People like the 6.2, because it is powerful… The Sierra Denali I drove can pull a 11k lb trailer, do serious off roading, haul 2500 lbs and 5 people with comfort, has a rocking sound system, This is real capability, Now I am not here to promote ICE pickups, but that segment is so competitive, and Tesla will struggle in the half ton crew segment. Do you know this truck weighs 1000 lbs less then a Model X 100D, and has all that added capability. How far can an X 100D tow an 11k trailer? Bjorn said a 3500 lb trailer cuts his range in half, and he normally gets 300km, so that is 150km with… Read more »
Stimpacker

The typical suburban pick up truck neither tows nor hauls loads. You will see them mostly at Costco, the gym and local restaurants.

Timothy Hughbanks

Exactly. In a different culture, we’d have one pickup truck in every neighborhood to be shared on the occasions when pickup trtucks are truly useful. Otherwise, they’re super-annoying passenger vehicles that block the view of rational vehicle owners and spill over their parking spaces.

scottydoesntknow

How exactly would this “different culture” go about dictating to people what their purchasing and vehicle usage habits should be?

You and the comment above you posit that the capabilities of these vehicles is never used. I would posit that you have almost zero understanding of your subject. Some people have things to tow or large items to move on a recurring basis. You do not, which is fine. Your dismissal of a legitimate use case is not fine.

The people you look down on as irrational will buy a LDT BEV as soon as the market offers them a product that fits their needs and wants. The market will provide that when it is feasible to do so, and not a minute before, despite the efforts of policy types to force it artificially.

Djoni

A culture of caring and compassion for others, maybe?
I don’t like being dictated to move sideway’s,cut my space, my line of view or splash all over by unconscious careless driver alone in their ivory tower.

And breathing toxic fumes they expel in air intake!

And yes most of these beasts do nothing more than moving oneself ego around

That’s a very direct selfish dictatorship.

Andy

None of those complaints are unique to a pickup driver though are they?

This whole complaint about “culture” and size ignore one simple fact. People choose a vehicle they want based both on need and want. Most people don’t need a mid sized sedan for example, but lots of people have them. If we want to go down this rabbit hole remember that most of us only need a Smart Fortwo sized vehicle. On those rare occasions you need a bigger vehicle you can hire a five door hatchback like a Leaf!

If you have a family (rather than just an individual or a couple) then buy a Leaf sized vehicle. Why get something oversized like a Model 3 or a Model S. A leaf can fit five and do the weekly shopping. If your big family want to take the yearly roadtrip then hire a bigger vehicle, maybe have a bigger vehicle like a Model 3 to share around the neighbourhood?

Andy
While it may be true in some cases, just because a Pickup can be seen at the local Costco or Gum looking sparkly and new doesn’t mean it’s not regularly the most practical vehicle for that person. Having a practical vehicle that can also accommodate 5 in comfort for family duties is a big benefit. The alternative is two separate vehicles, which involves extra insurance, extra purchase costs, increased maintenance and tax and more space to park them. You’ll regularly see my Pickup in a Costco all sparkly and clean, but wouldn’t realise it’s done about 20 loads of aggregates/dump runs/mulch, driven 2,000 miles and back to Utah, spent weeks driving gnarly dirt, pushed through unploughed snowy roads and been slept in multiple times, all in this calendar year so far. I haven’t yet towed anything in it, but I’ll probably be putting 8,000lb behind it before the year is out. And I don’t even use it for work, just recreation. I can’t wait for a reasonably priced EV pickup as it would save me a packet on fuel, but it still needs to do at least 400 miles on a charge – which isn’t going to be cheap unless… Read more »
Big Solar

I havent seen a reasonable priced full size truck in years and I havent seen a small truck lately either. I think only Toyota still builds one small pickup and I’ve seen exactly zero of them on the roads lately.

Vexar

Yeah, where are the small pick-up trucks? Ford Ranger?

David Green

The new midsize trucks are pretty big…. and the full size have gotten bigger…

Cypress

The base F150 is not that big.

David Green

bigger then it was 15 years ago… A lot bigger, and more capable

William

Any full duty, full size ICE only truck, is definitely a play today – pay tomorrow type vehicle.

As long as WTI and Brent Crude sell at under $100 per barrel, any 1 ton+ ICE Truck will be difficult to beat, on cost adjusted basis here in North America.

Dav8or
I say skip the pickup for now and wait for more favorable batteries. The Honda Ridgeline is a tiny niche vehicle and few take it serious. Forget the 15 percent of the market for now and focus on the 40 percent of the market. Focus on the CUVs and SUVs because the performance demands of these vehicles are so much easier to achieve with current battery tech. Figure out how to make more affordable mid sized and compact CUVs and we’ll be making better progress towards electrification. Still, in spite of all the drag racing videos, the ICE is still a tough competitor and isn’t going to go down easily. Performing on a race track is one thing and performing in the real world is another. Pickup trucks are solidly in the real world and the demands their buyers put on them is- haul and tow a load over a great distance in a reasonable time frame. Oh, and do it at a price we can afford. Basically, we need cheaper batteries, like probably half the price we have now to make the pickup make sense. I believe that’s why Elon says- “Maybe”. He knows the battery and retail price… Read more »
pjwood1

Elon says “maybe”, instead of ‘yes’, because he is obstinate about BEV and knows the profile you spelled out. It calls for EREV, which today’s battery costs (less of them) can do. Workhorse needs funding and talent. The tech is here, and no Ford or GM is going to cannibalize themselves to produce 60KWh long beds, with an engine (the fabled Workhorse W-15). Not for a while, at least.

Pushmi-Pullyu

I agree, what the market needs is a good mass-market, practical PHEV pickup. A BEV pickup would have to be either seriously overpriced (to give it an oversized battery pack) or else would be just an “urban cowboy” pickup for commuters, not a practical workman’s pickup.

From Elon’s earlier comments on the subject, it appears he’s looking at the seriously overpriced market segment for pickups. I don’t find that surprising, since he said years ago that Tesla would never make a PHEV.

David Green

I agree with you 100%, PHEV is a logical first step on pickups… We will have to slowly ween truck owners off of their high up 4×4 crew cab trucks, that will not happen overnight.

John

About a year ago I was following the Workhorse W-15 a bit, it looked pretty exciting. I think it was even at CES this year and it looked like was going forward. They finalized a production version of the 1/2 ton pickup, which has a BMW REX engine, 80 mile electric range, 400+ hp, 0-60 as fast as my Tesla, and Penske lined up for maintenance/support. It’s strange, though, because all new information stopped early this year. I can’t find anything new and I’m not sure it’s still gonna happen. Even the website, which still exists, hasn’t changed at all.

David Green

I would think you could put the Volt drivetrain in a small pickup, there is no reason GM could not build one on the cruze platform… But it would cost nearly 40K and everyone would just buy the full sizer, the value proposition cannot be beat, unfortunately.

EV Livin'
Steve Bloom

Cranking down on availability of ICE registrations as EV models become available is one way to do it, for CA anyway. We need to have ICE vehicles off the road by 2035. Look forward to it.

Dan F.

California is a democracy and once such regulations start to really disrupt peoples lives I think there will be overwhelming pressure to soften them or to provide more carrots and less sticks (which will, of course, cost the taxpayers a bunch) . ICE vehicles will not be off the road for a LONG time. Heck, California currently sunsets its conventional emissions limits once a car reaches a certain age (30 years I think) and will pay you $1000 to retire an old car that that runs but wont pass the “smog” test.

Electric vehicles need to win through competition. A good strong carbon tax (it would have to be US wide and also won’t happen soon either) would help a lot.

BroncoBet

World wide Carbon tax.

Re-Volted

Agreed, and I won’t even consider a monstrous ego box when all I need is a cheap commuter that can haul my utility trailer. Rentals are easy for anything bigger. Voltec pickup or SUV is fine.

BroncoBet

Sure they will.Love Work Horse,they just completed a funding round, they have the money, give them a little time.

dathomir

Dav8or – well said!

menorman

> …at reasonable prices…

Ha!

@Brian_Henderson

It’s not that electric trucks are a new thing; they have existed and there’s no reason they could not be built today … using latest battery technology.

Hard to believe that BEV trucks where operational 20 years ago; BUT not available today! Why not?

1998-2002 Ford Ranger Electric Truck
https://en.wikipedia.org/wiki/Ford_Ranger_EV

1997-1998 Chevy S-10 Electric Truck
https://en.wikipedia.org/wiki/Chevrolet_S-10_EV

Pushmi-Pullyu

Because those were “test market” vehicles, not mass-market vehicles intended to make a profit for the auto maker.

SJC

The F150/Silverado sell more than 1.5 million in the U.S. every year.
Most of those don’t do farming, ranching nor construction work at all.

William

In the N.A. Truck market, New Full Size Truck sales, to the work-hauling commercial sector, are definitely less than 50%.
Is it a 40/60% split?

SJC

The point being if you don’t need one for work, don’t buy one.
People could drive road graders, but we won’t allow that.

Andy

Most people don’t need a sedan either. A Fortwo would suit most sedan drivers needs most of the time, yet they still buy sedans. Perhaps want is as/more important than need?

Most people don’t need a vehicle that can do 0-60 in less than 6 seconds (or even 10 for that matter), should we ban those too?

Dan F.

Include the Ram (formerly Dodge) and Tundra (Toyota) you are above 2.5 million/yr. and, per Car and Driver some time ago, “their main cargo is air”.

Roy_H

As much as this is required, Tesla has a lot on its plate now. They have the right approach, build the big work trucks first. This is the highest end of the market where the expense can be justified and is also required to get “truck cred”. Tesla will not be regarded as a reasonable alternative to the F150 without the halo effect of the Semi. Model Y can’t come soon enough.

Andy

Yep, EV dumper/construction trucks would make more sense to them at the moment. Reduced requirement for range, can use a lot of the existing Semi components and they are bought by fleets where money is more important than “street cred”. Their “tough” image could then be used to sell a pickup truck.

Dima

Maybe Musk reads this website? He responded to the Twitter message.

William

I hope and pray, that St. Elon has more on his plate, than reading through the IEVs comments.

BroncoBet

Elon spends a lot of time trolling message boards and harassing users.

Andrew

The Toyota RAV4 is a small SUV. I think you mean the Toyota Tundra

menorman

Amusingly, the RAV4 was previously available as an EV with a Tesla drivetrain.

warren trout

Californians talk big environment, but they buy gas guzzlers.

Dav8or
And what great things do people in your state do? A lot of the rest of the country doesn’t understand that California is a great big state and there is no generic “Californian” stereotype that fits all of us. Geographically, the state is by far nearly all red state conservative, but population wise, we are blue state liberal. The massive urban centers dictate our politics and are the most vocal. They are the most visible and the “face of California”. Basically a blend of Silicon Valley hipster, Hollywood hipster and aging hippy. So while you stupidly say the things you say, I would like to point out that California buys more EVs that any other state by far. More than most countries in the world. I KNOW California buys more BEVs than whatever state you’re in. However, while the “face” of California buys Teslas by the dozen at a time, the rest of the millions of silent Californians that you would mistake for being from the South, or the Midwest, are buying loads of pickups and SUVs. We are probably the second biggest market for pickups behind Texas. Yet we are also the biggest market for Tesla. As a native… Read more »
Steve Bloom

Going back 25-30 years, Californians didn’t recycle much. But they were enthusiastic about getting curbside service so they could. That suggests an approach for EV adoption, pickups included.

menorman

An approach for curbside service?

Mr. M

increasing fuel prices by 300% would surely change the costomers minds.

Mark.ca

And that will not affect your grocery prices for example? The only way to make this work is through vehicle sale tax or registration.

antrik

That’s where the concept of a “revenue-neutral” carbon tax comes in: put a hefty premium on fuels, but use the extra revenue for equivalent cuts in other taxes — thus keeping consumer prices at the same level *on average*; but with a bias making harmful things more expensive, and benign things cheaper; and introducing a strong incentive for any investments improving efficiency.

This is really quite a simple and obvious idea. Unfortunately, entrenched interests make it extremely difficult to implement such clearly beneficial policy changes…

rey

Another reason to consider is North Americans and that includes Canadians are also getting bigger, so the need for bigger vehicles,such as Suvs and for many the Suvs are dual purpose vehicles

Cypress

We could easily fix the trend with a common sense gas tax and carbon tax.

jim stack

making large electric is also not good. They use a lot more material and electricity when they are normally driven with no cargo and just 1 person in them. We have to add a large fee to large vehicles.

antrik

Large BEVs are naturally more expensive — so I don’t think a dedicated policy is required for this…

Ocean Railroader

As someone who drives a pick up that gets 13 miles a gallon Elon Musk needs a pick up truck that can go off roading to visit logging sites along with be able to carry at least 50 concrete blocks in a sitting. I’m sure Tesla can build something like that.

But my biggest concern is that Tesla’s pick up truck looks too weird looking. Such as I want it to kind of look truck like and not to strange looking.

Dav8or

So basically you’re saying even if Tesla makes a pickup that works really well, you won’t buy it because it looks weird? If you’ve been paying attention, aerodynamics play a big role in BEVs. The wind tunnel doesn’t care what you want it to look like. To get the range people want, it needs to look a certain way. Don’t expect the Tesla pickup to look anything like a Ford, Chevy, or Dodge pickup.

Change is good sometimes.

J P DeCaen

He stated clearly : “it will look like a truck”. He also has stated he hates “ weirdmobiles”.

filip bjurling

This won’t even get solved if Tesla introduces the electric pick up. They can’t sell millions of trucks just like that. In order to do that the truck need to cost about the same as model 3 base model. What needs to be addressed is the gas price. It’s so extreamly cheap! In Sweden and about all over Europe gas price is North of 6 USD/gal!! We barely have any pick up trucks at all here! They are not need at all.

ffbj

I think we had peak car and truck, in the U.S. a couple years back. We are experiencing the longest bull market in history, a large tax cut, mostly of benefit to corporations, and other tax policies that have given people confidence in the economy, and said confidence is near an all-time high. So the environment for large item purchases could not be much better, except with wages not matching inflation people are actually getting poorer, albeit slowly.
Anyway, so Trucks have had their day and it is passing. There will always be some market for big trucks, with working trucks, which are about 20% of truck sales, but there is also a big base, many states like Montana, Utah, Nebraska, Oklahoma, etc…, where you turn 18 and you get a truck.

I think a mid-sized or smaller truck for Tesla would be the way to go. Start nibbling away at sales to customers who really don’t need a big truck anyway. The smaller ev truck would set up nicely for videos of it pulling the larger ice trucks around, and beating them in other types of competitions.

Bunny

Aerodynamics are ok and one thing for EV efficiency but using the Tesla semi as an example, those suicide doors with no roll down window is just stupid design. Add in that center seat position and all that glass., not good design. Don’t reinvent the wheel, just make it usable, practical, aerodynamic would go a long ways to better acceptance.

antrik

I don’t know what the deal is with the doors (though such details could very well change in the production version) — but the centre seat position is clearly for aerodynamics.

Sten

What is that blue SUV in the photo above? Looks nice if it really has a plug.

antrik

Nio ES8.

Seven Electrics

Also hampered by Tesla selling ZEV credits to legacy automakers to allow more pollution in California.

There’s some evidence that this quarter Tesla is redirecting even more deliveries to California for cashflow and ZEV reasons, so that particular angle is going to get worse.

antrik

Unless there is a surplus of credits on the market (which would indicate that the mandate is too weak), selling credits does not really allow more pollution. The other makers will just buy the credits *slightly* cheaper than having to pay the fines. They are still incentivised to make low-emission vehicles — it’s just that some of the money for failing to do so goes to Tesla instead of the state.

joe

Just more BS coming from the BS’er, Elon Musk to help boost the price of his stock. How can he do this when the company is hanging by a thread? Where will that money come from? It’ll come from Elon’s dream…..only a dream.