AD #2954 – Porsche Says No Way to Electric 911; NIO Passes GM in Market Value; Lucid’s Battery Pack Advantage

November 6th, 2020 at 11:56am

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Listen to “AD #2954 – Porsche Says No Way to Electric 911; NIO Passes GM in Market Value; Lucid’s Battery Pack Advantage” on Spreaker.

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Runtime: 9:23

0:08 China Approves Made-In-China Model Y
0:51 NIO Passes GM in Market Value
1:35 EU Sales Down in October
2:12 Electrified Vehicles Outperforming the Overall Market
3:55 Bentley Commits To 100% BEV by 2030
4:30 Porsche Says No Way to Electric 911
5:07 GM Plans to Export Full-Size SUVs To China
6:24 Bosch Develops First Split Screen for Motorcycles
7:05 Lucid’s Battery Pack Advantage

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29 Comments to “AD #2954 – Porsche Says No Way to Electric 911; NIO Passes GM in Market Value; Lucid’s Battery Pack Advantage”

  1. Ken Says:

    That’s awful news Bentley thinking about going all electric.

  2. Ken Says:

    That’s awful news Bentley thinking about going all electric.

  3. Brett Cammack Says:

    With regard to the motorcycle displays: Royal Enfield just introduced their Meteor 350 and it has an interesting little bit on the instrument binnacle that is a small, round dial that contains a color LCD. It links to your smartphone and can provide a variety of functions such as turn-by-turn navigation.

    This is interesting because the bike is intended to be their new “bread & butter” bike for the Indian market and would not normally be expected to have such a feature at that price-point.

  4. Lambo2015 Says:

    So China abolished the 1 child limit back in 2015 and now they have the need for the big American SUVs.

    Porsche is smart when it comes to designing an EV to be an EV and not trying to retrofit an existing platform like the 911.

  5. MJB Says:

    Given the desire of Bentley owners (even more so, Rolls Royce owners) for a quiet driving experience, I think full electrification may suit that brand quite nicely.

    Though it will be hard to give up their ICE bragging rights. Their engines are already putting out insane amounts of power and torque. At nearly 5,300lbs, the Speed variant of the new Bentayga SUV is 1/10second quicker than a 3,600lb 2019 Corvette ZR1 in 0-60 time, coming in at 3.1sec and 3.2sec respectively. OUCH!!

  6. MJB Says:

    Bentley engines are quite underrated, I think…

  7. Dave Says:

    seeing autoline after hours with the performance and luxury of the Lucid without outrageous repair costs how will Bentley and RollsRoyce compete

  8. Kit Gerhart Says:

    5 The Bentley truck has 4WD, which helps a lot in getting 0-60 times much below 4 seconds on street tires, no matter the power to weight.

    I see Bentleys and Rolls-Royces very rarely, but when I do, it is usually during an occasional trip to south Florida, where I see them cruising A1A in Miami Beach. EVs would be great for that. The people who have the cars would be able to charge them in their 5 car attached garage, and easily do their 40 miles of cruising on a charge.

  9. Kit Gerhart Says:

    6 Now that the old Rolls-Bentley pushrod V8 used in the Mulsanne is going away, Bentley engines are from the VW-Audi “parts bin,” both the V8s, and the W12. I don’t know how reliable they are, but they work well.

  10. MJB Says:

    8. Yes, but all-wheel drive aside, I think you must admit it is still quite an impressive feat to launch a 5,300lb brick quicker than a 3,600lb arrow ;)

  11. Wim van Acker Says:

    @4: how about teenaged children of wealthy families who go out and travel together?

  12. MJB Says:

    7. With regard to the Ultra Lux crowd, I think that (regardless of the cost savings or charging time) them opting for a Lucid over the very storied and high-brow RR’s and Bentley’s, would be akin to Larry D. opting for a Genesis over a Mercedes ;)

  13. Larry D. Says:

    7 You are serious, are you? LOL. You have NO EFFING CLUE what a PROPER Luxury car is.

    The OSAMA MOTORS Lucid has cute exterior styling, but its interior looks like some concept drawing to impress 12 year olds.


    It makes sense for Bentley and Rolls to be all electric. They want their vehicles to be quiet and have lots of torque. Their customers don’t tow or haul heavy things. Judging by what I see around me, these cars are not being used for long trips. Most have a luxury SUV for long trip duty. Their owners generally have private garages which can be used for recharging them. I doubt their customer base cares how the car is powered at all, just that it is powerful feeling. All the right boxes are checked for Rolls and Bentley to be an electric car.

  15. Larry D. Says:

    8 the Bentley breadvan is a pimped up Cayenne, much smaller than the Rolls Royce Breadvan, the Cullinan (which is so successful, it sold as many units as all the many other ROlls models put together)

  16. Kit Gerhart Says:

    10 Yep, over 600 hp, and good gearing selection for getting to 60 quickly. I suspect they use shorter gearing for the hot version, to improve acceleration in the speed range where they would normally be driven. The Corvette would have higher power to weight, but its low speed acceleration would clearly be traction limited.

  17. Wim van Acker Says:

    @13: do you have a clue about luxury cars? I bet nobody takes you serious when you pull up to a luxury car dealership in one of your old HITLER Diesels.

  18. Larry D. Says:

    7 and seriously, you also have no effing CLUE how much more expensive a ROlls or a Bentley is compared to a Model S, OR to your “lucid”, IF, after more than a decade, they manage to PRODUCE even ONE unit to sell. It is a two and three to one up to a TEN TO ONE ratio, depending on option.

    You are comparing “premium economy class” to “First Class”, to put it in terms you may understand. Or, make it “RULING CLASS”… LOL.

  19. Wim van Acker Says:

    @18: if you yourself would understand what a proper luxury vehicle is, you would know that the buyers’ purchasing decisions are not based on operating cost.

    Take it from somebody who actually owns a $400,000 vehicle.

  20. Kit Gerhart Says:

    15 In dimensions, the Bentayga is more Q7 than Cayenne, 118 inch wheelbase and 202 inch length, while the Cayenne is 114/194. Yeah, the Rolls is bigger, 210 length and 130 WB. The bargain of those type vehicles is the Touareg, but they no longer sell it in the US.


    20) The Touareg and it’s repair costs makes me shudder LOL

    The Bentayga is exactly a Q7 in fancy clothing.

  22. Kit Gerhart Says:

    Sean, do you have any breakout on those hybrids? I’m guessing that a lot of the increase is RAV4 and Highlander, both of which seem to be showing up at a dealer I drive through to see what’s new.

  23. Larry D. Says:


    go hold hands with Lambo.

  24. Stephen Says:

    No surprise that hybrid sales have shot up, in many cases certain car models are now hybrid only. Whats worrying is that the no-risk plugin hybrids are not selling well and as you note its mostly all just ONE car maker selling all the BEVs (then again GM and Ford have been comatose over any good BEV until now). Whens the last time the Bolt got an significant upgrade. Even BMWs quirky i3 has been left to gather dust while they launch plugins to avoid city access charges.

    As for Electric upper luxobarges, the same superrich put solar on their mcMansions so a BEV luxury car fits in with their attempts at looking green (now that taking the private jet/1st class long haul flight is not looking politically correct for a while). And I think the high end V12/V8 turbo BMW-VW built engines are almost all hand built (in Germany) considering their small sales volume and to maintain quality control

  25. Kit Gerhart Says:

    24 Plug-in hybrids would be a good thing for people with short commutes, and who have a place to charge them. They wouldn’t work for me during most of the year, because of no place to charge. Regular hybrids are great for me, though, with at least 50% better mpg than a non-hybrid for much of the driving I do.

    I just read that the i3 would remain in production until 2024. I thought it had already been discontinued.

    I don’t know if the new Venza is being sold yet, but if so, it could be a major contributor to the hybrid increase.

  26. Bob Wilson Says:

    Choice 911 vs Roadster?

    Roadster all the way.

  27. Lambo2015 Says:

    23 Hey Don’t drag me into your incoherent rants with other people. BTW I would gladly hold hands with Wim van Acker (whom makes logical, sensical comments) than read another narcissistic blog about your daily walk and the, who cars what cars you saw.

  28. Kit Gerhart Says:

    I just read a Road & Track article about a 3000 mile road trip from NY to CA in a Porsche Taycan. The used Electrify America charging. The bottom line is that they were able to make the trip ok, and some of the chargers are higher power than the Tesla chargers, but most of the Electrify America charger were in Walmart parking lots, not the most interesting place to spend 30-40 minutes. Worse, most Walmarts are not the greatest place to get a ready-to-eat snack or meal, or even freshly brewed coffee, and many, or most Walmarts are not conveniently located for walking to a restaurant, fast food or otherwise.

  29. Alex Carazan Says:

    HYBRID SALES UP: YTD sales of HV are only 2.93% of US sales. The reason they are up is mainly because we have 9-year low inventories of popular trucks, CUV’s, and SUV’s while at the same time automakers had super high inventories of HYBRIDS which most Americans do not want. So they discounted HV’s to help recover some sales. This caused HV sales to rise and of course profit to go down. HV’s are are simply a poor economic case….at about $3,000 premium for HV at $2.00/gallon fuel and say 15,000 miles per year it takes about 10 years to pay off the fuel savings from HV purchase. Also for highway trips HV’s add no value as no savings on fuel. Most people finance new car purchases, so the $3,000 premium also has a finance cost. That makes HV business case even worse. That is why only 3% take rate of hybrids in the USA despite they have been in market for decades. American consumers are rational! The irrational hype for electrification is mind boggling! Why are so many people pushing it?