AD #3014 – Stellantis CEO Voices Support for Chrysler; ITC Rules Against SK Innovation; Ultimate Off-Road Machine?

February 11th, 2021 at 11:52am

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Listen to “AD #3014 – Stellantis CEO Voices Support for Chrysler; ITC Rules Against SK Innovation; Ultimate Off-Road Machine?” on Spreaker.

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Runtime: 11:39

0:07 Detroit Diesel Making EV System for Daimler Trucks
0:59 Stellantis CEO Voices Support for Chrysler Brand
1:51 U.S. ITC Rules Against SK Innovation
4:06 Is Tesla’s Sales Model That Different from a Dealer?
5:18 Rivian Plans European Plant
5:46 Auto Group Says EU Needs 1 Million Charging Stations
6:35 Are These the Ultimate Off-Roaders?
7:58 Toyota Announces New BEVs for the U.S.
8:52 Ram Adds HFE EcoDiesel to Pickup Lineup
9:46 Ford Launches Online Used Car Platform

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41 Comments to “AD #3014 – Stellantis CEO Voices Support for Chrysler; ITC Rules Against SK Innovation; Ultimate Off-Road Machine?”

  1. rick Says:

    i’m thinking by the time 4 year battery supply for ford is done solid state batteries will be available.

  2. MERKUR DRIVER Says:

    I think Chrysler could rebadge the DS line and compete with Lincoln/Cadillac…like they used to in the old days before going down market.

  3. Marshy Says:

    Those charger numbers are very different. I recall reading that locations vs actual chargers can really skew what is going on. Does a location have 1 charger or 10? Something like this going on here?

    I get you said public so presumable numbers exclude Tesla’s network.

  4. Marshy Says:

    Are the only plants making Chrysler now all the Unifor plants in Ontario? Pacifica and 300? (WAP and BAP)

  5. Lambo2015 Says:

    I’d say making the Chrysler division the all electric brand makes probably the most sense at this point. They should keep it higher end EVs and also bring back Plymouth as a hybrid and lower end entry level vehicles. This way when gas prices spike Plymouth would at least have some cars and hybrids for folks not ready to go full EV.

  6. Kate McLeod Says:

    Chrysler: Bring out a convertible. With a decent back seat.

  7. Lambo2015 Says:

    Sean has there been a study that would identify where EV owners charge their vehicles? My guess is 80-90% is done at home at least in the US. So adding public chargers is going to do little to make EVs attractive. As long as charging times are in the 20+ minutes who wants to sit at a charging station for that long?

    Restaurants need to get on board as that is one place people will stop for at least 20 min and getting a free or reduced price charge will draw in customers. You have to give people something to do while their car is charging and eating is a logical choice to me.

  8. Norm T Says:

    Switching from ICE to EV is mostly about profits to the automakers, while looking greener.

  9. Sean McElroy Says:

    @Marshy – You’re right. While there’s 26,000 charging stations in the U.S., there’s roughly 84,000 charging points at those stations. I also wonder if the number of Americans charging at home is a reason we have so many fewer stations.

  10. George Ricci Says:

    How is Tesla’s model different from a dealer network? Tesla does not have middlemen(dealer) between them and the customer. Tesla does not have to share any profit with a dealer. Customers never get screwed by unscrupulous dealers and Tesla never has its brand name hurt by those dealers. With Tesla there is no haggle pricing for the vehicle and service costs the same.

  11. Sean McElroy Says:

    @Lambo – There’s apps that owners can use to find charging stations. I think most EVs also offer something through the navigation as well.

    There’s already charging locations like this. There’s a Tesla Supercharger near my house that has all kinds of shops and restaurants around. I think we’ll see more as EV adoption keeps spreading.

  12. cozy cole Says:

    I just was wondering, 26,000 public charging stations, wonder how many home units are out there. Also the big question, how many gas stations are there in the USA? In my area, eastern Pa., most people here with an bev have a home charger, but this area is all single homes where you can put in a charger. Ever think that when the Model T came out, people would think, where do I buy this Gasoline stuff!

  13. bradley cross Says:

    The Tesla model is so much simpler. Naturally there can still be issues when still dealing with one company.

    If you dont know what Chrysler stands for then obviously you do not need it.

  14. Clarence Zahrobsky Says:

    the stated range of battery powered HD trucks is that fully loaded to the max of 80,000 pounds ??

  15. Kevin A Says:

    #10 Agreed! I’d like to see ALL dealers disappear and become used car and service only outlets. As more and more people buy online, through AutoTrader.com etc, the dealer markup on new cars is eroding anyway. Many people are willing to drive a couple hundred miles to save $1000 or more and most dealers will give you a good discount for doing it. It’s only political clout of the existing dealers that keeps Detroit from following Tesla. Sooner or later, as everyone goes electric, either Tesla will have to get dealers or all dealers will have to disappear.

  16. Kevin A Says:

    Interesting to know what Detroit Diesel is doing. What about Cummins and Caterpillar? What are their plans for the EV future?

  17. Kevin A Says:

    Sean, George Ricci has a good point. As every one goes electric, how can the Tesla solution not be offered to everyone, even the Detroit three?

  18. Kevin A Says:

    That SK plant is important for US production of EVs. I’d like to see SK and LG settle it by the plant becoming a joint venture run by LG to get around this ruling.

  19. wmb Says:

    While rebadging Peugeot, Citroen and DS vehicles might make since to sell as Chrysler vehicles, I would think that Opel/Vauxhall may be better. With the Chevy Malibu and Cruse already being sold here, in might be easier to certify them for sale in the US. Then they would also have a parts network as well. That is if GM doesn’t have a claws in the contract when they sold Opel to PSA, that they couldn’t sell them in the United States for X number of years.

    With the number of plants closing across Europe, why could Rivian retrofit one of those assemble plants to build their vehicles? Wouldn’t it cost less and allow them to bring their vehicles to market sooner in that part of the world?

  20. Albemarle Says:

    I believe about half of all households in the UK require parking on the street or in a remote lot. I think that’s one reason there is so many more public chargers. Probably similar in much of Europe.

  21. Kit Gerhart Says:

    Public charging stations, or stations at restaurants, grocery stores, “big box” stores, etc. would get me more interested in an EV since I can’t charge at home. The closest charging station to my condo is a Tesla “destination charger,” locating in a tourist trap beach side parking lot where you have to pay $15-20 to access the chargers.

  22. Rey Says:

    The battery problems of Ford and VW highlights Teslas vertical integration advantage over legacy auto, would you leave the manufacturing of the ICE engine to OEM suppliers?
    GIGA 1 factory IS run by Tesla , who is the Kitchen owner, Panasonic the chef,supplies the pots and pans, Tesla supplies the ingredients and recipe, out comes the steak, the best in the business, cheapest too.

  23. Kit Gerhart Says:

    15 Cummins is getting into plug-in hybrid and electric stuff.

    https://www.cummins.com/electrification/powerdrive-for-electric-trucks

  24. Kit Gerhart Says:

    13 Chrysler stands for near-luxury cars, and they have one model, the 300. They also have the vans, but they should be either Dodge Caravan, or Plymouth Voyager.

  25. Kit Gerhart Says:

    12 At one time, didn’t you buy gasoline at drug stores? There were probably gas stations by the time the Model T came along in about 1909.

  26. Kit Gerhart Says:

    4 Vans in Windsor, and 300, Charger, and Challenger in Brampton.

  27. Kit Gerhart Says:

    Looking at the DS products, I don’t see much that would make sense for the US market. There are some various size crossovers, which would probably get lost in the US market with zillion other crossovers in the US market.

    The biggest DS sedan is a plug-in hybrid, about the size of Camry and Accord. It’s FWD/4WD. I don’t know how “luxurious” it is, but I’d think it would have a hard time competing with Camry/Accord on price, or with E-Class and ES on status and perceived luxury. It’s assembled in China, which would help on price, but clearly would hurt for other reasons, even if it is a good car.

  28. Rey Says:

    Maryann Keller has no clue about Tesla and its way of doing bznz , They sell the cars without any high pressure tactics, they do have Service Rangers that come to do simple repairs where the car is and have shops as well very little advertising budget unlike legacy auto and dealers. EVA should name Chrysler Airflow like in the 30s and make it very Aerodynamic and their “Future brand”.

  29. Kit Gerhart Says:

    11 Interestingly, a supercharger about 10 miles away that had been listed as “coming soon” for a year or more on the Tesla web site has not arrived, and is no longer shown as “coming soon.” They must have changed their mind about it.

  30. Ziggy Says:

    The Fat Truck is a truly amazing vehicle for when you need to go off-road, not much stops it, even in water it can swim if the current isn’t too great. If you want additional information on it go to fattruck.com to see why it is a step up from everything else out there, including the Sherp. Tell them Ziggy sent you….

  31. merv Says:

    The used car market is so competitive these days with so many options, but Ford offering a warranty may give them an edge.

  32. Sean Wagner Says:

    Regarding Tesla’s sales model, according to Elon Musk they had to establish their own network so that sales would push the EVs instead of treating them as a decorative sideshow to the ICE lineup.

    One of those sink-or-swim decisions that made Tesla.

    18 Kevin – “That SK plant is important for US production of EVs.” Just so. Vital, actually.

    This is still early days for US EV production, and it’s crucial not to lag behind, rev up as fast as possible, while keeping the business among allied nations.

    A window of only 2 and 4 years’ production doesn’t incentivize investments at all. Yes, the two Korean companies should mend their ways, but competition between Chaebols [conglomerates] can be cutthroat.

  33. Kit Gerhart Says:

    If production of EVs is going to increase 20 fold in the next 15 years, where are those batteries, and the materials to make them going to come from?

  34. Wim van Acker Says:

    @22: I like that explanation a lot.

  35. cwolf Says:

    I expect the decision against SK is more serious than one may think. What happens to SK after 4 years and Bidens desire to quickly move towards carbon-neutrality? How fast can another supplier be found to keep Bidens plan moving forward?
    Making matters worse, cobalt, a critical element of the Li_Ion battery, is mined in only a few countries and China is buying up all the supply as it can get.
    Maybe we should focus more solid-state batteries. The move to solid-electrolites have many advantages, yet remain costly and many years away to become fruitful.
    I think this is the direction best for the U.S. to follow enabling us to take away China’s advantage and contol of critical materials.
    Now is the perfect time for the U.S. to make this the goal, while EV sales are small.

  36. Sean Wagner Says:

    33 Kit – The size of the challenge is immense. I’m not sure the entire market will simply change over – the composition of vehicles is mutable.

    However, the raw materials are available. It’s manufacturing throughput that will be interesting to watch – while it already seems perfectly normal that Tesla can build 1’000 EVs a day, not long ago most (and I) would have seen that as fanciful.

    Who would have thought we’d build giant floating platforms anchored in stormy seas to pipe crude from the ocean floor? Demand drives investment.

    About DS, maybe we should concentrate on platforms to speculate what cars a reinvigorated Chrysler might offer? In fact, Chrysler as a brand strikes me as a great luxury marque for China.

  37. Lambo2015 Says:

    28 I agree that Maryann truly missed the point of a non-dealership network. It wasn’t about saving money for Tesla and not sure it was really even about saving money for the consumer. It was the horrible interaction that people have with when dealing with salesman. Any product where one person can go in and buy it at one price, and someone else can get the same vehicle a thousand dollars more or less can create distain. Everyone wants to leave feeling they got a good deal and when buying a new car you just don’t know and if your not confident in your negotiating skills you probably didn’t.
    Take all that away and sell cars like almost any other product with set pricing and the question about if you got a good deal or not goes away.
    I’m sure at first it was a way to sell cars without having to establish an entire dealer network and with the internet these days many other products launch without a sales distribution network. People can use Ebay or Amazon and let them handle distribution logistics.
    Sure Elon maybe overlooked the need for service centers and the need to have personnel to run that aspect but that’s very different than a dealership in my opinion. I think many other people see it that way too.

  38. cwolf Says:

    Doing away with independant dealerships is a real head scratcher in my view. The concept sound appears reasonable yet the end result would most likely put them out of buisiness.
    What kind of economy would we have if every producer, from nuts to clothes and everything in-between established set sale prices of their wares? The concept of buying in bulk would go out the window. So should fleet sales be included? The end result would be that each and every employee would literally be working for only the largest of corporations who will then have the ability to set wages or simply make them all the same.
    This type of way of doing business looks like something found in North Korea, eh?
    I think I’ll remain content with free enterprise, thank you.

  39. Lambo2015 Says:

    38 I don’t think selling via internet or without dealerships eliminated free enterprise. Manufacturers still compete with each other as Tesla will soon learn. Taking out a middle man isn’t anything new.. Factory direct sales have been around for ever. Fleet sales would also still happen as those prices are negotiated with the manufacturer which is separate from direct sales.

  40. Ken Says:

    The Fat Truck with a 67 HP diesel engine must be a wimp when it comes to performance. Something that big, heavy, with massive tires. A wild guess of performance specs – top speed 25 mph, 0-45 mph of 30 seconds, and zero grunt tackling the off-road.

  41. Ken Says:

    Meant to type 0-25 mph of 30 seconds.