AD #3308 – Musk Downplays 800v EVs; Lincoln’s Glorious EV Concept; Honda to Use GM’s Cruise Origin in Japan

April 21st, 2022 at 11:49am

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Listen to “AD #3308 – Musk Downplays 800v EVs; Lincoln's Glorious EV Concept; Honda to Use GM's Cruise Origin in Japan” on Spreaker.

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Runtime: 11:06

0:07 Tesla Posts Record Sales, Revenue & Profit
1:19 Highlights from Tesla’s Earnings Call
4:58 Lincoln’s Glorious EV Concept
8:21 Honda to Use GM’s Cruise Origin in Japan
8:54 Euro NCAP Goes Green
9:53 Changan Builds China’s First Fuel Cell Car

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27 Comments to “AD #3308 – Musk Downplays 800v EVs; Lincoln’s Glorious EV Concept; Honda to Use GM’s Cruise Origin in Japan”

  1. GM Veteran Says:

    Since Honda has been an investor in Cruise and closed the deal for the Origin vehicles to be used in Japan, I wonder if the vehicles will carry the Honda brand?

  2. Norm T Says:

    Tesla got a revenue boost from regulatory credits totaling $679 million, more than double the amount generated during the previous quarter. 

  3. GM Veteran Says:

    And, good for Tesla! Their new production capacity is coming online at just the right time. They showed the world that EVs could be practical and consumers would embrace them, and now they are showing the industry that producing and selling EVs can be a very profitable business, at least for the OEM.

  4. Lambo2015 Says:

    So if Tesla doesn’t see the price increase they anticipate will consumers receive a rebate? Doubt it.

    That Lincoln is more of what I expect from an EV. The flexibility in that design shows what can be done when not trying to package an engine. Certainly a design from the ground up.

  5. Lex Says:

    Way to Go Tesla!

    Lincoln better save it’s pennies and stop wasting money on concept vehicles. Consumers want affordable and reliable real world vehicles.

    My concern is that US OEM’s are planning to reduce vehicles production and therefore reduce inventories when chips and other materials become more available to keep consumer demand and profits high. I believe this strategy will open the flood gates for less expensive Chinese vehicles into the North America automotive market which will bankrupt them.

  6. Bob Wilson Says:

    Turns out the lie that Musk was banned from talking about the “taking Tesla private,” was just a filing, not a ruling (see web link.)

    “(Reuters) – A federal judge on Wednesday rejected an effort by Tesla Inc shareholders to obtain a “gag order” preventing Elon Musk from publicly discussing their lawsuit accusing him of deceiving them with a 2018 tweet about taking his electric car company private.

    The ruling was issued by U.S. District Judge Edward Chen in San Francisco.”

    Like Mark Twain once said, a lie will circle the globe three times while the truth is putting on its pants.


    5) If they do I will happily drive my Chinese car right by the ashes of the Detroit 3 headquarters and not even shed a tear. It won’t happen though as there will be a recession well before such a plan could be enacted. That is when the OEMs will discover how nice it is to have customers come to their doors. They will also discover that they have to work much harder for every customer that might come to their door during a recession. So the issue is self correcting.

  8. Kit Gerhart Says:

    I’m surprised GM hasn’t raised the price of Corvettes more than they have. The wait is much longer than for a Tesla, but the raised the price only about 2% for the 2023 model year.

  9. Kevin A Says:

    The U.S. imports far more cars than it exports. Eventually, the government will discover that it is possible to ‘just say no’ to imported cars.

  10. Kevin A Says:

    It seems to me that there is a more likely explanation for Tesla’s profit increases. Maybe it’s because they don’t use the commodity chips that other people have a shortage of and don’t get parts from Ukraine or Russia. If you can make and sell cars and others can’t, your profits should go up! Part of the advantage of using new technologies.

  11. Kit Gerhart Says:

    9 The last I heard, BMW was the biggest exporter of cars from the US, with X5, etc. which are assembled mainly, or only in the US. Tesla may export more, after the Austin factory gets up to speed.

  12. Wim van Acker Says:

    @9 by putting tariffs on imports and then get tariffs on our exports? Like the tariffs put in place during our trade war with China. Result: the largest U.S. based vehicle exporter BMW could not export 200,000 BMW X5 per year anymore from the Spartanburg plant to China. I don’t know for sure, but since Mercedes Tuscaloosa production, the second largest U.S exporter, was in the same situation I bet the same happened with the Mercedes GLS and GLE production.

    BMW and Mercedes being the largest vehicle exporters from the U.S. and GM and Ford being irrelevant overseas, exports are the result of developing and producing vehicles which overseas customers want to buy.

    The only vehicles of a U.S. OEM which are successful abroad are TESLAs. If you would like to mandate all TESLA production to be in the U.S. you do not understand the need for hedging currency exchange risks and supply chain risks in large scale global business. And the limits of the U.S. workforce, educated in Communication, Political Science, History and English instead of Engineering and Sciences.

  13. Kit Gerhart Says:

    12 BMW and M-B might want to move production to Mexico. They don’t seem to get into trade wars with anyone.

  14. Wim van Acker Says:

    @13 unfortunately the production which had been exported for many years from the China has been moved to China. It contibuted to an increase of the trade deficit with China, which had been constant at $400 BB/yr increased to $600 BB/yr between 2017 and 2020.

    IMHO government should stay out of business. We have a capitalist economy and let’s keep it that way. Smaller government is better. A 50% increase of the trade deficit as a result of a trade war is an catastrophic defeat.

  15. Lambo2015 Says:

    14 The problem is we are a capitalistic economy trying to compete with businesses and countries that are not. We need manufacturing jobs in the US and they need to pay much better than they do in China. Tariffs try and curb that discrepancy. Otherwise a global economy also becomes a global pay rate. I believe most people in the US are much happier with their pay compared to the world wide average pay for that same job. If all things were equal I would agree the government should not interfere with business.

  16. Kit Gerhart Says:

    If it weren’t for government “interference” with business, you still wouldn’t be able to see more than a few hundred feet in LA on some days, and breathing the air would be about as heathy as chain smoking.

  17. Wim van Acker Says:

    @15 that is a myopic view on this topic: we also compete against high wage countries like Germany and Japan and are not competitive. Again: it is about generating profits by offering products customers want to buy like Mercedes, BMW, VW, Porsche, Toyota, Lexus, Hyundai and Kia do, not offering the cheapest products. Your view is a race to the bottom, my view is the race to the top. The most profitable OEMs do that.

  18. Lambo2015 Says:

    17 I guess I wasn’t just thinking of the automotive industry but I do believe that the OEMs do produce products that are competitive.
    What is myopic is to think that our economy can continue to support the standard of living we currently have if we allow the trade deficit to continue to rise. The government has to make it attractive to do business in the US.
    I don’t agree with placing regulations on US manufacturing then turning around and allowing selling of those same products that don’t meet those regulations just because they moved overseas.
    So we do our part to protect the health and safety of our people and the environment but if another country makes it overseas and puts even more pollution in the air or risks its workers that’s ok? As long as we get a cheap product and push the pollution elsewhere. Doesn’t seem as capitalistic when its not all even.

  19. Lambo2015 Says:

    16 Exactly! Our government wasn’t even doing enough which prompted CARB. But it took intervention to get it cleaned up. Without the EPA we dumped waste into rivers and streams and for many years it was a free for all. Some countries do more than others but to think everything is equal is silly.

  20. Alex Borenstein Says:

    @5, agreed on the Lincoln Star Concept. It is very beautiful but I grow tired of hearing that such concepts are indicator on design direction, providing mere design cues for production versions. I hate that.

  21. Kit Gerhart Says:

    18,19 Yeah, except for Western Europe and Japan, and maybe a few other countries, more pollution of most types is allowed than in the US.

  22. wmb Says:

    Why does the Lincoln brand and so many others, hate grills on BEVs so much? I know that people say that ‘it’s an EV and since there is no ICE, why does it have a grill!’ Styling?! If they are going to eliminate things on vehicles because the don’t need them, most ICE vehicles breath through the openings in the front bumper and have not needed a grill to do so for 15-20 years! Add to that, all the hood and fender vents and scoops, poles holes, roof racks, and a number of vehicles with decklead spoilers to control air flow when driving fast. There would be a lot of accessory items on vehicles today, that would go the way of the dinosaurs! Those items, though, communicate what the buyer finds important, what their values and personal style. Outside of eyelashes and eyebrows, what purpose does a mustache, goat-y and a beard serve our faces, other then catching mucus, from our nose, food and lent? If there not hiding scares, not much! Grills have been used as a style element for passenger vehicle, for over a hundred years. So I don’t see why doing away with them is so important, just because a vehicle is a BEV?! IMHO, this is an opportunity for automakers to do something more interesting with that space, but just getting rid of them seems rather extreme when there other things that are being kept, just because the look cool!

  23. Kit Gerhart Says:

    Corvairs looked pretty good without grilles, but the “chrome” bumper probably helped.

  24. Bob Wilson Says:

    Curious rumors in PriusChat, “

  25. Bob Wilson Says:

    Curious rumor of reduced Toyota shipping:

    “Toyota USA sales were down around 15% versus 2021 in the first 3 months Toyota Motor North America Reports March, First Quarter 2022 US Sales – Toyota USA Newsroom”

    “Toyota expects that production will increase as supply chain problems lessen and volume will exceed 2021 for the rest of the year. They predict that sales will be 2.35 million in the US versus 2.33 million in 2021. I have no idea if they will fall short or exceed.”


    22) I am not so bothered by the lack of a grille. It is the lack of good styling that is bothersome. As Kit stated, the Corvair looked good without a grille. The VW beetle looked good without a grille. The original ford Taurus looked good without a grille. Air cooled Porsche’s look good without grilles. Even the water cooled Porsches look good without a grille. The 1992-97 Ford Crown Victoria looked good without a grille. Even the Thunderbird of the same 1992-97 vintage looked good without a grille. The Taurus of that same vintage also looked good without a grille. The Thunderbird turbo coupe of 1987/88 converted a thunderbird with a grille into one without and it looked good as well.

    They know how to do it and there have been tons of cars in the past without grilles, but for whatever reason they make EVs look like something is missing up front. It boggles the mind.

  27. Kit Gerhart Says:

    25 Sales of the Toyota I recenly bought, Highlander, are about flat from a year ago, and up from 2020 and 2019. It was a new generation for 2020, and they got more serious about mpg with a 4 cyl, rather than V6 hybrid.

    Feb. and Mar. Prius sales are way down from 2021, but the dealers don’t seem to have any, at least in my area, so it must be supply constraint.