AD #3449 – GM to Reveal EV Profitability Plan; Toyota HD Fuel Cell Production Starts in 2023; Renault’s Industrial Metaverse

November 15th, 2022 at 11:57am

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Listen to “AD #3449 – GM to Reveal EV Profitability Plan; Toyota HD Fuel Cell Production Starts in 2023; Renault's Industrial Metaverse” on Spreaker.

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Runtime: 10:15

0:00 GM to Lay Out EV Profitability Plan
0:51 Hyundai Will Open VTOL Hub in Indonesia
1:34 Ford Using Connected Data to Improve Insurance
2:46 Would You Let Others Drive Your Car for $215/Month?
3:34 Toyota HD Fuel Cell Production Starts Next Year
4:43 Cummins Signs Deal w/ Tata for Hydrogen ICEs
5:08 Renault Creates Metaverse for Manufacturing
6:38 New Buick LaCrosse to Wear Wildcat Face
7:15 EV Startups Scramble to Stay Alive
8:02 What is This Ukrainian War Vehicle?
8:42 U.S. V2X Test Improved Road Safety

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33 Comments to “AD #3449 – GM to Reveal EV Profitability Plan; Toyota HD Fuel Cell Production Starts in 2023; Renault’s Industrial Metaverse”

  1. Lambo2015 Says:

    Its good that Cummins is working at something to replace the Diesel engines they make.

    Gonna be a rough time for the EV start ups as material prices keep going up along with interest rates. Not sure what current rate for a vehicles are but saw mortgage rates in the US are up to @ 7.5%, This will make a difference on vehicles that are $50,000.

    Renault’s Metaverse sounds interesting. Although like any computer software program its only as good as the information input. Garbage in you get garbage out. I’m sure with the magnitude of what they have created it will have a large learning curve and some bugs to work out. But in the end could be a tool that delivers some great benefits.

  2. Buzzerd Says:

    The huge problem with the “ driving apps” is that they have no idea if you drive through a stop sign or red light but do know if you stop fast for a yellow. Greeeeat. They Know if you’re driving the speed limit but not that you’re doing it in the left lane beside another car. Perfect.

  3. Lambo2015 Says:

    2 Yeah and although speeding would be considered bad driving. On many interstate highways around me driving the posted speed limit is difficult almost more dangerous than going with the flow of 5-10 over the limit. As you stated a hard maneuver regardless of if it’s a swerve or hard braking those systems do not know if it was you being a good driver avoiding someone elses mistake or or an animal or if it is your bad driving.
    I know in any given week I am required to avoid an accident from another driver not paying attention or just doing dumb stuff. Most of the time I anticipate and expect other to do dumb stuff but sometimes it really comes out of left field.

  4. Norm T Says:

    You mean GM won’t take 20-years of ZEV credits to make a profit?

  5. Kit Gerhart Says:

    Are the Cummins hydrogen engines spark ignition? If not, do they use some kerosine along with the hydrogen? I’ve heard that you don’t get compression ignition with pure hydrogen (or methane). Is that the case, or did I hear wrong info?

  6. ChuckGrenci Says:

    So, in this show: GM’s got a plan and Renault has a plan, so let me paraphrase Russell Ziskey (“Stripes”): ‘Great, Custer had a plan too’. We see a lot of declared plans here on Autoline but usually don’t hear much about them after their announcement. (Except for the few that work). Okay, I’ll be standing by.

  7. Kit Gerhart Says:

    2,3 I don’t think I’d be interested in having my driving evaluated that way, for the reasons you guys mention, and others. I go over the posted speed limit most of the time, but I haven’t crashed in 50 years. I’d think not crashing should be a more important factor in determining insurance rates than information collected by sensors that don’t know the conditions at the time.

  8. Kit Gerhart Says:

    Buick has some nice products in China, including a plug-in hybrid station wagon. Unfortunately, the only Buicks sold in the U.S. are a few generic crossovers.

  9. Sean McElroy Says:

    @Kit – I’m not seeing any text that says if the current Cummins hydrogen ICEs use spark ignition or not. But based on images of the engines they do appear to have some sort of ignition system:

  10. DanaPointJohn Says:

    Please oh please no more Faraday Future stories, or mentions, until we actually see a car sitting in someone’s driveway. Enough already! Have mercy on us!

  11. Kit Gerhart Says:

    9 I found that a natural gas version of the Cummins engine has spark plugs, but nothing about the H2 version.

  12. Wim van Acker Says:

    @6 you just have to stay tuned until 2025, 2030, 2040 and 2050 :-)

  13. Wim van Acker Says:

    @10 you should see the 2029 model, it will look great

  14. XA351GT Says:

    Connected data is a hard NO from me, Insurance companies will use it to deny as many claims as possible even legitimate ones. Big brother looks over our shoulder enough. I can’t believe people invite into their homes and now cars in the hope of free money. I learned a long time ago nothing comes free it just may take a while for the hook to set.

  15. Wim van Acker Says:

    @9, 11 since I have been reading about truck engines running on hydrogen or natural gas I always assumed that the engines were like the Diesel engines. I understand now that the engines have a fuel ignition system added.

  16. Kit Gerhart Says:

    13 And do 0-60 mph in 0.7 seconds.

  17. XA351GT Says:

    So GM thinks it will make a jump from 44,000 units to 1,000,000 in 3 years . If they don’t is Barra willing to step down and pay back her salary ? That’s a huge jump and what if buyers refuse to pay a premium for a glorified golf cart?

  18. Kit Gerhart Says:

    17 If they keep the prices reasonable, I’d think they could sell a lot of electric Equinoxes and Blazers. Unlike Bolt, they have the fashionable SUV look, and we are told that the Equinox will sell for $30K. It would be a good commuter car at that price, for those with home charging, even if the range isn’t huge. Can they build that many by 2025, though? Where will the batteries come from?

  19. Wim van Acker Says:

    @17, 18 The OEM ramping up production: I can see them do that.
    Service: I hope that they will be able to service those new vehicles. In my micro-cosmos with only two EVs I see that the OEM is challenged with some technical issues in the electrical system and foremost the dealers not being capable of servicing the customers. Our two EVs have been purchased from two different dealerships. The same story: little knowledge and bad customer service. Both EVs could only be driven close to home because they were not considered reliable for driving farther away after the initial provisional repair. This would go on for weeks because the high voltage switch could not be delivered because of supply chain issues. When the actual repair is done the vehicle is in the shop for days or weeks with an unpredictable duration. A replacement vehicle cannot be offered “we have no vehicles because of COVID”.

    So, I hope that GM will put mature vehicles in the market once they ramp up. If not it will be a drama like we are dealing with.

  20. Wim van Acker Says:

    @17,18 and then the batteries: most of the battery producers are relatively small companies which have to ramp up to very large scale in a few years, supplying a high-tech product they are still developing or going through pilot stage production. I will be surprised if those pull it off without major hitches.

    Ah well, I have said it before: my diesel powered Jeep will keep me moving for the coming years :-)

  21. Joseph C Says:

    Ukrainian War Vehicle? my guess is an Audi TT.
    I’m surprised at the lack of responses so far.

  22. Lambo2015 Says:

    17 Pretty ambitious to expect a sales increase of 95.6% in three years. I know GM plans to have 30 EVs available by 2025 but that still requires each one to sell (33k) almost as much as they sell right now total EVs. Barra must have gotten a card for whatever she is smoking.

  23. Albemarle Says:

    I have never seen sufficient inventory of any EV to justify numbers like Mary is saying. Good EV supply these days seems to be a 3 month wait. Even ICE supply isn’t much better.

    While I hope they can do it, to sell a million EVs a year, there needs to be stock at every dealer. If the selling rate was level, (and it never is), GM would have to ship 2,739 cars 365 days of the year. With 4,697 North American dealers, that’s an EV every 1.7 days to every one of those dealers. I excluded exporting outside North America, and assumed all dealers would be EV dealers by 2025 (lots of time…).

    GM currently ships 120 EVs a day. So we’re told going from 120 to 2,739 a day is doable. So why are we still waiting months for stock, even ICE vehicles? What great event in 2023 and 2024 is going to make the volume possible?

  24. SteveO Says:

    The Ukrainian fighting vehicle is based on a Peugeot 307CC coupe/convertible, according to this article:

  25. wmb Says:

    Regarding driving apps/insurance, I had a driving monitor for my insurance, which lasted 6 months when I first started with this company. When I asked about what the monitor tracked, they told me that it was just braking applications. I had one installed in both my car and my wife’s. They did make a sound during hard braking, but, to me, while it was irritating, it did encourage me to be more mindful of how hard, how quickly and to better anticipate they actions of drivers around me. I did receive a lower insurance during and especially after the 6 months had passed. Yet, the biggest drop in rate came when I moved for the city I began using that insurance in, to the my current location, in a different city! I meaning this because, with what Ford is talking about doing regarding insurance, isn’t Tesla already doing it? I remember reading that, at one point, Insurance providers weren’t covering Tesla automobiles, with them being upstarts and new tech. So, Tesla started providing insurance for those who purchase their cars, especially in states where insurance was a requirement to operate a vehicle on surface streets. Haven’t Teslas always had drivers apps on the vehicles that they make? Isn’t that the way that they do over the air updates? So, those who have Teslas and use their insurance, aren’t they being monitored anyway? How is what Ford is proposing any different from what Tesla is/has done?

  26. Kit Gerhart Says:

    21 I didn’t have a good guess. I was thinking Citroen C4, if they made a two door version, but it might take a VIN check to know.

  27. wmb Says:

    …I guess what I’m saying is, while the driving app CAN collect all your driving data, does that mean they WILL? BEVs, as a fact of their design, relies much more heavily on its software to run the vehicle, much more then it seems with ICE vehicles. So, the question would be: What information would the OEM insurer be collecting? Until that question is answered, I guess we’d all just have to wait and see!

  28. Clem Zahrobsky Says:

    i bought my first new gm car in 1953 and since bought 11 new corvettes and 25 to 30 new gm cars and trucks and will not buy any vehicle because i am told i must buy it.

  29. Ross Says:

    War vehicle? Peugeot 307

  30. Kit Gerhart Says:

    27 My Toyota app collects and displays data on my Highlander hybrid for “harsh cornering,” “fast acceleration,” and “harsh braking.” I can display it on my phone, and Toyota probably gets the info, but I doubt if my insurance company does. I do more “harsh cornering” by a wide margin than braking or acceleration, since I tend to drive for good gas mileage. The app must consider anything over about 0.2G to be harsh. Putting it mildly, the cornering capabilities of a Toyota Highlander are not very high.

  31. Kit Gerhart Says:

    29 et. al., Interesting that the car is RHD, with all of the bordering countries to Ukraine being LHD markets. Was the car donated and brought over from the UK?

  32. Lambo2015 Says:

    27 Waiting and seeing can be a dangerous game. To me its sorta like what the cell phones have done with everyone simply in compliance. Its been standard practice for apps like google to use your phones mic to listen to your conversation and use that information to suggest items for purchase. So maybe no actual person is listening and most likely its a software program doing the work but anyone with a smart phone has experienced this where you can be talking to someone about needing to buy some new shoes or maybe dog food and the next time you open google they let you know XX brand is having a shoe sale or try this new dog food.
    Personally I dont like it and I dont really like the idea of manufacturers collecting my driving habits. I mean where does it end. Can they also listen to your conversations in the car and also use that to market to you? Soon your car is telling you where to turn in order to hit up a fast food joint.
    Certainly data collection can be useful and race teams have done this for years. I’m just not sure I need it or want it in my personal vehicles. I know it sounds paranoid but I like keeping things simple and maintaining some level of privacy. Which seems to be harder and harder to keep these days.

  33. Lambo2015 Says:

    32 Oh and you can shut that function off on your phone, I know! I have already done it. But is it really off or do I just stop getting promotions?