AD #3563 – NEV Sales Slip in China; Lucid Burns Through Half Its Cash; 1st Fisker Returned to the Factory

May 9th, 2023 at 11:58am

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Listen to “AD #3563 – NEV Sales Slip in China; Lucid Burns Through Half Its Cash; 1st Fisker Returned to the Factory” on Spreaker.

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0:00 GM Snags Apple VP
0:44 Lucid Burns Through Half Its Cash
1:50 NEV Sales Slip in China
2:41 EU Told to Raise Chinese Import Tariffs
3:34 Mitsubishi Continues to Shrink
4:24 Was New Toyota Tacoma “Leak” Deliberate?
5:18 Ford Ready to Unveil the New Ranger
5:42 Consumers Wary of Subscription Services
6:41 Iveco Buys Out Nikola JV Shares
7:18 NextEra to Invest Heavily in Green Hydrogen
7:52 First Fisker Returned to the Factory

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25 Comments to “AD #3563 – NEV Sales Slip in China; Lucid Burns Through Half Its Cash; 1st Fisker Returned to the Factory”

  1. Ukendoit Says:

    I made this comment on yesterday’s show, but it is more relevant today:
    Lucid Motors is doing a tour of the Southeast. Over the weekend, they had 5 Lucid Air vehicles on display in the suburbs just north of Atlanta. I test drove an Air Grand Touring (they did not have a Sapphire), and it was very impressive. It drove great, awesome acceleration, and the regen braking made for interesting driving.
    The regen could take a little getting used to, but I think I would like it. There were two different settings for how much regen, normal and high (for one pedal driving), but I didn’t feel too much difference -both settings seemed to stop the vehicle when I let off the gas, like driving a golf cart. It may be a more noticeable difference driving at highway speeds.
    The “host” was no-pressure, as he said that GA laws prohibited him from discussing sales or even prices, so he was full of information about the vehicle’s features, but said I would need to go to the Lucid website for any pricing info. If you click on my name above, it takes you to and you can see the “starting prices”. They are supposed to be the most luxurious, longest range, and fastest vehicles, but as impressive as they were, they are out of my price range!

  2. Lambo2015 Says:

    Glad to hear that consumers are wary of the subscription services. Let that idea die the horrible death it deserves! The only subscription service I’m willing to pay for is satelight radio and thats only because with service in one vehicle it allows me to also stream it from my phone too, so I can listen in all my vehicles and at home or in the garage. As long as consumers look elsewhere for vehicles that dont require a subscription then manufacturers will be forced to give up on that horrible concept.

  3. Kit Gerhart Says:

    Lucid needs something less expensive than the $87.4K entry level model. Well, checking their web site, it looks like the entry level model is not available, and the cheapest one is $92.9K. For now, it looks like they are having trouble producing what they have.

    I hope the Saudis will keep feeding them money, and they can survive. They have a good product, but they can’t lose money like that forever.

  4. Kit Gerhart Says:

    People say they will pay a monthly fee for a digital key. I’d just refuse to buy a car that charged a monthly fee for something that is standard on $27K Prius.

  5. Wim van Acker Says:

    @2 Around 20% of new U.S. vehicle sales are leases. I would consider a vehicle lease a subscription. You pay on a monthly basis, you don’t own the vehicle and you turn it in.

    If a lease is like a subscription, many people are already used to it.

  6. Lambo2015 Says:

    5 IDK I think a lease is much different than subscription service, in that you still get all the options you paid for. That lease payment is based on base price plus options and residual value. Most leases are closed end leases so you also know what the cost is to buy the vehicle at the end of the lease. So regardless if you bought or leased the car the options are figured into that cost.. But to then hold the buyer hostage and only offer to flip a switch to turn the option on with a payment is just icky to me.

    So will vehicle manufacturers have any legal grounds like cable companies did when a hacker is able to turn everything on without paying their fee? I mean its my car and the option is there so if I figure out how to access it without their help am I liable for a lawsuit? Certainly they could void the warranty but if I dont care about that then I wonder how that will work?

  7. Kit Gerhart Says:

    5,6 Would turning on the heated seats for the duration of the lease be part of the lease payment, or you you make a separate payment to the car company?

  8. Bob Wilson Says:

    Perhaps Lucid started with too many variants and models?

    Simplify manufacturing and try to reach profitability. Then add models as needed.

  9. wmb Says:

    #1, 2, 8.) Personally, while I could never afford one, the base price for the Lucid Air may not be far off. When you look at the premium Model S, the EQS and the i7, it seems to be price competitive with those vehicles. Does it offer the same content at that price? That’s another story. It’s the higher price versions that get to be sticky, versus what the legacy OEMs offer in their EVs. Yet, while the legacy brands may offer better appointments, more reliable delivery and an established automaker behind each vehicle they produce and sell (I’m looking at you Fisker!), neither Tesla or the legacy automakers has yet produced an BEV with the range or power that Lucid has put on the road to date! Is that worth $200K? Some may think so!

  10. Lambo2015 Says:

    7 I would think if they proceeded with this subscription service the lease payment would not include the heated seats and then you would pay a monthly fee on top of the lease payment to have that option. Especially since the lease may be three years and you might only want heated seats for 2 winters. Either way stupid idea and I will avoid any car that requires monthly fees to keep options turned on.

  11. wmb Says:

    #2, 4, 7.) When EVs can can be 100% refueled in less then, say, 20-to-30 minutes and travel between 300-to-400 miles on a single charge, then I could see paying a temporary subscription for full self driving. It would be something that could be used on long trips, but not used most of the year and, because of that, not something is would want to pay for when I initially purchased/leased said vehicle. Yet, maybe that wouldn’t be a subscription, but more of a rental of the download-able software.

  12. merv Says:

    Lucid burning through cash,wow those are some big numbers. Not for the faint of heart.

  13. Albemarle Says:

    I wonder where (BMW) car companies got the idea that heated seats would be candidates for a monthly fee. Why not power steering or even better air conditioning and floor heat? I think windshield defogging might be a safety requirement.
    Good luck on making it a monthly fee item. Of course, without Apple CarPlay and Android Auto, GM are no longer in consideration for us even with the $3,000 rebate for the Bolt battery inconvenience.

  14. Kit Gerhart Says:

    13 Porsche and MINI don’t have Android Auto, but I bought them anyway.

    It sounds like Lucid must have some “production hell,” putting out so few cars. If they get the volume up, and can sell what they build, it would help cash flow a lot.

    The Lucid Pure with RWD is about the same price as the cheapest Model S, which is 4WD. The RWD Lucid Pure is not listed on the, so may not actually exist. The 4WD Pure, for $5500 extra, has about the same range as the Model S. Did Tesla drop all but one version of the Model S? Only one is listed on

  15. Kit Gerhart Says:

    Tesla continues to be the best at adding lightness. A Model S is ~600 pounds lighter than a Lucid Touring, and ~1200 pounds lighter than an EQS.


    13) Maybe now that GM is hiring someone from Apple to lead their software group, maybe GM will reverse their decision to exclude Carplay.

  17. Kit Gerhart Says:

    16 Tesla has hired people from Apple, but they have neither CarPlay nor Android Auto. I’d think if GM has a lot of people boycotting because of dropping them, they may reconsider. Tesla reconsidered making steering wheels unavailable in Models S and X.

  18. Drew Says:

    If that is the new Tacoma, I think it looks good. But I would not liken it to the Tundra (which is hideous, IMO).

  19. pgl Says:

    A few years down the road….
    A) want to buy a used car, you ask or read does the car has heated seat ? what answer will I get ?? or if I’m selling that said car, how should I answer. B) About at a dealer, what answer will I get from the pimpled face sales person ?? Being told by X car company that I have to pay X amount of money for heated seats when there is a button on console to turn on/off said seat !!!
    Bulls*&^ !!

  20. Bob Wilson Says:

    #11 wmb – Cross country in my 2019 Tesla Model 3 consists of: (1) first drive +3 hrs; (2) subsequent segments 1.5-2.5 hours.

    Close to the Supercharger, take a biology break and short drive to the charger. Charging takes 15-30 minutes depending upon how close the next SuperCharger. Meanwhile, snack, stretch, or cat nap.

    My rule of thumb, 700 mi in 14 hours. My longest segment, 30 hours over 1,300 miles.

  21. Bob Aubertin Says:

    Ladies & Gentleman,

    A.)The only subscription that is worth it’s weight in”Solid Gold” is Sirius XM.

    B.)Global Auto manufacturers are Money Opportunists, why you say,Subscription service,Leasing a vehicle – Huge profits and warranties just to name a few.

    C.)Way to much Technology which drives the selling price of acquisition either to purchase or leasing.CPU failure in a vehicle will kill you.Remember “Murphy’s Law”???

    Thank you for paying attention in reading this comment.

  22. Lambo2015 Says:

    20 When I’m traveling I like not having to plan my trips around the distance to the next gas station. Or filling up just enough to get to the next station. Sounds horrible. 700 miles would take me about 10 hours so adding an extra 4 hours also sounds horrible. But I’m not retired.

  23. Kit Gerhart Says:

    21 It’s time for me to “negotiate down” the price of SXM for my Highlander. I’ve been told that you need to say you want to cancel three times to get the best price.

  24. JoeS Says:

    23 Last time I was offered a SXM deal (several years ago) the rate was $6/mth.

  25. Lambo2015 Says:

    23 Let us know what you get it down to?