AD #2790 – Parts Retailers’ Stock Surges; EV Charging Signs Needed; Tesla Builds 1 Millionth Car

March 10th, 2020 at 11:54am

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Listen to “AD #2790 – Parts Retailers' Stock Surges; EV Charging Signs Needed; Tesla Builds 1 Millionth Car” on Spreaker.

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Runtime: 8:16

0:07 Parts Retailers’ Stock Surges
1:02 First VW Diesel Jury Trial Ends
2:02 China Sales Won’t Bounce Back Soon
2:52 EV Charging Signs Are Needed
3:45 Tesla Builds 1 Millionth Car
4:15 Cadillac Lyriq EV Details
5:51 Honda Drops Clarity EV
6:37 Honda Odyssey Refresh

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40 Comments to “AD #2790 – Parts Retailers’ Stock Surges; EV Charging Signs Needed; Tesla Builds 1 Millionth Car”

  1. Kit Gerhart Says:

    Does anyone know what percentage of the VW diesels were turned in using the buy back? Last summer, I talked to someone at a cook out who had a TDI Jetta wagon, who really likes the car, and wasn’t at all interesting in the buy back.

  2. TERRENCE Says:

    25,000 electric charging stations is still a problem, signs or not. There are 168,000 gas stations in the U.S. That’s almost 7 times as many. And because I/C vehicles have more range than full electric vehicles, there will be a need for MORE electric charging stations than gas stations. Signs are not going to solve the problem of too few charging stations to allow people to take long trips with their electric vehicles.

  3. Lambo2015 Says:

    I find it hard to believe that auto parts suppliers stock is going up due to this virus keeping people out of dealerships. I think if I needed a new car I would go get one and just because fears over this virus may keep people away from dealerships it doesn’t mean their car will all of a sudden break down.
    I could believe the theory that the virus is creating business for parts suppliers if this had been going on for maybe 6 months but it seems hard to believe it would affect it already. Hopefully cases dropping off in China is a sign of things to come and not just a result of the very precautionary steps that are being taken.

  4. Buzzerd Says:

    @2 – also, I can fill my gas tank in 4ish minutes, electric cars of course take a lot longer than that with lots of variables involved.

  5. cubbiesoh Says:

    I still think the key to EV embrace is two-fold: 1) At home charging (with apartment / condo outlets as well as detached home outlets), and 2) convenient charging on major interstate highways.

    These two solutions will catch the cars while “sleeping” at home as well as convenient stops on the road. Also, a minimum of 300 miles of range for non-city drives to make the time to charge convenient will do the trick as well.

    This will come. The technology is there already (& being used by some), but all have it and will use it when profitability comes to that segment.

  6. Brett Cammack Says:

    EV Charger Food

  7. Brett Cammack Says:

    There was a greater-than and a less-than in my post, but were stripped out. It was supposed to read “EV Charger not-equal Food”

    Danged HTML…

  8. Lambo2015 Says:

    Having charging stations as readily available as gas stations will probably help some but I believe for most people the attraction to an EV is being able to charge at home. Most EVs can accomplish the daily commute on a single charge. So the owner would have no plans to charge anywhere but home.
    Especially with now gas hovering around $2 why would I buy and spend an extra 10K on a car to save $300 a year in gas? More charging stations would not make me more interested.

  9. Brett Cammack Says:

    3

    I think that it is just money fleeing uncertainty, not expectations of growth. Like investing in a funeral home. Doesn’t matter what the economy is like. People are gonna keep dying.

    IOW – Auto parts chains are a safer investment because regardless, Joe Lunchbucket still has to have a vehicle to drive to his three low-paying jobs.

    I’d wager that U-Pull-It salvage yard stocks (if there are any) are doing well, too.

  10. Kit Gerhart Says:

    3 I suspect a number of people are putting off buying new cars they don’t need, because of a looming recession that might result in their unemployment. Though I’m retired, I’m less likely to buy a new car I don’t need, because I have less wealth than a few weeks ago, because of the market crash that affected my mutual funds.

    Yeah, I wouldn’t think there would be any near-term change in the market for repair parts. If new car sales decrease substantially, and stay down, future parts market will increase.

  11. Dave Says:

    with 500K cars at the Fremont factory plus 350K from China plus how many from Berlin? plus wherever they build the Cybertruck , How many years till Tesla builds its 2 millionth car?
    How many “charging stations” do you need anywhere there is an electric outlet one can “fuel” up. One mall I was at had 4 parking spaces with a dryer plug at the end of each stall -works. Not too mention Superchargers springing up along Interstates all the time. Early adopters went to RV parks and charged there.

  12. Kit Gerhart Says:

    5,8 If home charging were available at my condo, I would be quite likely to buy an EV. I would be unlikely to use it for long trips, though, even if there were chargers at every gas station capable of adding 200 miles in 30 minutes. I’m too used to being able to add 500 miles in 5 minutes, when on long trips.

  13. Buzzerd Says:

    @11- And that’s my problem with having an EV, why would I buy a car that can work most of the time when I can buy one that works all the time? The plusses just don’t out weigh the negatives.

  14. cwolf Says:

    I think of all the new cars equips with the many sensors and cameras that have to be aligned twice or more a year will be another reason causing buyer regrets. Once this becomes better known, it might put a damper on sales; At least on vehicles loaded with this stuff.

  15. Lex Says:

    I am still going to harp on the fact that GM showed off it’s skateboard battery platform technology over twenty years ago. That platform at that time could also accommodate several different top-hats. GM is trying to position itself as a luxury or near luxury OEM with EV’s. That is why is dumped Holden and it’s other low profit old technology ICE brands. It is also looking to get into the US EV truck market against Tesla and Rivian by bringing back the Hummer brand, IMHO.

    I had also mentioned several times in the past that GM should offer an EV version of the Chevy Equinox and GMC Terrain. The new Chevy Blazer is stupid ugly and the soon to arrive updated larger Chevy Bolt with it’s EV technology could have been adapted into the Equinox and Terrain at far less cost than producing the Volt and Bolt. Where does GM have it’s focus groups on the Moon? Does anybody at GM have any common sense? OH I forgot, they only want to produce high profit luxury vehicles to satisfy Wall Street and share holders. I hope they never request another government bail out funded by US Taxpayer for their bad management decisions, IMHO!

  16. Lex Says:

    I plan on purchasing a new vehicle when the market hits rock bottom in the next few weeks and inventories are still relatively good.

  17. Lambo2015 Says:

    14 I was just at the dealership last night as I have a vehicle coming off lease in a couple months. I was speaking to the salesman about the various options I have and what I want to keep and what I don’t care if I have. Parking sensors came on my current vehicle and I told him I kept them turned off most of the time as I found them just annoying more than helpful. Interestingly he said he has the same vehicle and also has his shut off most of the time.
    Of all the new features coming out on cars the only ones I would be interested in is auto braking which typically also gives you active cruise control. I like the back up camera too, but lane assist and other AV functions I’m really not interested in.
    I also believe that the aiming/calibrating of these sensors should be as simple as aiming your headlights.

    Lots of info online about how Tesla doesn’t share information about its cars and servicing them. Most state laws require manufacturers to provide the public with the same information provided to its dealerships. Tesla doesn’t have dealerships so a nice loophole to protect its service monopoly. Another reason I wouldn’t buy a Tesla.

  18. Kit Gerhart Says:

    14 It looks like my sensors are being neglected, and will continue to be neglected. I’ve had my Camry about two yeats, and none have been alligned.

    It took me a while, but I now regularly use backup cameras, and the rear side sensors are useful. I normally have the lane keep warning/assist on the Camry turned off.

  19. Robley Melton Jr Says:

    I just read that the new Caddy BEV will have an “asking price” on the order of $200K (which I hope was a misprint!); what are those GM executives smoking in the board rooms? I would be surprised if they could get $90K, especially with a “bottom of the pile rating” (worse than Fiat!!!) by Consumers Report! Buick is at 19th place – they have really gone down hill, as well, from where they used to be.

  20. Bob Wilson Says:

    During the January winter storms in Dixie, we drove 1,980 miles over a week with $60 in Supercharger costs and motels with free breakfast and overnight charging. Last June, I drove 700 miles to Detroit for $25 in EV charges. Use your local gas prices and figure out the MPG your car would have to achieve.

    In the first year and 20,777 miles, my car has not been to a Tesla service center, just adding window washing fluid. Hitting a curb hard, I replaced the bearings, an easy job as independent shops still won’t touch a Tesla (fine by ME!)

    Autopilot still works great. My first visit will be the hardware upgrade, V3.0, to support full self-driving, an advanced Autopilot. Deployment has been slow but steady. The claims of twice-a-year sensor alignment is a little extreme for our Tesla.

    A month ago, another Supercharger was added at Lowell AR. Eiminating overnight L2 charging, it will speed the 725 mile trip from Huntsville AL to Coffeyville KS.

  21. Bob Wilson Says:

    About full self-driving, ‘summon’ is a hoot. Returning from the dog park, I often visit a favorite Mexican bar and restaurant. When I leave, I brag about our smart dogs and summon the car. Of course the dogs are excited and pop up to see me . . . it looks like my dogs are fetching the car.

  22. XA351GT Says:

    Well I saw pics of the Bronco Sport and Bronco yesterday on the web. Really surprised no mention of it on here. My take, Ford takes a big swing and misses. The B.S. (Bronco Sport) looks like a refresh of the Escape from 10 years ago. Really Ford a 4 door? The Bronco was never a 4 door. I know the argument that 2 doors don’t sell ,but why not have both for choice like the Wrangler? Maybe there still will be a 2 door ,but if you wanted excitement back for the nameplate that was a huge miss. Styling wise ,I’m not all that excited It looks like every other 4 door SUV . A quick look at the B.S. it looks like a love child between the Renegade and the last Land Cruiser

  23. Kit Gerhart Says:

    21 I’d forgotten that all Broncos, even the big, later ones like O.J. made famous were two doors.

  24. Lambo2015 Says:

    21 I just read an article that Ford debuted a 2 door and 4 door version at a dealership conference in Florida. So I think there is a plan for both. Also the baby Bronco could be interesting. It is supposed to have removable roof and doors but we will see.

  25. XA351GT Says:

    24 Well that makes me feel better. I didn’t see any 2 doors ,but I’m glad to hear that they haven’t lost the plot like I had thought.

  26. Kit Gerhart Says:

    24,25 I saw something about about 2 and 4 door versions of the bigger one, based on the Ranger, and that it would would have a removable roof. That sounds directly aimed at Wrangler. The smaller “sport” will be based on the Escape. I haven’t seen rumors about number of doors, or roof options for that one. Also, what I’ve seen is that the big one will be automatic only. Wranger is available with a manual, but I suspect the take rate is pretty low.

  27. ChuckGrenci Says:

    I believe the Bronco was slated to be revealed at the New York Autoshow which has been either canceled or postposed. TFL on YouTube (as well as others have leaked photos). They (TFL) are speculating the Bronco Sport as the smaller and the Bronco (large) as the Wrangler competitor though they are saying the ‘large’ may be more of a “desert” (high speed, Raptor-like) than a rock crawler (as the Wrangler).

  28. Lambo2015 Says:

    26 Yes the larger version was to have features to compete with wrangler (removable doors and roof). I realized when I wrote 24 I wasn’t very clear and it sounded like the sport version would which I didn’t get the impression it would. In that same article it did mention a possible Raptor trim for the larger version too. Either way I was a bit disappointed in the design as it looked like the current Explorer. I guess I was hoping for a bit more retro styling but I think Ford and others figure that boat has sailed with the past gen Mustang/Camaro, PT cruiser, Prowler Chevy SS and the only one still hanging on, the Challenger.
    I had hopes that GM would offer a removable top with the return of the Blazer but that turned out to be just another SUV with slight changes in dimensions to fit in between existing models. They must be selling well as I have seen a lot of them on the road already.

  29. Larry D. Says:

    A. Autostocks.

    First, I don’t buy that consumers will be less afraid to go to a store or service shop than a dealer.

    Second, I would like to give two thumbs up to my local O’ Reilly’s store. Not only do they do a ton of stuff for free for your convenience, they are honest to boot. One recent example, my battery needed a very minor jumpstart the other day (a month ago) and after a colleague helped me start it (it started immediately), I went to O’Reilly’s to have a free check of the battery, which was the original the car had in Oct 2016. They took it out of the car, tested it, and recharged it for free while I waited. The recharge took less than 30 min because the battery was not very low. They coulda easily told me I need a new battery, but they did not, and they did everything above 100% free.

    B. EV Charging signs may be needed if you don’t own a TESLA. IF you do, the excellent and huge GPS screen will tell you long in advance where the next closest charger is located. If you own a failed Bolt, probably not, and anyway GM has a far inferior supercharger network than Tesla. (not that you would buy a failed Bolt over a Model 3 if it did)

    C. Honda Clarity. Put that ridiculous dog out of its misery. The only reason for the Clarity’s existence is for owners of the failed Bolt to say “look at that Clarity loser” and laugh.

    D. Honda Odyssey used to be the king of the Minivans NOT according to ME but according to the best comparison tests of the best automags (C&D etc) for more than a decade, this one looks good too. If you were ever sentenced to drive a minivan, you could do much worse than the Odyssey.

  30. Larry D. Says:

    I just realized that, despite John’s proper discussion of Tesla’s major milestone, NOBODY here, not even Bob Wilson or even myself, bothered to say

    “COngratulations, Tesla for your Mind-blowing Achievement, AND for being the first and ONLY AMERICAN Carmaker to be admired world-wide since the SILLY FINS of the 50s!

    Onwards and Upwards! To your 2,000,000, 5,000,000, and 10,000,000th BEV!”

  31. Lambo2015 Says:

    30 Everyone was saving the Elon a$$ kissing for you! We knew we could count on you to gush over Tesla in your typical manner.
    Only American car maker to be admired since the 50s? Are you living in a cave? There has been so much admiration this year alone over the new Vette, that it has been on the cover of about every automotive magazine.

  32. Larry D. Says:

    2020 1,000,000th tesla

    2023

  33. Larry D. Says:

    2023 2,000,000 th Tesla

    2027 5,000,000th Tesla

    2033 10,000,000th Tesla

    Posted for Joe especially, and the other Tesla deniers / haters here.

  34. cwolf Says:

    And when will this mind blowing company start making a profit? Oh, has it only been 10 years.

  35. Kit Gerhart Says:

    29 Non-Tesla (and Tesla) charging stations are easy to find with this, and other web sites.

    https://www.plugshare.com

    Yes, Tesla is, by far, the best for the few people who use EVs for highway travel. Most EV buyers charge at home, though, and those of us who aren’t able to charge at home don’t buy EVs.

    The Odyssey showed sub-par reliability in CR’s recent surveys, but tied Chrysler Pacifica at the top in their “road test” score for vans.

  36. Lambo2015 Says:

    35 How well are these apps updated and do they identify charging stations that may be out of service?

    33 Back peddling now? You were touting how Tesla would make a 1/2 million cars out of its China this year and easily sell 1 million with the plant in Germany the following year which would be 2021. Now your saying its going to take til 2023 to reach their second million?
    I hope they do but unless there are some major changes in the EV arena I think we will continue to see a decline in BEV sales. They have peaked with their current price/range capabilities.

  37. Kit Gerhart Says:

    36 I don’t know how up to date those sites are. I just check them out of curiosity. I think the out-of-service reports on some of the sites are “member reported,” like prices on gasbuddy.

  38. Brett Cammack Says:

    Maybe GasBuddy ought to get a new “ChargeBuddy” program going. Pro-survival behavior.

  39. Kit Gerhart Says:

    38 Yeah, that could be useful. If they did that, and it worked as well as gasbuddy, the out-of-service reports should be prompt and accurate.

  40. JWH Says:

    BEV – As many have stated, my leading objection to BEV’s as the current time is the amount of time to recharge. If it was a local only vehicle, no problem as we have plenty of garage space with 220V available, however, I’ll occasionally drive cross country with minimal stops. I’m waiting for charge time to be <10 minutes to compete with fill the tank with fuel.