AD #3215 – Nissan Ariya Single Seater Concept; Jeep Grand Wagoneer Impressions; Car Sales Down in November

December 2nd, 2021 at 11:57am

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Listen to “AD #3215 – Nissan Ariya Single Seater Concept; Jeep Grand Wagoneer Impressions; Car Sales Down in November” on Spreaker.

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Runtime: 9:51

0:08 U.S. Car Sales Down Sharply in November
0:35 Top Gainers & Biggest Losers Last Month
1:01 EV Sales Soar in November
1:20 GM Boosts Profit Forecast
2:09 Nissan Helping Japan Develop Lunar Rover
2:52 Nissan Unveils Ariya Single Seater Concept
3:30 Maybach Reveals Retro Inspired Concept
5:32 Toyota & May Mobility Offering Self-Driving Rides in Indiana
6:07 Nuro & 7-Eleven Team Up for Autonomous Deliveries
6:28 Ford Conducts AV Research at London Port
7:02 Cruise Runs into Permit Problems In San Francisco
7:40 Jeep Grand Wagoneer Impressions

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32 Comments to “AD #3215 – Nissan Ariya Single Seater Concept; Jeep Grand Wagoneer Impressions; Car Sales Down in November”

  1. Kevin A Says:

    Sean, Maybe Stellantis should have rebranded Chrysler or De Soto or Imperial as an SUV luxury brand?

  2. Lambo2015 Says:

    I think Jeep is capable but they cant just jump right into the deep end. They should have learned from manufacturers like Kia and Hyundai and you need to start with a lower than competitors price to make it a value. Then when consumers realize its on par with the competition than you raise the price.. I think asking over 100k they will struggle to sell very many and will be offering big rebates and incentives in the near future.

  3. George Ricci Says:

    The problem with brands selling vehicles over 100k is if they also sell much lower price vehicles (less than 30k). You end up getting the same crappy level of service that the cheap vehicles get. Chevrolet has this problem with Corvette. If you’re spending 100k or more you expect the kind of service that you get at a Lexus or Jaguar dealer.

  4. MJB Says:

    @2 – agreed!

  5. Sunrack Says:

    The Maybach concept looks like a Homer Simpson design.

  6. Lambo2015 Says:

    So EV sales have grown to 3% of US market share in the last 10-11 years. At that rate it will be 2185 to reach 50% and 2350 to reach 100%. :-)

    Seriously though even if they could double sales next year (which would be huge) and add 3% more every year after that it will still be 2054 to get close to 100%.

    Lunar rovers? Is there even any plans to return to the moon? I know there has been plenty of work on making commercial space travel possible but haven’t heard anything on trips to the moon. Seems like an exercise in engineering.

    As a consumer I would say no dealers shouldn’t be able to charge over MSRP however we live in a free market and if demand is there why should the dealers hands be tied when anyone else can go in buy a vehicle and then resell it for profit when the demand is there? Its sad because with limited edition vehicles that’s always the case and the prices end up exceeding what the average person is willing to spend and those become trailer queens exclusive to the wealthy.
    I will say that I believe new car sales is a dying profession and although I feel dealerships will stay around, the sales end of the business is going to end up online from home or at the dealership but it will be much more automated and less personal with maybe the exception of luxury brands.

  7. wmb Says:

    The Maybach concept is “interesting”, to say the least. Sean, to your point, if they we’re to build it, I would respect it more as true competition to the likes of Bentley and Rolls Royce, then I do the simple trim level of the S and GLS Series, that Maybach currently is now.

    While the new W and GW look like incredible vehicles, IMHO, they are genuine competitors for the Land Rover Discovery, but they are asking Ranger Rover prices! One would have thought that Jeep/Stellantis would have included the 48volt mild hybrid tech, that they already use in other applications of the two engines that they use in the W and GW. This might have helped their mpg’s for these models, yet, I’m sure they will sell everyone that they make anyway! I still feel that Stellantis is leaving money on the talk, by not having a Dodge/Ram and Chrysler versions of the platform.

  8. John McElroy Says:

    #6. Lambo, EV sales hit 3.3% market share, but they’re growing at 50% a year. If they keep up that growth, they’ll easily hit 50% market share around 2027, and 100% by 2031. No doubt that growth will slow down at some point, but it’s going to explode around 2025 when about 70 additional BEVs hit the market. Today there are about 24 BEVs in the US market, and many are not sold in all 50 states.

  9. wmb Says:

    #6.) I have mixed feeling regarding dealers. Most of the times I have gone to a dealership, the experience has been great! Yet, recently I began the purchase of a new vehicle online, which had the price and vehicle specs on that dealership’s web page. They brought the vehicle to our house, we test drove it and we were set to buy. They then said that their was a $3000 additional cost to the vehicle, that was not pointed out on the website! The reasoning was, they had to purchase the vehicle from a dealership out of New Jersey and the buyer had to absorb that cost! I pointed out that that additional cast was NEVER indicated on the website, on the window sticker nor did the sales person mention or remotely suggest an additional $3000! They’re response was that the dealership has to recoup the cost and it we wanted this vehicle, we had to pay! So we walked away. The next dealership, same vehicle, brand and manufacturer, the experience was 180 degrees! Probably the best dealership experience I have ever had!

  10. ArtG Says:

    6. My friend’s son has an Infiniti SUV and the lease is about to expire. They want $700 more per month for the same car. He went to an M-B dealer. IDK which model, but they had just one in stock. They said he could have it for $11G over MSRP. He said no thank you. I believe he’s going to buy the Infiniti off lease. That seems to be what people are opting for now. My son is buying his RAM 1500 off the lease as well. Fortunately, my lease isn’t up until 2/23. Hopefully things will have settled down a bit by then.

  11. Warwick Rex Dundas Says:

    Stellantis are following a ell worn path to making high margins. Cadillac make plenty of money with the Escalade and I am sure Stellantis will do likewise on every Wagoneer and Grand Wagoneer. For Americans too much excess is never enough. In Australia we will have to settle for the Grand Cherokee L as the top of the range Jeep because Wagoneer is left hand drive only.

  12. GM Veteran Says:

    6 – Yes, several nations including ours have significant plans for returning to the moon. NASA just announced they were pushing back one year, so they plan to be back on the moon in 2023. It seems that the moon has some mineral resources that make it attractive enough for mining, and others want to use it as a stop-off point for trips to Mars and for training those interstellar travelers.

    Seems like Nissan could solve their issues on that rover with a more aggressive tire tread! Maybe just use the ones from that Maybach.

  13. Wim van Acker Says:

    @6,8: time will tell, but IMHO EV growth will not be linear. With decreasing investment in IC powered vehicles there will be a tipping point after which EV growth will become exponential.

    Just like few people buy a Chrysler 300 nowadays, a vehicle that has been launched almost twenty years ago with parts and components from late 1990′s Mercedes vehicles.

    The new EVs will be the modern, well appointed vehicles in the market.

    This is what I believe will happen. Personally, with two EVs and several gasoline and diesel powered vehicles in my family I see the strengths of EVs, while I recognize that the current EVs are not the solution for all applications. Without a heated garage and a home charging station I doubt that the current EVs are practical in the Northern states in the U.S. and in Canada during the winter. If battery capacity increases significantly that may be the game changer.

  14. GM Veteran Says:

    I find it interesting that the Tesla Model S and Model X are not on the top sellers list. I know, they are expensive. But they used to sell many more than 1,000 per month. The Model 3 and Y have really cut into sales of the more expensive models. If they aren’t selling more than 12,000 per year in this country, its hard to justify much new investment in them or a complete replacement vehicle. Perhaps they are selling more in other parts of the world, but I suspect the same thing has happened in other markets with the Model 3 and Y.

  15. Merv Peters Says:

    I wouldn’t be surprised if the new Jeep sells well. Its large and very well appointed for the market segment their chasing. I would say probably a home run.

  16. Wim van Acker Says:

    @14 on top of the price level the size of the TESLA 3 and Y are better suited for Western European urban and suburban areas, which is where the EVs are mostly used.

  17. Merv Peters Says:

    new car dealers vs on line purchase. The dividing factor here would be the bottom line.If an on line purchase is cheaper-then why not?

  18. Lambo2015 Says:

    8, 13 Yeah I was not completely serious and understand that sales wont stay linear but its sure taking a long time to curve up. The US is about 20th when it comes to countries buying EVs. John the manufacturers can make 500 new EVs but if the market isn’t there it wont matter. You just have a bunch of product with no buyers. The real question will be will demand drive the shift or government regulations? If you say regulations what you’ll find is many people will keep their old ICE vehicles and just avoid a new car purchase.

  19. Wim van Acker Says:

    @8, 14 just checked and to my surprise the share of EVs in new car sales in the Netherlands, where I grew up and still have relatives, is 21% and growing.

    EVs are perfect for a densely populated country with a mild winter and high fossil fuel prices.

  20. Wim van Acker Says:

    @18 I am with you: I bought a diesel powered Jeep Wrangler for that purpose. When gas powered vehicle owners end up begging for some gasoline at traffic lights because of lack of supply, I will be refueling diesel next to trucks :-)

  21. Warwick Rex Dundas Says:

    I have just watched Sandy Munro’s walk around review and test drive. Super impressed with everything except the amount of chrome.

  22. Sean Wagner Says:

    19 Wim – Indeed. Ford can’t send enough Mach-E’s over – it’s their first successful upscale five-seater in over a generation.

    Also why I’ve been saying Cadillac should have the Lyriq on sale and available in Europe right now.

    This is one of those rare opportune moments when the deck gets reshuffled, and increasing numbers of buyers are ready to try something new.

    All the Chinese manufacturers setting up shop aren’t limiting their horizons.

    Incidentally, this year’s top 10 in Norway (evidently an outlier) are all electric. All. See
    https://elbilstatistikk.no/

    (And just like in the Netherlands, vehicle registrations are updated daily.)

  23. Sean Wagner Says:

    6 Lambo2015 – Indeed – EV growth will face different manufacturing hurdles and be constrained in various ways over the coming years. The limiting factor will be cell availability.

    On the other hand, battery chemistries are also evolving – see the rapid adoption of LiFe(PO4), with much easier sourcing, extra-long life, and easy handling.

    Switching tack, I once seriously considered going into automotive design – just recently found a big binder full of sketches from 30+ years ago (with a nice modern Duesenberg too).

  24. Sean Wagner Says:

    Just one more. I double-checked the Norway stats with data from the official source. See (Google translated): bit.ly/3dg6zur

    @JOHN And Ford has increased its NO market share from 2.5% to 5.6% YOY, counter its European trend.

    See http://www.marklines.com/en/statistics/flash_sales/automotive-sales-in-norway-by-month

  25. ChuckGrenci Says:

    Some rumors, some speculation and some facts on the upcoming Lyriq:
    Somes dealers are charging market adjustments, some not. Not much in the way of options; biggest seems to be the 22″ wheels at 1550 (I believe). And here’s a list of the standard features: Glass Roof w/ Power Shade
    Heated Seats/Steering Wheel
    Cooling Seats
    Leather
    Memory Package
    Noise Cancellation
    Collision Alert
    Rear Alert
    Side Alert
    Adaptive Cruise
    Super Cruise
    Blind Zone Steering
    Automated Parking
    HD Surround Vision
    A couple of people have reported that orders are now being taken (for those who pre-ordered) with a rumored production date of March’22.
    Pretty good value for the intro. price of 59,950.

  26. Wim van Acker Says:

    @25: that is very impressive

  27. Lambo2015 Says:

    25 Why would an EV need noise cancelation? They are supposed to be so much quieter than an ICE. Plus at basically 60K I would think its already a well insulated and quiet vehicle. I wonder if they have actual db reduction data.

  28. Kit Gerhart Says:

    10 Since the residual for the lease was probably set before today’s crazy ship shortage/covid used car prices, buying the Infiniti going off lease should be a great deal, unless he hates the vehicle.

  29. Kit Gerhart Says:

    24 Is essentially all of the Ford increase Mach-E?

  30. Kit Gerhart Says:

    27 Probably the noise cancellation is for road/tire noise, especially with those 22 inch wheels.

  31. Kit Gerhart Says:

    19 The Netherlands must have better availability of charging for apartment dwellers than the US. That would make a huge difference in EV desirability here.

  32. Lambo2015 Says:

    23 Yeah I think the balancing act is going to be a challenge for traditional manufacturers as EV adoption depends on so many things and is different in every country. Some countries are going all in while others are slow to change. What regulations will be implemented and when. Will they get pushed out? Will consumers switch to electric simply to be able to buy a new vehicle or will they keep their old ICE?

    They seem to forget that 20% of EV buyers go back to ICE. So even many who thought they were ready to make the switch discovered its wasn’t everything they hoped it would be. Not sure if that trend is continuing as that article was in MT June 6, 2021.

    Main point being that traditional manufacturers need to offer EV products yet be prepared to still support the ICE customers to the very end. Having the correct mix of EVs and ICEs is going to be a real challenge. Something that the makers of Tesla and Rivian will not have to worry about. That certainly gives them an advantage because manufacture the wrong mix and it will be very costly.