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AAH #771 – How OEMs Got the EV Thing So Wrong

December 11, 2025 by sean

Listen to “AAH #771 – How OEMs Got the EV Thing So Wrong” on Spreaker.

LIVE Thursdays at 3 PM ET!

TOPIC:
Automakers invested tens of billions of dollars into electric vehicles, but not enough customers showed up and now they’re going to have to write off much of that investment. How did they get it so wrong?

PANEL:
Patrick Anderson, CEO, Anderson Economic Group
Jacqueline Charniga, The Detroit Free Press
Gary Vasilash, shinymetalboxes.net
John McElroy, Autoline.tv

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Filed Under: Autoline After Hours, More to See Tagged With: electric vehicle, EV, EV battery

Reader Interactions

Comments

  1. C.D. says

    December 11, 2025 at 3:13 pm

    How smart was Akio Toyoda in not going all-in on BEVs?

  2. Easy Reader says

    December 11, 2025 at 3:40 pm

    John,
    How so you like the driving experience and noise level in the Ford Maverick hybrid?
    Thanks for this program.

  3. Marty says

    December 11, 2025 at 9:26 pm

    John and Patrick,
    great discussion on EVs, but you did not touch EV-vehicle safety (they are currently heavier then hybrid vehicles) and the environmental pollution effect from tire dust due to higher tire wear and increase road surface damage due to their weight. We can hope that in the future SS-batteries will help in reduction of not just battery weight but overall weight of the vehicles. This could increase consumer interest in EVs provided that the prices come down and driving range is increased as well. Given the small percentage of EVs on our roads currently my guess is that the preliminary safety data we have now can’t be fully compared with ICE or hybrid vehicles. It would be interesting to look at data from Norway with the largest EV adaption in regard to safety and impact to road surface quality over time.

  4. DON BISHOP says

    December 12, 2025 at 4:56 pm

    I’m surprised no one suggested the way forward for the industry is to continue the BEV (and battery) development but with a range extender (HORSE) engine. This would alleviate range anxiety and the new owners could experience the benefits of a BEV.

  5. matttheviewer says

    December 12, 2025 at 9:38 pm

    Very interesting discussion that helped illuminate where EV’s are right now. FYI I just purchased a Subaru Outback XT, and did not consider their EV Trailseeker or any other EV for one reason….severely limited EV infrastructure here in the NW USA (the requirement of having a smart phone to deal with the recharging network, when it works, was a further impediment to EV’s). Once we get past the Trump Era, perhaps things will get better for us consumers.

  6. KS says

    December 14, 2025 at 12:12 am

    So refreshing to hear a media or analyst actually tell the truth not skew facts and outcomes based on emotion. How nice would it be if the whole rest of industries and although slowly trying to he transparent in more areas of government. Bloomberg and all other people that got it wrong the direction of industry need to report there error at top of show before they come on again to regain any credibility. Media needs to do better research unbiased. It is hard to get facts when so many media are nowhere near middle of road politics.
    The bias reporting keeps happening with medicine health safety and environment. I appreciate autoline being honest about what is happening with industry and future and not afraid to say if you were wrong. Bring this guy back again.

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