Axel Tasciyan’s Post

➡️ The idea to compare e.g. Toyota Motor Corporation (or Volkswagen Group etc,) directly to Tesla assumes that they serve the same market. ➡️ Is that reasonable for strategy or operations ? If so, that answer will be time-dependent. For sure not in 2024: 👉 (the magnitude of) their games are “90 to 13” 👉 (passenger car vehicles globally). 👉 All vs BEV. ➡️ What is THE market for Tesla is an emerging (and very likely growing) market for Toyota. ➡️ For context and image source: My little BEV navigator https://lnkd.in/dX3rcsBF #ww238 #technology #markets #innovation #future #strategy #ww520

Is Toyota on the threshold of an electric revolution? Amidst discourse on green technology, the automotive titan is poised to enhance its stance in the electric vehicle (EV) domain. Despite the tardy advent with their inaugural EV, the bZ4X, which has seen a recall and tepid sales, there's an undeniable upward trajectory. With a mere 0.4% of their sales attributed to EVs, Toyota's US boss, Ted Ogawa, acknowledges the company's late start but insists they are rapidly gaining ground. Acknowledging customer demand over regulatory compliance, Ogawa signals a strategic pivot towards electrification. Toyota's rumoured "BEV Factory," bespeaks a significant leap, flaunting next-gen production lines and cutting-edge tech like Giga casting— a savvy nod to Tesla's innovations. The promise of a "wealth of knowledge" in mould technology is not just an aspirational statement but a strategic one, poised to drastically trim mould changeover times from 24 hours to a mere 20 minutes. Moreover, Toyota's plans for next-generation batteries with ranges upwards of 800 km (497 miles) and rapid charging capabilities suggest a formidable commitment to EV supremacy. As the narrative unfolds and Toyota divulges plans for more affordable, longer-range batteries and even solid-state technology with ultra-fast charging, we're left pondering: Is Toyota's catch-up narrative genuine this time? With Tesla's shadow looming large and Toyota's historic penchant for hybrids, the real question is whether these technological advancements can catapult them to the forefront of the EV market. Have Toyota's earnest strides towards innovation captured your attention? 🚗💡 Share your take on whether these bold moves will quick-start Toyota's EV journey or if they're still in the rear-view mirror. #ToyotaEV #ElectricVehicles #Innovation

USA Automotive News 31-07-242024T Industry News and Market Trends 📰 📰 Japanese Automakers Ease into EV World - Automotive News: Japanese automakers are gradually adopting electric vehicle technology, addressing concerns about Stellantis U.S. plants. Meanwhile, a new study compares EV satisfaction between traditional automakers and Tesla, and Chevy unveils a turbocharged V-8 Corvette. Additionally, hydrogen-powered Toyotas have sparked controversy among scientists. https://lnkd.in/gsJ-3V3J 📰 - : 📰 - : 📰 - : 📰 - : Join 10k+ Automotive Professionals for One Daily Email with bite-sized summaries 👉 https://lnkd.in/gerYXFAa

***1,000 new EV cars registered per day in 2024*** <-- a realistic headline The Society of Motor Manufacturers and Traders (SMMT) have released car registrations figures for September, traditionally a bumper month, due to the plate change. My forecasting model had suggested around 51,500 fully electric vehicles, which had felt high, given the recent anti-EV rhetoric. I'm delighted to confirm I was wrong... it was actually 56,387, an all-time record and 20.5% of all registrations. Interesting to see the Tesla Model Y still selling well, given it's due for an update in the coming months (more on that model below). I'm now forecasting around 365,000 registrations in 2024, hence the headline above. Some other news this week: - 70,000 public #EV chargepoints now installed - Price cuts for fully electric Vauxhall Motors Ltd Astra and Corsa - Ford calling for more EV subsidies (n.b. 2nd and 9th best selling car in September was the Puma and Kuga, neither available as fully electric) - BMW Group iX3 (made in China) no longer available to configure online - The new cheapest Tesla Model Y is now available from a slightly higher £46,990. But this long range RWD version has a whopping 373 mile range #electricvehicles #EV #sustainability #ZEVMandate

More fascinating data from Atlas Public Policy! Their latest report breaks down the cost per mile for some of the U.S.'s most popular vehicles are particularly illuminating. As we dissect these numbers, a clear trend emerges, highlighting the economic advantages of electric vehicles (EVs) over their internal combustion counterparts: 🔹 2023 Chevrolet Bolt EUV vs. 2024 Toyota Corolla LE: The Bolt EUV leads with a cost of $0.157 per mile, significantly lower than the Corolla's $0.2, showcasing the efficiency of electric propulsion. 🔹 2024 Volkswagen ID.4 Pro vs. 2024 Nissan Rogue SV: The ID.4 stands out at $0.226 per mile against the Rogue's $0.216, with the EV's lower fuel and maintenance costs contributing to its competitiveness over time. 🔹 2024 Tesla Model Y vs. 2024 Toyota Highlander L: Despite a higher initial cost per mile at $0.320, the Model Y benefits from exceptionally low fuel costs ($0.054 per mile), underscoring the long-term savings EVs can offer. 🔹 2023 Ford F-150 Lightning vs. 2024 Ford F-150 XL Supercrew: The electric F-150 Lightning's cost per mile is $0.328, closely rivaling its traditional counterpart at $0.238. This comparison highlights the narrowing gap between electric and gas-powered trucks, with fuel efficiency and lower maintenance costs playing key roles. These insights reinforce the narrative that while EVs may have higher upfront costs, their lower operating costs can make them more economical over the vehicle's lifespan. For fleet managers, these numbers are a compelling argument for considering electric vehicles as a viable and cost-effective alternative. As we navigate towards a more sustainable future, understanding the total cost of ownership, including the cost per mile, is crucial in making informed decisions that benefit both our wallets and the planet. #ElectricVehicles #Sustainability #FleetManagement #CostPerMile #FutureOfTransportation

Some highlights for FULL EV registrations in July 2024 YoY. Note: Tesla Cybertruck outsold all others combined in pick-up sales, including those from Ford Motor Company, General Motors, and Rivian!! We guess it's not a surprise, considering Tesla has touted almost 1.5M orders for the truck, right Elon!! Some highlights: ➡ Tesla reversed a 5-month YoY slump, increasing July sales 1.4% on the back of Cybertruck ➡ Tesla's Model 3 sedan saw its registrations fall 31 percent YoY ➡ Honda Prologue is going be a dominant player ➡  Sky-high incentives on popular battery-electric crossovers, including $19,703 on the Kia EV9, $13,015 on Volkswagen Group's ID 4 and $7,035 on the Honda Prologue ➡ Without heavy incentives, EV sales would have seen a DECLINE YoY ➡ Most OEMs are just getting started in the various segments ➡ Lucid Motors sales were 562 for the month, VINFAST 111 😯 ➡ Ford Motor Company up 67% ➡ Kia Worldwide up 62% ➡ BMW of North America up 24%, Mercedes-Benz AG down 3.2% ➡ Toyota Motor Corporation and Lexus up 95% and 187% respectively ➡ Hyundai Motor Company (현대자동차) 10,846 registrations among its Hyundai, Kia and Genesis brands, good for second place overall ➡ In the January to July period, EV registrations grew 8.7 percent compared with the same period last year said S&P Global ➡ Electric vehicles captured 7.6 percent of the light-vehicle market in the first seven months of the year compared with a 7.2 percent share in same period last year - A LONG WAY TO 50%!! PLEASE NOTE: We are currently soliciting for OEM, DEALER GROUP, SUPPLIER, SaaS contracts/other projects. Feel free to reach out to me directly. 416.993.9356 [email protected] #automotive #automotiveindustry #innovation #branding #technology #business #leadership #ev #electricvehicle #ai #artificialintelligence

For good or bad, the electric vehicle transition is hitting the brakes. ➤ Porsche and GM announced delays in their EV plans. ➤ Tesla reported a 45% profit decline due to slower demand. ➤ These brands all paused EV production acceleration: ↳ Ford ↳ Nissan ↳ Volkswagen ↳ Mercedes-Benz The softer EV demand has led to inventory build-up at dealerships. Toyota's success with hybrids suggest a changing landscape in the automotive industry. More consumers are looking at hybrids for the following EV issues: → Concerns over range anxiety → Lack of charger availability → Poor battery performance in cold weather ➤ Personally, I think we’ll see a shift. And hybrid vehicles will outsell pure EVs. ❓Do you agree? ♻️ Repost if helpful 🔔 Follow me (Nathan) and Ring the bell ——————— Daily posts on faith, family, and finance #ElectricVehicles #AutomotiveIndustry #HybridCars #EV #Tesla #Musk #FossilFuels

20.5% of all car registrations in September 2024 in the UK are pure Battery Electric Vehicles (i.e. not including hybrid technology such as PHEV etc.)

Electric SUVs are heavier and less aerodynamic than electric sedans. This leads to increased electricity consumption, which in turn leads to increased CO2 emissions from the production of electricity. https://buff.ly/48EXSUJ to https://buff.ly/48wWkMw https://buff.ly/3SuGCg3 https://buff.ly/4b6wTDY Electricity consumption of a Long Range Tesla Model S 155 sedan is rated at 189Wh/km while a Long Range version of the Model X SUV, which shares its main structure and powertrain, such as drivetrain/chassis with a Model S sedan, is rated at 217Wh/km – around 15% more. https://buff.ly/3SVIPAh https://lnkd.in/dJv_pZXg Extra electricity needed for an SUV also causes upstream (supply) fuel emissions during electricity production. Depending where an SUV, such as the Model X is being used, this can amount to 2.9t of extra CO2 emissions over its lifetime compared to a Model S of a similar specification https://lnkd.in/d6asCeme 🇩🇪 Volkswagen = Audi was the biggest climate culprit among carmakers in 2017 and 2018 https://lnkd.in/dkByGcru https://lnkd.in/dGnawmJJ https://lnkd.in/dz8phjjV German manufacturers VW, Daimler and BMW had a combined carbon footprint…

Electric SUVs are heavier and less aerodynamic than electric sedans. This leads to increased electricity consumption, which in turn leads to increased CO2 emissions from the production of electricity. https://buff.ly/48EXSUJ to https://buff.ly/48wWkMw https://buff.ly/3SuGCg3 https://buff.ly/4b6wTDY Electricity consumption of a Long Range Tesla Model S 155 sedan is rated at 189Wh/km while a Long Range version of the Model X SUV, which shares its main structure and powertrain, such as drivetrain/chassis with a Model S sedan, is rated at 217Wh/km – around 15% more. https://buff.ly/3SVIPAh https://lnkd.in/dJv_pZXg Extra electricity needed for an SUV also causes upstream (supply) fuel emissions during electricity production. Depending where an SUV, such as the Model X is being used, this can amount to 2.9t of extra CO2 emissions over its lifetime compared to a Model S of a similar specification https://lnkd.in/d6asCeme 🇩🇪 Volkswagen = Audi was the biggest climate culprit among carmakers in 2017 and 2018 https://lnkd.in/dkByGcru https://lnkd.in/dGnawmJJ https://lnkd.in/dz8phjjV German manufacturers VW, Daimler and BMW had a combined carbon footprint…