EV sales & Reduction

[tony.george]

This Clip is from a investment house presentation. Definitely interesting figures.

Do u guys see this happening? Would love to hear your thoughts?
Tony
TGEP

[rich.carroll]

Yes, that is very interesting.  There are many ways to read this data, I would love to know what they meant by "Expectation of Target" and how they compared them.

If you leave the Leaf and the Focus out of the mix, and also leave out the Tesla S which doesn't have a comparison, note:

Cars with more than 20 KWH of battery size EXCEED EXPECTATIONS.
Cars with 20 KWH or less in battery size do not EXCEED EXPECTATIONS.

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Was this translated from  French or German?  Archievment isn't an English word!

[tony.george]

Hi Rich, Nicely read.. yes that was the biggest take in the presentation. EV's less than 20KWH are the early version called EV1.0(just like initial DOS versions of computer with 8 inch floppy disk). 2-4KWh was the minimum lowest standard for EV's before. Now customers seems to accepting 20KWH as the minimum standard. Anything less than that seems to be failing in the market.

Projections : EV(2.0) will have have a higher standard. More in KWh(40 KWh might be the norm),More Standard Features,  Lighter Battery Weights & Less Insurance coverage cost for manufacturers(Insurance converge is 3 time cheaper for EV's than convention engine for mfr because of less moving parts). Bottom line cheaper EV vehicles in the market.

Tony
TGEP

I will find out about the "Achievement word"