KEY POINTS
New European car registrations of Tesla vehicles totaled 8,837 in July, down 40% year-on-year, according to the European Automobile Manufacturers Association, or ACEA.
BYD recorded 13,503 new registrations in July, up 225% annually.
Elon Musk’s automaker faces a number of challenges in Europe, including intense ongoing competition and reputational damage to the brand.
It’s so bizarre to me that Toyota in particular isn’t a bigger player in the EV market after they were the first to get a mass market hybrid going. They were halfway there before anyone else, why’d they stumble so badly?
Two things I think. They gambled on fuel cells because it offers an easier solution at a time when charging stations were rare. It’s Tesla becoming popular very quickly followed by VW going all out on EV that really caught them on the backfoot. The second thing is that they underestimated the level of change to battery technology. They (at the time correctly) stated that for every 10 EV’s, they could make 90 hybrids. While that is still valid, the battery technology has evolved significantly and become cheaper in the process. Even 2 years ago you couldn’t find an EV in Europe for under 30k €, now there are several cars to choose from and not only Chinese cars either.
No one stumbled at Toyota. They sell more hybrids than all the EVs combined. Toyota makes money. Most companies lost money on EVs.
Because the Japanese government 25 years ago encouraged Japanese manufacturers to develop Hydrogen cars, that never went anywhere.
Only Nissan had an early effort on BEV with the leaf, but it was underwhelming, always the battery was too small, because they thought it was more important to keep the price down, and sell it as a secondary city car, than make an actually useful battery electric car.
For all their faults, Tesla did show the way, that it was possible to make good battery electric cars, instead of the flimsy comedic electric toy cars that were common at the time Tesla introduced the model S.
However the Hydrogen car may actually still be the future, that future is just not yet, because the price and loss of energy making hydrogen are too high, so hydrogen is not a good option until we have huge amounts of surplus energy from renewable sources that are otherwise wasted. At that point hydrogen may make a comeback as an excellent buffer to even out the difference in production to consumption of renewable energy.
But on the other hand, batteries may be so widespread at that point, that we may just use huge batteries to do the same.
In my household we have a 7.5 kWh battery that charges from our solar panels, that can last us ½ a day, easily enough to last the night over during summer. Imagine if we used a cheap used 100 kWh battery from a car instead. That would be enough to last us a whole week! At such a point the variance of renewables will be easily compensated by battery parks.
Hydrogen will however be superior for planes. Because hydrogen cells are lighter for the same energy than batteries, and the hydrogen can even be used directly in a jet engine with no harmful emissions. But we are probably still more than a decade away from that becoming main stream, although there are already examples of using it.
So all in all Toyota arrived this year with their first attractive BEV. And they will absolutely be a major player soon.
Oh wow, I had completely forgotten about all the hydrogen car experiments! There was even an actual functioning hydrogen bus system for a little while in a city not too far from me
According to owners and Consumer reports, Teslas are relatively far below industry average for reliability. While everyone is encouraged by new battery longevity, the motors fail at very high rates.