AFSVision powered by AutoForecast Solutions (AFS) is an automotive news and insight podcast. We will provide weekly looks into the world of automotive news and provide informative conversation about goings on in the industry.
Early adopters found #electricvehicles to be attractive alternatives to their ICE-powered prestige models, however the new-ness of buying an EV is wearing off. With that comes the need to compete for buyers. Despite #elonmusk (https://www.youtube.com/hashtag/elonmusk) ’s belief that the only limit to Tesla sales growth was pricing, there aren’t 20 million buyers just waiting for an affordable #tesla (https://www.youtube.com/hashtag/tesla) Improving production methods and lowering prices has become the latest step in the EV transition. Unanticipated snags at #generalmotors (https://www.youtube.com/hashtag/generalmotors) are slowing the roll-out of #cadillac (https://www.youtube.com/hashtag/cadillac) , #hummer (https://www.youtube.com/hashtag/hummer) , and #BrightDrop (https://www.youtube.com/hashtag/brightdrop) EVs. Slow production means the EVs aren’t backed up at GM dealers, however #ford (https://www.youtube.com/hashtag/ford) #mustangmache (https://www.youtube.com/hashtag/mustangmache) output grew to 13,000 per month without the expected rise in sales. This huge disconnect pushed July inventory in the U.S. to about 100-days supply in a market that targets half that number. The domestics aren’t alone in these growing pains. Startup #fisker (https://www.youtube.com/hashtag/fisker) outsourced production of its first model. In its second quarter report, “1,022 of the class-leading #fiskerocean (https://www.youtube.com/hashtag/fiskerocean) SUVs were produced in Austria for customers.” The factory shipped just 110 SUVs in the first six months of this year, leaving a huge number unaccounted for. Fisker points to shipping issues for the difference and requiring a quick solution for the company to reach its previously stated goal of producing 6,000 units in the third quarter. Pricing and production issues become increasingly important. If suppliers and shippers can keep up the production, the bottleneck will be finding enough buyers to absorb all of these new electric vehicles. Supply and demand will balance as they EVs become mainstream products competing directly with traditional models, which will sort out the winners and losers.
For the YouTube video: https://www.youtube.com/watch?v=pk3n2Y64eRs
Find out how AFS can work for you: www.autoforecastsolutions.com
Joe McCabe: jmccabe@autoforecastsolutions.com
Sam Fiorani: sfiorani@autoforecastsolutions.com
10 Jul 2023
90 Seconds with AFS - Rolls-Royce Spectre
Few brands will hit their pure electric targets as they need to convert hundreds of thousands of buyers to the idea that an EV perfectly replaces their current model. Rolls-Royce, however only needs to find a few thousand buyers, and the appeal of an all-electric Rolls-Royce is obvious. Claimed on their website, this is “the beginning of an era that will see the entire model portfolio electrified by 2030” and that the new Spectre is “setting a clear path toward the marque’s first all-electric decade.” Henry Royce and Charles Rolls set a goal to build the “best car in the world.” Famed automotive writer Ken Purdy wrote that “the Rolls is not only the best car the world has ever seen, it is very probably the best piston-engine car the world will ever see.” Blending a modern electric drivetrain with the elegance of a Rolls-Royce seems to create the car that Sir Royce would envision today, if he were still alive. There’s a limit to how smooth and powerful a piston engine can be. A modern BEV has advantages over the V12 engine with its inherent smoothness and its quiet delivery of all that power. Up from the 563hp from the twin-turbocharged engine, the Spectre produces 430kW of electric power, or about 577hp. As emissions tighten around Rolls-Royce’s big cars, BEVs will be necessary. The 5,400-lb Wraith coupe consumes a gallon of gas for every 12 miles of city driving while polluting 624 g of CO2 every mile and needs to be refueled every 263 miles. Based on the WLTP test cycle, the 6,600-lb Spectre, with its 0 g/mi of CO2 tailpipe emissions, can travel up to 323 miles on a single charge. Two motors, one on each axle, allow the permanent all-wheel drive system to move more than three tons of car from zero to 100 km/h in 4.4 seconds. With a base price somewhere north of US$400,000, the Spectre is just the start of the next era for Rolls-Royce.
For the YouTube video:
Find out how AFS can work for you: www.autoforecastsolutions.com
Joe McCabe: jmccabe@autoforecastsolutions.com
Sam Fiorani: sfiorani@autoforecastsolutions.com
6 Jul 2023
90 Seconds with AFS - Internet Rumors
Internet rumors are a terrible source of information on the automotive industry. Here are a few that you need to avoid. The Ford Taurus - Clean Tech Yes, there is a new Ford Taurus coming and no it’s not coming to North America. With the dramatic decline in the sales of sedans in the United States, there aren’t many American automotive enthusiasts chomping at the bit to get their hands on a new Taurus. Sales of the last generation Taurus peaked just under 80,000 units in the U.S. in 2013, the only year it outsold the Mustang. Ford has focused on trucks because the market has clearly turned away from traditional passenger cars. The only market for models like the Taurus is in rental fleets and police package vehicles, neither of which makes as much money as selling SUVs and pickups, which is why Ford now focuses on those markets and makes just one passenger car in North America. A Market Crash is Coming - Epic Economist, Velocity, Everyman Driver Prices of new vehicles have dramatically jumped over the last few years, pricing many people out of the new vehicle market. This was caused by supply chain issues and a focus on higher-priced, and therefore higher-profit, models. A concentration on higher-priced models has skewed the average transaction price of new vehicles upwards. With better supplies of parts, additional production is planned for lower priced cars and trucks and this should lower the average transaction prices over time. Also, production growth around the world will fill the pipeline and increase dealer inventory to competitive levels. This is by no means a sign of a market apocalypse, but just natural market competition. Do not expect a Great Recession-like crash in the near term.
For the YouTube video: https://www.youtube.com/watch?v=6-2LEz7AGOY
Find out how AFS can work for you: www.autoforecastsolutions.com
Joe McCabe: jmccabe@autoforecastsolutions.com
Sam Fiorani: sfiorani@autoforecastsolutions.com
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