G. David Felt

Yes, Lincoln killed all EVs and has decided that they will go full Hybrid for the portfolio, so Ford has just 3 if you combine Fleet and retail. GM as a full family for 2024 has 9 when you combine fleet and retail Chevrolet Equinox EV Chevrolet Blazer EV Chevrolet Silverado EV GMC Hummer Pickup GMC Hummer SUV GMC Sierra EV Cadillac LYRIQ Chevrolet Brightdrop 400 Chevrolet Brightdrop 600 Chevrolet Brightdrop chassis cab In 2025 will add: Cadillac Optiq Cadillac Escalade IQ Cadillac Celestiq Chevrolet BOLT - Possible two models to come in 2025. UPDATE GMC Terrain - Unconfirmed at this time since earlier 2024 EV roadmap Buick Electra - Unconfirmed at this time since earlier 2024 announcement If GM delivers on just adding Cadillac that is 12 or 14 EVs in the portfolio, or 14 if the GMC and Buick show up, but I expect they will be push back. Kia / Hyundai / Genesis has 9 EVs total, 3 retail versions in each brand, but Hyundai is adding the Ioniq 9 for 2025, Genesis is adding the GV90 SUV to compete with Escalade IQ in 2025 and Kia has had their EV9 Pickup truck running around LA in testing which implies we will see something maybe at the LA autoshow. So they could end up with 12 EVs by the end of 2025. GM / Hyundai / Kia / Genesis EVs compared to Ford shows Ford having fallen far behind in this transition and will be even harder to catch up too imho. Updated as I forgot to include the Chevrolet BOLT that GM has stated will come out in 2025 and they have talked about two models of the Bolt.

Not dismissing it, it is an EV offering, but not one that the traditional retail customers would look at, as such more specialty dedicated. Example of this EV is GM with Brightdrop that they merged under the Chevrolet banner now. They have the BrightDrop 600 and 400 commercial vans as well as the chassis version like ford. This is 3 more EVs one could tag onto the Chevrolet banner then saying they have a total of 6 EVs, Equinox, Blazer, Silverado and Brightdrop. Yet retail customers are not going to buy a specialty van that is unfinished inside to drive their family around in if we are honest with ourselves just as retail customers are not going to buy the Transit-e. They are specialty EVs aimed at the commercial / fleet market.

Yes anyone can order the E-Transit, but considering that they do not offer a family version and Ford has been very clear that the focused selling is via their fleet channel, why would a family buy a tin can EV Transit for family use? Nothing in these 3 model offerings say Family or Retail EV.

Hyundai has Kona Electric, Ioniq 5 & 6. = 3 models, 1 car & 2 SUVs Kia has Niro EV, EV6 and EV9 = 3 models, 3 SUVs Genesis has GV60, GV70 and GV80 = 3 models, 1 car & 2 SUVs All 3 models are retail home users Ford has the F150 Lighting Pickup Truck and Mach-e = 2 models, 1 truck & 1 SUV Ford has Commercial Transit delivery Van = 1 model commercial segment So yes, you can say each company has 3 EVs, but Ford is really only 2 EVs in the retail space with 1 in the commercial space. Ford has 3 EVs in Europe & China, Transit-E, Mache-e and Puma-e, introduced at the Shanghai auto show new hybrids but nothing else in EVs. Kia has 3 models in China the EV5, EV6 and EV9 SUVs, with the EV4 & 8 both cars to start in 2025 along with the EV3 SUV. giving Kia 6 models by the end of 2024. Hyundai Ioniq 5 & 6 gives them 2 models in China. Hyundai announced 3 new EV models to launch in 2025 for China. Genesis has the same models in the US in China and Europe. End result is that Hyundai, Kia, Genesis is expanding their EV offerings across the globe while Ford stops EVs and turns to Hybrids with Success in the U.S. but limited success in China, Asian rim and Europe. Biggest problem with Ford and GM is they followed Tesla to a T in going after slower 400V EV versions rather than looking to the future of building fast charging offerings on 800V technology. Investing billions in a current tech rather than the future tech of where EVs were going was a big mistake.

Some very cool technology reading for those interested. US firm’s 5-min EV battery charge tackles range anxiety in all weather - Aimed to be on the market in OEMs in 2 to 3 years. This EV battery can go 1,000 miles on a single charge - Fast Company - MIT startup 24M has developed this battery, test units will be in OEMs for mule testing in 2025 with wide spread availability expected by 2030 globally. As I have stated before, we are in interesting times and only fascist dictators will destroy humanity moving forward. Solid State batteries are nearly here and we will see some amazing changes in EVs over the next 5 to 10 years.

Seems Ford and Lectron have joined up to build and ship out the CCS to NACS adapter as the Tesla one is still having the bugs worked out that caused Ford to tell their customers to stop using it. Ford will ship out the Lectron to replace the Tesla units. Ford Begins Shipping New Tesla NACS Adapters To EV Customers

Interesting read on an ICE that has become an EV user for 90% of their life. Their old 231,000 miles Tahoe is for the other 10%. I'm A Gas Car Fan. Here's Why I Love My First EV @surreal1272 Months like this add up to take over a market big time. EVs And Hybrids Catapult Hyundai, Kia October U.S. Sales To New Record

More Support that Ford is making a big mistake, Hyundai based on presale orders has increased the all new Ioniq 9 for global markets by 30% as they now plan to produce 210,000 of them for 2025. Kia, Hyundai, Genesis say spacious EVs at proper price points will drive adoption and that will be shown by their EV3 subcompact that will hit the US for Kia in 2025. https://thekoreancarblog.com/2024/10/30/next-gen-palisade-set-for-december-debut-30-production-increase/ GM better get a move on with their $25,000 Bolt if they want to dominate a chunk of the market.

Yes, the whole VW mess is confusing at times to figure out what is VW getting versus their independent divisions.

Correct, they have on their whole EV expansion put much on hold, delayed much as I posted above where this is all covered under their BlueOval City which the local Tennessee news has covered on all the delays and slowdown in work. Yet they got their huge tax breaks but the work will be delayed / possibly killed. Yes, Kia, Hyundai,Genesis have moved forward to dominate the world and compete against the Chinese while the American companies now Cower in their tower, drive chinese versions and complain. GM has FAILED to see what the customer wants as they go after charging to get the same app on their EVs. Will not be getting my money any longer as they fail to listen to their customers. I can see Korea auto companies dominating the US market in a few decades.

Guess Ford which has 50 to 60 day supply of most models is shutting down the F150 Lighting line due to having 100 plus days of supply till January 6th 2025 and is looking to do the same for Mach-e and Transit that has a 128 and 112 day inventory on hand. Ford to halt production of electric F-150 Lightning next month until January

? Delayed indefinitely the mid-size EV Pickup, 3 row EV SUV and since it is a division of Ford, all the Lincoln EVs that were supposed to happen and now Lincoln will stay ICE with Hybrids as they stopped EV all together. So yea, you can say Ford is not committed to EVs anymore. Remember this was all the rage in 2022 when stories like this came out and Lincoln was to kill off all ICE by 2030, no EVs are dead as Lincoln will have hybrids between now and 2030 with Ice continuing on well into the undefined future. 5 Electric Lincoln Models Are Expected by 2026: Reuters Report So I would say Ford is NOT committed to EVs, they have pretty much kicked it to the curb. Ford Blue Campus was the Rage to be online by January 1st 2025 with battery production and the mid-size EV Truck and other EVs to start between 2025 and 2026. BlueOval City Now the latest is that production of batteries will start end of 2027 at the earliest with no time set for EV production. Hiring of the 6,000 workers by 2025 is now by 2030 at the earliest. What to know: The new Ford BlueOval City plant poised to reshape West Tennessee • Tennessee Lookout So yea, this tends to show no commitment to EVs Compared to other brands. IMHO

Seems Scout is now wanting to use more than software in the Scout Truck / SUV. Scout Motors Plans to Leverage Rivian's Electronics Architecture

OK, this is one Bad Ass Cool EV Converted old car!!! Mopar’s Plymouth GTX Electromod Saves The Planet By Killing The V8 | Carscoops Mopar e-crate motors will debut at SEMA. This is one bad ass car!!! Future never looked so good!!! Nothing like plugging in where you once poured gas into!!!

Excited for SEMA in a week as Kia seems to have some new EVs to show off and one could be an X-Pro off-road edition of the EV9. Teaser photo they released today.

Lucid, a Silicon Valley-based Technology company focused on creating the worlds most advanced EV has announced that on November 7th, 2024 at 9:00am Pacific Standard Time they will open the books for orders of the Lucid Gravity. The Lucid Gravity will come in two trims, Grand Touring and Touring. Lucid has stated the Gravity will have the following specifications: Over 440 miles of range on a single charge Charging speed of 200 miles in 15 minutes More than 800 horsepower Towing up to 6,000lbs AWD standard Seating for up to 7 adults based on configuration lucid-gravity-desktop-05.mp4 0-60 mph under 3.5 seconds Exterior finish available in 6 colors Wheel size of 20" to 23" Turning radius of 38.4 ft curb-to-curb Appearance options of Stealth or Platinum Interior Finishes in 5 curated themes lucid-gravity-desktop-17.mp4 Interior materials all refined and sustainable Dynamic Ambient lighting 22 speaker Surreal Sound Pro Dolby Atmos sound system 4 customizable climate zones Front Massage seats Gravity Dimensions Height: 65.2 inches Width with mirrors: 86.4 inches Length: 198.2 inches Wheelbase: 119.5 inches Drag Coefficient: 0.24Cd Lucid CEO Peter Rawlinson has this to say about the Gravity: “There is a growing anticipation for Lucid Gravity’s unprecedented combination of versatility, performance, design, and all-around capability. This is uniquely enabled through our revolutionary technology. We look forward to bringing the world's most advanced SUV to the world soon.” Lucid Gravity offers up to 120 cubic feet of total usable cargo space, including the frunk. An optional frunk seat can accommodate two adults while the vehicle is parked. Drive away soon in your very own Lucid Gravity! Lucid Gravity Grand Touring trim will start at $94,900 with production starting late 2024. Lucid Gravity Touring trim will start at $79,900 with production starting late 2025. Orders can be placed at the Lucid website starting November 7th, 2024. https://lucidmotors.com/ Full Lucid Gravity pricing, ordering and delivery details will be released at a later date for markets outside the U.S. View full article

I can understand what you're saying on the current Lyriq. I am hoping that once full specifications come out and as we get close to on sale next January, we actually get better images as what is available here, I have a hard time seeing as a performance SUV. Ya know that the Escalade IQ will have a V trim too. I can easily see them taking the tri-motor setup of the GMC Hummer and upping it over the 1,000 HP setup they have there. It will sell as it will be the most powerful full-size SUV out there.

GM Defense has started production of armored HD SUVs for the U.S. Government under contract. GM Defense completes first production vehicle for the State Department’s Diplomatic Security Service

Cadillac for the last 20 years has had from RWD to AWD autos and the top of the line for the cars has been a sub-brand for the performance line of the V edition. LYRIQ started off in 2023 as a RWD SUV with 340 HP / 325 LB-FT of torque winning accolades as such an outstanding EV of the year. This was followed up in January of 2024 with a 500 HP / 450 LB-FT of torque AWD EV.  The LYRIQ-V has had rumors of providing 515 HP to 550HP or more with 450 LB-FT of torque. As of this press Reveal from Cadillac, no actual numbers have been confirmed at this time. Cadillac has stated that the V-series of EVs will be characterized by exceptional performance, instantaneous acceleration, competitive range and standard all-wheel drive (AWD). The LYRIQ-V will be released in January 2025 to select markets around the world in both Left-Hand and Right-Hand drive configuration delivering World Class performance and Luxury to potential customers in the U.S., Canada, Australia, and New Zealand. More Markets will be announced at a later date. Pricing and full V details will also come closer to release date in January 2025 2026 LYRIQ-V Edition View full article

I wonder if that will happen when their Skunk Works project for below $30,000 EVs goes to market as they standardize the whole EV family on 400V for inexpensive EVs and 800V for the more expensive and midtier EVs.

I wonder when Ford will go to an 800V architecture like Kia/Hyundai/Genesis has as that would also improve charging and performance.

This is interesting, I wonder how many people will have picked up on this as the press release, they verbally said they would take care of their reservation holders with the pricing. Yes, vague but tends to make one assume they mean to honor the pricing, but now that you have the actual screen shot shown here, that tends to imply the prices are going to be flexible and one can kiss the current prices goodbye. Good catch, I had not been out to the reservation site yet. One thing that is a rip off imho is the higher price for the truck over the SUV. Less materials, less finished interior than the SUV, if anything, I would expect the SUV to have a higher cost to produce than the truck.

I agree with the bulk of the autos except the body panel parts. I would say they should go into a used parts plant where they get disassembled and parted out.