Monday, July 16, 2018

Study Says Daimler Will Overtake Tesla In EV Rank – Model 3 Issues Cited For Fall

German car makers could catch up to Tesla in just a few years

The current state of affairs at the German car industry giants – Daimler AGBMW AG and Volkswagen AG – sort of resembles that first day of boot camp when the hardened drill sergeant comes into the dorm room at 4 in the morning and pulls off the fire alarm. In a nutshell, everybody’s scrambling and for the most part, look like headless chickens trying to make themselves look useful. However, according to Bloomberg, just like the marine recruits, after a few months of proper testing and training, the German car industry is set to reinvent itself as an electric vehicle powerhouse.
According to a consultancy’s ranking of electric automakers, Daimler AG, BMW AG, and Volkswagen AG might soon close by or surpass Tesla in the EV market. The ranking comes from PA Consulting, a consultancy specializing in management consulting, technology and innovation. Their ranking system factors in the strategy, battery technology, culture, supplier networks, partnerships and financial performance into an overall score. While this couldn’t be farther from reality (with the current state of affairs), the sheer might – engineering, design, production and financial aspects of the car industry. With that in mind, the German car makers are on a path to might swivel the odds in their favor within the next few years.
According to the forecast set by consultancy, Tesla is to remain the king of the castle to at least 2021. This is the time when the traditional rivals are set to flood the market with a variety of fully electric models, giving Tesla a run for their money. The forecast doesn’t go easy on Tesla, as it weighs down the California based automaker with a fall to seventh place. The pecking order in 2021 should see Daimler firmly at the helm. The Stuttgart based vehicle industry giant is then closely followed by BMW, the Renault Nissan Mitsubishi alliance and finally, the dieselgate struck, but clearly not that hurt – Volkswagen – filling the list’s last top spot before Tesla.
BMW Concept iX3
“Achieving CO2 targets and improving e-mobility performance go hand in hand,” Thomas Göttle, head of PA Consulting’s automotive business, said in a statement. “For the manufacturers, however, this also involves a great need for action in terms of organization and personnel.”
For Tesla, the highly-touted production issues, matched with an uncertain profit outlook, all played a major key in the lower ranking for the U.S carmaker, according to PA Consulting. However, there’s a long way to go until 2021, and Tesla Motors may well turn the tide. Their production woes are slowly becoming less of a burden, new markets are emerging for the electric car maker and overall, the demand for electric cars is ever growing.
Looks like we’ll find out in 2021 if this prediction turns out to be accurate.

Chevy Volt First Plug-In To Reach Most American-Made List

Bolt EVLEAFTesla Model 3 and others don’t make list due to global sourcing of batteries and other vehicle parts.

Determining just how “American-Made” a car is isn’t a simple task. In fact, not all organizations that attempt to make such a determination agree. Last month, released their 2018 American Made Index (AMI) list.  Their evaluation considers five factors: assembly location, domestic-parts content, engine sourcing, transmission sourcing, and factory jobs provided by the automaker’s U.S. plants.
While has published the AMI for over a decade, in 2017 they updated their methodology. Prior to 2017, the AMI was based more heavily on the American Automobile Labeling Act (AALA) that does not distinguish between U.S. and Canadian parts. Their new analysis is focused purely on U.S. sourced components. In 2018, the Chevy Volt has made the list for the first time. In fact, the Volt is the first plug-in vehicle to make the list with 66% U.S.-sourced materials and labor.
Chevy Volt battery helps it become the first plug-in to rank in the top-10 on the AMI list.
Regarding the Chevy Volt and why most plug-ins do not make the list, states:
The Chicago-built Ford Taurus ranks No. 4, followed by the AMI’s highest-ranked newcomer, the No. 5 Chevrolet Volt. Plug-in cars, be they fully electric or a plug-in hybrid like the Volt, often lack high domestic content amid global sourcing for batteries — one of the most cost-intensive aspects of any car with a significant electric driving range. But the Volt’s battery is assembled near Detroit, with cells from a plant in western Michigan.
GM recently announced a series of upgrades at their Brownstown battery assembly plant near Detroit. In’s survey of 1,000 drivers, 83% claimed assembly location was an important factor in determining a cars economic impact. However, 7 in 10 respondents said other factors impacted their purchase decision more. They also found only ~53% of passenger-vehicle sales were assembled in the United States.


2017 Chevrolet Volt
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Tesla Model 3 AWD & Performance Rated With 455-Mile Range By CARB

***UPDATE – Musk, via Twitter, notes that deliveries of the Performance version should begin soon and says that 100 have been made for test drive purposes. See embedded Tweet below:
@elonmusk Any update on Performance Model 3 production? No VIN yet for my May 20 order; others in same boat. Worried that EPA certification is holding things up. Saw the CARB certification yesterday. Hoping you may have good news for us!
Should be very soon. We’ve already made around 100 Model 3 Performance cars for test drives in stores.
We’ve embedded the Tweet with the CARB certificate below:
Tesla has filed a CARB certificate for the Model 3 Long Range AWD and Model 3 Long Range AWD Performance. Still no certificate for the Standard Range model.

Also, for some reason the AWD models have a shorter range (455.32) based on the UDDS test than the RWD model (495.1).
We should note that the 455.32-mile rating is not a real-world or EPA figure, but rather it’s based on CARB methodology.
It’s highly interesting to see that the dual-motor variants have a shorter range, according to CARB, than the RWD counterpart, which under the same testing methodology received a range rating of 495.1 miles. We’ll dig deeper into this discrepancy soon.
The Model 3 is still only filed with the RWD Long Range version for 2018. No Certificate yet for the standard battery or AWD so I am guessing that those will not be shipping any time soon.
We should point out that the official figures for the standard long-range Model 3 (non dual-motor, non Performance) are as follows:
City range of 321.9 miles and highway range of 295.5 miles. Combined range works out to 310 miles (the same figures Tesla’s been noting all along), but that figure was “voluntarily lowered” by the automaker
Tesla Model 3 Performance specs according to the automaker:
  • 0-60 mph in 3.5 seconds
  • 155 mph top speed
  • Range: 310 miles

Tesla is currently pushing the Performance variant of the Model 3 as it seeks to profit as soon as possible, so it’s no surprise to see this certificate pop up now, as it allows for the vehicle to be registered in California. Look to see a flood of Performance variants of the Model 3 hit California streets in the coming weeks.