The World's Electric Car Sales Have Spiked 21% So Far in 2025 (electrek.co)
- Reference: 0180373339
- News link: https://hardware.slashdot.org/story/25/12/13/0041234/the-worlds-electric-car-sales-have-spiked-21-so-far-in-2025
- Source link: https://electrek.co/2025/12/11/global-ev-sales-jump-21-in-2025-as-europe-surges-and-the-us-stalls/
> EV and battery supply chain research specialists Benchmark Mineral Intelligence reports that 2.0 million electric vehicles were sold globally in November 2025, bringing global EV sales to 18.5 million units year-to-date. That's [2]a 21% increase compared to the same period in 2024 . Europe was the clear growth leader in November, while North America continued to lag following the expiration of US EV tax credits. China, meanwhile, remains the world's largest EV market by a wide margin. Europe's EV market jumped 36% year-over-year in November 2025, with BEV sales up 35% and plug-in hybrid (PHEV) sales rising 39%. That brings Europe's total EV sales to 3.8 million units for the year so far, up 33% compared to January-November 2024... In North America, EV sales in the US did tick up month-over-month in November, following a sharp October drop after federal tax credits expired on September 30, 2025. Brands including Kia (up 30%), Hyundai (up 20%), Honda (up 11%), and Subaru (232 Solterra sales versus just 13 the month before) all saw gains, but overall volumes remain below levels when the federal tax credit was still available... [North America shows a -1% drop in EV sales from January to November 2025 vs. January to November 2024]
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> Year-to-date, EV sales in China are up 19%, with 11.6 million units sold. One of the biggest headlines out of China is exports. BYD reported a record 131,935 EV exports in November, blowing past its previous high of around 90,000 units set in June. BYD sales in Europe have jumped more than fourfold this year to around 200,000 vehicles, doubled in Southeast Asia, and climbed by more than 50% in South America...
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> "Overall, EV demand remains resilient, supported by expanding model ranges and sustained policy incentives worldwide," said Rho Motion data manager Charles Lester.
Beyond China, Europe, and North America, the rest of the world saw a 48% spike in EV sales in 2025 vs the same 11 months in 2024, representing 1.5 million EVs sold.
"The takeaway: EV demand continues to grow worldwide," the article adds, "but policy support — or the lack thereof — is increasingly shaping where this growth shows up."
[1] https://electrek.co/2025/12/11/global-ev-sales-jump-21-in-2025-as-europe-surges-and-the-us-stalls/
[2] https://source.benchmarkminerals.com/article/global-ev-sales-reach-18-5-million-units-growing-by-21-ytd-in-november-2025
US Tesla sales are down 25% (Score:2)
Which is almost exactly the number of people who are buying them with the tax credits. This is a few months after the end of the tax credits though. There is still probably a bit of the drop tied up with people who already bought their car right before the credits went away but they are probably looking at a permanent drop of about 20%.
Other car companies are having a hard time too with their electrics. Tesla obviously takes the biggest hit cuz electric is all they do.
It probably also doesn't help th
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Yeah, the charging situation is interesting.
If you charge at home, so much cheaper than gas.
If you can't charge at home, so much more expensive than gas.
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I don't think it's really any more expensive for the sort of person buying a Tesla since that person is probably going to buy a big honking SUV with a big honking gas tank.
But it does still mean that if you don't have your own house with a charging setup you don't get the savings.
I guess there are people who can charge for free at work.
For Tesla I think the real problem is going to be that losing 20% of their sales after paying their CEO $100 billion dollars in salary means they aren't really go
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> I don't think it's really any more expensive for the sort of person buying a Tesla since that person is probably going to buy a big honking SUV with a big honking gas tank.
That has always been the most paradoxical aspect of Tesla ownership - if you can afford a Tesla, you probably also can afford gas.
For a very brief period in time the numbers almost worked out for my partner. Back when gas was more expensive, there was still a tax credit and discounts were being offered on the Model 3, the gas savings would've made buying a Model 3 just a sliver cheaper than his current car payment plus what he was spending in gas every month (for a longer-than-the-national-average commute)
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The Camrys from 10 years ago had really nice seats, great lumbar support. I'd buy one now if I found one with low mileage. Not really interested in the newer models where they are running the drivetrain through the stereo.
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> So a lot of people are stuck in apartments and not going to be considering an electric for savings.
The savings ain't always what it used to be depending on where you live and what type of ICE car you compare against. Going with all present US averages for gas presently at $2.92/gal, home utility rates at $0.18/kWh, and an average of 13,596 miles driven annually:
A 4kWh per mile EV would cost $611.82/yr, and a base model Camry (at an average 51MPG) would cost $778.45/yr.
Now, here's where the savings go *poof* :
Some states charge an EV registration fee that's more than the difference in fuel costs. EVs are
Re:US Tesla sales are down 25% (Score:5, Informative)
[1]This paper [wiley.com] does a thorough comparison of total cost of ownership between EVs and ICEs. Once you factor in everything, the conclusion is... that it's really complicated. From the abstract:
> We show that for a 300-mile range midsize electric SUV, TCO varies by $52,000, or nearly 40%, across locations. Home charging access reduces the lifetime cost by approximately $10,000 on average, and up to $26,000. EVs are more competitive in cities with high gasoline prices, low electricity prices, moderate climates, and direct purchase incentives, and for users with home charging access, time-of-use electricity pricing, and high annual mileage. In general, we find that small and low-range EVs are less expensive than gasoline vehicles. Larger, long-range EVs are currently more expensive than their gasoline counterparts. And midsize EVs can reach cost parity in some cities if incentives are applied.
This study is specific to the US, which isn't a typical market. The small, inexpensive EVs that are popular in many other countries don't exist there. You just can't buy them. The US EV market is heavily focused on large vehicles (especially SUVs and pickups) and luxury cars. That biases the TCO upward a lot compared to many other countries.
[1] https://onlinelibrary.wiley.com/doi/10.1111/jiec.13463
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Damn it, that should've read "A 4 mile per kWh EV". The math is otherwise right:
(13596 / 4) * 0.18 = 611.82
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Tesla had a tight supply of most models before the credit ended. Now they have a glut. Tons of Model 3P to choose from, where before there were none. Musk DGAF. He's going public with SpaceX.
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Tesla sales are down because... Elon Musk.
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> Which is almost exactly the number of people who are buying them with the tax credits.
The trend is repeated in multiple nations with different tax or subsidy incentives or none.
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An ICE doesn't come with a huge price tag after 8 years.
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But you don't get an 8 year warranty either. In general, car batteries seem to keep up much better than expected. With cars like the 1st generation Nissan Leaf having problems with fast aging batteries, there came the impression that this would be a general problem. But nowadays, those problems have been solved, and batteries age much less, and an 8 year old battery electric car like a 2017 Tesla are running fine on their first set.
We even have the reverse problem. With Lithium prices skyrocketing a few y
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Let's be clear -- the thing that solved this was actively heating/cooling the battery packs. The failure of the leaf batteries was due to being passive.
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Yes, that was one of the main solutions. Better battery management systems including cell balancing helped too.
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You need to first understand the difference between a warranty and MTBF. Just because 8 years are up doesn't mean the battery immediately fails and needs to be replaced. Secondly, there is a secondary market now for used EV batteries, although it's at an early stage, so the value of an old battery isn't necessarily zero. Thirdly, manufactures have in the past and possibly still do offer schemes where for a per mile fee they agree to replace the battery. However, as batteries are holding their charge better
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Sorry, not MTBF for the second half, but rather lifetime.
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> An ICE doesn't come with a huge price tag after 8 years.
An ICE definitely comes with a huge price tag at the range you can ride a typical EV. The data is in, a typical EV battery will outlast the entire car engine requiring either engine replacement or ground up re-build. That from experience costs thousands of dollars which is why the reason so many people scrap their cars at 200000 miles (my last ICE car got turned into a small cube at 190000miles, ok I was being facetous, it was actually broken down into components and sold for scrap and spares). 200000 miles
Re:It's all fun now, but ... (Score:4)
Nice FUD you have there. Makes you part of the problem.
Re:It's all fun now, but ... (Score:4, Insightful)
Well, sure, but you can say the same thing of so much in automotive tech...
When all those gaskets need to be replaced, when the transmission grinds itself, when the coolant system leaks, when the turbo goes, if the timing belt goes, every few months when you change the oil, etc etc.
Sure, it's a item worthy of being wary of and a good opportunity to improve, but it's not like ICE engines are nice and immune from expensive costs down the line.
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> ... when all those batteries need to be replaced ...
Battery failure is between 1-3%.. akin to engine failure. They are finding LFP packs retain their health for far longer than thought as well.
Big oil told you wrong.
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My friend has a 2013 Model S with 290,000 miles on it (yeah he drives a 25k miles per year). The battery still gives him nearly 180 miles, it was originally 210. Biggest maintenance expense is tire changes, and I think he had to replace his windshield once. That's not anecdotal or an anomaly, you can check online it's typical. He will get a new car next year only because the it is starting to have cosmetic issues and he wants to have full self driving.
So the batteries aren't much of a problem (Score:2)
It was on the older cars but on the newer ones they do seem to Outlast the rest of the vehicle.
The real problem is that everything else on the vehicle ends up being very expensive to fix so it ends up being like a BMW where it ends up in the junkyard and rotting there because it needs $20,000 worth of repairs. Also you typically need specialized tools and computer systems to do those repairs. So besides the occasional hobbyist that resurrects one most of the electric cars on the market today are destine
Lets see how long the stupid ones ... (Score:1)
... can keep the ICE going. Does not look good for these cretins. At some time we will just slap the real costs on fossile fuels and then this crappy historic tech will die.
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What do you plan to do with all of the gasoline that is put out by refining oil? Gasoline was pushed by oil companies because they had nothing else to do with this byproduct. The fact is oil isn't going anywhere. It's used for almost everything.
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> Gasoline was pushed by oil companies because they had nothing else to do with this byproduct
Maybe originally, but now the demand for gasoline far outstrips the amount naturally found in crude oil. That's why they invented cracking.
If one day there ever were an excess of light components in oil, they could simply transform it into higher-weight molecules. Along those lines, one of the biggest uses for natural gas is for building polymer chains.
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> What do you plan to do with all of the gasoline that is put out by refining oil?
You really should read up a bit on the modern chemistry involved in oil refining. Nothing is really a "byproduct" anymore - the output can be entirely tweaked using additional processing.
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The byproducts have shifted. Now the wells (at least in West Texas) pull out way more natural gas than the company cares to sell or store, in pursuit of gasoline. The natural gas is literally burned off at the wellhead, immediately upon extraction. Thrown away. (How's that for "energy security?") The process is called flaring.
The gas is so cheap that it doesn't make economic sense for them to build storage capacity. It's to the point that the oil industry promotes natural-gas vehicles and appliances just so
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That was an interesting point. I thought about it for a second and asked AI "If gasoline was not refined from crude oil, how many barrels of oil would be needed, think about it carefully. Consider that some of the barrel would be wasted if the gasoline part was unnecessary."
This is a great question that requires a careful examination of the entire crude oil refining process, not just the final products. The answer is it would still take approximately the same number of barrels of crude oil to supply the dem
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It's a good thing we don't let AI run the oil refineries (yet). The gasoline fractions can be cracked into lighter fuels, such as propane and butane, or reformed into heavier fuels such as diesel.
The technology to do this is already in use.
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It sort of acknowledged and glossed over that point: "Refineries would have to invest in new, extremely expensive equipment to break down or convert this unwanted gasoline fraction into heavier products, or simply dispose of it, which is highly inefficient and costly."
I didn't want to deep dive into the whole economics thing though as then we'll be adding layers of speculation.
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Less demand for gasoline would probably make diesel and jet fuel (kerosene, basically) cheaper, since refineries already do crack heavier chains into gasoline fractions.
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> It's a good thing we don't let AI run the oil refineries (yet). The gasoline fractions can be cracked into lighter fuels, such as propane and butane, or reformed into heavier fuels such as diesel.
> The technology to do this is already in use.
You can't just enter some numbers in the refinery controls and get whichever products you want from a barrel of oil. There are very real limits and costs associated with cracking and reforming. Fluid catalytic cracking is the most common, but there are still fixed ranges for the outputs in which it operates.
[1]https://www.ebsco.com/research... [ebsco.com]
[1] https://www.ebsco.com/research-starters/science/cracking
Don't ever trust LLMS [Re:Lets see how long th...] (Score:2)
Do not ever EVER trust a chatbot for factual information.
Chatbots are designed to give output that looks like it answers the question.
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Indeed. And on top of that they are designed to flatter the person asking the question whenever possible.
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THAT is all you have? Do you even begin to understand how utterly clueless that sounds?
Charging at home (Score:5, Insightful)
Charging on the road is actually more expensive than buying gasoline. Charging at home is MUCH cheaper and most of the charging gets done at home.
But the real issues are rentals, condos, and work. The lack of charging at these sites is an issue.
If your apartment/condo has parking spots, some should have electrical chargers and the price should be at cost, not a profit center for the apartment/condo. Same for work places.
This needs to be a law, otherwise bad landlords/condos/offices will try to make a profit here, thinking they are offering a 'service' and should be compensated. They are not offering a service unless the locations are open to the public.
Re:Charging at home (Score:5, Interesting)
I think some of this is just businesses catching up.
Last month my hotel had chargers in their underground parking so I thought about topping up my PHEV, until I looked at the rates and realized it would cost far more than gas.
As expected, I didn't see the chargers in use a single time over my 3 day stay.
Imagine instead the chargers were free. The cost would be on par with the complimentary coffee pods and toiletries, and I would have come away with a very positive experience.
Installing paid chargers was a bad business decision by the hotel, I expect more public free charging in the future.
Re:Charging at home (Score:4, Insightful)
I don't, because the "fuck you, I've got mine" drivers will immediately hog them.
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Eventually a majority of spots will need chargers if a majority has EVs.
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> I thought about topping up my PHEV
I hate to be "that guy" but if your vehicle has a gas tank you should leave the public chargers available for people driving full EVs. They don't have the option of going to a gas station when on a long road trip.
The whole point of a plug in hybrid is to take advantage of presumably cheaper utility rates at home. When you're travelling away from home, that's what the ICE portion of your powertrain is for.
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Talking about Hotels anywhere related to cost is massively skew compared to literally any other business. I honestly was floored by simply the cost of parking at a hotel in the USA, to say nothing of them nickel and diming every tiny fucking thing.
The difference isn't that big in Europe. Using a L2 charger at the Marriott in Frankfurt is almost similar in cost to a L3 DC fast charger in Huenxe on the highway reststop. But hotels seem to be virtually the only ones who price themselves insanely out of the mar
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So you are saying that the U.S. is severely lacking in charging infrastructure, compared to other countries, even the hellhole countries?
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Well, considering recent events I would say that "second world" is the correct term either way.
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Actually, the expressions are:
Old World - essentially the world formerly part of the Roman Empire
New world - the Americas
Third world - other stuff.
Shit-hole - USA, Russia, and some parts of Africa, South America
State of the worlds? (Score:2)
Mod parent funny. (But what I was looking for in the comments was time-based electricity rate considerations.)
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Well, I could go with "shit-hole" for the USA as well. Certainly more and more accurate every day. Although I have to say most shit-holes at least have a dictator in place that knows how to oppress people and steal everything, not some two-bit wannabe that is a failure at everything ...
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The economical characterisation you use "economically challenged countries that have not advanced" is formally referred as "developed", "developing" and "least advanced" countries by international organisations like the UN or the IMF (which don't use "third world" as nomenclature). You can check Wikipedia for "First World", "Second World", "Third World", "Three-world model". There isn't a new definition, but economists have argued that the "Three world" nomenclature is less relevant since the end of the Col
Too many old people (Score:1)
We have had birth rates below sustainability since the late 1990s. Old people are always going to look to yesterday because when you are old your best years are passed you and you're starting to hurt all the goddamn time. Not that old people will admit it. But I think the amount of opioids being sold speaks for itself.
It is very difficult to have a country that looks forward when you have so many old farts. America is especially bad about that because we have largely disconnected anyone over 50 from the
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You’re wrong about the US. The US is much younger than most first-world countries because we’re actually pretty damn open to immigration. But you have to look at the actual numbers, rather than what Trump is saying. Take a look at a plot of US immigration and our foreign-born population by year.
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The difference is not that large. "Much younger" is a direct lie.
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If you truly believe that the US is a has-been, be sure that you put your money where your mouth is and invest elsewhere. Maybe you do this already. Me? My long-term bets are on the US, and my investment portfolio reflects that.
I have no illusions that my country is perfect. Hoo boy are we flawed. But, wow, the alternatives have much more severe problems. Who else is gonna take the top spot. Europe? They make the US look young and nimble. China? Mmaaayyybbeee, except their true form of government is a h
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What a stupid way to argue. Apparently you are entirely unfamiliar with the concept of "giants die slowly". But a smart person (you obviously do not qualify) can see what will happen well in advance.
Charging away from home (Score:2)
I think the politics in the US has significantly skewed the deployment of charging infrastructure in the US compared with the other hellhole countries (where the invisible hand is going to set market rates). The grants given out during the last administration mean that it costs a hotel/restaurant/shopping mall nothing to install a few circuits out into their parking lot. They then lease it out to whoever wants to install and maintain the charging point and charge exorbitant rates to the customer. If that co
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> So you are saying that the U.S. is severely lacking in charging infrastructure
Around here in FL at least, you absolutely could own an EV that you charged exclusively at DCFC stations - and you'd pay through the nose for it. That's not an infrastructure problem, it's a capitalism problem.
Charging in the U.S. (Score:1)
Unlike say South Korea, Japan, Europe...you can drive across the entire country in a day. In the USA it takes DAYS to cross the entire country. Not to mention a lot of places are out in "the sticks" and are 20-30 minutes or more between towns & cities. To "build out" a nationwide charging network would not only be expensive, it would be impractical, not to mention our charging grid can barely handle the load today. In cities, EV's are more practical than ICE. But in the more rural areas of the United
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> Unlike say South Korea, Japan, Europe...you can drive across the entire country in a day. In the USA it takes DAYS to cross the entire country.
People in Europe aren't restricted to stay in one country their whole lives. In fact it's not uncommon for them to drive from one country, right across another into a third. A friend of mine, who lives in France, relatively near the border, did his PhD in Italy. Plus, I think you've failed to understand how long Japan is and that driving from one end to the other would be difficult due to sea getting in the way. But Kagoshima to Aomori is about 1200 miles. I don't think you could safely drive that in a day
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This again? Try to drive across China in one day and see how it goes.
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And it's just the usual BS. "Electric Car Sales". Not pure EVs, gasoline hybrids There's lies, damn lies, and statistics. Regardless, for years the biggest enemy of electric hybrids and now BEVs is the personalitie of the people who drive them.
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If you actually read more than the first sentence of the summary, it would have shown you that fully electric vehicles increased in sales even more than plug-in hybrids.
Here's another article with the same conclusion: [1]https://www.strategyand.pwc.co... [pwc.com]
[1] https://www.strategyand.pwc.com/de/en/industries/automotive/electric-vehicle-sales-review-q3-2025.html
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Yeah, but you can't drive across the whole of Canada in mid-winter in one without stopping even to pee, so they are entirely useless!
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Not entirely useless, but it's not useful to buy a car that doesn't do what you may need it to. It's a lot of money to spend just to box yourself in.
Why should I subsidize EVs? (Score:4, Interesting)
If I'm driving a gas car then why should I have to subsidize anyone in my apartment let's driving an electric car? The electricity still has to be paid for and the privately owned electric companies aren't going to give it away for free. Also who is going to pay to install those electric vehicle charging stations?
From what I understand electric cars don't substantially reduce the demand for gasoline. I thought they did but someone had corrected me.
If the entire fleet of American cars changed to electric that might be the case but I think the oil companies would have something to say about that. So that's not going to happen. Never mind the fact that the increased cost of an EV puts it out of the price range of a lot of people especially now that the subsidies are gone.
That's Kind of the problem. At the end of the day has someone stuck driving old gas cars why should I be required to subsidize electric cars? Either with my tax dollars or with my rent.
Don't just mod me down give me an answer.
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> From what I understand electric cars don't substantially reduce the demand for gasoline. I thought they did but someone had corrected me.
"Someone" told you wrong.
> If the entire fleet of American cars changed to electric that might be the case but I think the oil companies would have something to say about that. So that's not going to happen.
Ah, you nailed the key point: a trillion dollar industry has a vested interest in selling as much oil as possible, and is doing whatever they can toward killing electric cars.
> Never mind the fact that the increased cost of an EV puts it out of the price range of a lot of people especially now that the subsidies are gone.
Google "learning curve". Technology prices always start high and drop low.
So you can do the math (Score:2)
There's only 11 million electric cars on the road. That includes plug-in hybrids. That's out of 300 million vehicles. So yeah it's a drop in the bucket.
Honestly if we're going to get mad at oil companies we should get mad at car companies too. Go watch Who Framed Roger Rabbit.
A automobile based transportation system is horrible for everyone except car companies and people who like cars because they grew up with them. But those same feelings of love for your car could just as easily be redirected to
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> "Someone" told you wrong.
That probably was me, and I've brought receipts.
EVs represent [1]1.4% of the US vehicle fleet. [edmunds.com] There's a lot of cars in the USA. If you assume demand is linear and just added an extra 1.4% to the price of gas, well, that'd raise the current average price of gas by about $0.04/gal.
Granted, the real economics are probably a bit more squirrely if say, a magic genie showed up and granted the petroleum industry their wish that every EV instantly became a dino-juice burner, as the sudden surge in demand would caus
[1] https://www.edmunds.com/electric-car/articles/percentage-of-electric-cars-in-us.html
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> At the end of the day as someone stuck driving old gas cars why should I be required to subsidize electric cars? Either with my tax dollars or with my rent.
To put it another way: "Why should I have to contribute to society? I don't need [xyz]."
Being a part of society has non-negotiable responsibilities. There is no opt out.
I contribute to society (Score:2)
Because society benefits me. Electric cars aren't benefiting me.
So yeah you have a right to demand that I chip in for things that benefit me but you have no right to demand I subsidize your personal choices.
That's the argument you're going to get. And honestly if we're talking about cars it's right. We shouldn't have a car based transportation system to begin with it's ludicrously inefficient and only exists because we externalize the costs from it.
So you're going to have a tough time convincin
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> Because society benefits me. Electric cars aren't benefiting me.
Society benefits everyone. Everyone contributes to society. Non-negotiable.
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> [I contribute to society] Because society benefits me
I see society differently. I don't see it as something like a shop in which I can make a transaction if I like the goods they offer, or I can ignore it if I don't.
I see society as the community of people with which we live. If a member of society is weak, I am in favour of lifting them up. If a member of society is strong, I am in favour of them lending a helping hand.
I care for its future. As a part of society, I am in favour of investing for a better future, even if I am not a direct beneficiary.
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> Never mind the fact that the increased cost of an EV puts it out of the price range of a lot of people especially now that the subsidies are gone.
In Europe, the price of an EV is on par with a gasoline car right now, and in East Asia, EVs are cheaper than gasoline cars.
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Yeah but isn't that because you're bringing in a ton of cheap Chinese EVs? America isn't going to do that for a variety of reasons.
Also isn't a Volkswagen t-roc or t-ceoss around 30,000 euros versus 43,000 for an equivalent Tesla?
Again though I think you've got more choices because Europe is allowing those cheap Chinese electric cars into their markets.
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> From what I understand electric cars don't substantially reduce the demand for gasoline. I thought they did but someone had corrected me.
Yes because when I replace a gasoline vehicle with an electric one I just go down to the station to fill up gasoline into a barrel and then roll it off in the ocean or some shit like that?
Maybe you should think when someone is "correcting" you. Literally every EV on the road is a substitute for a different vehicle with similar modal properties. No one is saying "I was riding a bicycle, but now that EVs don't use gas I'll go by a car" they are substituting one gasoline car for an EV. The former runs on ... g
Re: Charging at home (Score:2)
Gas stations will replace your propane tanks
Don't see why they can't do the same with batteries
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> Gas stations will replace your propane tanks
> Don't see why they can't do the same with batteries
EVs aren't designed to be able to do this as it reduces overall structure weight if they are somewhat integrated into it. To make them replaceable requires additional car structural elements plus trunions and the like. It also requires standardisation, warranties, etc. That just not in place. Plus there is the potential issue of damaging connectors and the like causing issues such as fires. With the rate of charging increasing so rapidly, it's not likely to happen because the demand for it will be too low.
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> But the real issues are rentals, condos, and work. The lack of charging at these sites is an issue.
Not all charging is equal. Those people who say charging on "on the road" is more expensive are almost universally talking DC Fast Chargers. The point isn't one or the other. There's over 100,000 L2 chargers in the USA mostly in cities, and they are only a smidgen more expensive than charging at home. It would be great if condo's provided charging at cost, but they don't have to in order to be competitive. There very much is an ability to make profit (which encourages the placement of chargers) while still