Quote:
Originally Posted by biker1
I will turn this around on you. Why are US automakers projecting that they will only be at 50% electrics in 2030? Why doesn’t Tesla just build a bunch of new battery factories right now since they are battery constrained?
|
American business is SLOW. I could ask why is ULA (Boeing) still not able to launch a manned spaceship to the space station after 10 years and being many billions over budget? SpaceX with only a small injection (loan/contracts) of government money is regularly launching now.
When Japan took over auto manufacturing quality and production from US car makers using Statical Process Control, it took the US makers decades to recover.
Sadly US business is conservative and slow. Personally, I attribute it to the stock market talking heads. If a public company doesn't meet some bean counters projections it can literally cost them billions. So, they developed a very conservative outlook on business. Ever notice all the US car makers' models look so much alike? Can't take a chance on something innovative - remember Edisel?
Musk is leading the way constantly doing things everyone says can't be done. Lately, Tesla has begun using/testing a unibody press, one of the largest in the world. Reducing part count, cost, and build time compared to traditional manufacturing processes.
Tesla IS building new battery factories all over the world, including Germany, China, Texas, etc. More to come. He is building them as fast as he can finance them.
The most likely reason I can see for a potential slow down in the transition to EVs is probably political. If things go south and the world experiences a depression, well, that could slow down even Musk.