Have EVs Reached A Short-Term Peak?

My first thought was galvanic corrosion, since half the vehicle is a battery. But stainless steel isn’t very anodic, unless they added something to the alloy to make it more formable.
Well, all SS is not created equal, of course. A couple of grills back, I bought a CharBroil which I couldn't keep from rusting, no matter what I tried. I gave it away and used a camping grill temporarily before going back to Weber. I had had a Weber I kept alive for about 25 years by rebuilding it - and it never rusted. Likewise for this Weber. We keep it covered, but it has been rained on several times without rusting. The Charbroil, with its lower-quality SS rusted under its cover...
 
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Well, all SS is not created equal, of course. A couple of grills back, I bought a CharBroil which I couldn't keep from rusting, no matter what I tried. I gave it away and used a camping grill temporarily before going back to Weber. I had had a Weber I kept alive for about 25 years by rebuilding it - and it never rusted. Likewise for this Weber. We keep it covered, but it has been rained on several times without rusting. The Charbroil, with its lower-quality SS rusted under its cover...
Weber states that they use 304SS, while Charbroil just says stainless steel. Charbroil may be using something like 301SS. Higher carbon, lower chromium, cheaper.
 
Weber states that they use 304SS, while Charbroil just says stainless steel. Charbroil may be using something like 301SS. Higher carbon, lower chromium, cheaper.
That sounds right. I researched it at one time. The higher grade also has more nickel. In fact, you can get a rough idea of the grade by seeing if a magnet will stick to it. When I was assembling the CharBroil, it had a cautionary note about keeping it clean and covered or it would rust. That should have been a tipoff. The Weber came disassembled. I think Home Depot was where I bought it and they were offering "Expert Assembly," for something like $25. The instructions said that it would assemble in about one hour. By the time I was into it about three hours, I wished I had taken them up on it...
 
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The Biden administration is considering scaling back requirements for electric vehicle production in the U.S. due to challenges in supply chains, consumer demand, and infrastructure.

The adjustment comes amidst concerns about the feasibility of the initial ambitious goals and the need to balance environmental objectives with economic realities, particularly in an election year where Biden seeks union support.

“Give the market and supply chains a chance to catch up, maintain a customer’s ability to choose, let more public charging come online, let the industrial credits and Inflation Reduction Act do their thing and impact the industrial shift,” Alliance for Automotive Innovation CEO John Bozzella said.

The proposed changes aim to allow for a more gradual transition while ensuring reductions in emissions and economic benefits.

The shift is seen as a pragmatic move to address practical constraints and political considerations, especially in key battleground states like Michigan.
 
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Europe Faces Industrial Wipeout

In the United States, there are massive subsidies. In China, there is an industrial strategy pursued with ruthless effectiveness. And yet in Europe, there are just “deadlines and fines”.

Luca de Meo, the boss of the giant French car manufacturer Renault, didn’t mince his words when he called this week for a coherent response from Britain, France, and the rest of the major European industrial nations, to the threat posed by imports of cheap foreign electric vehicles.

He lost me at "coherent response." Good luck with that, Luca.

Sure, it would be easy to dismiss that as just another industrial leader calling for soft loans and tariffs to rescue an uncompetitive industry. And yet de Meo is on to something. Net zero has turned into a Chinese weapon aimed right at the heart of Western competitiveness.

If we don’t wake up and recognize soon that we have to figure out a better way of combating climate change, our industries are about to get wiped out.

Ouch, that's an interesting point and one I honestly had not considered at this point. That gives something to ponder.

The transition from petrol to battery-powered vehicles is not working quite as planned. It was meant to spark a wave of investment, create a swathe of “well-paid green jobs” and dramatically cut carbon emissions at the same time.

But was it really? I keep hearing this, but if that really was the intended effect, I think we can safely say it has failed miserably. Most of the investment is, as I understand it, coming from government subsidies. I could be wrong, but that's mostly what I hear about.
 

You’d be forgiven for thinking the American market for EVs is collapsing. But in the last quarter of 2023, EV sales were up 40% from the same quarter a year before, according to Cox Automotive. In fact, EV sales in the United States hit a record last year, topping 1 million for the first time.

Still there is a troubling gap between expectations and reality. Bloomberg New Energy Finance, for instance, had projected sales of 1.7 million plug-in vehicles in 2023, but only 1.46 million ultimately sold. (BNEF’s figures include plug-in hybrids, but the large majority are fully electric vehicles.) The trend line isn’t slanting upward as sharply as many had predicted so the industry is lowering future estimates.

Industry experts cite a number of reasons for this, including vehicle price, lack of charging capacity and confusing tax credit rules.
 

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YangWang U9 launched in China with a single option priced at 1.68 million yuan (236,000 USD). The all-electric supercar sits on the e4 platform and is equipped with BYD’s Disus X suspension system, which enables it to drive on three wheels, jump, or dance. Four electric motors power the EV with a total output of 960 kW (1287 hp) and 1,680 Nm peak torque.

U9, which stands for Ultimate 9 according to BYD, is AWD and can accelerate from 0-100 km/h in 2.36 seconds, and drag race time for 400 meters (quarter mile) is 9.78 seconds, according to BYD. The electric motor can spin at 21,000 rpm.

Interestingly, unlike other high-end cars, the car is not equipped with an NCM chemistry battery but features BYD’s lithium iron phosphate (LFP) Blade battery pack.

I'm not entirely sold on EVs given the current infrastructure, but I'll be damned if I wouldn't drive one of these. This thing is straight fire.
 
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Weber states that they use 304SS, while Charbroil just says stainless steel. Charbroil may be using something like 301SS. Higher carbon, lower chromium, cheaper.
If you cut or form Stainless Steel with Tooling Steel, you end up leaving tiny bits of rust-able steel from the tooling on the surface of the Stainless Steel. The end result is surface rusting of the Stainless regardless of the material. That's why passivation of stainless steel is critical (typically acid washing). Regardless of how Tesla made the stainless, if you don't use a high quality 316 (or maybe 304 stainless), you're going to get rust on our roads that are coated in a myriad of chemicals. Then you have the passivate the stainless to eliminate surface rust. Then you'll still have to keep the stainless steel really clean all of the time. Good luck.
 
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