The Canadian Electric Vehicle thread

[MonctonRad]

I think Irving Oil is reading the tea leaves and preparing for the future. They are now called Irving Energy, and are planning on building one of the largest wind farms in the province in western NB.

Also, these have started popping up in their gas stations:

[1ajs]

Originally Posted by casper

Yes, that treaty. Signed by Harper, it protects the ability of companies from China to come in to Canada and violate our environmental standards. It was terrible Conservative treaty that we can't get out of for another 20 years. When the time comes it needs to be terminated.

Elizabeth May from the green party was the most vocal against it. She was correct.

what enviromental stuff?

we need to do a better job in translating what our bluty rules actual mean to them as it gets miss understood allot we also need to do a better job of understanding how chinies buisnes works. theres things they could teach us fyi and our big companies are missing the opertunity these ideas can bring why tech startups and incubators have been so big in china theres opertunity in the disruption adapt or die


like what irvings doing with rebranding and building for the future. i preeched this to my uncle at kinder morgan he said that was stupid as its increadbly ineficience to go all electric hes not wrong but missing the point and is the bigger isssue that has held us up from doing anything


anyhoww we need a hybrid system of ome sort

[Truenorth00]

Originally Posted by MonctonRad

I think Irving Oil is reading the tea leaves and preparing for the future. They are now called Irving Energy, and are planning on building one of the largest wind farms in the province in western NB.

Also, these have started popping up in their gas stations:

I've said this for years. It's only been a few years when I was mocked for saying that 30% of sales would be electric by 2030. At the time it was something like 5% of sales. Battery development is accelerating. So is infrastructure deployment. And at the end of the day gas stations don't make money from gas, they make money from selling chips and candy, something somebody charging for 15 mins is more likely to buy. Irving owns oil refineries so their calculus may be different. But otherwise, every utility in the country is salivating at the business opportunity that EVs represent. Literally decades of stagnating or declining demand growth for electricity. And now EVs and data centres are reversing those trends.

Renewables too. Same story. Nobody but geeks like me are really tracking how much renewable manufacturing capacity there is. More solar capacity is now installed every year in the world than there is total nuclear generating capacity in the world. And that is every year. Total wind capacity is also greater than nuclear. And PV and turbine manufacturing is still growing. The reason we don't have cheaper electricity in Canada, is because are still in the last decade when renewables were expensive and a small fraction of the global grid. Now there's real concerns that self-generation with renewables could bankrupt utilities in some places (which is why they need EVs to survive).

[acottawa]

For those of you who continue to buy douchemobiles from this asshole. Here is a video at the link.

https://x.com/NOELreports/status/1824820843463000392?

@NOELreports
Kadyrov claimed that Elon Musk supposedly gave him a Cybertruck in Grozny. According to Kadyrov, he plans to send this armed vehicle to the "SVO" zone.

“I express my sincere gratitude to Elon Musk! This is, of course, the strongest genius of our time and a specialist. Great man! Well, the cybertruck turned out to be a powerful project. Undoubtedly one of the best cars in the world! I literally fell in love with this car.”

[Jaws]

Originally Posted by acottawa

For those of you who continue to buy douchemobiles from this asshole. Here is a video at the link.

https://x.com/NOELreports/status/1824820843463000392?

@NOELreports
Kadyrov claimed that Elon Musk supposedly gave him a Cybertruck in Grozny. According to Kadyrov, he plans to send this armed vehicle to the "SVO" zone.

“I express my sincere gratitude to Elon Musk! This is, of course, the strongest genius of our time and a specialist. Great man! Well, the cybertruck turned out to be a powerful project. Undoubtedly one of the best cars in the world! I literally fell in love with this car.”

I was looking at a Model Y a few years ago but could go through with it for two reasons; Musk is a deplorable shithead and it's ugly. I made the right decision on both accounts.

[Truenorth00]

Originally Posted by acottawa

For those of you who continue to buy douchemobiles from this asshole. Here is a video at the link.

https://x.com/NOELreports/status/1824820843463000392?

@NOELreports
Kadyrov claimed that Elon Musk supposedly gave him a Cybertruck in Grozny. According to Kadyrov, he plans to send this armed vehicle to the "SVO" zone.

“I express my sincere gratitude to Elon Musk! This is, of course, the strongest genius of our time and a specialist. Great man! Well, the cybertruck turned out to be a powerful project. Undoubtedly one of the best cars in the world! I literally fell in love with this car.”

I kinda hope this is true. Cybertrucks getting torn up by 7.62mm or 0.50 cal fire will put an end to this delusional nonsense about that thing supposedly being bullet proof.

Also, we all know Musk is motivated by his South African sympathies for anti-Western movements and his business interests in Russian commodities.

[Wigs]

Originally Posted by Truenorth00

Except that we know it's happening. That's exactly why Musk wants tariffs on Chinese EVs. He's seen marketshare losses elsewhere. And if it's not loss of marketshare, Tesla has had to cut prices (margin compression).

In this situation, BYD is closer to Samsung that Huawei. That's a more apt analogy, since BYD is substantially vertically integrated and their success comes from being a battery company first (core competency necessary to make EVs).

All of this. Tariffs will just temporarily stave off the flood. Unless North American based auto companies manufacture better EV products at lower prices they will rapidly lose market share. It's inevitable.

BYD is constantly innovating. Legacy North American manufacturers don't like to change things unless forced. They focus so much on gas guzzling trucks because idiot consumers that don't need them (unlike construction workers, oil& gas field workers, people that tow a boat or trailer etc) buy them and the profit margins are crazy high compared to passenger vehicles.

Recent CNBC video from 5 days ago. Some key charts








15 min video
• Video Link