USA: Electric cars lose market share, Tesla loses majority
- by heise online
- Jul 10, 2024
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The actual demand from new car buyers could be even more unpleasant for Tesla than the statistics make it look. Since June 19, the US car trade has been affected by a serious case of ransomware extortion. Over 15,000 US car dealers use software and cloud services from CDK Global, which have gone offline as a result of the attack. The damage to the industry is enormous, with 7.6 percent fewer new cars sold in the USA in June than in May.
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Also affected are workshop services and used car sales by dealers, who have to revert to paper and pencil but have no real insight into their inventory. This has slowed down sales for many brands, including Tesla in some US states, because it was unable to register cars sold there electronically with the registration authority. CDK Global's programs have only been running again since Independence Day, 4 July.
More choice of e-vehicles, increasing lack of charging stations
66 different types of battery-powered road vehicles were on the market in the USA in the first quarter, according to AAI (Alliance for Automative Innovation). A year ago, there were 55 types. (Incidentally, there are still two fuel cell types.) A year ago there were still subsidies from US federal funds for all of them; now the subsidy depends on where the materials for the batteries are mined and where the batteries are then produced. Only ten current electric cars qualified for the full subsidy of 7,500 US dollars in the first quarter, including certain Tesla models in the 3, X and Y series and the VW ID.4. Three other models can still claim half the subsidy (Nissan Leaf and Rivian R1S and R1T).
On the one hand, the high prices are scaring off customers, while on the other, the increasing choice is attracting other customers. While the electric car industry once concentrated on passenger cars, it is now making a name for itself with SUVs. They already overtook electric cars three years ago. Electric pick-ups are now entering the US market, with five models so far. They appeal to additional customer segments.
What is missing are public charging stations, and this is becoming increasingly urgent, says the AAI. The pace of expansion is lagging far behind the growth in the fleet. By 2030, an additional public charging point would have to be connected to the grid almost every three minutes in the USA in order to close the gap if the 33 million electric and plug-in hybrid cars expected to be on US roads in 2030 are to be used.
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