DBC

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I was being facetious. However, I am serious when I reject the notion that Elon is the sole reason for EV success. I understand we like to tell and hear about the all conquering capitalist in our country, but rank and file state and federal workers deserve the credit. Huge gov loans to Tesla, carbon credits that allow Tesla to report profitable quarters, fed/state/local incentives for manufacturers and consumers. The story of EVs isn’t about one man it’s the efforts of a lot of people that go back decades.
Mary Nichols has been 1000X more responsible for BEVs than Elon Musk. But everyone has a role to play. Musk's great contribution was the insight that BEVs should be upscale vehicles rather than econoboxes. That was not a small contribution.





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Ixoye

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Feeling how fast and responsive my FE is, I honestly have no desire for an even faster GT. The front grill would be great though. Really wish they put that on the FE too.
Get a wrap.
 

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Mary Nichols has been 1000X more responsible for BEVs than Elon Musk. But everyone has a role to play. Musk's great contribution was the insight that BEVs should be upscale vehicles rather than econoboxes. That was not a small contribution.

Mary Nichols can take credit for BEVs such as the Bolt, Nissan Leaf etc. The Mach E was a direct result of Ford having to compete with a product that people actually want to own. Elon Musk, Martin Eberhard and and Marc Tarpenning deserve the lions share credit for how quickly EVs will become mainstream by moving EVs from compliance cars to something people are actually proud to own and drive.
 

DBC

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Mary Nichols can take credit for BEVs such as the Bolt, Nissan Leaf etc. The Mach E was a direct result of Ford having to compete with a product that people actually want to own. Elon Musk, Martin Eberhard and and Marc Tarpenning deserve the lions share credit for how quickly EVs will become mainstream by moving EVs from compliance cars to something people are actually proud to own and drive.
Tesla wouldn't exist without CARB. Would never have been able to raise the capital or secure the engineering help they needed. Of course CARB may also end up being the reason Tesla dies.
 

BillK

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Most people have completely different requirements. Here in the Florida panhandle, very few chargers, never mind Fast Chargers. ...
In truth most people would be fine with a Gen 1 Nissan LEAF for their daily commute. USDOT says the average commute round trip is about 50 miles. Sure, many people drive much further. Once you get used to driving electric you find that you almost never charge to 100%. In fact charging to the top regularly shortens battery life. Using a wall plug will give you about 35 miles (more if you drive gently) plugged in for 8 hours overnight. The PlugShare website and app is a good way to find chargers that might not be listed in the MME's nav system.
 
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Ma9573

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Now, if I only could get my car soon...LOL just ordered beginning of February. I think this will be a long spring, summer. What should I expect? October? :-(
Just hit up the local Ford dealers for any customer refused Mach Es. Should be a pretty decent amount over the next 6 months. And you can probably avoid ADM if the dealer you ordered through has one come up in the meantime, since you can spin it that they'll be able to mark up yours once it comes in 😁
 
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Tesla Is Bleeding Battery EV Market Share To Ford's Mustang Mach-E: Morgan Stanley

Shivdeep Dhaliwal
Thu, March 4, 2021, 1:27 AM·2 min read


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Tesla Inc (NASDAQ: TSLA) is losing market share to Ford Motor Company’s (NYSE: F) Mustang Mach-E in the United States, according to Morgan Stanley, Electrek reported Wednesday.

What Happened: The global financial services firm said in its February auto sales report that the Elon Musk-led company’s share of the battery electric vehicle market fell to 69% compared with 81% in the same period a year earlier, according to Electrek.
The Ford Mustang Mach-E reportedly made up for nearly 100% of the share loss.
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The report said that EV sales in the U.S. were up by almost 40%. The report assumed 21,550 Tesla sales in the U.S. and 9,527 BEV sales made up of a pack of manufacturers made up of names such as Ford, Volkswagen AG (OTC: VWAGY), Bayerische Motoren Werke AG (OTC: BMWYY), and General Motors Company (NYSE: GM).

Why It Matters: Electrek noted that Tesla does not break down sales unlike many other automakers and registration data are not available per state.
Model S and Model X production was also briefly halted in late February and Model 3 production was hit due to a parts shortage issue.
Tesla’s market share in the United States is likely to dip below 60% this year and below 50% in 2022, as per Electrek.

See Also: Tesla's Share Of European EV Market Reduced To 3.5%
On Tuesday, former Tesla board member Steve Westly said the Palo Alto, California-based automaker will not remain “King of the Hill in electric forever.”
 

ARK

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I think it’s great that Ford has a successful product on its hand and I hope the Mach-E succeeds long-term.

That being said, I don’t mind one bit that in the almost month I have had my Mach-E I have yet to see another on the road, particularly in the sea of Teslas that is Southern California!
 

dbsb3233

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I think it’s great that Ford has a successful product on its hand and I hope the Mach-E succeeds long-term.

That being said, I don’t mind one bit that in the almost month I have had my Mach-E I have yet to see another on the road, particularly in the sea of Teslas that is Southern California!
Same here. Haven't noticed another one on the road yet. But that's not surprising. There's probably only been 50-100 sold my the state so far, and most of those in the last week or two. Odds of running into one are slim. By summer we should be spotting more.

I did have my first "Roll down the window and excitedly ask about it" experience at a stoplight today. Guy asked if that was the electric Mustang! Big smiles from both of us. 😃
 

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Now, if I only could get my car soon...LOL just ordered beginning of February. I think this will be a long spring, summer. What should I expect? October? :-(
I'll share my experience so far: Reservation on line made Nov 2019; Order placed with dealer mid Sept 2020; Built Early March 2021; Estimated delivery to Eastern NC 2nd week April.
My guess is that efficiency from Order to Production to Delivery will continue to improve.
 

HRT_Florida913

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Just hit up the local Ford dealers for any customer refused Mach Es. Should be a pretty decent amount over the next 6 months. And you can probably avoid ADM if the dealer you ordered through has one come up in the meantime, since you can spin it that they'll be able to mark up yours once it comes in 😁

Funny you say that: My dealer has several Premiums in different colors with AWD , ER coming in in the next few weeks, they are in KC. He offered me one of those, as the original customer backed out. While I would LOVE to get my car ASAP ( same price, same details, maybe different color), I am a little hesitant to make a mistake and receive an early build with lots of issues. If I wait until God knows when, I may get a better car? Am I paranoid and overthinking it? Would you just jump on the offer?
 

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Great to hear but I would hope the MME and other new EVs entering the market would convert new customers away from driving ICE vehicles rather than cannibalizing sales from existing EV brands.
I agree, I think the article is a little misleading when it says the Mach-e is eroding Tesla sales. Tesla has been steadily growing production as quickly as feasible - they don't slow down making cars due to lack of demand. And they still sell them as quickly as they can make them. It's normal for their sales in any one geographical area to be "lumpy" compared to the previous year because they are shipping worldwide. There are a lot of factors involved in this including putting cars produced early in the quarter on ships for more distant markets.

If you think about it, almost all the MME buyers had pre-orders in, many months in advance. So they were not going to buy a Tesla in February anyway. The bottom line is Tesla continues to increase production and sell them all. Their production and sales numbers in the US will take a big jump upward when the Germany factory starts supplying Europe and when production in Texas ramps up later this year.

The truth of the matter is the erosion of sales due to MME is basically all ICE cars. EV's have huge growth ahead.
 

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In truth most people would be fine with a Gen 1 Nissan LEAF for their daily commute. USDOT says the average commute round trip is about 50 miles. Sure, many people drive much further.
Not me. My typical commute is much less than the 50 miles, but I just couldn't drive something that unattractive.
 

Illinibird

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Funny you say that: My dealer has several Premiums in different colors with AWD , ER coming in in the next few weeks, they are in KC. He offered me one of those, as the original customer backed out. While I would LOVE to get my car ASAP ( same price, same details, maybe different color), I am a little hesitant to make a mistake and receive an early build with lots of issues. If I wait until God knows when, I may get a better car? Am I paranoid and overthinking it? Would you just jump on the offer?
I have the same questions as you are posing about waiting and receiving a better car. I think an earlier build has the potential of some of the more serious problems as well as numerous software glitches, etc. Waiting for a later build as I am scheduled might have these issues resolved and will have much less of a chance of needing a major update or extensive software upgrades. At least that's what I keep telling myself every day to try and keep my frustration level down. I saw and rode in the exact same model/configuration as Sue and I ordered. The salesman said I could get it on X-Plan pricing so I was ready to "jump ship" at that point and buy it until he brought the deal to the GM who then wanted to add on a $5000 markup. I said no and they countered at $3000 eventually after I told them MSRP was my final offer so we walked.
 

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I’m glad that Tesla has real competition. The Mach E, for me, checked all my boxes and I couldn’t be happier with my choice. For those that Tesla checks all their boxes, that’s terrific too. I think Tesla deserves major credit for being able to survive and thrive post tax-credit incentives (no small feat).

Ford has been made better by using Tesla as a benchmark and the time is coming where Tesla will need to do the same with impactful improvements to avoid complacency (build quality, sales and service experience etc).

I know this sounds snarky, but games and fart noises seem like distractions and a way to keep people’s minds off of what really matters when buying a vehicle. I think Tesla overall is listening and has done a better job than all other manufacturers at implementing incremental improvements at a faster pace, through OTA updates and even small things like changing the door button emblems to be more intuitive.

Toyota and BMW have taken the complacency route after coming out with innovative vehicles such as the Prius and i3, i8. Look at where both are now... BMW fired their CEO for detailing their electric mission and Toyota is having to embarrassingly talk out of both sides of its mouth about having an electric mission while at the same time dismissing its merits.

Hopefully Ford will continue to build on the well earned success of the Mach E. I could tell when I purchased my Mach E (and the dealer salesperson even admitted to this) that they weren’t totally sold on what Ford was attempting to do with the Mach E before the vehicles started arriving. After the Mach E’s started showing up though, their minds were changed and I could hear and see the excitement from everyone I came across at the dealership.

The future is bright for Ford and their leadership appears to be committed to getting the job done with electrification of their lineup.
 

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