Autoline provides daily global automotive news. Top auto executive interviews. Automotive insight & analysis. EV, AV & ICE technology, car sales & financial earnings, new car reviews.
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GUEST:
– Sandy Munro, Vehicle Teardown Specialist
TOPICS:
00:00 How Sandy’s Work Life Started
04:35 How Munro Live Started
19:54 When the EV Revolution Will Happen
30:00 The Chinese Are Coming!
38:35 Tesla Cost Comparison
57:50 The Future of EV Structures
PANEL:
– Gary Vasilash, on Automotive
– John McElroy, Autoline.tv
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WEBSITE: http://www.autoline.tv
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My bet is Toyota 0% market share in a decade.
Everyone is forgetting about the most important part of a EV is Software! And legacy OEMs suck at it.
GM might be building alot of production but it's already outdated technology before it's even released. using unsafe pouch cells in a car is a joke You would think they would have learnt their lesson with the bolt fires. The ultium platform is ridiculously heavy and inefficient. That's why the hummer and Silverado have such tiny payloads and short range for such big batteries
Great show guys. As a farther of three girls aged 10,11and 17 I think my oldest will be the only one that learns to drive. This is because by the time youngest is able to learn there will be robo taxi's. As a dad i will be looking for the best Value so a model 3 or y for the oldest so it can pay for its self added to the network when she's at collage or work. In six to seven years when the youngest are ready for personal mobility I am expecting the best value option to be robo taxi. Might not get away with that one as i'm sure the middle one will not think that's fair but the youngest i'm sure i can get away with getting her a horse and robo taxi subsciption.
It used to be said that every EV sold was one less ICE car sold. Physically true, but psychologically the sale of each EV promotes the sale of a further three of four Further EV sales in future. EVs will get to 50% market share not just because EV sales will climb but because ICE sales will plummet at the same time.
I am a real conservative and am also a big fan of EVs I don’t believe in the climate change religion, but as a conservative, I like clean air and water. Sandy is right.
Since when as Sandy Munro been on Elon Musk's payroll?
John McElroy – You reacted so dramatically when you called the GM Bolt model too old to compare, it's a October 2016 launch vehicle. The Tesla Model 3 launched 6 months later in early 2017. It is a direct comparison in terms of age. Additionally the 2023 Bolt is now refreshed.
2016 that Bolt was a dog, but some were just excellent .I talked to owners that praised that EV .I my self I have had better seating in a Go Cart.
Sandy is right, the EV revolution is well underway and ICE sales will crater by 2028 or sooner!
now you know how china have a lot of information
40% of the car-buying public poopoo EVs? That's the same 40% who rejected cell phones at first and now have one as their only phone. What else? Desktop computers? CDs and DVDs?
Tesla are fitting byd blade batteries to the model Y so this is out of date .
The Chinese are coming and Warren Buffet will be lobbying hard for them and BYD…
That chat area has so many bozo's. Partisan nonsense, and people who hear one thing from someone, and make a blanket statement about them. This is a complex issue, and there will be many changes coming.
Sandy Munro, firm … but fair.
50% by 2028 is not reasonable, lack of battery materials is only one of the hurdles. Going from 4% to 50 in only 6 years! living conditions is another issue, it is much easier to have an EV if you live in a house. I think getting to 30 – 35% EV cars is within reach, but it gets much harder after that. And, you shouldn't count the Germans out yet
Sandy is special. In this age of media being bought to promote in historical fashion, Sandy goes and takes the product apart and shows it’s shortfalls. I love his candid presentations because they are independent and real . Monroe might be an awesome consultant but they also believe in honesty. They might not be perfect but the job that they do is no doubt appreciated by the manufacturing communities in the world. It’s better than the rest IMHO and it’s lovely that a humble guy like Sandy can enjoy stardom for all the graft he has put in getting there … I salute you Sandy, and love the Autoline team too …
Do you guys realise that GM is a company that continually shoots itself in the foot…. It had an interesting vehicle when they endeavoured to produce the EV1 and what did they do? Lease and destroy … no interest in the future … have they got away from that mindset? I don’t think so …
Munro should make a shirt saying from barbie to the space station, from tomato picking to delivering 4680 babies
Sandy is a better EV marketer than ANY MBA, just by being REAL!
Rumours are that Toyota have now partnered with BYD for their skateboard.
No one mentioned the Aptera. I would have like to hear if their efficiency is real and what Sandy thinks about their manufacturing ideas.
Interesting, thank you all. The only things that I couldn't understand are: why John rates GM so highly and Sandy believes the Japanese are going to u-turn and take evs seriously in time to remain relevant internationally. Much appreciated.
John is dead wrong about China GM profit and revenue. Quarterly revenue for China JV operations for GM is double that of the rest of GMs operations in the rest of the world combined and that was with a shutdown. In past quarters without the China lockdown, China revenue was closer to 3-4 times that. They made a loss on the income for this quarter because of the shutdowns, but in past quarters, the margin is anywhere from 3-5 times that of its margins of the rest of the world. GM losing market share in China is huge for the company.
VW too. Only a third of its revenues come from China but it accounts for most of its profit because its margins there are lucrative. If VW loses China it will affect the entire company and its Euro operations that are being partly subsidised by the income from China.
I went from cutting grass during the summers to shoveling snow in the winter. Then I worked on tobacco farms because as Sandy stated, they paid better. Then the military and onto Network Cabling Distribution Engineer/Developer.
I was going to disagree with Toyota having 8% per Sandy's chart, but I'll take his word about Toyota being able to surprise people when things get tough.
My inclination to buy GM has been dead ever since I had an Envoy. Their recent BS spewing has further revolted me. I will never buy another GM product.
The biggest factor for the old dogs during times of change is the Resistance to Change factor. Always has been.
Much less welds if not total elimination. Substantial elimination of robots and people.
No longer need to have robots or people to adjust for distortions.
Smaller assembly line.
One raw material to buy and manage vs many parts from 3rd parties.
Lower costs all around. Lower weight. Less problems. Win/win/win.
Any OEM not doing this, will not make it. Pop the structural battery pack and even more reduction in costs and weight. Easier assembly of interiror components, etc.
Would be interested in seeing location distribution for autoline and munrolive subscribers. This would explain it all on how muvh EVs are getting the spotligh globally and are the future. A Tesla fan, from Belgium, Europe, the Earth.
With new hydrogen technologies making their mark in our world I think EV's will only be known for softening up the fossil fuel industry to be phased out as hydrogen takes over the markets in the future. One thing I learned from Mr. Munro is vertical integration is a must for any technology as one must get those cost under control for as Mr. Munro said about profit streams is always true.
From my perspective the world already runs on hydrogen as without it there would be no life on this planet thus when humanity learns how to make use of the fuel the rest of the planet already uses then the world will be taken by storm by hydrogen as a fuel, but this new hydrogen will not be stored in a tank at high pressure but created on demand at the point of use from water.
I am steeped in the EV phenomenon. The U.S. is behind the world curve. But, using the S curve here, and starting from 5.2% after the 2nd quarter, I predict that by 2026 40-50% of sales will be BEVs. Before the end of the decade, the ICEV will be extinct.
Autoline should change their name to Ostrich Central. Head stuck in the sand closed mindedness refusing to see REALITY. What a shock is going to hit in the near future. Buckle up.🤔
He said he shouldn’t have said he’s a Republican on TV. The moment he opened his mouth, I knew he was a Republican.