- First Name
- Mar 31, 2020
- Reaction score
- Papillion, NE
- 2013 Ford F350 Platinum, 2010 Toyota Prius, 2021 Tesla Cybertruck (reserved)
- Nuclear Operations Analyst
If the couple hundred people turn out to be a good representative sample of the 500,000 pre-orders, that would mean that there will be 350,000 fewer ICE trucks sold next year... That's not a huge dent but it's a dent, nonetheless. There will also be 150,000 fewer ICE non-trucks sold due to Cybertruck sales. While that is also not significant, it's quite telling.Of a couple of hundred guys on a BEV enthusiast web site who responded to a poll about 3/4 said that when they get their BEVs they will be replacing an ICE vehicle. I doubt the Ford boardroom is in turmoil., Now if they asked a couple of thousand of their current customers (people who have bought Ford trucks) what they intend to do when they get their next truck and 3/4 said they would be dumping ICE for BEV then they would be stirred to accelerate their BEV programs. They still have R.J.'s phone number in the rolodex.
I suspect the Government will halt the sale of carbon credits as it becomes a HUGE hurdle for ICE manufactures to overcome in order to be competitive. There will be a rule set that once a company has enough credits for the year, they will earn no more. Manufacturers who don't meet carbon limits will just have to pay the fines instead of buying credits at a discount. Tesla prices will then have to be raised when that revenue stream ends and that will make it easier for others to catch up a bit.