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By the 1980s, Detroit’s once titanic carmakers were being upended by rivals from Japan. Ford, General Motors and Chrysler had grown rich selling gas guzzlers, but when oil prices rose and suddenly cheap, fuel-efficient Japanese models looked attractive, they were unprepared. The collapse in sales led to hundreds of thousands of job losses in the automotive heartland of the US.

Now western car manufacturers are making what one former boss calls a similar “profound strategic mistake” as they pull back from electric vehicles (EVs) and refocus on the combustion engine just as oil prices are soaring once again. Experts say the industry’s future – and that of tens of millions of jobs – could be on the line. This time, however, the threat is from China.

Cheap, well-made electric cars from brands such as BYD and Leapmotor are finding buyers across Europe. BYD overtook Tesla as the world’s biggest EV seller this year. Chinese marques are fast seizing the market share once dominated by the likes of Volkswagen, Ford, Peugeot and Renault.

In the US, the pullback has been even more severe. Donald Trump has in effect wiped out the country’s electrification push by cancelling tax credits for consumers and dismantling exhaust emissions rules, which he calls a scam.

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[-] artyom@piefed.social 0 points 2 weeks ago

they need a ground up unibody design

Yes, but they've already done this. The Hummer, Silverado, and Sierra are all built on the same platform.

They need to spend tons of money educating dealers about EVs

They really don't, they can sell them direct, just like all the other EV OEMs.

convincing dealers to put in expensive charging infrastructure

Again, no they don't. The infrastructure is already there, just like it is in your home. They just need to install a few EVSEs.

[-] CompactFlax@discuss.tchncs.de 1 points 2 weeks ago* (last edited 2 weeks ago)

I think you’ve missed the point. To be clear, this is all essential investments they need to be making, but it’s cost.

Yes, but they've already done this. The Hummer, Silverado, and Sierra are all built on the same platform.

A new dedicated platform that cost a lot to develop, which is to be amortized across a limited number of vehicles whereas the existing gas models have been using small incremental improvements over the course of decades, bringing the cost per vehicle to a very low level.

They really don't, they can sell them direct, just like all the other EV OEMs.

They have billions of dollars tied up in their distribution network and there are existing legal agreements with dealers - they can’t just tear them up. They cannot arbitrarily sell directly to customers. Additionally, there is considerable value - albeit unrealized - in having the dealer network.

Again, no they don't. The infrastructure is already there, just like it is in your home. They just need to install a few EVSEs.

They arguably need DC fast charging infrastructure for servicing and delivery, as well as demonstration for the EV averse. For example, some services need the battery to be at a certain levels, and they can’t reasonably hand a vehicle to a customer with 25% charge. Many dealers already have fuel tanks on site for delivery and service purposes similar to this.

[-] artyom@piefed.social 0 points 2 weeks ago

I think you've missed the point.

A new dedicated platform that cost a lot to develop.

As I just said in the comment you just replied to, it's already developed.

They cannot arbitrarily sell directly to customers.

They absolutely can. Just like Tesla, Rivian, Lucid, etc.

They arguably need DC fast charging infrastructure for servicing and delivery

No they don't. Just like they don't need to own gas stations.

this post was submitted on 21 Mar 2026
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