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Lots of people saying Toyota missed the boat on EVs. I'm not convinced the technology, infrastructure or battery supply is ready for true mass production of EVs. Toyota makes 10 million cars a year, they'll be selling good EVs soon enough to put Tesla to shame.


As an owner of BEV (Skoda Enyaq) I agree with this sentiment. My experience is that BEVs are expensive to purchase and expensive to use. This is a niche car for rich people, not Toyota Prius for common folk. I am currently getting rid of the car and going back to ICE because my whole experience was a painful joke.

Toyota is getting ridiculed today, but they will be last one who will be laughing, when prices for BEV and for batteries are currently going up [0]

[0] https://about.bnef.com/blog/increase-in-battery-prices-could...


I've had a Nissan LEAF for 8.5 years. It was more expensive to buy than the alternative I was considering (a used ICE), but wasn't that much more expensive than a comparable new car (ignoring incentives, which made the LEAF cheaper). Plenty of people were spending ~$30K on new 4-door sedans in 2014.

The running costs have been noticeably lower, driven by lower (almost non-existent) maintenance costs. I'm about to buy two tires for it, but other than that, my #1 maintenance expense has been wiper blades and #2 expense washer fluid.


My guess is that this is highly dependent on where you live, incentives/subsidies, local infrastructure, electricity cost.

Based on the car presented by OP, Skoda Enyaq, I'm guessing they're in Europe where electricity is expensive.

If the charging infrastructure isn't there, both at home/work and fast chargers, BEVs most likely suck.


Gasoline and Diesel is also very pricey. If you charge at home, electric cars are a (small) fraction of the price to ‘fill up’, even in Europe; if not, likely not worth it.


AND!!! compared to a similar sized car with an anemic little 4 cylinder, the leaf is much better to drive, IMO. (I have a 2020 model). Its not a mercedes, but the torque off the line is so much better.


However the whole EU market can't return to ICEs because of fleet emission limits, which are now 95g CO2/km and from 2025 will be 15% lower, with other changes too. So my guess is, people who can afford it (including charging infra) will have EVs which will get better and more expensive and the rest will not buy new cars. Maybe the market will shift to smaller forms of mobility, we'll see.


The EU also, just within the last few days, banned new combustion vehicle sales starting 2035. Burn the ships, there will be no going back.


The EU had also banned and stopped operating coal generators, but now they are back in operation.


https://www.iea.org/news/defying-expectations-co2-emissions-...

> The European Union’s CO2 emissions are on course to decline this year despite an increase in coal emissions. The rise in European coal use is expected to be temporary, with a strong pipeline of new renewable projects forecast to add around 50 gigawatts of capacity in 2023. These additions would generate more electricity than the expected increase in coal-fired power generation in the EU in 2022.

https://www.theguardian.com/environment/2022/dec/22/eus-emis...

> EU’s emissions continue to fall despite return to coal

My note: those coal plants are only increasing emissions a few percentage points temporarily. Trajectory deviation is ever so sleight.


There seems to be some sort of exceptional geopolitical event involving Russia and Ukraine. You may have heard of it. It's affecting the global energy market.


I am coming from an Eastern Block. It was quite common during communism to drive 20-30 years old cars. I think that Eastern Europe will teach the western part how to properly stagnate.


It was not. Cars of that era didn't last, as a matter of fact, they would last much less (and require far more maintenance) than the cars of today.

It is true that certain cars (Trabi comes to mind) could be fixed roadside with a screwdriver and a hammer usually, but >100k kilometers life was still rare - people simply used their cars less and for shorter trips those days.


It was quite common. You are right the cars didn't last long and required more maintenance. But also they were much simpler, with lower tolerance parts, so it was easier for lower-skilled mechanics to repair them. Many people around me did that. Another thing is most people used cars much less as you correctly write, so the lower endurance and reliability mattered less.

This is not a sentimental view of good old times, the cars were really bad, killed many people etc, but the fact is because people didn't have a choice they hanged on to them as long as they could. Once modern cars became available, everyone ditched the old ones as fast as they could afford it.

What is currently happenning with cars is not that they last shorter, but after the first life mostly in western/central Europe they are sold to the east and south where they continue to work for many more years, but out of our sight.


Cars should last more than 20 years. It's only recently with planned obsolescence that the manufacturers have gotten that number down.


> I am currently getting rid of the car and going back to ICE because my whole experience was a painful joke.

Can you elaborate?


Charging - Expensive and epic waste of time. Ionity leading the way with 0.79EUR/kWh and still you are there for 40 minutes and that's charger which can give me 150kW on start of charging. Slower chargers, like stupid 50kW? Yeah, 2 hours charging and they are wide and far. 20kW and weaker chargers? You are playing lottery with compatibility buddy. Yes it is there, yes it is on, but it does not like your car. What's the point of CCS when there are different incompatible software stacks in power delivery protocol?

Car almost left me stranded in middle of France north of Troyes, when it lead me to charge to Freshmile, which was not compatible at all (car navigation was thinking otherwise). I needed to charge at local Citroen dealership to get 30km so I can get to Ionity in Troyes.

Applications - Frustrating chapter for itself. New charger, new app to be installed, account created in etc.... And new problems to be solved, like their pay gate does not like your Visa card. Huh? Or they will happily take your money as a credit for charging and then you will figure out that your car is not compatible with the charger. Money back? F You!

This could have been resolved by installing normal debit card terminals, like are in stores. Just let me use my NFC card / phone to pay what I have charged. Like on an automated gas pump or when I am buying groceries. IT COULD BE THAT SIMPLE.

Driving - 2 hours going 130km/h on highway, then you need to charge for cca 1 hour. So your average traveling speed can't exceed 90km/h. That's an epic waste of time.

Charging at home - I moved to another country, where I can't charge at a driveway, because now I am living in the apartment. So I am forced to charge 2km away on a 20kW charger. Completely uncomfortable.

And then seeing ban on ICE cars 12 years away and there is 50% of people in EU living in apartments... yeah after my experience, I am confident that this will get postponed.


I think your experience reflects more your choise of car than EVs as technology. I have been driving Tesla happily for 3.5 years. I regularly make long distance trips to remote areas of Finland. No problems whatsoever. I pay 25 snt/kWh for on-the-road charging with Elli membership, about 12 snt at home.


The moment when you will get off the supercharger network with your tesla you are in the same crap as the rest of the BEV owners.

>on-the-road charging with Elli membership

Why should I buy some stupid membership so I can pay monthly fee + charging fee? I am not buying memberships for taking gas either.


Net cost of energy, and a quick payback on your monthly fee based on the savings vs. not paying the monthly fee.

It's math.


> The moment when you will get off the supercharger network with your tesla

There are 21 Tesla charging sites in Finland and 14 of them are now open to all EVs. So you could be making use of two thirds of Tesla's Finnish charging sites with your Skoda Enyaq right now.


Lol on 14 open superchargers. Tried Tesla app. It told me to insert VIN of my car, to tell me that this is not Tesla VIN. Well no shit Sherlock. So even if I would like to charge (and pay) on superchargers, I can't.


Everyone else is managing to. Maybe you should try again.

It just seems like a lot of your problems are self-inflicted. You could be doing things easier.


Or, hear me out, there could be NFC payment terminal instead of registering on ANOTHER STUPID APPLICATION

Even public transportation trams and buses in Eastern Europe have NFC terminals on board to buy tickets. Why is it so hard for a damn charger in Western Europe to have one?

https://www.dpp.cz/en/fares/cashless-payment-of-fare


If you’ve owned any EV besides a Tesla you know this is sadly the cold hard truth. I’m not sure why EV owners rush in to try and refute the problems with charging but as a Bolt EV owner it was a terrible experience.

Imagine if every time you tried to use a gas station you needed to install a buggy, crashing phone App that required you to type in your credit card and other personal information. Imagine if 50% of gas stations simply didn’t work and you get stranded somewhere far from home having to sleep in your car. This is the reality of owning a non-Tesla EV. After a year of this and owning a rapidly depreciating car I said screw it and went back to gas.


So you don't actually want any practical solutions. You just want to have a whinge and a moan.

Instead of wishing for what isn't, you could be doing a lot better with what is.


I don't need a "practical" application of local gas network to buy gas.

I don't need a "practical" application of local supermarket chain to buy grocieries.

Why should I tolerate buggy applications to charge an electric car on incompatible chargers? Why there isn't an NFC terminal which I can find almost in any store in EU and today even on vending machines? The chargers already have internet connection, so where is the problem? I am not a masochist and I am refusing to live in this customer hell. This is one of the reasons why I am selling this joke of a car and going back to ICE.


> I am not a masochist

I think you are. Why else would you buy something you didn't understand? You plainly didn't think through the practicalities before you bought it.


Oh, so 12 years from now only BEVs will be available, what will be your recommendation to people who will have same issues like I do? Tell them that they are masochists, who don't understand the car and they should not have bought it at a first place, despite the fact, that their choices are artificially limited?

I bought the car using my own money to get the experience with BEV and I found out, that it sucks big time. I was expecting that it might be a little bit inconvenient, but I was not expecting to be such a massive bag of problems with BEV proponents like you trying to gaslight me that user is the problem.


> what will be your recommendation to people who will have same issues like I do?

They won't have the same issues like you do. You're doing a lot of this to yourself.

> BEV proponents like you trying to gaslight me that user is the problem.

No one's gaslighting you. You're refusing to use the tools that will make it easier for you.

Are you using A Better Routeplanner yet? Configure it to prioritise your preferred charging networks so you don't end up trying to charge on Freshmile again.


"The user is the problem"


> when it lead me to charge to Freshmile

Try A Better Routeplanner and configure it to plan routes which prioritize your preferred charging providers:

https://abetterrouteplanner.com/

You'll probably have an easier time of it with ABRP.


Not the parent you're replying to, but this comment is very indicative of the problem being addressed. With an ICE car, or even a hybrid, this is just not a consideration. I don't need to plan my route around fuel stops unless I'm going somewhere well away from 'civilization'.

The issues described are not insolvable, but dismissing that they aren't currently solved is a little bit like sticking your head in the sand. Suggesting a better route planner just seems a little naive in that context.


What a bizarre thing to say. EV charging infrastructure is still being built out. It's still the case that there aren't EV chargers absolutely everywhere.

Until there are many more EV chargers in more locations such that you don't have to think about it, you use a route planner to easily find the charger locations that exist now.


I retort that I find it bizarre that you somehow think that for most people, offering them a solution that strictly requires more effort on their part is preferable.

> Until there are many more EV chargers in more locations such that you don't have to think about it, you use a route planner to easily find the charger locations that exist now.

Or I use an ICE car and not have to deal with this, like at all.


> offering them a solution that strictly requires more effort on their part is preferable

The whole point of suggesting a route planner is to reduce the effort on their part.

Any change of vehicle is a tradeoff - maybe it's faster but has worse fuel economy. Maybe it's got more passenger space but the navigation is worse. Ways to mitigate the downsides are a good thing.

> Or I use an ICE car and not have to deal with this, like at all.

Sure, but there are significant downsides to ICE. The tradeoffs may be worth it or they may not. Would you call it naive to talk about e.g. catalytic converters on ICEs to reduce their emissions (which then end up getting stolen - whereas I can use an electric car and not have to deal with that, like at all)


> The whole point of suggesting a route planner is to reduce the effort on their part.

How would having to use a route planner be less effort than not having to use one at all? With my ICE car, I very rarely have to concern myself with being able to find a gas station in range. I also very rarely would need to use any sort of route planning software to find a gas station in range.

> Ways to mitigate the downsides are a good thing.

Yes, but the problem arises when you're mitigating downsides you added yourself. For a _lot_ of people, EVs have many downsides that they currently do not need to suffer from with ICE or hybrid cars. Yes, route planning software might mitigate the issue; I can imagine having a mode in Google or Apple maps that lets you route plan around charging stations could work quite well. But you're still stacking having to do that on top of the other downsides EVs currently have. Gas stations on the other hand are widely available, and on longer routes (in the US at least) often marked on roadside signage that makes them very accessible. If you're planning around charging stations you may also not have opportunities to take more interesting or faster routes, which could be a downside depending on the purpose of your trip.

> Sure, but there are significant downsides to ICE.

No disagreement from me there. But these downsides are largely well known, and either very diffuse or tend to have well-known mitigations at this point. When you change that set of downsides, there will be an adjustment period.

> Would you call it naive [...]

No, absolutely not. Those are real problems too. What I was referring to was the way you seemed to offer a dismissive solution to the problem that the GP described. A lot of EV proponents I've found are very dismissive of the real-world issues of EVs that currently exist, and the additional challenges many people would face if they were to switch to an EV right now. Dismissing these things makes it harder to address and improve them.

To be clear, a century ago we might have been having the same discussion about ICE cars, and how the infrastructure is not ready yet; In a way, this reminds me of refactoring core components of a large intertwined codebase. Often you can't just flip a switch and just change everything, it has to be gradual, building up it's own support over time and effort -- but many an inexperienced (and dare I say naive) engineer would still try to change it all at once.


I don't know what you're talking about anymore.

If you're too scared to own an EV, if the EV chargers frighten you, if you find the leading edge too edgy, if the adoption is too early for you, then the solution in your case is simple: don't buy an EV.

In the meantime, EV owners can use A Better Routeplanner and configure it to prioritise their preferred charging networks (via Settings -> Charging Networks -> Network Preferences) to find charging sites from charging providers they like to use.

So, in TheLoafOfBread's case, if he prefers to use let's say Ionity, Tesla, BP, and FastNed with his Skoda Enyaq he can add them to the network preferences in ABRP.

Then when TheLoafOfBread plans his next road trip, A Better Routeplanner will plan a route which uses those charging sites in preference to other charging sites. TheLoafOfBread will find that most of the time he'll be charging at one of his preferred charging providers and he'll be much happier.


> If you're too scared to own an EV, if the EV chargers frighten you, if you find the leading edge too edgy, if the adoption is too early for you, then the solution in your case is simple: don't buy an EV.

Which is exactly what I have done. Driving an EV is great, owning one in my situation would introduce more problems than it solves. Many of the factors that affect this decision for me are very common and likely apply to a large fraction of the population.

> So, in TheLoafOfBread's case, if he prefers to use let's say Ionity, Tesla, BP, and FastNed with his Skoda Enyaq he can add them to the network preferences in ABRP.

I understood the complaint to be partially that they would prefer to not have to deal with any of that at all, or at least that it could and should be far far simpler.


> or at least that it could and should be far far simpler.

It is far, far simpler. A Better Routeplanner will make it simpler for TheLoafOfBread.


Uh, what about all the other issues they raised? About cost? About charging time? About charger compatibility? About the inability to effectively charge at home? The clunky app-based payment methods?


TheLoafOfBread will have a better time using better charging networks, the ones he will set up as his preferred charging providers in A Better Routeplanner.

Instead of talking in circles, just try A Better Routeplanner.


This thread is getting a little deep, but to close it out, I decided to indulge you and plan a somewhat typical commute for me from a while back. The total trip time including charging ends up being 3 hours. The same trip sans charging times is under 2 hours. That's 5 hours a week extra that I would be losing out. The trips are also short enough that I also don't need a break that sitting around waiting for charging would provide. The total distance would also use up almost a full charge, so if I start the morning with a full charge, I would still end up needing a long stop somewhere to charge up at the end of the night. I would also be unable to reliably charge at any of my destinations because of either lack of availability of facilities where I could park and leave my car for multiple hours to charge, or because the available facilities are meager (Here's a 120v 15A outlet, have fun charging much at those speeds). So yes, I will agree, ABRP does simplify things. I couldn't imagine having to deal with finding the charging stations and planning out my route without a tool like that. But all of the problems it seems to me that it solves are ones that arise from having an EV.

Here's my idea of simple: No apps needed, I pull up to the charger, any charger, I get out of the car, tap my credit card on the payment terminal, plug the charging cable into my car, stand around for 2-3 minutes while my car recharges to 100%, unplug, grab my receipt and drive off. If I'm on a long trip and starting to get low on charge, I look for the next charge station sign I see. Basically, exactly like a gas station is right now. My understand of TheLoafOfBread's comment was that they were thinking along the same lines as me.

ABRP does very little to move the needle towards this version of simple. It can't make charging times shorter than what is physically possible, it can't offer you charging stations that are as ubiquitous as gas stations, it can't enforce having the same easy to use connector at every charge station. It has a role to play, a small one, and frankly not terribly interesting one.

We are talking in circles, so perhaps it's time to finish the conversation.


> The total trip time including charging ends up being 3 hours. The same trip sans charging times is under 2 hours.

Hey, super. Show the trip and the car. Let's see it.

> So yes, I will agree, ABRP does simplify things. I couldn't imagine having to deal with finding the charging stations and planning out my route without a tool like that.

Good. So there was nothing for you to argue about from the beginning.


> How would having to use a route planner be less effort than not having to use one at all?

It's not, it's less effort than whatever they were doing to find charging stations before.

> What I was referring to was the way you seemed to offer a dismissive solution to the problem that the GP described.

I didn't offer it, but I don't see anything dismissive about it. It looked like a genuine effort to help someone mitigate one of the downsides of an EV (which was clearly something that had some upsides for them, otherwise why would they have bought one in the first place).


> It's not, it's less effort than whatever they were doing to find charging stations before.

I understood the GP's comment to also be a commentary on the difference between what they had to deal with when driving an EV and how that was different than their previous experiences with ICE/Hybrids.

> I didn't offer it

Oops, that is my mistake indeed.


If you don't charge at home at least 90% of the time, the EV loses most of the benefits. This will slowly change as more EVs are sold and the charging infrastructure improves.


> This will slowly change as more EVs are sold and the charging infrastructure improves.

Yeah.. no. Especially not in old big towns around Europe where hundreds of thousands (even millions) of people live without underground garage and there's literally no place to install street side chargers on every corner.


I'm living in the center of Munich, and they've built out a lot of curb-side chargers over the last years here.

My personal hope is that advances in technology and grid upgrades will eventually lead to every single lamp post being a charge socket - a lot of the cars here belong to residents and stay parked for days, so they can get away with 3.6 kW charging just fine.

In the end, however, the solution likely will be a massive expansion of public transport, to a point where almost no one but people with disabilities and tradespeople will have their own cars.


I don't think that last thing will ever happen. Even in Denmark, where cycling culture predates the car and there used to be (or is - I'm not up to date), among other disincentives, a hefty 180% registration tax people still drive.

All in all it's a useful tool if used in moderation.


How will we ever deliver 240VAC electricity to locations that are directly adjacent to urban city streets. Seems like an intractable problem. /s


240VAC, maybe if you have 4-6 hours for your car to charge.

You need a minimum 3 phase 480v electrical source to charge even a small battery in under an hour. We are talking 150-200Kw, or the equivalent energy to run around 170 American sized households to fast charge a single car. You think that’s happening in Europe, pretty much ever?


Cars are parked for approximately 100% of the time they're not being driven. For typical vehicle owners (insomniac driving fanatics and corporate "fleet vehicles" excepted), that's much more than 4-6 hours per day. So no: we do not need 200kW HVDC chargers on every city street.

What we do need is ubiquitous Level 2 (240V AC) charging present at the locations where most drivers store their cars. For drivers who store their cars on public city streets, that means installing new cable runs and charging poles. Obviously this infrastructure isn't going to be "free", but it's not some kind of intractable technical challenge. Moreover it will eventually pay for itself through a modest surcharge on the electricity consumers use for charging.


"You need a minimum 3 phase 480v electrical source to charge even a small battery in under an hour. We are talking 150-200Kw?"

The Tesla 3 Long Range AWD has a 76 kWh battery with a range of 358 miles (576 km). The average European car drives 18,000 km/year, or 72 km/day or 10 kWh/day with Tesla's efficiency.

If everyone has giant EV pickups with 200kWh batteries driving 500 miles every day, yeah you have a problem. But that's the tiny minority.


How much space do you think an EV charger takes? They are the size of parking meters. They are built into lamp posts.


And of course, electricity will come out of unicorn's farts straight into your car. You literally need to rework complete infrastructure to support EV cars. It also motivates car culture even further, while we should be working other way around


But I thought the advantage of European towns was that you didn't need a vehicle because you could walk to everything you need?


I certainly do walk and cycle. That doesn't mean millions of other don't and not everyone has workplace 5min away by foot


It is. Electric cars are a sideshow, the real disruption is e-bikes, e-scooters and golf carts.


The thing is that if Toyota wants to be a leader in this space, they should not wait for this to happen but be making it happen. The reality is that they have not been doing that. And others have.

If they wanted to be a leader in this space, five years ago would have been late to start putting in place the strategy, infrastructure, supply chains, etc. you need to build EVs. They did not do much five years ago other than insisting that they did not need to. And really, ten years ago would have been better, that's when Tesla started looking like a serious company and making concrete plans for scaling their business.

I don't see Toyota shipping EVs in volume any time soon. The new CEO is likely to have been tasked to actually start making this happen. But it's not going to happen overnight because they haven't built any factories yet, they haven't secured any battery supplies yet. They've built a few proof of concept / compliance cars that they are struggling to build in meaningful numbers and that they've had to withdraw from the market because of construction issues repeatedly. When they do start doing this, they'll have a little learning curve to master.

So, the new CEO has his work cut out.

As for being convinced about scale, the market volume is now millions of cars per year. Soon tens of millions. Tesla is a market leader with a target of getting to 2 million cars per year this year (up from 1 this year). And their cars are now the #1 best selling cars in many markets. They have really juicy margins on their products. It's a proven market with high margins and high volume at this point. Tesla is not alone in this market and there are quite a few other manufacturers also starting to move some serious volume. Any of those have what Toyota does not have: volume, scale, and proven products being sold as fast as they can be produced.

The technology is there. The infrastructure is there and rapidly expanding to keep up with supply and demand. New battery factories are being announced and opened all the time. We'll soon be measuring the collective output of these factories in twh per year rather than the hundreds of gwh per year it is right now.

Toyota if it wants in has a lot of catching up to do.


Going all in on EV's is also a very big gamble. Sure, there is probably a profitable segment in the market, but with so many other car companies going all-in, Toyota could be in a good position by having a wider line-up of products. There is something very strange about the herd mentality around EV's. As if we are going to fix the environment if only everybody gets an EV for ALL use cases.


I think the misguided gamble at this point is hoping/expecting the EV market to implode and stop rapidly overtaking and outgrowing everything else. That clearly is not happening or going to happen.

This is not about herd mentality but about not ignoring very real and tangible trends in the market that are starting to affect Toyota's core business in very real ways. Mumbling about hydrogen and vaguely asserting there might be some EVs in the distant future is no longer good enough as a plan. And as a stop gap solution, hybrids are not growing as fast as EVs and mostly at the cost of ICE vehicles. Which means an overall decline for Toyota. Hybrids are no longer good enough and might be banned from key markets entirely along with ICE vehicles on a time line that is getting uncomfortably close for Toyota.

That's the reason for the change of leadership at Toyota. This stuff is starting to make share holders very nervous.


Toyota does produces EVs. But just because the EV market share is growing does not mean it is going to completely displace everything else. In a competitive marketplace, consumer choice forces the improvement of EVs in such a way that they are not a merely substandard alternatives. We do not know where research is heading or what the true limits are to battery improvements. It takes the consumer marketplace to serve as an adequate test bed for a quality product.

EV's are still inferior products for many users. EV Advocates like to point to fast acceleration as somehow proof they are superior. But what they leave out is that every time you accelerate you see the charge capacity noticeably drop to significant degree. On extended trips, EV drivers will be making conscious efforts to engage in slower more moderate driving. Some people are fine with it, but the fact that many choose to go back to ICE vehicles should not be ignored.


Why is it a gamble when almost 100% percentage of the largest auto makers have gone all in? They will do all they can to make sure EVs do not fail, infrastructure availability does not fail, laws are made, etc because it is now in their best financial interest to do so, together.


Because some people do not WANT it and prefer ICE or hybrid vehicles. It's a very big world with alot of different use cases. A smart business strategy diversifies.


The future has a funny habit of being different than we anticipate. I think this might be one of those cases, but time will tell.


Toyota has a lot of PHEVs now. The RAV4 Prime is awesome if you can get one. It isn't very difficult to change a PHEV to an BEV.


Sure, but a good BEV is designed very differently than a PHEV and designing them properly has cost benefits and is an overall better product for customers as well (better range, more space inside, etc.). There are plenty of existing manufacturers who have gone down that path and are now shifting attention to getting rid of ICE/PHEV entirely. Also, you need access to battery supply.


I think Toyota's issues will just be supply chain around battery packs. They have already been designing and engineering hybrids for a decade or more. I don't think its a revolutionary change for them to remove combustion engine and accessories and go with all electric motors plus larger battery packs. If anything it might simplify internal designs. I'd rather they flow this through their internal typical processes and come out with a product that meets their historical standards rather than any "catch up" to the market.

Once they have a Corolla like EV platform I bet it will outsell most competitors and likely won't have gimmicky features.


It was my thought before bZ4X was released. After I read reviews about it, I'm not sure.


Some analysts like Munro think legacies will take much longer to catch up to Tesla because they're evolving ICE designs/standards into their EVs and crippling them. Toyota is so huge they could have afforded a clean-sheet platform but waited too long so they'll fall into the same cycle.


They do have a clean sheet design: e-TNGA. The Toyota bZ4X and the Subaru Soltarra are both based on the design, along with the bZ3 and the upcoming Lexus RZ.


e-TNGA just appears to be an e- added to commonize with the TNGA gasoline architecture.

> Now Terashi’s group is considering whether to drop the three-year-old e-TNGA architecture, created by modifying a gasoline car platform, in favor of a dedicated EV platform, people with knowledge of that work have said.

https://www.asahi.com/ajw/articles/14790566


Only if they can produce it cost effectively and in large volume. This is going to be a learning curve that will take them years.

Hybrid cars are not the same as an EV. Toyota needs to start worrying about their existing revenue not drying up before they can master the same learning curve that other manufacturers have been trying to master (with varying degrees of success).

Corolla like EV platforms already exist. Several Chinese manufacturers sell those in their domestic market for prices as low as a few thousand per car. And several of those manufacturers are ramping up their exports to the US, Europe, and Australia.


Volkswagen makes 10 million cars a year and they're pushing hard for EVs now.

The main difference between Volkswagen's and Toyota's situation is that Toyota is still in a good position to meet fleet emissions requirements globally because they've been selling hybrids for so long. But Volkswagen needs to pump out EVs now to meet their fleet emissions targets.

Fleet emissions fines are simply dead money. You're much better off putting that money into your EV development program.

Toyota has to sell EVs at scale eventually because new car ICE vehicle sales bans now and into the future mean that all car manufacturers have to.


“ Toyota has to sell EVs at scale eventually because new car ICE vehicle sales bans now and into the future…”

The EU is pushing that 2035 date. Are other countries following?


Other countries are leading. The UK is 2030. Norway is 2025.


The EU is about 450 million people with above average disposable income for global levels.

I'm not sure if other countries are following, but they will :-)


Somewhat similar story in the US with California and New York pursuing 2035 sale bans - other states don't necessarily have to even follow, California has been the benchmark for US vehicle emissions standards for decades. The state has big car culture and a big population. Automakers often build things to the California standard and sell the CA-standard cars in the rest of the country. Its just not cost effective for them to make minor variations in the models.


> Volkswagen makes 10 million cars a year and they're pushing hard for EVs now.

That decision was made under duress[1]. Thanks, Dieselgate!

1. The money VW Group was fined for Dieselgate in the US was directed to fund the "Electrify America" charging network. It would have been braindead for VW to give competition a leg-up by not electrify after paying for the infrastructure: the punishment was very well thought-out.


Toyota is building one of the most reliable and robust cars for the masses. With attitude to build cars they will be competitive for very long.


Agreed. I'm hopeful to see if their research into synthetically created hydrogen fuel powered cars will get us fuel created by green energy that we can run in hydrogen fuel cell cars so we get the best of both cutting fuel emissions to net zero and still have the flexibility of cross-country drives and fast fuelings without having to have all our (agriculture, industrial, etc.) vehicles be BEVs.


So Hydrogen's perk would be quicker fueling but I don't know how many people are going to be willing to pay the fairly large additional cost for that convenience.

Toyota Mirai:

Tank Size: 5.6 kg of hydrogen

Cost per kg of hydrogen: $13.11

Miles of range: 402

Cost per mile: $0.18

Ioniq 5:

Battery Size: 77.4 kWh

Range: 302 miles

Miles per kWh: 3.5

Cost per kWh (Currently at my house): $0.27 per kWh

Cost per mile: $0.08

Ford Maverick Hybrid (My current vehicle):

Tank size: 13.6 Gallons

Range: ~500 miles

Average fuel economy: 38.5 mpg (my average currently)

Cost per gallon: $3.40 (last price I saw on the way into work)

Cost per mile: $0.088

To get an equivalent cost per mile electricity would have to $0.63 per kWh. Largely though that is currently with hydrogen made from natural gas, versus green hydrogen which will end up being intrinsically lin.18/ked to the cost of electricity. From what I have seen it is somewhere around 3 watts of electricity to get 1 W equivalent of hydrogen which might be able to get a 2 to 1 ratio in the future. I think certain sectors like aerospace will be okay with the additional cost due to other advantages but regular consumers it seems less likely.

Cost for Hydrogen (I went with the lower number): https://h2fcp.org/content/cost-refill


But Toyota isn’t on top of the reliability rankings.


They are consistently at the top of reliability rankings. https://www.consumerreports.org/car-reliability-owner-satisf...


Toyota scored 1st and 2nd (Toyota and Lexus) in Consumers reports 2022 reliability rankings: https://www.consumerreports.org/car-reliability-owner-satisf...

Lexus is number one in JD Power's 2023 rankings: https://www.jdpower.com/business/press-releases/2023-us-vehi...


https://www.consumerreports.org/car-reliability-owner-satisf... : "Toyota, Lexus, and BMW are the top three most reliable brands in our annual auto reliability brand rankings"

https://www.forbes.com/wheels/news/consumer-reports-reliabil... : 5 of top 10 are Toyota


BMW, number 3?! They must build them different in the US, surely.


BMW = "Bring My Wallet" because those multi-thousand $$$ shocks won't replace themselves for free after 4 years

In the US it seems like they're built to barely make it to the end of the leasing period and then implode. They're really going to town with the "snap-in" fittings for hoses in the engine because putting a metal hose clamp on seems to increase COGS I guess.


> They're really going to town with the "snap-in" fittings for hoses in the engine because putting a metal hose clamp on seems to increase COGS

It's a labor saving thing. It's cheaper to design a fancy snap-together plastic connector once, buy a few million from overseas and than it is to have expensive first world labor tighten hose clamps.


My new Tacoma is garbage, so many electric/computer problems and under 20k miles. Has spent at least 4 weeks in shop during first year of owning it.


My bad, I got a wrong source.


Their current offering is "meh" from the EV perspective. It doesn't look like their experience with small-battery low-voltage hybrids gave them skills and experience to execute a good BEV. ICE reliability is a different game than batteries, efficiency, and software game of BEVs.

I think there's a high chance that Toyota will be sidelined by EV-first automakers from Korea and China just like US automakers were sidelined by Japanese automakers in the 20th century.


i cant even imagine how hard it would be for an ICE manufacturer to pivot into EVs. Those decades of engine/transmission refinement expertise? out the window. Imagine trying to organize and pitch a new vehicle without including the powertrain people and, instead, a team with nothing on the road yet.


Nobody said it's easy, but if you don't live in the US, you should be aware that there are already loads of EVs out on the road and available, all from "legacy" car manufacturers.

VW: https://www.arenaev.com/volkswagen-electric-vehicles-2.php (add Audi, Skoda, Seat, etc to that)

Mercedes: https://www.arenaev.com/mercedes-electric-vehicles-6.php

BMW, Kia, Hyunday, Volvo, Renault, BYD, Opel, Cupra, ...


I think Toyota is in much better shape in this regard than you might expect. Most/all of their hybrid vehicles use an eCVT transmission to drive the front wheels that's radically different from a traditional transmission. And their AWD hybrid models provide the AWD via an electric motor on the rear axle (no connection to the ICE engine) that's essentially identical to the setup in electric cars.


Assumption that hybrids are essentially EVs glosses over all the fine details that make a good EV. All ICE engines are "essentially identical" too, but there's a world of difference between ICE manufacturers. VW Beetle has an engine in the rear, but it doesn't make it a Lambo.

Plug-in hybrids all use AC charging or at best equally slow DC charging. OTOH BEVs compete on maximizing the charging curve, which is something that has never been a consideration in PHEVs. This requires dealing with much higher voltages and stress on the battery.

Hybrids don't need active temperature management for their batteries, because they never push the batteries that hard, and there's always an ICE engine to generate heat if needed. OTOH thermal management and battery conditioning, and efficient A/C is an important complex piece of BEVs.

Hybrids don't need to maximize their efficiency, since their electric range isn't as important, and even a just-okay electric motor is going to improve efficiency of an ICE engine. OTOH in BEVs every last bit of efficiency matters, since that's a factor in range, weight, and cost. Toyota's bz4x efficiency looks poor compared to BEVs from VW and Hyundai, and they're all noticeably worse than Tesla's.

Batteries in hybrids are relatively small, so they can get away with worse energy density. You can't put 10 PHEV batteries together to make a good BEV.

And legacy automakers still treat software as a nuisance to outsource, instead of a critical component of an EV. I don't mean self-driving publicity stunts, but basics like route planning that includes appropriate charging stops. Software from legacy automakers treats chargers like gas stations, often without real-time speed and availability data. They will send you to some random hotel charger that takes 11 hours to charge, is customer-only and already taken, instead of a rapid 20-minute charger that is just a bit further away.


Volkswagen is the biggest EV maker in Europe:

https://eu-evs.com/marketShare/ALL/Groups/Line/All-time-by-Y...

I'd say they've pivoted.


Good thing Europe doesn't produce cars any more.


If Toyota misses the boat there's not much coming back from that. Once things shake out and brands develop reputations for certain classes of product it takes an act of god to change them.

In the 1970s the US was really good at making fairly luxurious barges but then suddenly the consumers wanted smaller cars. The US automakers already made compacts and small cars but they were value-engineered to within an inch of their lives for people who couldn't afford better. Japanese automakers absolutely killed because they already made "nice cars for nice people" in the form factors people wanted. The US had plenty of nicer cars in production at the time but they weren't form factors anybody wanted. So when you look at the average car that actually got bought and put on the roads the Japanese cars were nicer all around (and priced accordingly). The reputations took off from there and the US automakers got left holding the bag of low end customers and the Japanese carmakers got the high end customers further cementing their place in the midsize and compact car market. Minivans and then SUV becoming the "new hotness" for those buyer demographics and some by all accounts spectacular midsize car platforms of the 80s and 90s (Taurus, Escort, W-body (e.g. Lumina), Neon) still didn't unseat the Japanese car-makers dominance of the higher priced and higher end portions of the midsize and compact car market.

I would not bet against something similar happening to Toyota (and a couple other brands) with the transition to EVs. The big three look poised to capture the pickup and large SUV market. The Koreans look pretty well positioned in the crossover and hatchback segments. Tesla is king of high end sedans right now. I think there's room for another player in the crossover market and some room in the midsize SUV market (Honda Pilot, Ford Explorer type stuff) and there's probably room in the sedan market for a boring non-flashy EV (something Toyota already has a reputation for in the ICE segment). Will Toyota develop an EV or several that's a big enough winner to cement their place beside the current players in those segments? If I knew the answer to that question I'd be buying stocks.


Yep. Related to their principle of https://en.wikipedia.org/wiki/Genchi_Genbutsu


I guess I understand why Toyota hasn't gone full-hog into EVs. There's a lot of life left in their hybrid and ICE drivetrains.

What I don't understand is why whatever BEVs they have tried so far, have been pretty crappy. For instance, the bZ4X is a total joke in almost all aspects -- features, range, etc.


There are so many nuanced things that go into making a great EV: advanced software with OTA updates, highly efficient electric motors, material science breakthroughs in battery tech and other components. Toyota can get there in time but there’s so many things to do and they’re facing increasingly rough headwinds the longer they wait to properly electrify.


Millions of EVs are now sold per year. It's still a small percent of total car but increasing rapidly and while all other manufacturers are spending time and money building up expertise and infrastructure Toyota is ignoring it.

Switching from ICE to EV is not easy and takes years to do so and the later Toyota delays it the more painful it will be.


There is no reason it all EV. There are legitimate use cases for both EV and ICE.


In the not too distant future EV will be better than ICE for 99.9% of use-cases. And for passenger vehicles that'll be more like 99.999%.


That was not my point. The consumer should be able to decide when/if that happens. Not some arbitrarily imposed timeline. Advances in technology should be tested in the consumer marketplace.


There's no "if". And the when is just a matter of time required to bring up mineral/battery supply chains.

EVs are already (in most cases) cheaper than equivalent ICE vehicles over the lifetime of a vehicle. Soon they will become cheaper upfront as well. ICE won't compete very well after that, except in the luxury/enthusiast market.

Consumers choose automobiles over horse and buggy. They are choosing EV over ICE too, in greater quantities every year.


There's a significant percentage of EV owners that regret their purchase. They either sell it and buy and ICE vehicle, or their next purchase is not an EV. (I have talked to such people. They are not hard to find.) Admittedly some are happy with it, but your statement ignores the fickle nature of consumer demand.


I doubt that any of the reasons had to do with it being an EV. I would bet money on that. The reasons are probably things along the lines of: 1) charging infrastructure is not great for many people. 2) EV cars (tesla in particular) have a reputation of poor build quality not on par with ICE cars at equivalent. 3) A small percentage of people need to drive many hundreds of miles every day and range is an issue.

An electric engine is pretty unanimously superior to ICE for all but ICE enthusiasts (akin to horse enthusiasts). EVs have superior performance characteristics, lack pollution (both carbon and noise), and are much cheaper to maintain. And for most people who have charging infrastructure where they live, and EV means never having to actively go charge/fuel your car.

People didn't believe in the automobile either, at first. Yet no one would say "car vs horse" is a consumer preference choice.


Interesting you take it upon yourself to speak for all people. Not only that, but actively denying the existence of people who do not like EV's. They do exist, regardless of what you say. I've spoken with such people.


You don't address any actual points or provide counter-evidence, only that "I know people who don't like EVs".

I know people that don't like cars, and still have them. It's not a very compelling point.

You know what would be compelling? Telling me why ICE cars are superior to EVs, beyond what I've already discussed. I suspect you don't have any evidence however.


I dont disagree - I think it's true of all of the large manufacturers.

They'll wait til the infrastructure develops a little bit closer to maturity, then go all in. I think the transition to electric cars will take about a generation, but I think overall it'll be a good thing.




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