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I see that more as a rumor. Toyota tried to sell a Tesla powered RAV4-EV years ago. The DIC showed "powered by Tesla" when powered on. Seems that the price difference from the ICE version was too high. Now their hybrid RAV4 is selling well, competing with the other Toyota and imported hybrids.

I see more a fact that GM will use its Bolt EV technology more, as it is proven and the LG contrat will guarantee battery packs which are cheaper than the Panasonic packs.
 

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I see that more as a rumor. Toyota tried to sell a Tesla powered RAV4-EV years ago. The DIC showed "powered by Tesla" when powered on. Seems that the price difference from the ICE version was too high. Now their hybrid RAV4 is selling well, competing with the other Toyota and imported hybrids.

I see more a fact that GM will use its Bolt EV technology more, as it is proven and the LG contrat will guarantee battery packs which are cheaper than the Panasonic packs.
Where did you read that? Oddly, the Tesla/RAV4 you mentioned is actually quite sought after. May have more to do with the rarity and efficiency than the Tesla nameplate though.
If true, it opens up a lot of questions. The article mentions the majority of the guts to be Tesla. Does this also mean batteries? If so, will they be prismatic, pouch, or cylindrical? Will it use the supercharger or only CCS or both? How does this effect the Cadillac program?
It sometimes seems as if the right hand doesn't know what the left hand is doing at GM. The last I heard, they weren't intending to EV their truck line for 10 years.
 

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That's the part that makes me think the rumor is true. GM can not wait 10 years to have an EV pickup. They need one yesterday.
Just so I don't have to keep saying "if it's true", let's assume it is until we hear otherwise as I expect this will be a popular topic.
It's possible that it may be a posturing by GM to secure batteries. Tesla may have negotiated the motors into the conversation if all GM really wanted was batteries. I think VW has locked in to a significant portion of either LG or Samsungs output and that seems to be what most of the experts feel the bottleneck will be if the production forecasts are to be believed. I think this theory has maybe a 10% chance of being true however because...
This from a recent Senate hearing on the topic.


"Benchmark Mineral Intelligence is now tracking 70 lithium ion battery megafactories under construction across four continents, 46 of which are based in China with only five currently planned for the US.

When I gave my last testimony in October 2017, the global total was at 17. Only one of these battery megafactories is American owned (Gigafactory 1, Tesla). This, however, was the world’s biggest battery plant and fourth biggest battery producer in 2018.

Since October 2017, planned lithium ion battery capacity in the pipeline for the period 2019- 2028 has risen from 289GWh to 1,549GWh (1.54TWh) in Benchmark Mineral Intelligence’s February 2019 Assessment. This expanded capacity is the equivalent of 23-24 million sedan-sized electric vehicles."

I also have to question what's become of GM's Global Battery Systems Lab?
Will GM back off on supporting the lobbying efforts to keep Tesla from selling cars in Michigan?
What about Tesla's own pick-up truck program?
Could this be why GM has very little interest in supporting the DCFC national network if a member of the supercharger network?
Will we see a GM EV truck block a supercharger?
The more I think about it, the more skeptical I am that it's true. When I first heard the rumor last week, my money was on Ford. GM was my last guess.
 

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The rumor is that GM is working with Tesla to develop a pickup truck:
https://cleantechnica.com/2019/02/1...-electric-pickup-truck-with-tesla-powertrain/
Not sure about this. On the one hand I kinda like the sense of safety that comes from NOT seeing Bolts conflagrate themselves. And on the other, considering the numbers and profits involved, I think pickups make a great target for electrification. Honestly, considering the number of trades using them it seems odd GM didn't start there. Consider if they only did 100 miles a day, that's ~25k per year (35k if the truck works weekends). At best you'd get 20 MPG, so you'd use 1,250 gallons, which @ $2.40 would total $3,000 per year. And that's best case. Looking at Fuelly data it seems even new F-150's are averaging ~16 MPG - same with the Silverado 1500. And of course that's with folks who care enough to track mileage.

I see that more as a rumor. Toyota tried to sell a Tesla powered RAV4-EV years ago. The DIC showed "powered by Tesla" when powered on. Seems that the price difference from the ICE version was too high. Now their hybrid RAV4 is selling well, competing with the other Toyota and imported hybrids.

I see more a fact that GM will use its Bolt EV technology more, as it is proven and the LG contrat will guarantee battery packs which are cheaper than the Panasonic packs.
That's an interesting vehicle. But 113 miles of range from a 42 kWh pack. From what appears to be a fairly compact and aerodynamic SUV. Seems you'd want a good 100 kWh pack in something like a Silverado (w/cap?) to survive work days in winter climates?
 

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Yes, that's what it looks like sometimes when a company listens and is responsive too criticisms and feedback.
Just my 2 cents, but it is my guess that GM had a come to jesus moment sometime recently WRT its future and electric vehicles. The cancellation of the Volt, the unveil of the photos of the Caddy EV, and the seeming backpedaling of the "No EV trucks in the next decade" statement. It all points to GM shifting its EV plans into overdrive, as opposed to the slow trickle strategy it's employed thus far. I think an EV deluge is coming from GM, and when the dam breaks, the flood is gonna be biblical.
 

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This would blow most of the diehard TSLA zealots' brains if true. "Our precious Tesla is tainting itself working WITH GM? NOOOOOOOOOOOO!"
I am one diehard TSLA zealot who would welcome any business arrangement that made Tesla more profitable and, consequently, more viable as a long-term player. No groan of disbelief here.
 

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I am one diehard TSLA zealot who would welcome any business arrangement that made Tesla more profitable and, consequently, more viable as a long-term player. No groan of disbelief here.
Same here. This is just another triumph of EV over ICEV. I've not heard any backlash. It's just his imagination.
 

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This would blow most of the diehard TSLA zealots' brains if true. "Our precious Tesla is tainting itself working WITH GM? NOOOOOOOOOOOO!"
It may, but they can get over it. Makes sense that Tesla would partner with either GM or Ford who both KNOW how to make trucks. If there's one thing the domestic makers know, it's trucks. Better to do that then try to reinvent the wheel. Doing that would be an uphill battle for Tesla, one of which I think they would find a very long and hard shell to crack. If GM is now serious about EVs then they would be eager to work with the company with tons of EV experience and success.
 

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Same here. This is just another triumph of EV over ICEV. I've not heard any backlash. It's just his imagination.
Don't worry, they're out there. The same folks that still bring up GM crushing the EV1s every few months. To these diehards, partnering with GM is equivalent to dancing with the devil. Once IEVs posts the article, they will come out of the woodwork.
 

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I'm not optimistic that EVs are going to dominate the vehicle market anytime soon, but I'm more optimistic about EV trucks growing at a faster rate. How many people use trucks as a road trip vehicle compared to cars? I'd imagine range/recharging speed requirements to be lower for the truck industry since most people are using them as commuters and work trucks. The only truck demographic it wouldn't be suitable for would be those hauling 5th wheel trailers on a road trip. Even there, a plug-in truck would be suitable.

As I've always said, hybrids should have started with trucks and large SUVs and trickled down to smaller vehicles, because that's where all the low hanging fruit of efficiency is.

...and I'm disappointed the article broke on CT; the worst, most deceptive echochamber of an EV website. I refuse to visit to read the article.
 

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I for one would love to see something like this. What could be better then a 100% all American made EV GM truck? GM could easily crank out anything Tesla could throw at it, so it would likely be a matter of, how many can you make, as opposed to how many do you need! With the market as large as it is, and with the current percent of EV adoption so low, concerns of competition probably wouldn't even enter into this equation.
 

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Just my 2 cents, but it is my guess that GM had a come to jesus moment sometime recently WRT its future and electric vehicles. The cancellation of the Volt, the unveil of the photos of the Caddy EV, and the seeming backpedaling of the "No EV trucks in the next decade" statement. It all points to GM shifting its EV plans into overdrive, as opposed to the slow trickle strategy it's employed thus far. I think an EV deluge is coming from GM, and when the dam breaks, the flood is gonna be biblical.
Oh, I agree. To me, the comment about no EV trucks for a decade had more to do with supply chains. At this point, GM is outsourcing battery and motor manufacturing, so they are operating at the whims of their parts suppliers. LG would have to see a ten-fold increase in battery production to supply GM enough batteries for both GM's trucks and all of LG's other client obligations.

If GM is going to open the floodgates, the bottleneck is batteries and motors. They are going to need a second and possibly a third supplier after LG. In the case of trucks, Tesla actually makes the ideal partner at this point because they currently have the battery production capacity, they are experienced in building induction motors (an essential component of an EV pickup, in my opinion), and they could really use GM's cash.

So the cleantechnica article was just a bunch of fake news posted by an author desperate for clicks.
https://www.cnbc.com/2019/02/12/amaz....PostToTwitter
Could this be the real Tesla in the story? Story on insideevs has Rivian as the partner with GM and Amazon.
I see this as being a case of: Both could be true. The investment in Rivian is a hedge. If Rivian proves capable and they really are the first to market with an EV pickup, GM wants a piece of that action. However, if Rivian falls flat on their faces (or they severely overestimate the demand for $80,000+ EV pickups), GM would want to pursue a partnership with Tesla in order to have an EV truck ready for market in 24 months (similar to the Tesla partnership that produced the RAV4 EV). Playing both sides is just smart business.
 
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