Hybrid Electric Vehicles

[Furniture]

While you're worried about what your 20 - 30 000 km per year might do, every fleet owner is going to electric because they drive enough that the savings actually matter to them. Somehow, I don't think Amazon is less concerned about fire risk for their vehicles when they park them in warehouses that cost tens to hundred of millions. And they have an order in for 100 000 Rivian electric vans with 20 000 already delivered. I am sure you're a smart guy. But I doubt anybody here has the data and actuarial skills of whole teams at Amazon.

What subsidies or write-offs are they getting for going "green"?

Much of the push to electric has been driven by subsidies, so I suspect that it the case for businesses as well.

 

[ytz]

What subsidies or write-offs are they getting for going "green"?

Much of the push to electric has been driven by subsidies, so I suspect that it the case for businesses as well.

You can believe this all you want. But most fleets around the the world are going electric. And it's simple economics. Cost per mile is all that matters to businesses. And given how much they drive, a few thousand dollars off a vehicle isn't enough to sway the decision.

But since you are convinced it's subsidies, go look for them. And please let us know. It would be highly useful for investors to know what subsidies Amazon is getting.

 

[ytz]

I am speaking age, not use, age does stuff to materials that is hard to replicate, most Tesla batteries of the early gen and I still think now use a layer of polymer to keep the cells from shorting out. Once that starts to go, you have all sorts of problems.

Are you referring to the polymer barriers in solid state batteries? In any event, this isn't a loaf of bread that goes moldy on the counter. But if you're they worried, it's clearly not for you. And that's fine. Not everybody has to convert over. And given the demographics of this forum, I'm fairly sure a good chunk won't actually have the chance to.

Watch Rich Rebuilds to get a sense of how much work there is in opening up a battery.

Well aware. And you should also be aware that no normal person is attempting to rebuild a battery pack.

Also I foresee a lot of issues with batteries used in 4x4 offroad, I suspect their used retail value to plummet as the batteries fail due to vibration, shock and punctures.

There's a reason there's a strong plate on the bottom of EVs that borders on IED protection. If it's penetrated, you should probably avoid the vehicle.