VW Ends Strike Threat | But Does It Even Matter?

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  • เผยแพร่เมื่อ 26 ธ.ค. 2024

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  • @geoffmansfield2668
    @geoffmansfield2668 วันที่ผ่านมา +8

    I am an ex teacher (and trainer of teachers). This video was your best yet. Clear structure with each point backed by facts. Speech speed slower enough to take in what you say and graphs that stayed on long enough (just) that they could be read and absorbed. Finally bought it back to your opening statement to confirm you have done what you set out to do.
    Thank you so much for your efforts; I know the amount of work you have to do. Great video.
    P.S. You are doing brilliantly well to hit those preparation and production times 😊

    • @CheeseLovingGuy
      @CheeseLovingGuy 10 ชั่วโมงที่ผ่านมา

      Excellent comment. He is very good

  • @RAHellemans
    @RAHellemans วันที่ผ่านมา +3

    Yes automotive industry has been staring down the BEV barrel for over 10 years without understanding. And as often one revolution hides an other: Autonomous driving and robotaxi as announce 3 month ago by Tesla. Market analysts tell us that current Uber rate is $2.50/mile while the expected exploitation cost (amortisation, charging, cleaning,tyres etc, etc) of the Tesla Cybercab to be well under 50cents/mile. This means that the per mile cost is well under halve the marginal cost of running a car. Meaning that overtime people will find it cheaper to use the robotaxi services then to replace their cars. Analysts conclude that the worlds new car market will reduce from 100million to 20million. That will take time (15years??) but even if they are half right the car industry will be unrecognisable.

    • @rogermartinez78
      @rogermartinez78 3 ชั่วโมงที่ผ่านมา

      I am not sure if I want to give Elon any of my money! I am not sure who is telling Elon that the general public wants Robo taxi or any autonomous vehicles as a matter of fact.

  • @frostcb2
    @frostcb2 21 ชั่วโมงที่ผ่านมา +1

    Thanks for the great information, here in Oregon there is a great EV revolution starting.

  • @tomwaller6893
    @tomwaller6893 2 วันที่ผ่านมา +7

    Merry Christmas and a Joyful New Year to you, Dave. Thank you for promoting the future and resisting the ICE backlash.

  • @andrewfairs6394
    @andrewfairs6394 วันที่ผ่านมา +2

    Thanks Dave Merry Christmas …. Keep taking it on!

  • @lewispotter7369
    @lewispotter7369 2 วันที่ผ่านมา +11

    VW treated their customers very poorly. Lied about emissions and the service was terrible.

  • @richfixescars
    @richfixescars วันที่ผ่านมา +1

    Good video Dave thanks. I don't understand why VW isn't selling it's crown jewels, Bentley, Lamborghini, Bugatti etc to survive.

  • @crm114.
    @crm114. 2 วันที่ผ่านมา +6

    I really don’t understand the deal VW has done with the union. How does it make economic sense to keep factories open which are running at under capacity and hence inefficient and uncompetitive?

    • @The_Macaroon
      @The_Macaroon วันที่ผ่านมา +2

      It's bizarre, doesn't appear to make any sense to me either. Seemingly delaying the inevitable

    • @makemebad1978
      @makemebad1978 วันที่ผ่านมา

      I believe they mearly agreed on voluntary redundancy instead of compulsory, better for staff in general as those that want to go can and those that stay just fill the gaps.

    • @GruffSillyGoat
      @GruffSillyGoat 2 ชั่วโมงที่ผ่านมา

      Perhaps it's easier to "sell" a factory as a _going concern_ than a mothballed relic.
      Maybe a Chinese JV in progress, after all Germany was one of the countries against the EU tariffs so not on the Chinese government's naughty list. Followed on some period afterwards by a transfer of assets to the JV, then a disinvestment in the JV by VW for an undisclosed sum.

  • @The_Macaroon
    @The_Macaroon วันที่ผ่านมา +1

    Just found the channel, now subbed!

  • @andrewsarchus4238
    @andrewsarchus4238 วันที่ผ่านมา +4

    Your quite right - arguments against EVs that were valid just 2 years ago are self-destructing at an incredible speed. In a matter of months EV range goes from less than to equal to more than ICE. Battery lifetime from less than to equal to more than car lifetime. Fire risk fades away to a minuscule acceptable level. New million mile batteries are like the immortal soul of an EV which will have an afterlife after the car itself passes on, powering the grid and recovering all intermittent solar and wind, making all other power generation irrelevant. This is happening on a timescale of months, weeks and days - forget about years. A time for flexible open minds and foresight. A time to celebrate China and unlearn racism. I know all the anti-EV arguments because 5 years ago I was making them. Now I’m and EV convert and love my Tesla Y. Happy Christmas!

    • @CheeseLovingGuy
      @CheeseLovingGuy 10 ชั่วโมงที่ผ่านมา

      It's not racism. China is an economic and military threat with a political system at odds with the West.

  • @andrewsarchus4238
    @andrewsarchus4238 วันที่ผ่านมา +1

    Great analysis Dave - pivoting immediately to a new video when a prepared one is out of date. Such open minded flexibility is rare in online car world. A lot of EV opposition is based on denial and racism (anti China). Many “analysis” videos about the car market don’t even mention China 😂 . You channel is the real deal - long may it continue!

  • @xenasloan6859
    @xenasloan6859 2 วันที่ผ่านมา +3

    Happy Christmas!!!

  • @counterdebate
    @counterdebate 2 วันที่ผ่านมา +4

    I often compare EVs to mobile phones, the first mobiles lost valve as they were replaced with newer smart phones yearly until we got to today and I've had my current one for 4 years now and yes it runs as good as day one

    • @daveryder4430
      @daveryder4430 2 วันที่ผ่านมา +1

      Remember Kodak, the film company before digital cameras.

    • @counterdebate
      @counterdebate วันที่ผ่านมา +1

      @@daveryder4430 Yes and I remember my land line phone before i got a sony ericsson back in day on mercury 121🤣

    • @stevecoinitin7521
      @stevecoinitin7521 วันที่ผ่านมา

      And one day, they won't be able to update it, just like mobiles of a certain age! Good luck trying to drive then!

    • @counterdebate
      @counterdebate วันที่ผ่านมา +2

      @@stevecoinitin7521 Yes One Day i realised it was not possible to update my land line either....in fact I don't even have one anymore... wonder what battery powered device replaced it 🤣🤣🤣
      Can still hear my Dad saying "this will never catch on and Mercury 121 will go bankrupt by next year" ....as i rang mother for me tea from the park across road🤣

    • @paulbuckingham15
      @paulbuckingham15 วันที่ผ่านมา +1

      ​@@daveryder4430and they invented it, but then sat back and did nowt. Like certain car companies. Though they didn't necessarily invent modern EVs or hybrids , Nissan and Toyota were first out of the block ( except Tesla) but then did pretty much nowt.

  • @StephenButlerOne
    @StephenButlerOne 2 วันที่ผ่านมา +3

    This outcome remides me of the uk car industry in the 70s, the unions too much power, and too many brands compeating in the same sectors.
    The "agrement" made, will sink the company and all the jobs will be lost, not jdut thr 100k they accountants calculated had to go to save the company.
    Like, the head accountant that came up with that figure, was probably devistated to state 100k has ti go, and 3 factries. He eousl of been trying to keep that numer as small as phiscally possible.
    So for the unions to forse the factries stay open and 35k jobs can go over 5 years. That financial officer, is now sat at home say ro his wife, the company is f'd.
    If it was possibe to bot sack an extra 65k, im sure thst wouls of been his original conclusion.
    Thr union has just, sunk wv. The only thing that coudl save them is a governmet bail out. Which i can see happening

  • @gressshap8200
    @gressshap8200 2 วันที่ผ่านมา +2

    Merry Christmas Dave…. Keep taking it on! Just hope the influential in the industry takes note of the many challenges that need addressing. Just imagine if those big players took the time to standardise the whole EV ecosystem ….. alas, the history of failure to do this keeps repeating itself 😮

  • @daveryder4430
    @daveryder4430 2 วันที่ผ่านมา +3

    As petrol/diesel needs fall and it hits £2.50 or £3 per litre and the nearest station is 10mls away I wonder what the price/range nah sayers and I'll never have an ev population will be thinking. 5-7yrs I suspect.

    • @makemebad1978
      @makemebad1978 วันที่ผ่านมา

      That would be a natural switch, what people are moaning about is the Gov forcing and enticing people to do something faster than it is ready for. I like some of the EV’s on offer, Volvo EX30 would be my choice right now but i cannot charge at home or at work, relying on public chargers would currently cost me more than the petrol I use.

  • @CheeseLovingGuy
    @CheeseLovingGuy 10 ชั่วโมงที่ผ่านมา

    Another great video from you. TY.
    It brought nicely together a whole raft of things i sort of knew or thought and lined them up into a logical integrated whole.

  • @ndudman8
    @ndudman8 2 วันที่ผ่านมา +3

    your regurgitated analysis which is anything but, ignores the fact that these sellers/producers have such a long pipline and didn't and couldn'/t make any of these decisions based upon the changing market but rather the already long term bad decision making and low margins, efficiency and lack of actual commitment to fix the 10s of years of investment, wanting instead to just keep flogging the old crap tech that people have excepted rather stupidly for years...

  • @Jaw0lf
    @Jaw0lf 8 ชั่วโมงที่ผ่านมา

    Fantastic job Dave, the VW issue is far from over. All of your points are well represented and follow to a natural conclusion. They need a rapid about turn in their decisions to actually make this work out. Looking at China that has moved away from coal, this is due to pricing rather than them wanting to be good to the planet, as have their EV sales shot up. All of this is because the renewable and EV options are better and cheaper. We all see this as a prime example, but VW and many other companies prefer to continue to do what they have been doing for years.
    The quicker they recognise that they need to update and innovate to EV's the more chance they will have to survive. Jim Farley had this realisation and it is taking Ford years to set out on this new path.

  • @timoliver8940
    @timoliver8940 2 วันที่ผ่านมา +2

    Watching various American EV review channels on TH-cam is adding to VW’s woes with the ID Buzz launch there - 2 years too late, too expensive compared to other electric MPVs and not enough range despite having a bigger battery pack. Additionally the ID4 has hardly been updated for the US market even though it is assembled in the US and seems to be loosing sales.

  • @front2427
    @front2427 วันที่ผ่านมา

    Demand for fuel fell during covid and the price fell also, if you remember, love your Chanel Dave,ill wait till the evs of old with only 400 miles in the tank are by paseed by the 650 700 hundred doable in my Seat Toledo.

  • @solentbum
    @solentbum 2 วันที่ผ่านมา +1

    Referrring to the drop in demnd for new cars I wonder what effect the Covid shutdowns had on overall mileage of cars. If cars were not being driven , they were not wearing out as fast.
    Add on the refusal by management to face simple facts about EVs and you have the current disaster in the Motortrade.

  • @capnkirk5528
    @capnkirk5528 วันที่ผ่านมา

    Charging infrastructure is clearly pretty much solved in the UK and EU. Canada and to a lesser extent the US? Nope, not yet. Getting there quickly though. But I could not buy late model Leaf and expect to drive to the nearest major city without issue (about 120 miles round trip). Usable Chademo adapters are just too rare.

  • @The_Macaroon
    @The_Macaroon วันที่ผ่านมา

    It's the diesel emissions that are mostly harming people, not the modern petrol. Proof of that is that even euro 4 petrol cars from 2006 or newer are allowed in the ULEZ. Petrol is still a GHG problem though.

    • @gothmog2441
      @gothmog2441 12 ชั่วโมงที่ผ่านมา

      Whilst I agree completely diesels are worse, you may be confusing political expediency with science if you take the ULEZ threshold as an indicator of cleanliness. Euro 4 ain’t that clean by modern standards

    • @The_Macaroon
      @The_Macaroon 9 ชั่วโมงที่ผ่านมา

      @gothmog2441 euro 6 petrols are not significantly "cleaner" than euro 4s.

  • @capnkirk5528
    @capnkirk5528 วันที่ผ่านมา

    One other issue is economic "lag". Ending the sale of ICE cars WILL have a LARGE and measurable savings on healthcare costs. In the US this doesn't matter as healthcare (such as it is, which for most Americans is pretty marginal at best) but for the civilized world there is a 10 to twenty year "lag" before that country gets the BENEFITS of the cleaner air in full (Yes, those benefits START immediately but ramp slowly; I could have the timing wrong though). So the governments of the CURRENT day have pressure to "give up" on getting the automakers to stop polluting (because people who are too stupid to quit SMOKING - I quit a 2-pack-a-day habit in 1984, it was agony) aren't willing to concede anything on what comes out the exhaust pipe.

    • @ndudman8
      @ndudman8 วันที่ผ่านมา

      ending industrial food, suger, oils and returning to real foods would make an even bigger impact. WAPF.

    • @The_Macaroon
      @The_Macaroon วันที่ผ่านมา

      The benefits are pretty rapid and already being experienced in UK cities through reduced hospital admissions associated with poor air quality.

  • @mikadavies660
    @mikadavies660 2 วันที่ผ่านมา

    VW may save on wages, by making 36,000 redundant, but the running costs of the factories will continue to rise. Eventually, it will bring VW to an even worse position. God knows if they will survive it.

  • @s111nps
    @s111nps 2 วันที่ผ่านมา

    There’s a shrinking new car market,and more players in the game. Combine that with a cost of living crisis, and it’s the perfect storm. VW are unlikely to survive in its current structure, and the fallout will be widespread. New car prices are beyond a joke, across the board,and consumers aren’t being persuaded to buy any new car. Petrol, diesel or EV. The UK,s charging network is still not rolling out quick enough, although the improvements are noticeable,but public charging is still too expensive. It’ll be interesting to see what the uk government will come up with after its discussions with the Auto industry in the new year.

    • @ndudman8
      @ndudman8 วันที่ผ่านมา

      they could stop printing money, those international private bankers :) or a novel idea, goverments could actually start printing debt free money as the uk tried but failed with the "Bradbery pound" or a large EU country did back in the 30's ?

    • @CheeseLovingGuy
      @CheeseLovingGuy 10 ชั่วโมงที่ผ่านมา

      Get VAT down to 5% on public charging.
      Reduce the subsidy on EVs and spend the money on public charging infrastructure instead.

  • @markp1950
    @markp1950 วันที่ผ่านมา

    What you missed was the RoboTaxi market. Car ownership is dead.I will simply rent the car instead of buying a car. Acccording to Elon is that the RoboTaxi market is closer than you think.

  • @raeted43
    @raeted43 วันที่ผ่านมา

    they have only push it to 2029 when it can shut them

  • @StephenButlerOne
    @StephenButlerOne 2 วันที่ผ่านมา

    Cars are being reposesed at an all time high across 2024, the "sub prime" car loan scheme is going bust right now.
    In thr forst 6 months to july in 24, the repo rate was 23% jigher than the fist 6 months of 2023

  • @darreno1604
    @darreno1604 2 วันที่ผ่านมา +1

    There is one big problem with everyone changing to EV from ICE.
    Power Station and the Electrical Grid, in winter alone the grid is running at about 98% usage
    on an average of 40 million cars on the road in the UK in 2024, taking account costings and other expenses say 2/3 change to EV in the next 5 yrs
    with an average battery of 50kwh and using home chargers on an evening at 7kw that would equal 91GW of power required if only half of the EV's were charging on an evening.
    In the UK the grid can only provide with everything running max is about 74 to 100GW of power depending on where you look.
    this means that the GRID needs a massive amount of money to upgrade, more power stations are needed at least a 3rd more power stations than are actually in operation today
    and they need to work at night in the winter.
    The real issue over EV adoption is not the cars its the power they will need to operate and guess who will foot the bill for all this infrastructure construction and creation.
    its us the tax payers, I have an EV and I know in the future in about 5yrs to be honest the cost of electricity will be going through the roof (about double if not more) and the government will also be sticking a massive amount of tax on it, a lot more than is on it now, because they are going to lose all the petrol and diesel tax, as well as the north sea oil revenue, and they need the infrastructure money as well.
    This is also going to effect every stock exchange in the world which means every body's pension will be effected and not in a good way.
    unless a sensible and properly financed and worked out plan is made, with heavy penalties on the companies that fail to meet the construction targets, with proper cost controls
    I do not see how the world can transition with out a great deal of pain and suffering. I hope I am wrong I really do.

    • @s111nps
      @s111nps 2 วันที่ผ่านมา +6

      The uk currently uses less power than in the eighties. With led lighting, more efficient appliances and lower consumer use, we use less. Supplying power for EV,s is not an issue. See the recent statements from the national grid.

    • @stevenbarrett7648
      @stevenbarrett7648 วันที่ผ่านมา +4

      Same can be said about fuel cars, if they all turn up at once to fill up there would be queues around the block and massive shortages.
      The bulk of EV's charge at night when electricity is so cheap they can't get rid of it.
      If you actually used an EV you would know the typical charge is for about 100 miles, that's around 25 kWh (17 pence worth).
      Respectfully you really need to understand EV's and how we used them before tapping away on a calculator!.
      The very reason we need to swap to some other form of fuel is due to the toxic emissions ICE cars produce that are killing us, you may wish to die of throat cancer but I prefer to live a bit longer thanks. Happy a safe Christmas !.

    • @mblake0420
      @mblake0420 วันที่ผ่านมา

      Dont forget about how much more copper for transmission lines. It's a pipe dream, ev will not take over anytime soon, snooze fest anyway

    • @ndudman8
      @ndudman8 วันที่ผ่านมา +1

      @@s111nps but how many ev's are currently charging? what will this change to if there is mass adoption one day ? I think its like 30-50 times more bevs than ev's ? what % is likley to charge every night at 3-7 kw for 2-5 hours ?

    • @GruffSillyGoat
      @GruffSillyGoat ชั่วโมงที่ผ่านมา +1

      Source for the 98% of capacity used in the UK? The grid's transmission capacity is significantly down from the industrial peak back in 2005/6, when it was 80GW. With utilisation continuing to fall mainly due to efficiency gains in industry and domestic use. The current demand averages 30GW in warmer months, and 45GW in colder ones (peaking at 60GW these days). (Source: NG and NESO).
      Even if all cars become EVs overnight then with the average daily milage (20 miles) driven in the UK then the daily demand increase is in the order of a few GW, well within available transmission capacity. (Source: Carbon Brief).

  • @ndudman8
    @ndudman8 2 วันที่ผ่านมา

    Didn't do much fact checking when you rambled on nonsense about nissan leafs in a recent video... have a nice christmas, but really fact checking ?

  • @ndudman8
    @ndudman8 2 วันที่ผ่านมา

    Oh come on Dave and Son, have you not looked into the nonsense of CO2 ? Paul Burgess your fellow Brit on YT has great info to help educate and prevent good people like you from keep on misinforming people and spreading the fear. We need to remove ice because of the local pollution in political CO2 boogie man, get on board and take a bit of time to educate yourselfs :)

    • @stevecoinitin7521
      @stevecoinitin7521 วันที่ผ่านมา

      But he won't, because it will put a big dent in his general message.
      Any negative comments made with good reason are instantly brushed aside, because of their 'mission'!

    • @chrishar110
      @chrishar110 วันที่ผ่านมา +1

      Is it only CO2 that comes from your exhaust? What about NOx? What about CO, what about other hydrocarbons, what about ammonia, what about particles that get in to your lungs? Can you lock your car in a tight air parking and let the engine run? Will you survive in that parking for 8 hours? Pal, where is your mind? Why do you think that ICE cars will get banned the next years? Do you think it's only the CO2? Three hundred eighty people that never smoked in their life die from lung cancer every day in USA only. Yes THREE HUNDRED EIGHTY EVERY DAY!!!! Wake up!!!!

    • @ndudman8
      @ndudman8 วันที่ผ่านมา

      @@stevecoinitin7521 the mission of ev's and reducing pollution is great, no one ever needed political C02 to try to strike fear in people, which rather has the opposite effect and people are laughing at it. Pollution everyone is aware of, but industry and bankers don't care about actual pollution just mythical C02 dangers. So Davids message must be the agenda 2030 and david atenbougha and the kings (an ex colleague) depopullation desires. Real shame, David and his Son would get much quicker traction if they would support real enviromentalism, and not this twisted version. Come on David, get with the plan of the people, not the elites :)

    • @crm114.
      @crm114. วันที่ผ่านมา

      You’ve only got to look at the trend in average global temperatures to understand that climate change IS real. If you really believe we can dump 10s of billions of tonnes of CO2 (a geeenhouse gas with a very long half-life) into the atmosphere each year without consequences, then your delusional. Wake up.

  • @andrewsarchus4238
    @andrewsarchus4238 วันที่ผ่านมา +2

    Great analysis Dave - pivoting immediately to a new video when a prepared one is out of date. Such open minded flexibility is rare in online car world. A lot of EV opposition is based on denial and racism (anti China). Many “analysis” videos about the car market don’t even mention China 😂 . You channel is the real deal - long may it continue!