In one other piece highlighting some feedback Sandy Munro made in an prolonged Q&A session at TeslaCon Florida, this one features a few movies in regards to the EV transition, massive legacy automakers he believes in and ones he doesn’t, and even brief commentary on the massive potential buyer Sandy determined to show down.
Within the first video beneath, Sandy notes that his preliminary prediction was that we’d be at 50% EV market share in 2030. He has moved that as much as 2028. “I believe there shall be survivors. I believe it’ll be an entire lot smaller,” he mentioned as regards to the auto business panorama. So far as particular person automakers, he believes in Ford, whereas he thinks GM and Volkswagen shall be shadows of their former selves. “They usually’re going to need to divest an entire lot, in a rush. I don’t know what these characters are gonna do, however they’re in serious trouble. You noticed what occurred with Fiat — they’ve fallen off the desk; no one desires them. [Sandy’s referencing my presentation here, which referenced this auto industry sales report.] Stellantis — the brand new firm, which is Fiat and PSA — I consider that they’re gonna want cash. They want cash, they’re gonna need to promote one thing off. One thing they’re most likely going to unload is Chrysler, Dodge, Jeep. And after they promote that off, I’ll purchase inventory. I’ll purchase sufficient inventory that I’ll have a phrase, I’ll have a phrase on their board or one thing. I’d wish to see Chrysler survive, and so they’ll by no means survive underneath Stellantis, by no means.”
“That is an incredible time,” Sandy provides. “Like I mentioned, massive names that was within the 1800s, Eighteen Nineties and whatnot, they vanished fully when 1910 confirmed up. It’s wonderful — we’re in that very same state of affairs. We’re going to see quite a lot of giants fall, and quite a lot of midgets all of the sudden turn out to be 18 toes tall. There’s quite a lot of massive modifications which might be going to occur.”
Sandy additionally famous the shock in how effectively Hyundai & Kia have performed with EVs, referencing them attending to second place amongst legacy auto teams in BEV gross sales.
Let’s bounce to the second video, which is from a distinct portion of the Q&A however focuses once more on particular person automakers. Ryan McCaffrey of the Journey The Lightning podcast requested Sandy for his opinion on which automakers apart from Tesla are “getting it proper” on the EV transition. Sandy says he’s “not gonna throw too many individuals underneath the bus, however….” Watch the clip or bounce down beneath it for a few of his commentary in textual content:
He first mentions Rivian — he purchased a Rivian truck and is “very, very proud of it.” He additionally highlighted Arcimoto and Aptera, which he sees as opening up complete new markets. (Notably, he additionally works with these corporations, however as you’ll see within the subsequent video, he received’t work with corporations he doesn’t consider in.) He then talks a bit in regards to the case for Arcimoto and Aptera, however you’ve certainly seen these arguments by now.
From the “outdated guard,” Sandy’s solely backing Ford. It’s the one legacy automaker he thinks actually will get it and is on the suitable path. I’ve questioned for some time if I used to be off my rocker, however I’ve been bullish on Ford and proud of its strategy since Ford rolled out the Mustang Mach-E, and much more so later with the F-150 Lightning got here out. My favourite piece on that’s my interview with Darren Palmer, Normal Supervisor of Battery Electrical Automobiles at Ford Motor Firm, final 12 months. For extra on that, together with an audio podcast, see: “Speaking With Ford’s Head Of Electrical Automobiles About Ford F-150 Lightning & Workforce Edison.”
Within the third and closing video for this story, Sandy reveals that he has declined to work with some automakers on EVs (which is the one factor he and his firm will work on now). The video begins with Ryan McCaffrey asking Sandy whether or not his new-ish YouTube channel was serving to his enterprise, serving to to get him extra enterprise. After mentioning that he steered away from some corporations excited about his providers, he determined to go forward and identify one big automaker he declined to work with. Even with a possible contract of over $1 million, he simply determined this auto firm wasn’t at an satisfactory beginning place.
I can’t do the commentary justice, particularly since some physique language and tone may be notable right here. Go forward and click on play if you wish to discover out the automaker’s identify. Or maybe bounce down into the feedback the place individuals will most likely be discussing it. Naturally, Sandy Munro’s opinion isn’t good and closing. Many will disagree along with his evaluation on this automaker. Although, he’s way more knowledgeable than most of us and a real knowledgeable in automotive matters, so his views on this matter appear worthy of a hear and a few critical consideration.
One closing installment of this Sandy Munro Q&A collection is coming. Keep tuned!
And you probably have any questions for Sandy that haven’t been answered, let me know and I’ll go them on or maybe bundle them right into a package deal for an unique CleanTechnica interview.
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