V Facta September 2023

[jpd80]

Originally Posted by XR Martin

Do you plan to keep it for 20 years? Or even 10?
I'm sure it will last as long as it needs to and be end up being just a footnote in the history of the automobile.

Mazda stuff like this is generally reliable but it just makes me wince to see a design
that buries the timing chain to the point of an engine out replacement exercise.

I too drive an older Mazda but fully realise that newer vehicles are now designed with less margin
so probably won’t last anywhere near as long as our older longer lived vehicles…

[Franco Cozzo]

The other side of the equation is a timing chain is supposed to last the life of the engine.

Although every 3.6L Commodore from VZ through to VFII need not apply, or D40 Nissan Navara

[jpd80]

Originally Posted by Franco Cozzo

The other side of the equation is a timing chain is supposed to last the life of the engine.

Although every 3.6L Commodore from VZ through to VFII need not apply, or D40 Nissan Navara

That was me assuming that the Mazda I-6 has a timing chain, I don’t know for sure
as it might be one of those run in oil timing belts at the back of the engine

[jpd80]

Tesla Model Y: 3811, down 12.6 per cent

That’s impressive and hopefully bodes well for Ford’s Mach E arriving next year,
should we dare hope for 1,000 / month sales?

Does anyone have any info on how many F150 reservations/orders Ford is holding at the moment?

[Franco Cozzo]

There's a lot of Model 3 and Model Y on Melbourne roads, I reckon we've reached tipping point on EV and the general public are on the EV train.

It happened way sooner than I was expecting

Tesla needs to make an EV Thailand Special and they've got the Australian market by the balls.

[fiestaz]

Originally Posted by Franco Cozzo

The other side of the equation is a timing chain is supposed to last the life of the engine.

Although every 3.6L Commodore from VZ through to VFII need not apply, or D40 Nissan Navara

I thought they fixed that timing chain issue from late VE onwards

[prydey]

Originally Posted by Franco Cozzo

There's a lot of Model 3 and Model Y on Melbourne roads, I reckon we've reached tipping point on EV and the general public are on the EV train.

It happened way sooner than I was expecting

.

Be interesting to see vfacts breakdown of fuel type/power type.

While EV is definitely on the rise, I think they would still be only around 10% of sales.

Nearly all manufacturers are moving their focus to EV though so the uptake is likely to be exponential rather than linear.

While it's basically already the case, govts are going to be caught sleeping I feel. Lack of investment in EV infrastructure and grid capacity is going to hit sooner rather than later.

I think many are realising that they don't need a lot of range from an EV if they treat it like an appliance. Plug it in every night etc... For metro commuters there's not really a negative. I even asked the Mrs if she'd consider trading her escape in on an EV.

[XR Martin]

Originally Posted by Franco Cozzo

There's a lot of Model 3 and Model Y on Melbourne roads, I reckon we've reached tipping point on EV and the general public are on the EV train.

It happened way sooner than I was expecting

Tesla needs to make an EV Thailand Special and they've got the Australian market by the balls.

700 Teslas for sale on carsales though, thats a heap for a niche brand.
Why so many for sale? Existing buyers upgrading to the Y but can't sell their Model 3.

[Franco Cozzo]

Originally Posted by prydey

Be interesting to see vfacts breakdown of fuel type/power type.

While EV is definitely on the rise, I think they would still be only around 10% of sales.

Nearly all manufacturers are moving their focus to EV though so the uptake is likely to be exponential rather than linear.

While it's basically already the case, govts are going to be caught sleeping I feel. Lack of investment in EV infrastructure and grid capacity is going to hit sooner rather than later.

I think many are realising that they don't need a lot of range from an EV if they treat it like an appliance. Plug it in every night etc... For metro commuters there's not really a negative. I even asked the Mrs if she'd consider trading her escape in on an EV.

The most of the western/northern/north western suburbs of Melbourne with light rail network are still operating the old 1970s/1980s trams that have had life extension projects and refurbishments - because the power infrastructure in these regions can't cope with the higher power demands of our E Class tram that is on the inner and SE suburbs routes.

The new G class tram coming is a low power design compared to the E class which is going to roll out on those routes:

Onboard energy storage to limit current draw at peak times and reduce power use. This will reduce the need for expensive infrastructure upgrades, such as new or upgraded substations, and reduce network costs. The new trams will use 30–40 per cent less energy per passenger compared to an E Class tram, by using onboard energy storage technology and regenerative braking.

https://dtp.vic.gov.au/our-transport...neration-trams

This is going to be an issue as these suburbs more and more people buy EVs, its going to need to be addressed sooner rather than later.

[prydey]

Many think EV is this new eco friendly sustainable future, and that's certainly the message those selling the products are going with, however it's almost the opposite.

Battery manufacturing is extremely dirty and not environmentally friendly, and then batteries need constant charging. Green energy power grids just can't provide the energy required to be viable.

China are still investing heavily in coal power plants. They don't care about the lip service virtue signalling policies of the rest of the world. They want reliable power.

[vztrt]

Originally Posted by Dr Smith

as I really don't want an Everest as an eventual replacement for our Territory...mind you a CX-60 looks good although a few times it's ride has been criticised which can never be said of Ford products.

Pretty much why we will be picking up a cx60 this month.

[Ford17]

Such a dismal list of vehicles appliances.

Who would have thought the future would be so bleak?

[jpd80]

Originally Posted by prydey

Be interesting to see vfacts breakdown of fuel type/power type.

While EV is definitely on the rise, I think they would still be only around 10% of sales.

Nearly all manufacturers are moving their focus to EV though so the uptake is likely to be exponential rather than linear.While it's basically already the case, govts are going to be caught sleeping I feel. Lack of investment in EV infrastructure and grid capacity is going to hit sooner rather than later.

I think many are realising that they don't need a lot of range from an EV if they treat it like an appliance. Plug it in every night etc... For metro commuters there's not really a negative. I even asked the Mrs if she'd consider trading her escape in on an EV.

Considering last month’s total sales were just over 110,000 and BEV sales maxed out at 8,831 sales
it’s still about 8% of the total, so still plenty of time to roll out charging network but as a
suburban based vehicle, BEVs make a lot of sense once people get used to the differences.

https://www.whichcar.com.au/news/vfa...ales-australia

[XR Martin]

Originally Posted by prydey

Many think EV is this new eco friendly sustainable future, and that's certainly the message those selling the products are going with, however it's almost the opposite.

Battery manufacturing is extremely dirty and not environmentally friendly, and then batteries need constant charging. Green energy power grids just can't provide the energy required to be viable.

China are still investing heavily in coal power plants. They don't care about the lip service virtue signalling policies of the rest of the world. They want reliable power.

The most environmentally thing you can do is keep driving the car you have.

[DFB FGXR6]

Originally Posted by buggerlugs

Mustang 24. Why even bother...........

S550 has been out of production for a couple of months, those 24 sales would have been the last of the outstanding orders coming through. Customers (me) are now waiting for S650 to arrive early next year. I doubt we will see many new Mustang's sold until then. Once again, it comes down to a lack of stock rather than a lack of interest.

[DFB FGXR6]

Originally Posted by vztrt

Pretty much why we will be picking up a cx60 this month.

I would love to hear your thought when it arrives, really interested in these new Mazda's.

[ljf12]

Would be interesting to know percentage of EV sales that are novated leases. Leases are good value on most EV’s and PHEV’s since the govt exempted them from FBT.
My wife recently took out a novated lease on a base model Tesla Model 3, 5 years of payments plus paying the residual at the end way cheaper than paying cash for the car.
Plus if you had the money to purchase outright at todays interest rates you would earn around $15,000 in interest.

[anobserver]

Originally Posted by prydey

Many think EV is this new eco friendly sustainable future, and that's certainly the message those selling the products are going with, however it's almost the opposite.

Battery manufacturing is extremely dirty and not environmentally friendly, and then batteries need constant charging. Green energy power grids just can't provide the energy required to be viable.

China are still investing heavily in coal power plants. They don't care about the lip service virtue signalling policies of the rest of the world. They want reliable power.

https://energycentral.com/news/energ...l-plant-online

Not to mention all the cobalt, lithium and rare earths needed.

[kypez]

Originally Posted by XR Martin

700 Teslas for sale on carsales though, thats a heap for a niche brand.

Why so many for sale? Existing buyers upgrading to the Y but can't sell their Model 3.

Many early lease cars are coming off their 5 years now. Also, second hand market was crazy hot so they're taking longer to sell as people haven't caught up with the slower used car market now.

Many going to Y over the 3.

[kypez]

Originally Posted by prydey

Many think EV is this new eco friendly sustainable future, and that's certainly the message those selling the products are going with, however it's almost the opposite.

Battery manufacturing is extremely dirty and not environmentally friendly, and then batteries need constant charging. Green energy power grids just can't provide the energy required to be viable.

China are still investing heavily in coal power plants. They don't care about the lip service virtue signalling policies of the rest of the world. They want reliable power.

Not to muddy this thread with EV talk (there is a separate thread for that)

It's about fuel security. I've said this time and again.

China are pushing coal and EVs... why? Fuel security. And your emissions are less than running diesel or petrol to run a car than charge off coal.

Originally Posted by anobserver

https://energycentral.com/news/energ...l-plant-online

Not to mention all the cobalt, lithium and rare earths needed.

Misinformation. 90% plus of all EVs sold in Australia don't use Cobalt.

Rare doesn't mean hard to find but rather hard to process profitability.

[jpd80]

Our government retains the luxury car tax as a billion dollar revenue raiser
Ironically it was for supporting and protecting an industry it gave up on years ago….

[PooDog]

Originally Posted by prydey

Many think EV is this new eco friendly sustainable future, and that's certainly the message those selling the products are going with, however it's almost the opposite.

Battery manufacturing is extremely dirty and not environmentally friendly, and then batteries need constant charging. Green energy power grids just can't provide the energy required to be viable.

China are still investing heavily in coal power plants. They don't care about the lip service virtue signalling policies of the rest of the world. They want reliable power.

Many many more think it's a cheaper option for short distance day to day running.....and barely consider the environmental aspect of it

[vbomber]

Originally Posted by jpd80

The difference is that everything now is basically sold long before arrival,
curious to see how quickly Ford reduces wait times on Ranger and Everest.
A 6-9 month wait on those vehicles is ridiculous, even 3 months is bad.

Everest Platinum wait is 12 months, Sports is 18 months....could be a while before they get down

[jpd80]

Originally Posted by vbomber

Everest Platinum wait is 12 months, Sports is 18 months....could be a while before they get down

I don’t think we’re seeing the full effect of the new extra shipping capacity yet
August deliveries…………….5760 Rangers and 1502 Everest…….Total 7262
September deliveries……..5429 Rangers and 1984 Everest…….Total 7413

There’s an extra 2600 spaces on the new carrier, so if the plant can keep up
that could mean 7,000 Rangers and 3,200 Everest deliveries a month (if split evenly)

Of course I could be overly optimistic with the above……

[DFB FGXR6]

Honda supply improving imminently, wait times slashed -

https://www.carexpert.com.au/car-new...-times-slashed



Yeah, wait times will always go down if demand also drops. If Mazda followed this "agency" model, they actually have the product to back up higher prices. Honda? Yeah, no. Nothing special about them anymore, especially not at those prices.

[Sprintey]

Originally Posted by anobserver

https://energycentral.com/news/energ...l-plant-online

Not to mention all the cobalt, lithium and rare earths needed.

When the going gets tough, the tough sell them dirt.

Here's that excellent 4 corners report on exactly this issue:

https://www.abc.net.au/news/2022-05-...-more/13873540

[Sprintey]

Originally Posted by Franco Cozzo

There's a lot of Model 3 and Model Y on Melbourne roads, I reckon we've reached tipping point on EV and the general public are on the EV train.

It happened way sooner than I was expecting

Tesla needs to make an EV Thailand Special and they've got the Australian market by the balls.

laughs in cybertruck

[Ben73]

Originally Posted by Sprintey

Tesla Model Y result YTD is amazing, coming from nowhere to market dominance.

Also interesting is MG ZS outselling RAV4 ytd. Although you might think Aussies love cheap and cheerful and the cheaper the more cheerful, Toyota could fall on their katana if this keeps up in the segment

Both of those winners made in China I think too - here comes the volume shift. EV shift is taking place in force now.

Overseas there's news of EU/Germany trying to protect their EV industry from Chinese competition and prolong ICE, will the German industry head the way of our one?

I’ve noticed MG is the new NPC car that people who hate driving are now buying.
You see a lot of white MGs driving below the speed limit in the right lane these days.

[jpd80]

And this from Elon,

https://www.bloomberg.com/news/artic...uverify%20wall

“We dug our own grave with Cybertruck,” Musk told analysts, referring to the level of complexity of the vehicle. “Special products that come along only once in a long while are just incredibly difficult to bring to market, to reach volume, to be prosperous.”