EVs are simpler to build with fewer parts, so a lot of subcontractors that make engine parts, gearboxes, etc., might not be needed as much. Less maintenance also means less work for shops since EVs don’t need oil changes or spark plugs.
Overall, the shift is expensive short-term, but that’s just how change works in this industry.
People need to realize EVs are still just cars—just a different type. The problem is, change is hard, and it requires big shifts in infrastructure, which isn’t easy.
Saw a podcast where two Republicans were trying to get conservatives to support EVs. They said the real issue is that if automakers don’t adapt, they’ll fall behind China, who’s going full speed on EVs.
EVs aren’t a problem for companies that can adapt. Take Kia/Hyundai, for example; they’re doing well in the EV market. But VW is struggling because they didn’t commit early enough, and that hesitation is hitting them now.
@izael
I think GM’s actually making solid progress. They were early to the game but had some stumbles with their battery suppliers. Now they’ve retooled and are focusing on scaling their Ultium battery platform, which could be a game-changer once it’s up and running.
Here’s a link about Hyundai’s union leader worrying about potential job losses with the shift to EVs: Hyundai Union Job Loss Concerns.
And from a Ford rep:
EVs mean a smaller factory, less capital investment, and about 30% fewer labor hours per car.
With fewer parts, EVs need less labor to build, and the batteries are often made by electronics companies, not car manufacturers, which shifts the labor focus.
Investors worldwide are pouring money into EV development, with the idea of staying competitive with China. It’s a global race, and automakers are being pushed to prioritize EV projects.
My spouse works for an auto supplier and can confirm there’s been no new funding for gas engine development since 2017.
Half the most American-made cars are EVs, and most of those are from non-union shops. It’s good for some, tough for others. I’ve gone fully electric, and charging at home is super cheap. It just makes sense.
Everyone has to adjust eventually. Mechanics won’t disappear, but they’ll do less engine work and more on tires, suspension, and so on. Gas stations will adapt, adding chargers to keep their business going.
A lot of the companies that supply engine parts will struggle since EVs need fewer components. This means layoffs and even bankruptcies for some suppliers.
People say EVs are environmentally friendly, but it depends on where the power comes from. In places like China, where they rely on coal, the impact isn’t as green as you might think. Still, overall, they emit less carbon.
EVs are a disruptive technology for sure. Tesla has already reworked a lot of the supply chain and manufacturing processes. The rest of the industry will have to follow suit or risk getting left behind.
EVs disrupt the supply chain big time. A lot of companies that make parts for gas cars have no place in the EV market, and the manufacturing process needs fewer workers.
EV requirements are kind of like the shift to mandatory seatbelts; it’s a big change and costs money to implement. California’s mandate might make gas cars illegal by 2035, and other states are following suit. Automakers have to adapt, and some just don’t want to spend the money.