Dsinned said:
Tony, at the rate the're selling in CA only, what must be becoming clear to Toyota is they are NOT going to sell "2600" units in 3 years. So, what happens to all the excess inventory then? They can tell CARB they tried their best....
I think you're assuming that Toyota gets a pass somehow, and I just don't see that happening. We already had that in 2003. If they can't sell the 2600 in 3 years, Toyota will alternately have to buy ZEV credits on the open market, in addition to the $100 million that they paid Tesla.
But, they don't have to physically build cars that they can't sell (and no longer need if they pay ZEV credits). I'm sure they could cut some kind of deal with Tesla to not build all 2600 drive trains.
But, with the
existing CARB rules, and knowing that these cars cost Toyota $10k per unit, plus the current $10k in additional discounts to unload them, there is just ZERO financially sound reason to sell these any place else.
Nissan has TONS of ZEV credits that they can sell. Tesla, too (that Toyota owns a minority share of).
Again, unless somebody could convince me that somehow only Toyota will wiggle around the rules (and all the other manufacturers will just sit idly by and watch while they spend beau coup bucks complying) or that CARB will let ALL manufacturers slip by, then I'll believe that they'll unload current production Rav4 EVs anywhere they can and not make any more.
Their official position is
EV's bad, hybrids good, so they wouldn't be producing Rav4 EV's for some reason other than it's cheaper than buying ZEV credits to sell oil burning cars in California by the 100,000's.
I'd love to hear the whiny, "We tried to sell EV's, but nobody wants them" while Tesla pumps out the entire production of Rav4 EV's in about a week with cars that cost twice as much... and they will be selling a larger SUV, too... built in California. Ya, not a very believable story.
I'll repost this:
"I bumped into Elon at a dinner party. I asked about the Rav4 since it was not yet being delivered. He said that Toyota was not interested in selling the car. How do you know, I asked. He said the price ($50k) was too high for the car and that
he offered to drop the price of the drive train to their manufacturing costs if Toyota would drop the price of the car the same amount. They said no."
"You only say no if you don't want to sell the cars."