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Stelantis kills its RAM 1500 Rev, a response to the Ford F-150 lightning.
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Tesla also quietly scrubbed long -distance rear -wheel drive package from its site.
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Edmunds analysis BI said car companies overestimated US truck drivers’ appetite EV.
Americans love big cars. However, big EVs are harder to sell.
The International Conglomerate of Car, Stellantis, admitted so much on Friday.
The company said it would stop the RAM much Hyped Rev 1500, a whole EV-sized EV pickup, which was supposed to be a brand model response to the Ford F-150 Lightning.
Stelantis said in a report that he “re -evaluates its product strategy” as a full -sized EV truck demand for “slowing down in North America”.
The company has already faced its set of questions based on brands such as Chrysler and Jeep, without offering buyers’ new product lines. The new CEO has strengthened in May as Stelant has begun a multi -year turnover plan.
However, Stellant is not one of its challenges selling American large electric trucks.
According to COX Automotive estimates, some of the most popular US trucks in the US, starting with the Ford F-150 Lightning and Tesla’s Cyberuck, have fallen over the year.
This is a trend that reaffirms what Edmunds insights director Ivan Drury said Business Insider about the EV truck business: “Hype just not with reality”.
Full-sized pickups were once seen as “the Holy EV Adoption Gral,” said Drury in an interview. However, he said the combination of challenges – some related to the sale of trucks in general, slowed down.
“This is a market based on a loyalty, and since people have been so deep in their current brand, there were many against them,” said Drury from car manufacturers. “But the couple, with very high costs compared to the ice (internal combustion engine) equivalents … Just the problem is already much higher.”
Car manufacturers need to understand truck buyers
The EV Tax Credit End, which essentially granted drivers $ 7,500 a discount on qualified EVS, does not help as it shows a weaker federal electrification support.
However, Drury notes that the impact of tax credit on the entire EV truck has already been limited. Given their high price label, EV trucks did not essentially match credits unless they are rented, which is not something full -size truck buyers.
Edmunds data depends on the reports of the dealerships show a pronounced contrast to the behavior of the ice truck and the EV truck drivers: August. ICE truck lease rates were about 10%; For EV trucks, it was about 54%.
“Customers of all-sized trucks do not rent trucks because when you use a truck, it is a bit beaten if you use it correctly. You are doing a secondary item to match the purpose of why you buy,” he said. “You can’t do it for a rented vehicle. You have to return it as it came.”
Truck buyers also have specific needs to meet the generation of the industry as a whole, Drury said.
Anxiety from the range is a perennial issue of all EV. For trucks, car manufacturers are exposed to buyers who can be located in rural areas where charging infrastructure may not be as strong as in an electrified state like California, Drury said.
Cybertruck has one huge windshield cleaner.Chesnot/Getty images
Tesla sought to draw attention to this segment with its long -distance rear -wheel drive package for Cybertruck.
Drury said the problem is that rear wheel drive is a restriction in countries with colder weather and slippery roads.
“In cold weather conditions, if you offer all wheels gear and offer rear wheel gear, it’s almost 99 percent.
On Friday, Tesla influencers pointed out X that the EV manufacturer quietly scrubbed long -distance choices from its site.
Stellantis and Tesla did not respond to the request to comment.
Car manufacturers did not give up Ev at all. Pivot has just slowed down.
Honda is just one example. May CEO Toshihiro Mibe said the company would reduce its EV investment from $ 69 billion to $ 48.4 billion, as the car manufacturer is turning 13 new hybrid models from 2027.
This does not mean that EV trucks are total losses. Expectations were only greater than reality, Drury said.
“They seem to have promised too much and passed too much,” he said.
Read the original article about Business Insider