Less Than Half Of Americans Are Interested In Purchasing An EV: Poll

The Associated Press is out with a poll today showing that EV adoption might continue to be slow given that, at most, 4-in-10 Americans would at least be somewhat likely to buy an electric car. You know what people seem to be open to? Plug-in hybrids.

Is this disappointing news or good news? The AP piece accompanying the poll seems to indicate it’s bad news. I’m less convinced. If people are hesitant to buy an electric car it’s not entirely a surprise given how slow every company that’s not Tesla has been to roll out chargers.

And then, of course, there are stories of automakers like Fisker. A recent deep dive into the company seems to indicate things looked even worse from the inside than they did from the outside.

If there’s good news today it’s that Volvo has issued a passport for its car batteries using blockchain technology, which is a hell of a sentence.

How Many EV Buyers Were You Expecting?

The big polling news of the day isn’t over the presidential election, or the upcoming UK election, but over electric cars. It comes via the Associated Press-NORC Center for Public Affairs Research and the Energy Policy Institute at the University of Chicago, which is a name so long you’d think it was a Land Rover product.

You can read the AP piece about it here, which gives off very ‘Biden is too far ahead of the population’ vibes:

The poll results, which echo an AP-NORC poll from last year, show that President Joe Biden’s election-year plan to dramatically raise EV sales is running into resistance from American drivers. Only 13% of U.S. adults say they or someone in their household owns or leases a gas-hybrid car, and just 9% own or lease an electric vehicle.

Caleb Jud of Cincinnati said he’s considering an EV, but may end up with a plug-in hybrid — if he goes electric. While Cincinnati winters aren’t extremely cold, “the thought of getting stuck in the driveway with an EV that won’t run is worrisome, and I know it wouldn’t be an issue with a plug-in hybrid,″ he said. Freezing temperatures can slow chemical reactions in EV batteries, depleting power and reducing driving range.

The article is very much the classic AP formula for covering anything (find a diverse mix of voices that don’t proportionally represent the AP‘s own polling data) and includes fun characters such as: Guy from Texas who doesn’t believe in global warming but has three EVs to save money and Florida lady who suddenly cares about the mining of precious metals and child labor but only in the context of electric cars for some reason that isn’t explored.

Let’s look at the actual numbers, though, because I think there’s some important context here. Right up top, 78% of respondents believe climate change is happening, which is the highest since the AP started doing this poll, with more than half of respondents saying climate change was caused entirely or mostly by human activities.

That’s pretty good considering the last eight years of a pandemic, cable news, and Facebook turned everyone’s minds into mush.

It’s the first year that this poll has asked if people have a gas-hybrid vehicle and it seems 13% of people do, followed by 6% who own a plug-in hybrid (slightly down from 2023, but within the sampling error), and 9% with an electric vehicle.

Here’s the big question, though:

Again, we’re in the margin of error here, with more people saying they’re extremely/very likely to purchase an EV compared to 2023, but slightly down for “somewhat likely.”

More interesting is the reason why people wouldn’t consider an EV, which is that 59% percent think cost is a major issue (they’re not wrong). Another 47% list range as a major concern, and 38% of people say they don’t know of any charging stations nearby.

Perhaps the most interesting question is about Chinese EVs. The AP asked the following question:

Suppose you were planning on purchasing an electric vehicle and you had the choice between buying a vehicle made in China and one made in the United States. The U.S. made vehicle costs $__ more than the Chinese-made vehicle, but they are otherwise similar in performance and appearance. Would you purchase the less expensive vehicle made in China or the more expensive vehicle made in the U.S.?

The biggest surprise is that 22% of respondents would buy a Chinese car if they saved even $500. The scale slides until you reach 37% of Americans saying they’d buy a Chinese car over an American one if they could save $5,000. Even with double the tariffs, a Chinese automaker might be able to sell a car that saves that much money, though I think the sweet spot is $1,000.

So what’s the takeaway here? If you’re the AP it seems to be that people aren’t embracing EVs in spite of all the rhetoric. I have the exact opposite take. People still feel roughly the same as they do about EVs in spite of all the bad news, the anti-EV rhetoric, and the lack of great EV choices. If cost is the biggest factor, as the AP suggests, then this is a problem that’s eventually solvable. (It’ll be interesting to see how well the Chevy Equinox EV does.)

Still, if 40% of people actually did buy an EV for their next vehicle that would be an enormous win for the industry which, at this point, probably can’t even make that many electric cars (at least ones that will qualify for an EV tax credit).

The Federal Government Has Committed Billions For Chargers And… Eight Stations Are Now Open

Federal, state, and local governments in the United States are bad about encouraging the building of things that are not planes or bombs and, even then, they’re not that great at planes either. Some look at this as a problem of government itself, even though most other modern countries seem to build infrastructure without as many issues.

The building of an electric charging network is one of those projects that goes to show just how complex this all is, with a total of eight chargers built out of hoped-for network of 500,000 by 2030 (encompassing both public and private chargers, currently there are 174,000 plugs online).

Some of this is the expected typical process of having to go through rounds of approvals, get power, clear regulations, et cetera. Wyoming has few EVs, and estimates show that the most popular charging station would probably charge fewer than six cars a day, so the state government isn’t in a hurry. Some reasons, according to this thorough report from Automotive News, are more unique:

Some state applications require bid bonds or letters of credit, said Sara Rafalson, executive vice president of policy and external affairs for EVgo. State departments of transportation mandate those requirements after experiences with infrastructure projects, such as bridges.

“It just doesn’t really translate to EV charging,” she said.

Other issues include delayed proposal timelines and a lack of coordination between the state and the power company, she said.

ChargePoint shares those concerns and has been wary of states that cap charging operators’ earning potential. Minnesota, Iowa, Kentucky and North Carolina say the annual return on investment cannot exceed 15 to 25 percent, depending on the state.

To make things even more fun, Tesla walking back its Supercharger program after being approved for government funds is probably going to cause some delays. If there’s a silver lining it’s that, as a subsidy, the cost offset of federal funds is likely to make sites that do get built profitable on a much faster timeline.

Fisker Reportedly Took Parts Off Henrik Fisker’s Car, Had Suppliers Fly Parts In Luggage

The great Sean O’Kane over at TechCrunch put out a whopper of a story on what happened at Fisker, and it seems to underline the idea that Fisker was not a well-run business.

The road to Fisker’s ultimate ruin may start and end with its flawed Ocean SUV, which has been riddled with mechanical and software problems. But it was paved with hubris, power struggles, and the repeated failure to set up basic processes that are foundational for any automaker.

“The lack of processes and procedures was kind of mind-blowing,” Sean O’Grady, a former regional sales manager at Fisker, told TechCrunch. “The same excuse that I kept hearing all the time was, well, if you’ve never worked for a startup before, this is what it’s like, it’s chaotic.”

The article is full of cringe-worthy anecdotes, but the one that stuck out to me was that the company allegedly didn’t stockpile extra parts because, as Henrik Fisker’s wife/CFO/COO Geeta Gupta-Fisker reportedly put it, the build quality at Magna was “superior” so the Ocean was unlikely to run into many problems and need extra parts.

There were so few parts that Magna engineers allegedly flew parts to the U.S. in luggage and pinched parts from the production line, which was not sufficient:

So the company started cannibalizing cars that had been returned, or ones that the company had on hand for marketing purposes, according to multiple employees. This included the Ocean SUV that Henrik Fisker used. Employees removed his car’s steering wheel, some interior panels, and even his driver’s seat cushion for use in customer cars.

Employees also salvaged parts from the Ocean that former Chief Accounting Officer John Finnucan used, weeks before he left the company.

Matt DeBord, a guy who worked briefly with some of us at Jalopnik, is now the VP of Comms there and he said, on behalf of the company, that these claims are false.

Volvo Is Giving Its Batteries Passports

Cars are complex and made of parts from all over the world. This has always been an issue and the sourcing of parts comes up for various reasons, often either logistical or political, on occasion. Now that governments are looking into battery sourcing before handing out incentives or tariffs, the sourcing of car parts has never been important.

How do you prove where a battery comes from? Volvo’s idea is a passport (though, a passport for stuff is usually called a carnet) for its batteries. The EX90 SUV, built in South Carolina, will be the first vehicle to get such a passport. The passport was developed by UK-based company Circulor.

Per Reuters:

Circulor’s system traces battery materials from the mine to individual cars, piggybacking on suppliers’ production systems to track materials throughout the supply chain and checking suppliers’ monthly energy bills – and how much of their energy comes from renewable sources in order to calculate a total carbon footprint.

That’s cool. I like this. Also, the passport will include data on the battery’s health.

What I’m Listening To While Writing TMD

It’s the second most important song called “Creep” from the ’90s, but it’s been in my mind since church this weekend when the gospel lesson was from the third chapter of the book of Mark. In this story, Jesus goes into a synagogue and sees a guy with a messed-up hand. The Pharisees wait to see if Jesus will heal the dude on the sabbath, which he does, and they get mad about it and tell on him. I’m a fan of this lesson, but I was immediately distracted by my wife, in her best Scott Weiland voice, leaning over and whispering in my ear “Take time with a wounded hand ‘Cause it likes to heal.” I stifled a laugh, but now the song has been stuck in my head for a few days.

The Big Question

Has your view of EVs changed in the last year?