Electric Vehicles Thread (Bikes, Cars, Trucks, etc.)

[TruckDriver9]

All lithium batteries, regardless of make, are prone to fire. It's called the "thermal runaway"

The biggest threat to electric vehicles – and the materials solution

The biggest threat to electric vehicles – and the materials solution

www.qnityelectronics.com

 

[Thomas More]

All lithium batteries, regardless of make, are prone to fire. It's called the "thermal runaway"

The biggest threat to electric vehicles – and the materials solution

The biggest threat to electric vehicles – and the materials solution

www.qnityelectronics.com

I have an electric car, but I keep it parked outside. I don't ever plan to keep it inside the garage.

 

[LaAguilaNegra]

The topic of Chinese EVs remains fiery, these WMDs in disguise keep exploding at an alarming rate. Videos are from this week alone, and these are the ones that are filmed and make it to the non-Chang internet.

Chinese EV explodes, fire spreads to at least 10 other cars, several apartment blocks were affected too.



Chinese EV caught fire in the car showroom



Chinese EV combusts mid journey



Chinese EV self immolates in a tunnel



Chinese e-bike self combusts



No moving imagery on this one.



Like in a cartoon, video is a bit older.

 

[Cooper]

The topic of Chinese EVs remains fiery, these WMDs in disguise keep exploding at an alarming rate. Videos are from this week alone, and these are the ones that are filmed and make it to the non-Chang internet.

Like in a cartoon, video is a bit older.

Cartoonish indeed - and very fake, lol. Did you even watch that video?

20.4 million EVs in China, a few dozens might burn every year. Let's say 200/year, that would translate to 1 in 100,000 cars burning up.

Let's look at combustion engine cars:

AI Overview


While a specific total number of car fires at gas stations isn't readily available, the National Fire Protection Association (NFPA) estimates there were about 2,340 vehicle fires annually at service/gas stations from 2014-2018, with 75% caused by mechanical or electrical failures, and only 20% of those fires starting with the ignition of gasoline. The number of vehicle fires at these properties has more than doubled since 1980.

See? This is how you look at accidents and assess their context with real baselines, if your IQ is above room temperature. If these EVs were the ticking time bombs that your geeky Taiwanese and Chinese X neolibs contend, these vehicles would have been banned from countries like Australia or the EU, instead they are selling like hot cakes (no pun intended).

 

[TruckDriver9]

Big brain time. Your EV battery is on fire? No problem, fire it at the car in the next lane.

 

[expectation]

Big brain time. Your EV battery is on fire? No problem, fire it at the car in the next lane.

its an excellent road rage weapon.

 

[LaAguilaNegra]

Big brain time. Your EV battery is on fire? No problem, fire it at the car in the next lane.

What are those characters at the back, Korean? Japanese maybe? Can anyone help me out here please?

Wonder why they'd need these type of innovations, member Cooper has just explained that videos of Chang lithium-ion batteries catching fire and exploding are fake and irrelevant. Member Cooper is my go to guy on Chinese EVs, totally genuine and discrete person you can just smell that from miles out. Full of integrity too. Hence why waste all this money on R&D, production etc?

I am suspicious of this video, could be CIA concocted. Not ruling it out, da evil West is superjealous of China's EV sector and wants to destroy it by producing on average 2 EV fire videos a day, only trust State Media and Our Dear Chairman from hereon comrades!

 

[LaAguilaNegra]

All lithium batteries, regardless of make, are prone to fire. It's called the "thermal runaway"

The biggest threat to electric vehicles – and the materials solution

The biggest threat to electric vehicles – and the materials solution

www.qnityelectronics.com

The CPSC has put out a warning on Chinese lithium batteries produced by Rad Group, immediately stop using them

 

[Cooper]

Wonder why they'd need these type of innovations, member Cooper has just explained that videos of Chang lithium-ion batteries catching fire and exploding are fake and irrelevant. Member Cooper is my go to guy

Rent-free, lol.

You can go by the somewhat entertaining one-note content served by the likes of Serpentza, a dude who taught English and rode bikes in China for a few years and is still rocking the 2003 sideburns look, or you can look into what serious industry insiders like the CEO of Ford Motor have to say about Chinese EVs.

I'll go with the latter. Maybe I've had too much schooling and business experience which predisposes me to put some credence into stuff like industry analyses or sales reports, but hey, I'm still fun at parties...


Key Analyst Insights
Analysts highlight China's first-mover advantage and massive investment as key to its current position, but note that the domestic market is saturated.

• Global Dominance and Superiority: Michael Dunne, CEO of Dunne Insights, states that in terms of EVs, "China is 10 years ahead and 10 times better than any other country," predicting it will manufacture four out of every 10 cars globally by 2030. Ford CEO Jim Farley has also described Chinese EVs as "far superior" to Western counterparts and "completely dominating" the global landscape.
• Cost Advantage and Innovation: Analysts at Frost & Sullivan note that Chinese automakers leverage vertically integrated supply chains, allowing them to offer high-performance EVs at prices as much as 60% less than Western equivalents. Rosalie Chen, a senior analyst at Third Bridge, points to the edge Chinese firms have in "high value-for-money offerings" and rapid model development.

 

[expectation]

It's official. Marques Brown is a WuMaO.

 

[expectation]

 

[expectation]

 

[Read_Lives_of_Saints]

BYD shares fall to lowest in over a year as January sales drop 30%​

There's a paywall and this is all that I can see.

SHANGHAI -- Shares of Chinese electric vehicle maker BYD fell on Monday to their lowest level in more than a year after the company reported a 30% year-on-year decline in new vehicle sales in January, as the government rolled back subsidies for the sector.

BYD shares fall to lowest in over a year as January sales drop 30%

Reduced EV incentives hurt demand as Chinese automaker expands global footprint

web.archive.org

 

[Read_Lives_of_Saints]

Eleven minutes of video commentary about BYD's recent sales report showing a 30% drop.

He says they're re-categorizing new cars as 0 KM "used" and registering them in order to inflate sales figures, which earn subsidies, and make BYD eligible for loans.

He also says China's EV industry averages 180 days to pay suppliers and that there are conditions similar to the Evergrande real estate collapse.

 

[LaAguilaNegra]

BYD shares fall to lowest in over a year as January sales drop 30%​

View attachment 27323
There's a paywall and this is all that I can see.

BYD shares fall to lowest in over a year as January sales drop 30%

Reduced EV incentives hurt demand as Chinese automaker expands global footprint

web.archive.org

China's EV sector boom is a de facto government ploy to take over market share abroad. This is why its EV companies get subsidized to the max, the sector's financial advantage already builds on China's low labor costs and lack of environmental policies. China is literally trying to flood foreign markets with cheap and low quality vehicles even when there is little demand.

Never really understood the reasoning behind, what's the point of doing this? Yet the facts are the facts, there are currently tens of thousands brand new Chinese EVs catching dust on Australian parking lots due to surplus manufacturing, similar scenes exist in China. The Changs are producing for a market that doesn't exist, it's literally about pumping out cars. Set-up is indeed very similar to the Chinese real estate market and is now experiencing a similar blow off top.

 

[Read_Lives_of_Saints]

China's EV sector boom is a de facto government ploy to take over market share abroad. This is why it's EV companies get subsidized to the max, the sector's financial advantage already builds on China's low labor costs and lack of environmental policies. China is literally trying to flood foreign markets with cheap and low quality vehicles even when there is little demand.

Never really understood the reasoning behind, what's the point of doing this? Yet the facts are the facts, there are currently tens of thousands brand new Chinese EVs catching dust on Australian parking lots due to a surplus, similar scenes exist in China. The Changs are producing for a market that doesn't exist, it's literally about pumping out cars. Set-up is indeed very similar to the Chinese real estate market and is now experiencing a similar blow off top.

We discussed that here a bit when the article came out back in October.

There should have been enough time since then to evaluate if it was dumping cars in Australia or merely inventory logistics.

BYD's sales drop is one indicator and I'll just wait for more info.

 

[Cooper]

Eleven minutes of video commentary about BYD's recent sales report showing a 30% drop.

He says they're re-categorizing new cars as 0 KM "used" and registering them in order to inflate sales figures, which earn subsidies, and make BYD eligible for loans.

He also says China's EV industry averages 180 days to pay suppliers and that there are conditions similar to the Evergrande real estate collapse.

If you want real information about a serious topic like the car industry in China, go to someone who covers the car industry, not propagandists whose entire agenda is to bash China, typically Chinese expats with first names like "Miles" or "Byron".

Here's the scoop on BYD's January sales drop from "Electric Viking" an Australian car market specialist and politically neutral source:

BYD Sales Crashed 30% in January! The Truth Behind the Numbers... Despite headlines saying **BYD sales “crashed 30% in January,” the drop reflects normal early-year volatility after a big year-end rush and policy shifts in China, not a sudden collapse in demand. January deliveries totaled about 210,000 vehicles — down ~30% year-on-year but partly driven by subsidy changes, seasonal effects like the Lunar New Year, and a strong increase in exports that helped cushion the overall performance.

 

[Read_Lives_of_Saints]

If you want real information about a serious topic like the car industry in China, go to someone who covers the car industry, not propagandists whose entire agenda is to bash China, typically Chinese expats with first names like "Miles" or "Byron".

Here's the scoop on BYD's January sales drop from "Electric Viking" an Australian car market specialist and politically neutral source:

He confirms the sales figures and emphasizes that BYD has increased its exports to nearly half of its total as evidence of wise diversification that has significant overall costs short-term. He says that Geely's sales did not suffer the way BYD's did and so the excuse of the market being the main reason for BYD's Jan. 2026 drop compared to Jan. 2025 is not viable.

However, he said that the Chinese New Year is what affected the Jan. 2025 vs Jan. 2026 sales drop of 30% year-on-year decline because production shuts down for one or two weeks during Chinese New Year. This does not make sense to me because the Chinese New Year in 2025 was Jan. 29, so it would have had the largest impact possible on those 2025 sales figures, but the Chinese New Year for 2026 is upcoming on Feb. 17, so I would think that it affects February 2026 sales figures much more than Jan., unless I'm getting this all wrong.

 

[Cooper]

He confirms the sales figures and emphasizes that BYD has increased its exports to nearly half of its total as evidence of wise diversification that has significant overall costs short-term. He says that Geely's sales did not suffer the way BYD's did and so the excuse of the market being the main reason for BYD's Jan. 2026 drop compared to Jan. 2025 is not viable.

However, he said that the Chinese New Year is what affected the Jan. 2025 vs Jan. 2026 sales drop of 30% year-on-year decline because production shuts down for one or two weeks during Chinese New Year. This does not make sense to me because the Chinese New Year in 2025 was Jan. 29, so it would have had the largest impact possible on those 2025 sales figures, but the Chinese New Year for 2026 is upcoming on Feb. 17, so I would think that it affects February 2026 sales figures much more than Jan., unless I'm getting this all wrong.

Reduction in domestic subsidies might have been a bigger factor. I guess we will find out in the months to come if the BYD and Chinese EV doomer narrative has any legs at all. I am pretty sure it doesn't, and don't expect the doomers to own up to their propaganda when their goyslop storyboarding collapses like an Indian bridge.

 

[Read_Lives_of_Saints]

Reduction in domestic subsidies might have been a bigger factor. I guess we will find out in the months to come if the BYD and Chinese EV doomer narrative has any legs at all. I am pretty sure it doesn't, and don't expect the doomers to own up to their propaganda when their goyslop storyboarding collapses like an Indian bridge.

I don't care for the doomer perspective either, but sometimes I am irritated (disproportionately, I admit) by what I perceive as general ignorance of Chinese culture by analysts and reviewers.

I was glancing at Electric Viking's YT channel and it seems he puts out a few videos per day, so his overlooking of this glaring mistake of blaming the sales decline on the Chinese New Year is understandable, but tends to indicate his limitations on analysis of China.

It sounds like he was fed a line regarding the Chinese New Year and he regurgitated it without understanding the meaning. I could be wrong and he's an Old China Hand or whatever, but to me this is almost as much of a bias as I would say was in the video about BYD that I posted by Ken-Cao, who is a "China crash imminent" youtuber, from what I can tell.

However, Ken-Cao's claim about BYD 0 KM "used" cars is, IMO, much more relevant to the sales figures than anything the Electric Viking reported, considering that they both mentioned the reduction in Chinese govt EV subsidies.