Tuesday, November 23, 2021

EV: Detroit v. Japan

Detroit v. Japan


Santayana said, "Those who forget history are doomed to repeat it."


Slim's response is "Those who forget history are doomed--Period!"  


But there is a positive spin. "Those who remember history are able to repeat it.


Detroit has forgotten history.


Japan?  That remains to be seen. However, past events will suggest that even as you read this, Japanese auto executives are discussing the issue.  


Japan remembers the Jimmy Carter gas crisis.

Japan remembers market penetration.

Japan sees another opportunity.


I won't recap the issues surrounding EVs. 

Everyone knows what they are.  Or should.


And right now, you can bet that Japanese auto makers are working together to resolve the issue that is most pressing:  A universal battery.


The Japanese will work together to determine which is the best batter. Which system is the best.  And work together to make that system available in all Japanese cars.


Nissan, Subaru, Honda, Mazda, Mitsubishi, et. al.


Now, expand on the strategy.  


Using the same thinking that Firestone used to sell more tires by building gas stations, Japan has three options.


Build Swapping Stations


Provide swapping services to Petrol Stations


Make battery swapping at every and any dealership where the driver of any Japanese car can pull it to have a battery swap.


What will Detroit do?


If the Jimmy Carter Gas Crisis is any indicator, Detroit will drop the ball.


Best wishes,


Sincerest regards,


Slim.


Bob Asken

Box 33

Pen Argyl, PA 18072


Follow me on LinkedIn.


The Quotations of Slim Fairview

Copyright © 2021 Robert Asken

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