Cov tuam txhab tsim tsheb txij li Tesla mus rau Rivian mus rau Cadillac tab tom nce tus nqi ntawm lawv cov tsheb fais fab thaum muaj kev hloov pauv ntawm kev ua lag luam thiab cov nqi khoom lag luam nce siab, tshwj xeeb yog rau cov khoom siv tseem ceeb uas xav tau rauCov roj teeb EV.

Tus nqi roj teeb tau poob qis rau ntau xyoo, tab sis qhov ntawd yuav hloov pauv. Ib lub tuam txhab kwv yees tias yuav muaj kev nce ntxiv ntawm kev thov rau cov khoom siv roj teeb hauv plaub xyoos tom ntej uas yuav ua rau tus nqi ntawm cov roj teeb EV nce ntau dua 20%. Qhov ntawd yog ntxiv rau tus nqi uas twb nce siab rau cov khoom siv roj teeb, qhov tshwm sim ntawm kev cuam tshuam ntawm cov khoom siv txuas nrog Covid thiab Lavxias teb sab kev ntxeem tau ntawm Ukraine.

Cov nqi siab dua ua rau qee lub tuam txhab tsim tsheb fais fab nce lawv cov nqi, ua rau cov tsheb kim dua pheej yig dua rau cov neeg Asmeskas nruab nrab thiab nug cov lus nug, puas yog cov nqi khoom nce siab yuav ua rau kev hloov pauv tsheb fais fab qeeb?

Cov nqi them rau kev hla mus

Tesla, tus thawj coj hauv kev lag luam, tau ua haujlwm tau ntau xyoo los txo cov nqi ntawm nws cov tsheb, ib feem ntawm nws "kev npaj zais cia" los txhawb kev hloov pauv thoob ntiaj teb mus rau kev thauj mus los uas tsis muaj pa phem. Tab sis txawm tias nws tau yuav tsum tau nce nws cov nqi ntau zaus hauv xyoo tas los no, suav nrog ob zaug hauv lub Peb Hlis tom qab CEO Elon Musk ceeb toom tias Tesla thiab SpaceX "pom kev nce nqi loj heev tsis ntev los no" hauv cov nqi khoom siv raw thiab cov nqi thauj mus los.

Feem ntau Teslas tam sim no kim dua li thaum pib xyoo 2021. Lub tsheb pheej yig tshaj plaws ntawm Model 3, Tesla lub tsheb pheej yig tshaj plaws, tam sim no pib ntawm $ 46,990 hauv Tebchaws Meskas, nce 23% los ntawm $ 38,190 thaum Lub Ob Hlis 2021.

Rivian yog lwm tus thawj coj uas tau nce nqi thaum ntxov, tab sis nws txoj kev txav mus los tsis yog tsis muaj kev tsis sib haum xeeb. Lub tuam txhab tau hais rau lub Peb Hlis 1 tias ob qho tib si ntawm nws cov qauv rau cov neeg siv khoom, lub tsheb thauj khoom R1T thiab R1S SUV, yuav tau nce nqi ntau heev, pib siv tam sim ntawd. Lub R1T yuav nce 18% mus rau $ 79,500, nws tau hais, thiab R1S yuav nce 21% mus rau $ 84,500.

Rivian tib lub sijhawm tshaj tawm cov qauv tshiab pheej yig dua ntawm ob qho qauv, nrog tsawg dua cov yam ntxwv txheem thiab ob lub cev muaj zog hluav taws xob es tsis yog plaub, tus nqi ntawm $ 67,500 thiab $ 72,500 feem, ze rau tus nqi qub ntawm lawv cov kwv tij plaub-lub cev muaj zog.

Cov kev hloov kho no ua rau neeg xav tsis thoob: Thaum xub thawj, Rivian tau hais tias kev nce nqi yuav siv rau cov xaj uas tau muab ua ntej lub Peb Hlis 1 thiab rau cov xaj tshiab, feem ntau yuav rov qab mus rau cov neeg tuav daim ntawv teev npe uas twb muaj lawm kom tau nyiaj ntau dua. Tab sis ob hnub tom qab ntawd, CEO RJ Scaringe tau thov txim thiab hais tias Rivian yuav hwm cov nqi qub rau cov xaj uas twb tau muab tso lawm.

"Thaum kuv tham nrog nej coob leej ntau tus hauv ob hnub dhau los no, kuv nkag siab thiab lees paub tias nej coob leej ntau tus xav li cas," Scaringe sau rau hauv ib tsab ntawv rau cov neeg koom nrog Rivian. "Txij li thaum pib teeb tsa peb cov qauv nqi, thiab tshwj xeeb tshaj yog nyob rau ob peb lub hlis dhau los, ntau yam tau hloov pauv. Txhua yam los ntawm cov khoom siv semiconductor mus rau cov hlau ntawv mus rau cov rooj zaum tau dhau los ua kim dua."

Lucid Group kuj tseem xa qee cov nqi siab dua mus rau cov neeg yuav khoom kim heev ntawm nws cov tsheb kim heev.

Lub tuam txhab tau hais rau lub Tsib Hlis 5 tias nws yuav nce tus nqi ntawm txhua lub tsheb Air luxury sedan tsuas yog ib lub xwb los ntawm kwv yees li 10% txog 12% rau cov neeg siv khoom hauv Tebchaws Meskas uas tso lawv qhov kev tseg rau hnub tim 1 Lub Rau Hli lossis tom qab ntawd. Tej zaum xav txog Rivian qhov kev hloov pauv, Lucid CEO Peter Rawlinson tau lees paub cov neeg siv khoom tias Lucid yuav ua raws li nws cov nqi tam sim no rau txhua qhov kev tseg uas tau tso rau thaum kawg ntawm lub Tsib Hlis.

Cov neeg siv khoom uas teem caij rau Lucid Air rau lub Rau Hli 1 lossis tom qab ntawd yuav them $154,000 rau Grand Touring version, nce ntxiv los ntawm $139,000; $107,400 rau Air in Touring trim, nce ntxiv los ntawm $95,000; lossis $87,400 rau qhov pheej yig tshaj plaws, hu ua Air Pure, nce ntxiv los ntawm $77,400.

Tus nqi rau lub tsheb tshiab zoo tshaj plaws uas tau tshaj tawm thaum lub Plaub Hlis, Air Grand Touring Performance, tseem tsis hloov pauv ntawm $ 179,000, tab sis - txawm tias muaj cov yam ntxwv zoo sib xws - nws kim dua $ 10,000 dua li Air Dream Edition uas nws tau hloov.

"Lub ntiaj teb tau hloov pauv ntau heev txij li thaum peb thawj zaug tshaj tawm Lucid Air rov qab rau lub Cuaj Hli 2020," Rawlinson hais rau cov tub ua lag luam thaum lub sijhawm hu xov tooj rau cov nyiaj tau los ntawm lub tuam txhab.

Qhov zoo ntawm txoj kev qub

Cov tuam txhab tsim tsheb thoob ntiaj teb uas muaj npe nrov muaj kev lag luam zoo dua li cov tuam txhab xws li Lucid lossis Rivian thiab tsis tau raug kev cuam tshuam hnyav los ntawm cov nqi roj teeb uas nce siab. Lawv kuj xav tias muaj kev nyuaj siab rau tus nqi, txawm hais tias lawv xa cov nqi mus rau cov neeg yuav khoom tsawg dua.

General Motors hnub Monday tau nce tus nqi pib ntawm nws lub Cadillac Lyriq crossover EV, ua rau cov xaj tshiab nce ntxiv $ 3,000 mus rau $ 62,990. Qhov kev nce no tsis suav nrog kev muag khoom ntawm thawj qhov version.

Tus Thawj Coj ntawm Cadillac, Rory Harvey, tau piav qhia txog qhov kev nce nqi no, thiab tau hais tias lub tuam txhab tam sim no suav nrog $ 1,500 rau cov tswv kom teeb tsa cov chaw them hluav taws xob hauv tsev (txawm hais tias cov neeg siv khoom ntawm cov qauv pheej yig dua kuj yuav tau txais qhov kev pom zoo no). Nws kuj tau hais txog cov xwm txheej sab nraud ntawm kev ua lag luam thiab cov nqi sib tw ua cov yam tseem ceeb hauv kev nce nqi.

GM tau ceeb toom thaum lub sijhawm hu xov tooj rau peb lub hlis thawj zaug lub hli tas los tias nws xav tias tus nqi khoom lag luam tag nrho hauv xyoo 2022 yuav yog $ 5 billion, ob npaug ntawm qhov uas lub tuam txhab tsim tsheb tau kwv yees ua ntej.

"Kuv tsis xav tias nws yog ib yam uas nyob ib leeg xwb," Harvey hais thaum lub sijhawm tshaj tawm xov xwm hnub Monday thaum tshaj tawm cov kev hloov pauv nqi, ntxiv tias lub tuam txhab yeej ib txwm npaj yuav kho tus nqi tom qab qhov kev tshwm sim thawj zaug. "Kuv xav tias nws yog ntau yam uas tau coj los xav txog."

Nws hais tias, qhov kev ua tau zoo thiab cov lus qhia ntawm 2023 Lyriq tshiab tsis hloov pauv ntawm tus qauv pib. Tab sis qhov nce nqi ua rau nws ze dua li tus nqi ntawm Tesla Model Y, uas GM tab tom tso Lyriq los sib tw.

Ford Motor uas yog ib lub tuam txhab sib tw tau ua rau tus nqi yog ib feem tseem ceeb ntawm nws cov lus tshaj tawm muag tsheb fais fab F-150 Lightning tshiab. Ntau tus kws tshuaj ntsuam xyuas tau xav tsis thoob xyoo tas los thaum Ford hais tias F-150 Lightning, uas nyuam qhuav pib xa mus rau cov neeg muag khoom, yuav pib ntawm $ 39,974 xwb.

Darren Palmer, Ford tus lwm thawj coj ntawm cov kev pab cuam EV thoob ntiaj teb, tau hais tias lub tuam txhab npaj yuav tswj tus nqi - raws li nws tau ua txog tam sim no - tab sis nws raug rau tus nqi khoom "vwm", zoo li txhua tus neeg.

Lub hli tas los Ford tau hais tias nws xav tias yuav muaj $ 4 billion hauv cov khoom siv raw xyoo no, nce ntxiv los ntawm kev kwv yees yav dhau los ntawm $ 1.5 billion txog $ 2 billion.

"Peb tseem yuav khaws cia rau txhua tus, tab sis peb yuav tsum teb rau cov khoom lag luam, kuv paub tseeb," Palmer hais rau CNBC thaum lub sijhawm xam phaj thaum ntxov lub hlis no.

Yog tias lub tsheb Lightning pom tus nqi nce ntxiv, cov neeg uas tau teev npe tseg 200,000 tus lawm yuav tsis raug tso tseg. Palmer hais tias Ford tau sau tseg qhov kev tawm tsam tawm tsam Rivian.

Cov saw hlau muab khoom uas tau tsim tsa

Cov Lyriq thiab F-150 Lightning yog cov khoom tshiab, nrog rau cov saw hlau tshiab uas - rau lub sijhawm no - tau ua rau cov tuam txhab tsim tsheb raug kev nce nqi khoom. Tab sis ntawm qee lub tsheb fais fab qub, xws li Chevrolet Bolt thiab Nissan Leaf, cov tuam txhab tsim tsheb tau ua kom lawv cov nqi nce me ntsis txawm tias tus nqi siab dua.

GM lub tsheb Bolt EV xyoo 2022 pib ntawm $31,500, nce $500 piv rau xyoo qauv ua ntej, tab sis poob li $5,000 piv rau xyoo qauv ua ntej thiab pheej yig li $6,000 piv rau thaum lub tsheb tau qhia thawj zaug rau xyoo qauv 2017. GM tseem tsis tau tshaj tawm tus nqi rau lub tsheb Bolt EV xyoo 2023.

Nissan tau hais rau lub hli tas los tias nws lub tsheb fais fab Leaf uas tau hloov kho tshiab, uas tau muag hauv Tebchaws Meskas txij li xyoo 2010, yuav tswj tus nqi pib zoo sib xws rau cov qauv xyoo 2023 uas yuav los txog. Cov qauv tam sim no pib ntawm $ 27,400 thiab $ 35,400.

Tus thawj coj ntawm Nissan Americas, Jeremie Papin, tau hais tias lub tuam txhab qhov tseem ceeb tshaj plaws txog kev them nqi yog kom nqus tau ntau npaum li ntau tau ntawm cov nqi sab nraud nce ntxiv, suav nrog rau cov tsheb yav tom ntej xws li nws lub tsheb Ariya EV uas yuav los txog. Lub tsheb Ariya xyoo 2023 yuav pib ntawm $45,950 thaum nws tuaj txog hauv Tebchaws Meskas thaum kawg ntawm lub xyoo no.

"Qhov ntawd yeej ib txwm yog qhov tseem ceeb tshaj plaws," Papin hais rau CNBC. "Qhov ntawd yog qhov peb tsom mus rau kev ua ... nws yog qhov tseeb rau ICE ib yam li nws yog rau EVs. Peb tsuas xav muag tsheb ntawm tus nqi sib tw thiab rau lawv tus nqi tag nrho."