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Toyota Is Losing the Electric Car Race, So It Pretends Hybrids Are Better

Ben Jervey from DeSmogBlog writes about how Toyota is "using questionable logic" to claim hybrid vehicles are superior than electric vehicles, when in reality it's only saying that because it decided years ago to invest in gasoline-electric hybrids and fuel cells in the long term instead of battery production. This decision is now coming back to haunt them. From the report: There are at least 12 car companies currently selling an all-electric vehicle in the United States, and Toyota isn't one of them. Despite admitting recently that the Tesla Model 3 alone is responsible for half of Toyota's customer defections in North America -- as Prius drivers transition to all-electric -- the company has been an outspoken laggard in the race to electrification. Now, the company is using questionable logic to attempt to justify its inaction on electrification, claiming that its limited battery capacity better serves the planet by producing gasoline-electric hybrids. For years, Toyota leadership has shunned investment in all-electric cars, laying out a more conservative strategy to "electrify" its fleet -- essentially doubling down on hybrids and plug-in hybrids -- as a bridge to a future generation of hydrogen fuel cell vehicles. As Tesla, Nissan, and GM have led the technological shift to fully battery electric vehicles, Toyota has publicly bashed the prospects of all-electric fleets. (See, for instance, the swipe the company took at plug-in vehicles in this recent Toyota Corolla Hybrid commercial.)

Last week, at the Geneva Auto Show, a Toyota executive provided a curious explanation for the company's refusal to launch a single battery electric vehicle. As Car and Driver reported, Toyota claims that it is limited by battery production capacity and that "Toyota is able to produce enough batteries for 28,000 electric vehicles each year -- or for 1.5 million hybrid cars." In other words, because Toyota has neglected to invest in battery production, it can only produce enough batteries for a trivial number of all-electric vehicles. Due to this self-inflicted capacity shortage, the company is forced to choose between manufacturing 1.5 million hybrids or 28,000 electric cars. Using what Car and Driver called "fuzzy math," the company tried to justify the strategy to forgo electric vehicles (EVs) on environmental grounds. As Toyota explained it, "selling 1.5 million hybrid cars reduces carbon emissions by a third more than selling 28,000 EVs."
As for the "fuzzy math," Toyota's calculation "seems to assume that for every hybrid sold, a fully gasoline-powered car would be taken off the road," writes Jervey. "In reality, many Toyota hybrid buyers are replacing a Toyota hybrid. And, based on Toyota's own revelation that they are losing Prius drivers to Tesla, it stands to reason that many Toyota hybrid drivers would jump at the opportunity to transition to an all-electric Toyota."

11 of 434 comments (clear)

  1. Toyota's Smart Business Strategy by Anonymous Coward · · Score: 5, Insightful

    Yes, electric vehicles appear to be the future, but hybrids do have distinct market advantages today: range, refueling infrastructure, and refuel time.

    If Toyota's competitors are zigging toward all-electric, it makes competitive sense for Toyota to zag toward an energy-efficient technology that fits better into the state of the current fueling infrastructure. In fact, doing so, Toyota can manufacture more hybrid cars and scale their battery production up when the electric infrastructure, battery storage, and refueling time issues are resolved.

    This seems like a smart business strategy to me.

  2. It all depends on the use case by Knightman · · Score: 4, Interesting

    I would say Toyota is right about some things but it's not what the market wants out of new vehicles today so they have to spin it anyway they can to keep up.

    Where I live hybrids are better since the distances involved getting to a major city involves some pretty advanced travel planning if you are driving an EV which means the distance can increase with up to 50% to accommodate charging stations. Plus, it gets really cold during the winter which reduces any EV to a frozen lump that can travel at best 60% of their stated range which complicates things further.

    Which also explains why everyone I know who bought an EV also has a gas guzzler or a hybrid as a second car.

    --
    --- Reality doesn't care about your opinions, it happens anyway and if you are in the way you'll get squished.
    1. Re:It all depends on the use case by mentil · · Score: 4, Funny

      I use an EV to tow a Prius. When the EV runs out of juice, I ditch it at the side of the road and drive the Prius the rest of the way.
      Hey, works for rockets! /s

      --
      Corruption is convincing someone that the selfless ideal is the same as their selfish ideal.
  3. Re:TBF by JoshuaZ · · Score: 4, Insightful

    The cradle to grave environmental impact of most lithium-ion batteries is small, especially if CO2 is your primary concern. See for example https://www.researchgate.net/publication/231269141_Batteries_from_Cradle_to_Grave. See also Bingbing Li, Jianyang Li, Chris Yuan's "Life Cycle Assessment of Lithium Ion Batteries with Silicon Nanowire Anode for Electric Vehicles" (which can be found easily online but which I can't link to because the Slashdot filter is unhappy with the very long URL). That's specifically for silicon nanowire anode batteries, which is a pretty common design. The numbers for most others aren't that far off. Note also that as battery recycling and reuse becomes more common, and economies of scale ramp up further, the footprints in terms of CO2 and other pollutants will continue to decline.

    This also doesn't make much sense as an issue in the context of Toyota since a hybrid requires a pretty decent size battery also. While previous batteries were nickel-metal hydride for the Prius, the newer ones use a hefty lithium ion battery also. https://www.greencarreports.com/news/1120320_lithium-ion-vs-nickel-metal-hydride-toyota-still-likes-both-for-its-hybrids. If one thinks that batteries are a big problem, then it isn't clear why one would think hybrid cars are a good thing.

  4. Hybrids are better, for now by Anonymous Coward · · Score: 5, Interesting

    Let me count the number of all-electric cars that cost less than $30,000.00 USD new, have a range of 400+ miles, and a refuel/recharge time of 3 minutes. 0.

    When hybrids are cheap, efficient enough (40+ mpg), and for all intensive purposes (just kidding, don't freak) instantaneously refuelable, they're better than those with an lesser range, higher cost, and marginally better fuel efficiency. Not only that, there's 50 years of manufacturing knowledge behind toyota's ICE. I would trust toyota's naturally aspirated camry to run 400k miles, because it has a proven track record. Will your tesla 3 make it to 400k? Maybe, maybe not. Will it cost $15k to refresh it? Maybe, maybe not.

    I *WANT* all electrics to be the norm. I want them for their MPGe, and lack of any transmission. However, it's just too early to claim that toyota is losing because they're not going balls deep into EV's. They're probably rolling every car they have off the lot as-is.

  5. Re:Title? by ctilsie242 · · Score: 4, Interesting

    I will go stick my neck out and agree with you on this. With a plug-in hybrid, there isn't any worry about range anxiety, and you have the benefit of an EV of not needing to refuel often. To boot, I've seen inverters added to use the hybrid as a very efficient whole-house generator in case of a power failure.

    I do agree while most people can do OK with an EV, as they don't go far, day to day, it is nice to have the ability to not worry about trying to find a plug or Supercharger when going on an impromptu trip somewhere out in the country.

  6. Moore's Law for batteries exist. by 140Mandak262Jamuna · · Score: 4, Insightful
    It is 7 years for batteries instead of 18 months for the chips. No one thought it is possible, many still dont believe it. Only Tesla believed it and bet the entire company on the trend line.

    All the "delays" and "missteps" by Tesla are basically waiting for battery price to fall enough to make its promises deliverable. Every announcement of Tesla is met with, "it is impossible". Then as years go by and when people are all berating Tesla for not keeping the promise, the battery price falls enough and suddenly its product is viable and has a positive gross margin!

    --
    sed -e 's/Chuck Norris/Rajnikant/g' joke > fact
  7. Status symbol by Wookie+Monster · · Score: 4, Insightful

    I think the reason why Prius owners are defecting to the Model 3 has nothing to do with EV vs. hybrid, but rather the status associated with the Model 3. The original Prius was a plain boxy car, but the sales really took off when they decided to make it completely odd looking (ugly). When this happened, hybrid owners could drive around displaying how "earth friendly" they are, and everyone would notice them.

    Nowadays every other Prius is a taxi/Uber/Lyft, and they're fairly common. Why would someone want to drive around making everyone think you're an Uber driver? The Model 3 got so much press due its delays, and now there's a sort of mystique surrounding it. People will pay attention to you again, and you can claim that you bought the car because you want to save the environment, but in reality, you care about the status symbol more than anything else.

  8. Legal limitations from the Rav4 EV-95 battery suit by Locutus · · Score: 5, Interesting

    You people do realize that Toyota had a 100% electric Rav4 in the early 2000s don't you? They partnered with Panasonic and made a kick ass NiMH battery they called the Prismatic EV-95 battery and it powered the Rav4 EV. But GM had sold the majority patent rights for NiMH to the oil industry and Toyota ended up in court and not only did they have to stop selling the Rav4 EV and the EV-95 batteries, they almost lost the right to sell their hybrids because they used NiMH too. That's right, the oil company wanted to shut down their use of NiMH in vehicles. FYI, the GM EV1 got 125 miles on a charge with the NiMH batteries they used. That was before GM collected them all and destroyed them once Bush/Cheney feed the industry $$$ to smoke hydrogen.

    So I have to wonder, why is Toyota so adverse to EVs when they were once industry leaders? Does it have to do with some legal declaration they made long ago in order to be "allowed" to continue to make and sell hybrids? It's almost insane how they are staying away from EVs.

    LoB

    --
    "Anyone who stands out in the middle of a road looks like roadkill to me." --Linus
  9. Re: Title? by Anonymous Coward · · Score: 4, Funny

    Oh My God! Your math is impeccable because there is No Way to plug-in at Anyones work! And oh shit! If not then they might have to use a whole quarter of a gallon to get home!!!! Eeeeeep!!!!! You are so right, hybrids are completely useless because having a calf that can cross the country and back without requiring a long stop at a plug is HORRIBLE! It is so much better to go 200-300 miles and then fucking stop.

    All electric is insane for anyone who needs to do more than a short commute EVER which is almost EVERYONE.

    All the Tesla owners I know have a second pure ICE car for -real driving- they say.

  10. Re:Title? by miltimj · · Score: 5, Insightful

    The single biggest problem for hybrids is all the maintenance that's still required due to the ICE, plus complexity of adding the battery/EV side. If you're familiar with gas car maintenance, there's *none* of this: oil/filter change, radiator, timing belt, water pump, fuel pump/lines/pressure regulator, EVAP canister, MAF sensor, O2 sensor, muffler/exhaust/catalytic converter, spark plugs, air filter, tranny fluid/filter, thermostat, power steering fluid, EGR valve, pistons/cylinders/push rods/rockers/heads, ignition relay... I've had to repair every one of those things in my past vehicles (I checked my records). None. of. that. exists. Think golf cart simple (on the mechanical side.. software is obviously complex). For a non-Tesla, long trips are a problem. For Teslas, they have superchargers, making it only a minor issue. 95% of most people's driving is commuting, so this is not really a big deal (especially for a family with multiple cars). By the way, I hope you're putting stabilizer in your gas.

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    "Truth is not decided by majority vote" consensus gentium -- Norman Geisler