Frosty the Tesla

00:04
Speaker 1
Tesla, do you want to drive your ev? Well, that's too bad, because it's cold and when you haven't charged your battery, no flattery. Your car will feel old. It used to be such a good car, and now it's not. I wish Elon would tell me, why do you want to drive your ev? Then you should have read the instructions. Go away, hottie.

00:35
Speaker 2
Okay, but we're going to talk all about frozen evs on today, explained.

00:43
Speaker 3
Some.

00:44
Speaker 2
Tesla drivers learned the hard way about how cold weather impacts their battery life.

00:48
Speaker 4
All of these vehicles right here, all of them have dead batteries.

00:51
Speaker 5
They tell you the charges are fast. It takes 2 hours to charge a car, bro. I can't even get in my Tesla, and it's terrible.

01:00
Speaker 6
The great Pacific garbage patch is made up of over a trillion pieces of plastic. But two scientists recently stumbled on something else, something that seemed impossible.

01:11
Speaker 7
Both of us were just like what.

01:15
Speaker 2
It was, an uhoh moment.

01:17
Speaker 7
It blew our minds.

01:19
Speaker 6
This week on unexplainable. What do you do when the garbage threatening life in the ocean becomes its own ecosystem? Listen to unexplainable new episodes every Wednesday.

01:32
Speaker 7
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02:02
Speaker 1
Today explained.

02:05
Speaker 7
Now you say, now grant says today. Good job.

02:12
Speaker 1
We reached out to Andrew Hawkins from the verge to find out what's going on with America's electric vehicles this winter.

02:19
Speaker 2
Yeah, it's a tough situation out there for the ev owners in this current weather environment that we have. Some Tesla drivers learn the hard way about how cold weather impacts their battery life. I've been here for over 5 hours.

02:34
Speaker 5
At this point, and I still have.

02:36
Speaker 2
Not got charged my car.

02:38
Speaker 5
Yeah, this is crazy. It's a disaster. And it's a waiting game. It's a waiting game. It's a waiting game, and it's terrible.

02:45
Speaker 2
We've known this for a very long time, but I think that with more people buying electric cars and sort of the numbers increasing out on the road, it becomes a new story every time the weather turns cold.

02:58
Speaker 5
We got a bunch of dead robots out here.

03:00
Speaker 3
Dead robots.

03:01
Speaker 2
People are sort of discovering for the first time that this is not exactly a perfect relationship between evs and sub zero temperatures.

03:09
Speaker 3
Is this acceptable? No, not at all. I mean, we pay a premium price.

03:13
Speaker 1
For these teslas and for all the people who have the traditional combustion engine and can't imagine what we're talking about here. What are we talking about here? What goes wrong with evs when it's.

03:25
Speaker 2
Cold outside, the battery in particular loses some of its charge in the cold functioning. But energy draining fast, it just starts to kind of SAP its energy, its capacity. And charging also becomes very complicated as well.

03:43
Speaker 5
They tell you the charges are fast. It takes 2 hours to charge a car.

03:47
Speaker 2
And the reason for this is that electric vehicle batteries are lithiumion batteries for the most part. They contain liquid electrolytes and liquid freezes in the cold. And so when you go to turn on your car and you've got a freezing cold battery with frozen liquid inside of it's not going to perform in the same way that it would during normal temperatures or spring and summer temperatures. So the battery needs to basically get nice and toasty warm before it starts to cooperate. And that takes a little bit of time. So I think what we're seeing out there right now is a lot of people who haven't allowed their battery to come to a proper temperature before attempting to charge it, and then discovering sort of what problems that actually entails when that happens.

04:31
Speaker 1
And how do they respond when they make this discovery?

04:34
Speaker 2
Well, they respond by freaking out and talking to various local reporters about their buyer's remorse in owning an electric vehicle.

04:43
Speaker 5
As far as the drive and everything is real nice. But not Chicago.

04:48
Speaker 3
Not Chicago.

04:48
Speaker 5
I couldn't do it.

04:49
Speaker 2
It sucks. I totally get know you buy a futuristic car like a Tesla, you expect to be having a certain ownership experience. And then when that sort of crashes into the reality of sub zero temperatures, I can understand how that turns into a little bit of a rude awakening for a lot of people. But I think as we saw in Chicago, there was a lot of other factors that are going into this. It's not just people sort of without the proper education or understanding about how evs operate in the cold. There was a lot of other things going on, too.

05:20
Speaker 1
What's going on in Chicago?

05:24
Speaker 2
A couple of things. First of all, there were a number of charging stations that were out of order, and that is a big problem.

05:29
Speaker 4
These cars are all dead batteries. That car is stranded. Here comes another one hoping for something good to happen here. All of these vehicles right here, all of them have dead batteries. Because of those charging stations, they're not working.

05:42
Speaker 2
It's a problem across the country, and EV chargers tend to break down sometimes. We've seen the same with the batteries in the cold. The charging equipment also tends to freeze as well. So were seeing some chargers that were breaking down and not working.

05:56
Speaker 3
Has it been charging?

05:57
Speaker 5
No, not at all.

05:58
Speaker 3
It just isn't working at all. It's just frozen.

06:00
Speaker 5
And so I'm now getting it towed.

06:02
Speaker 3
To the Tesla service Center because that's.

06:05
Speaker 5
Not only option at this point.

06:06
Speaker 2
It was just chaos. And I think another factor that was going on here, and I really want to shout out a number of outlets that did some really great reporting on this inside evs and the autopion and out of spec reviews actually went down to Chicago and talked to people and checked out what was going on in the scene. It turned out that a lot of the vehicles that were running out of battery capacity were owned by rideshare drivers, Uber and Lyft drivers. What's interesting about that is that those are probably going to be the folks that are the least experienced with electric vehicles. I mean, they're operating under a number of different conditions. Uber and Lyft, the companies themselves, are incentivizing drivers to switch to evs by offering them more money for their trips if they drive in electric vehicles.

06:50
Speaker 2
There's also a lot of leasing programs for rideshare drivers that allows them to rent these cars for favorable rates.

06:57
Speaker 5
I rent this through Uber, and I'm really going to take this back and see if they get gas cars.

07:02
Speaker 2
So you sort of had all these factors come into play. You had sort of the perfect storm where all these cars were breaking down, the charging equipment wasn't working, and the local reporters were there to shine a light on the whole thing. And obviously, they don't really tend to mince know, like they were talking about how the charging stations were turning into car graveyards.

07:22
Speaker 8
In Chicago, we have Tesla charging station.

07:26
Speaker 2
Graveyards because the cars can't charge in.

07:30
Speaker 3
The very cold weather.

07:31
Speaker 2
Netheo tends to sensationalize things a little bit, and I think it has the unfortunate side effect of probably turning a lot of people off to electric vehicles when I think in reality, most people who are buying electric vehicles, they're just going to be doing most of their charging at home or at work. I think if you can own an ev like I do myself, and go for months on end without visiting a public charger, you're going to do fine. There's not going to be any problems with your car, especially the cold weather.

08:06
Speaker 1
I want to jump in here and just ask you. I mean, it seems a little counterintuitive that rideshare drivers, people who live in their cars, are kind of surprised in the dead of Chicago winter to find out how the batteries function. Also, this is not the first winter we've had with electric cars. Why are we seeing so many videos on social media of drivers discovering how their cars work in cold weather?

08:30
Speaker 2
Yeah, I think there's a number of things going on here. First of all, 2023 especially has been the year of the Tesla price cuts. Over the last twelve months or more, Tesla has dramatically reduced the price of its cars to the point where it's become extremely affordable for a lot of people. And that's when you're going to start to see a lot more rideshare drivers deciding that evs are going to be the right move for them. They want to cut gas prices out of their cost equations, and they're ready to go full electric. But I think that a lot of that adoption is kind of going ahead of where the charging infrastructure is.

09:06
Speaker 2
And we're still dealing with a lot of problems with software, with availability, and with uptime, which is sort of like the amount of time that the charging station is actually operational.

09:18
Speaker 1
Let's talk solutions like how do we have a happy and safe and warm and functional winter 2025 in Chicago?

09:29
Speaker 2
If your car offers you the option to precondition the battery before you start charging and it's below freezing out there, that is the first thing that you need to do. You need to get that battery nice and toasty before it can start to accept any charge. Another thing that people can do is try not to rely on the public charging network as much to do your charging. If you can charge at a slower charger, for example, like a level two charger, you can charge at work, you can charge at home. You should definitely try to do that.

09:59
Speaker 2
But otherwise, try to avoid those ultra fast DC fast chargers during the wintertime because not only are the lines going to be long, but the charging is going to be really slow, but that's going to be a challenge, especially for the folks that live in dense cities. So I know that's not really going to be an option for a lot of people, especially for the folks that rely on their evs for work like rideshare drivers. And so I think maybe a solution there is that we need to start to see these rideshare companies start investing in the charging infrastructure as well.

10:46
Speaker 1
Andrew Hawkins transportation editor@theverge.com you know who could help with this freezing ev crisis in the United States? China. Well, today explained. When we're back.

11:08
Speaker 7
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Speaker 7
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13:21
Speaker 2
A.

13:21
Speaker 8
Few weeks ago, I started hearing this one song on TikTok over and over. It's being played over tons of videos of the North Sea, videos of vessels crashing down into huge waves and deep, dark water capsizing ships, all with this hauntingly low tone piece of music. The song blew up on TikTok, and it created a whole genre of videos on the platform.

13:51
Speaker 1
I kind of just put together this dream team of singers.

13:54
Speaker 8
That's Bobby Waters, known around the Internet as Bobby Bass. He's a bass singer.

13:58
Speaker 2
TikTok was a great way for bass singers to kind of like duet or whether it would be singing a song like an octave lower.

14:05
Speaker 8
Bobby produced his version of Hoist the Colors, which is a song from a Pirates of the Caribbean movie, and it took off and it became the unofficial official soundtrack of terrifying videos. We have the story of that song and how North Sea TikTok took over the Internet. On the vergecast. Anywhere you get podcasts.

14:30
Speaker 1
Today explained is back. Andrew Hawkins is gone, but Simon Wright from the Economist is here. He writes about evs. He doesn't personally own one.

14:40
Speaker 3
Well, I've driven quite a lot of evs in the course of my job, including yesterday I drove the Rollsroyce specter.

14:47
Speaker 2
Wow.

14:47
Speaker 3
And that was quite a lot of fun.

14:49
Speaker 1
That sounds fancy. I did not know Rollsroyce had an EV on the market.

14:52
Speaker 3
They've got an ev on the market, and if you've got 330,000 pounds to spare, it's not a bad ev to try. Give it a go.

15:01
Speaker 1
Okay, so that's like the most expensive ev out there, I imagine. What's on the cheaper end? What's on the opposite side of the spectrum?

15:08
Speaker 3
Well, I think that's what we're here to talk about today, and that's probably going to be the Chinese. I know you've been discussing recharging, and that's one of the reasons that people don't buy an ev. And what we've seen recently in America and the rest of the world is a slowdown in growth of ev sales. And that's partly because cost is still the major issue. It's affordability of evs. And that pretty much is where the Chinese may well come in.

15:36
Speaker 1
We reached out to Simon to talk about China's evs, because it seems like they're already a game changer there. And we wondered if they could end up being a game changer here. More chinese evs in America would mean more infrastructure, would mean maybe fewer people with freezing cold cars in the winter. We asked them how evs got so big and so cheap in China.

15:58
Speaker 3
Well, this is the thing. The chinese government decided many years ago that it wanted to be a power in the car making industry. But the Chinese realized they could never compete with the intricacies of the internal combustion engine, which these companies have been developing for 100 years. They really knew how to make internal combustion engine cars. Chinese domestic car makers outside the joint ventures made terrible cars. The chinese government saw a while ago that maybe evs, they took a bit of a gamble. Evs was the way forward, so they brought in subsidies for buying evs they built up a battery supply chain. They brought in protection for domestic ev battery makers. They did all kinds of things to promote evs. And so now what we have is the chinese car market, which is the world's biggest car market. They're the world's biggest car producer.

16:50
Speaker 3
They're now selling something like one in every three cars sold is an electric vehicle, or a plug in vehicle, at least. Maybe a hybrid. Wow. And most of those are chinese.

17:03
Speaker 1
I imagine the average American cannot name a chinese automaker. Can you give us the menu?

17:12
Speaker 3
I bet you they could name one they wouldn't realize that they might name. Volvo.

17:16
Speaker 2
Volvo, a car you can believe in.

17:19
Speaker 3
Which is, of course, owned by Geely, which is a mean.

17:24
Speaker 5
They are.

17:24
Speaker 3
They're a european car company in the sense that they're based in Europe, but they're chinese owned. But no, you're absolutely right. They've yet to make much impression in America. But if you came to London, you would see plenty of mgs on the road, which are from Sykes, one of the chinese state owned car companies. What makes us human? Sometimes it feels like we've forgotten. Maybe we can learn again from someone who's been learning from us.

17:52
Speaker 7
Welcome, Benedict.

17:54
Speaker 3
Hello, MG. And increasingly, we're going to see cars from byd.

17:58
Speaker 9
We are byd. You've probably never heard of us, so we could tell you that we are one of the largest manufacturers of new energy vehicles in the world and our commitment to sustainable mobility. But, hey, we know you just want to drive a great electric car.

18:15
Speaker 3
It's the biggest ev MAKER in CHINA. It sells the most evs. And last quarter, it overtook TESLA in sales of Pure battery powered cars. It makes plug in hybrids as well, but just for pure battery, for our cars, it actually overtook Tesla in sales. So there's this extraordinary company which in 2017, it was selling something like 400,000 cars a year, mainly internal combustion engine hit cars. Last Year, it sold 3 million cars and they were all either evs or plugins. And in the last quarter of last year, it overtook Tesla in the global sales of pure battery powered cars, which is extraordinary. The year before last, it sold something like 1.2 million. I don't think we've got a final figure, but it's a little bit more than that.

19:03
Speaker 3
Maybe last year, but it's considerably bigger than Tesla, if you count plugins as well as pure battery evs. So it's got a remarkable journey, and it's one of the powerhouses of the Chinese electric car market.

19:17
Speaker 1
Tell me what a Chinese electric car looks like typically an MG or a BYd. I think when we think of a Tesla, we think of something that's very sleek, something that's very modern. What about the chinese market?

19:29
Speaker 3
Look, there's an enormous range of chinese cars. That's the other thing that's going know why they're going to be able to take on the global markets? Because they produce all kinds of cars, but they're pretty nicely styled. That's the thing. China has gone from making terrible cars to very nicely styled cars that are pretty cheap, have pretty good tech and are really quite desirable.

19:50
Speaker 1
So why aren't ANy of them in the united states?

19:53
Speaker 3
They're not in the United States yet, although they started to export to Europe, and they have big plans, because Europe is going to be the main battleground in the near future for the Chinese. It's only in the last sort of three years that the evs have really taken off in China. Up until then, it was mainly fleet vehicles and government vehicles. But because these cars are now really quite snazzy, they look good and they're really very cheap. In know a BYd is almost half the price in China. They're selling in Europe. You can buy a byd for sort of $12,000 or something like that.

20:27
Speaker 1
That's the price of a used car.

20:29
Speaker 3
One of their cheaper cars is something like that with Tesla drivers. The initial people who bought a Tesla, they were out there. They were making a statement about what they did. These are expensive vehicles. We get into the point where for the EV market to really take off, they just have to be like cars. Now, in China, they're both as cheap as internal combustion engine cars and arguably better because they have better tech. The driving is nicer. So the Chinese are just going out not to buy an EV. They're going out to buy a car that happens to be an EV. And that's what we're going to see happening in the west, as long as the prices can come down sufficiently.

21:08
Speaker 3
And the way those prices are going to come down two ways, one, through chinese exports and eventually chinese companies producing cars in the west, and secondly, through the competition that's going to bring to the sort of foreign car makers whose lunch they want to eat.

21:24
Speaker 1
Yeah. If these chinese evs arrive in Europe and arrive in the United States, are they still going to cost $12,000 or are they going to cost 2025 with taxes?

21:34
Speaker 3
Now, listen, at the moment, if you look at the way the Chinese are pricing their cars and BYD, again, as an example, they're pricing them cheaper than the sort of cars they're competing with, the evs they're competing with, but they've got a lot more wiggle room. I mean, they're making a profit, and they could still make a profit by bringing prices down because China has built up this enormous ev market. They have scale in battery production. They dominate global battery production. Something like 70% of the world's EV batteries, which is one of the most expensive parts of a car, come from China. They have the scale that's been built up in the chinese domestic market, where they're giving the foreign car companies a real kicking. And by doing that, they've managed to bring prices down. And that's what we're seeing.

22:20
Speaker 1
So you're saying there's a certain degree of inevitability here with chinese auto manufacturers?

22:25
Speaker 3
I think so. Look, if the question is, should we worry about this? If we look at the Japanese and to a lesser extent the Koreans, more recently, when the Japanese did exactly the same thing, there was all these fears going around about sort of influx of Japanese and taking over. It hasn't happened. The Japanese have a decent share of the market. No one's scared of the Japanese anymore. People in the US will readily buy a Toyota, and those Toyotas are made in the US. So one of the things that could happen when the Chinese localize production, okay, that will take market share away from american car makers potentially, but also it would provide jobs in America. So it sort of swings and roundabouts, and that also brings local defenders for car companies that do that.

23:10
Speaker 3
So, as I say, we look at the Koreans and the Japanese as an example. But what I would say is that it took decades for the Japanese and Koreans to do that. And they only really succeeded when they did localize production in China. Everything's happening much faster. One of the big bosses of Volkswagen put it very neatly, but I've heard this referred to many times. They call it China speed. And everything happens so much faster in China because I think because they have young people, they have these new companies, they can just move much faster because the software is so much more important.

23:43
Speaker 1
And because their government is authoritarian.

23:47
Speaker 3
Well, maybe so. I mean, I think that authoritarian governments probably get in the way of things like this rather than aging them. I really think it's the chinese consumer that is pushing this China speed. And it means they bring out new models much more quickly. They up software much more quickly. They're just much more sort of versatile and flexible than western car makers that have for 100 years they've been making the cars the SaMe WAy. They have a model cycle that's sort of six or seven years. That's just not going to work in the new world of car making, where car firms have got to be more like Tesla or the Chinese, they've got to be software firms, and they've got to be nimble, and they've got to sort of respond to consumers much more quickly.

24:28
Speaker 3
So I think we're going to sort of see a big change in the car industry as a result of the Chinese and as a result of Tesla.

24:36
Speaker 1
Do you think if American lawmakers, american automakers, can get over their fear of chinese automakers, or whatever it might be, that China speed could expedite the transition to electric vehicles in this country and thus get us out of this winter rut that we're in right now, where people aren't savvy enough about how their cars work, and maybe we don't have enough infrastructure to charge these vehicles, but.

25:08
Speaker 3
Affordability is the key thing here. And cheap electric vehicles have two advantages. Cheap electric vehicles in China could have two advantages. One is they are cheaper, so more people will be able to afford them. ANd secondly, it'll make car companies more competitive. And look, the endpoint is very clear. We're going to be 100% electric some point in the future, and at some point sooner than that, electric cars are going to be a sticker price parity. Not entirely sure when, but it should be in a few years time. But they'll be much cheaper to run, so there'll be absolutely no reason not to buy an electric car at that point. So it sort of almost doesn't matter who makes them. We will be going electric, and the infrastructure, I think, will have to catch up. And I think it will catch up.

25:50
Speaker 3
I think we'll look back and wonder why were worried about it so much. What we're seeing, I think, is teething troubles with infrastructure. Electricity is everywhere. It's not a hard thing. The lamppost outside my house was converted to an electric car charging point. I didn't even notice it happened. And that's just going to get more prevalent as more electric cars are on the roads. I think it's just a question of the charging people and the electric car sales getting in the right balance, and I think we will see that.

26:31
Speaker 1
It's funny because all of this sounds like totally inevitable, but it still feels very far away that the lamppost outside my house gets converted into electric vehicle charger. But I cannot wait. Simon Wright is the industry editor@theeconomisteconomist.com the program today was produced by Hadi Mawagdi. It was edited by Amana al Sadi, fact checked by Laura Bullard, and mixed by Patrick Boyd. I'm Sean Ramesferm. This is today explained.

27:28
Speaker 7
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28:16
Speaker 7
We'll still be here for you. We'll be doing a show about the economy soon, and we thank you for your support in advance.