Hummer Edition 1 Already Gone

Worse, SSR sold 24K units @ rougly $42K each (say $60K in Powellbux). This is nearly double and even more niche. Then there's Tesla's Max Max truck thing coming out and it will soak up so much of whatever demand there is for these.

@28-Cars-Later Disagree. This Hummer is pretty mainstream - seems everyone loves big, expensive, go anywhere trucks these days. The SSR was way more niche - 2 door, convertible, retro truck with a hard bed cover? That screams no sale. It was basically a Camaro in truck form... nobody asked for that. In contrast the Hummer is a 4 door, off road truck - the very thing that Ford and Jeep sell every day. All its going to take is a few of these Hummers in the hands of football players and being seen in rap videos to be the next hot thing. Its TBD if anyone will actually purchase that 4x4 stealth fighter Telsa is selling.

@JMII Good points. I argue Tesla has achieved cult status and it could offer the "Homer" with a Tesla badge and be guaranteed to sell a certain amount of units. If GM could come up with a truck roughly the price of a gas pickup, I think it could take off vs Tesla but the current model is simply too expensive for huge volume in USDM.

@28-Cars-Later I think the F150EV will be the real "game changer". Ford seems to be going much more conventional than Tesla and GM which I think will work out well for them. I bet government fleets across the CARB states will be sucking them up at a high rate while GM and Tesla are depending on the baller market.

@28-Cars-Later Ford has the dealer network and relationships to eat up fleet EV trucks, but will Tesla or GM beat them to the punch?

@28-Cars-Later Fleets are the key to an EV pickup's profitability. This and the Tesla aren't suitable for fleets, other than for the boss.

@28-Cars-Later To this point, only Tesla has fielded a profitable EV. It will be a real test for Ford or GM -and EVs in general- to field a profitable EV truck for fleet. Can they do it? https://thenextavenue.com/2020/06/10/teslas-model-3-profit-margin-is-35-and-it-can-double/

@28-Cars-Later I disagree on the EF150 being able to move the needle. Truck buyers arent concerned with those types of considerations. If it was bigger it would sell, if it was more obnoxious than a standard F150 it would sell. The Tesla truck and if Rivian ever produces a truck, those will be the volume players because they offer something different and dare I say, cool.

@28-Cars-Later Nah. This will sell about as well as the old Hummer H1 and H2s sold. Hummer has always been an expensive truck for a certain kind of buyer. That buyer still exists and isn't particularly wedded to a drivetrain as long as the truck looks badass and macho enough. Which this does, in spades. Sure, there may be concerns about range anxiety, but not many. And if owners still bought the things even back when they were bitching about 3 figure sticker shock at the gas pump, they'll be able to live with having to remember to keep it juiced.

I think it will sell fairly well, actually. I don't know what the long-term plans are in terms of volume, but GM is taking it slow with production ramp-up, so it gives them some time to bail out if things go bad.

@the gamper. Yes there is certainly a market for being different/over the top, which this will certainly fill. However fleets are where the big volumes are at and they want sameness. That translates to the ability to transfer existing equipment and/or having a large selection of items to chose from when up-fitting for vocational use. More and more governments are mandating EVs in their fleets. Some have said no new ICE if there is an EV available, others have set goals of a fleet wide percentage. So by being the first and likely for sometime only workable truck Ford will have guaranteed sales.

"gonna bomb like SSR" You mean SSSR?

@JMII Good point about the rap videos. This could be the next Escalade for the NBA set. Wiser people will wait until the bugs are worked out. Even Tesla hasn't managed to do that yet. VW will become the EV mass-marketer in the near future. The main bar to ownership at the moment is the price. When electric cars are priced (and built as well) as Camrys, they'll be as common as Corn Flakes.