In a thought-provoking editorial exchange, our Zachary pondered the nature of the so-called “Model 2” and the ideal form it should take. Amidst the discussion, a realization dawned that the “Model 2” is not a one-size-fits-all solution, but rather a concept that could vary greatly depending on geographic and cultural nuances. With a curious blend of optimism and a realist’s eye, I share my perspective on what could serve as the “Model 2” in various regions, excluding China due to its already diverse and mature EV market.
A Closer Look at North America’s Candidate
The Notion of Size and Preference
The US and Canada, known for their sprawling spaces and underdeveloped public transport, are infatuated with sizeable, SUV-style vehicles. A perfect “Model 2” for this region would align with this inclination but with a focus on affordability and efficiency, something akin to the Chevy Bolt EUV, which, despite its limitations, signaled the direction for an ideal electric utility vehicle.
Potential Contenders in the Fray
Looking ahead, GM might bring an improved Bolt or present the promisory Equinox EV. However, Hyundai/Kia appears more promising with the anticipated Kia EV3, aiming for affordability and size suitable for the North American market.
The Ideal “Model 2” Characteristics
The archetypal “Model 2” for North America, in my view, would manifest as a compact SUV, boasting a capable battery and expedient charging, all for a consumer-friendly price tag.
Envisioning Europe’s Electric Future
Trending Toward the Compact
Europe’s car culture starkly contrasts that of the US, favoring smaller vehicles. To charm the European market, our “Model 2” would need to downsize and come at an even more appealing cost.
Renault and Citroën: Leading the Charge
Renault‘s endeavor with the upcoming Renault 5 and Citroën‘s promising e-C3 are contenders for Europe’s heart, marrying affordability with efficient design. Despite VW‘s presence, its hesitancy to drop prices places it at a disadvantage.
The “Model 2” Contender for Latin America
Demystifying the “Global South”
Similar to Europe in some ways yet distinctively different, Latin America presents a landscape ripe for a tailored “Model 2” solution. The ideal vehicle would merge reasonable price points with modest specifications to fit a market that desires value above all.
A Future Defined by Flexibility
Integration of Chinese EVs into this market has begun to reshape expectations, indicating that Latin America may soon see several “Model 2” equivalents, each vying for dominance with attractive pricing and characteristics that resonate well with local consumers.
Setting the Stage for a Showdown
In a future where costs have been whittled down, a new generation of EVs, particularly from BYD, might usher in an era of affordable electric driving, signaling the definitive shift from ICE to EV in Latin America.
In these insights, we glimpse a world where the “Model 2” isn’t a single, definitive vehicle but rather a dynamic range of EVs tuned to each region’s unique demands and aspirations—a mosaic of electric mobility painted across diverse landscapes.