Comment by TrackerFF
5 days ago
I live in a top EV market, Norway.
ICE cars have been planned out for years now, and something like 96% of all new cars in Norway were EV last year.
Basically, if you plan on keeping selling ICE cars, you're removing yourself from the market here. There's no future for new personal ICE cars here.
I figure most other countries will be the same.
> I live in a top EV market, Norway.
It is the top EV market.
> I figure most other countries will be the same.
Most other countries are not Norway, it is a very wealthy, tiny market (150 K vehicles/year) with lots of hydro and not representative of the typical vehicle market in Western Europe and definitely not representative of the situation in the rest of the world.
EVs are the future, there is no doubt about that. But that future will not arrive everywhere at the same point in time and Norway is very far ahead of the rest of the world due to a fairly unique set of circumstances: exporting your own oil and gas to be able to have a 'clean' (and up to recently heavily subsidized) transportation network is in a way just a gigantic bookkeeping trick.
"exporting your own oil and gas to be able to have a 'clean' (and up to recently heavily subsidized) transportation network is in a way just a gigantic bookkeeping trick"
How so?
If every oil exporter used some of their oil revenue to switch to EVs, that would, all things equal, hasten the transition to EVs. The U.S. is not doing that.
I still find it funny when it comes to oil between the USA and Saudi Arabia.
Saudi Arabia started moving the electrical system to renewables where USA is doubling down on fossil fuels.
Saudi Arabia is the drug dealer that knows you don't consumer your own supply unless you must were the USA consumes the crack they sell.
My next vehicle will 100% be pure EV, not Tesla.
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"If every oil exporter used some of their oil revenue to switch to EVs, that would, all things equal, hasten the transition to EVs."
The premise is all things aren't equal. The oil Norway would have used just gets used somewhere else so what difference does it make what Norway does instead. I don't know if that's the reality of the situation but if it is just an offset, it does sound like a bookkeeping trick doesn't it?
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Top market? I'm pretty sure that's China.
Speaking of bookkeeping tricks: Kneecapping renewable energy (wind), cancelling the EV future in the US, and then starting a war in the strait of hormuz will someday be acknowledged as the finest moment of the oil industry, maximizing profit in the face of all reason.
Sure, but there is also China where over half of new vehicle sales are EVs. Denmark is at 70%, Sweden, Iceland, Finland and the Netherlands are all above 50%, a bunch of other countries in the EU are at one third EVs. In India, 5% of sales are EVs but that is double of the year before and all the big car manufacturers in India are now offering EVs. Even Australia is at 14% after stalling on EVs for years. So change is unfolding quite quickly compared to previous years. https://www.visualcapitalist.com/ev-share-new-car-sales-by-c...
Those numbers include PHEV cars. As a BEV owner, I consider PHEV to be more ICE than BEV. BEV numbers are not as impressive, but we're getting there, slowly but surely. A bit slower than I would've hoped.
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> It is the top EV market.
per-capita or by total volume? i ask because a sibling or child comment says that the number of cars sold in norway is pretty small (in part because the population is small). a quick google says 180k cars sold in norway in 2025 (we can round up to 100% EV) and 34M sold in China. It also says China has 50% EV sales. So by total volume Norway isn't close to the top.
No, it is a real invewtment in the right direction. The oil states in the middle east could have made such investments, too. Lots of EV powered by solar panels paid for with oil dollar. But they did not (in a significant way).
They seem to be solving the “Resource Curse” quite well.
https://en.wikipedia.org/wiki/Resource_curse
>But that future will not arrive everywhere at the same point in time and Norway is very far ahead of the rest of the world due to a fairly unique set of circumstances: exporting your own oil and gas to be able to have a 'clean' (and up to recently heavily subsidized) transportation network is in a way just a gigantic bookkeeping trick.
Not really. Even in a hypothetical future where all road vehicles are electric, we'll still need fossil fuels for a while. For one thing, it's probably going to be a while before airplanes can go electric. And production of plastics will probably need petroleum for a long time.
Cars are the vast majortity of oil use though. The rest is more than a rounding error but not much more.
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I mean - how are you defining most?
Most countries are quite poor and/or have small populations and aren't buying many vehicles period.
About ~45% of countries have smaller populations than Norway, and Norway is in the top ~25% of countries by size of the auto market...
Most countries are not the China and India, yet they make up almost 45% of the global population.
The US and China make up about 45% of the auto market...
There's a lot of European, Asian, and Latin American countries that have more in common with Norway than they do with the US or China or India.
Ok, we'll replace 'most' with 'all except for Norway'.
Most of the profits come from rich countries. And even then especially the more expensive cars.
(Personally I am fine driving a 10 year old shit box because for me it is just a means of going from A to B and rather spend my money on other things)
My daily driver is approaching the ripe old age of 30, my main reason is a lack of software.
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There is still one country that uses leaded gasoline for personal cars.
For automobiles, the future comes very slowly.
> There is still one country that uses leaded gasoline for personal cars.
That was true five years ago, but no longer-Algeria, the last country to allow it, banned leaded petrol in 2021 - https://www.bbc.com/news/world-58388810
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At least it doesn’t smell ICE fumes downtown. That’s neat.
Haven’t smell fumes downtown in 30 years since catalytic converters became prevalent
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EVs are fine and dandy, but it is a luxury class of cars for now and it shows really. Most other countries are far far away from mass deployment of EVs or restricting ICE cars. EVs can win if either a) the car is cheaper than the same class ICE, or b) operational expenses of using EV car would be cheaper. Neither of which is happening yet. And the car do need to have some advantage, since EVs already come with inherent disadvantage of long and inconvenient charging, small batteries, limited locations for charging with buggy and broken stations, not working apps or cards etc.
What's silly is that the reality you describe is a choice that's been made, not something fundamental to EVs. Cars like the Nissan Leaf and the Chevy Bolt are supremely inexpensive. China's BYD cars are extremely cheap for what they are.
American/European car makers realized there is a large class of people who are wealthy and will buy a high end EV for status reasons, and started chasing that market instead.
Which Leaf? Leaf 1st gen with 150km range in summer and 100km in winter and which are already decade old? Those yeah, cheap, but also useless. Leaf 2 are nothing like that. Even base model with small-ish 40kWh battery is 30k euro, and 60kWh model is starting close to 40k euro. And for that price it's a small c-class hatchback, competing with way better cars, like large and packed d-class sedans or SUVs. And charging EV on a commercial station is currently more expensive than filling up a tank of a similar ICE with 95 petrol, per km of range. The only way to charge EV on a cheap, which is possible, is to own a house and charge it on a home line at domestic rates. And owning a house in EU is an expensive luxury.
Unfortunately, infrastructure need to improve a lot before the switch may happen.
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Even the Ford Lightning (by far the best work truck on the market) was modestly priced compared to other Fords.
Ford claims there’s no market for “expensive” $60-70K trucks in the US, but go to any Ford dealership in the bay area, and they’ll have used ICE Ford trucks that cost that much.
(And I don’t mean the giant specialty super duty trucks — these are tricked out suburban kid transporters that look like they’ve never seen a camp ground, let alone a Home Depot).
Anyway, the Lightning was a fantastic model line. I hope someone else builds quarter ton EV trucks moving forward. I’m rooting for Rivian and Slate.
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Yeah, visiting my ex-Gf family in Norway, I realized how much richer Norwegians are that it's not even funny. It's not really a market representative of the average buyer. Same how neither Switzerland, Luxembourg or Monaco are.
I am living in a working class neighborhood of apartment buildings in West-central Europe with average to below average earners, and there's zero EVs parked here on the streets, basically 90% of people have old diesel cars. Only when you go towards the suburbs with rich(inherited wealth) people living in single family homes you see everyone has an EV.
The distinction is quite clear, do you live in a house or have your own parking space and possibility to install your own charger? Then EV 100% no brainer. Otherwise people stick to ICE.
I do live in a house, could easily afford an EV and have plenty of solar to keep it charged. And I still don't have one because all of these EVs feel like the worst of the computer world applied to automotive. The last thing I need is a computer on wheels and I'm old enough that I know my current car is likely my last. For my kids it is different, and I'm sure that they'll go electric at some point but I hope that they'll be able to do so without buying a mobile privacy violation instrument.
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> the car is cheaper than the same class ICE,
To give you some perspective, the most popular EV in China costs $6000 (Wuling Mini). New. The second most popular costs $10000 (Geely Xingyuan). I tried both, and they are far less crappy than they have the right to be. They are cheap cars for sure, but they're perfectly adequate for regular use.
And Geely Xingyuan has a 40kWh battery in the basic configuration! This is utterly ridiculous for a car that is _that_ cheap.
So China basically murdered the global ICE market. It's gone. There's no going back. Once China figures out the logistics and sales, ICE vehicles will be dead in all of the less affluent countries. Especially because EVs combine almost too perfectly with solar generation.
Out of curiosity, do they support one pedal driving correctly (i.e., let you set it and forget it, and never unexpectedly accelerate from a stop unless you turn it off explicitly).
BMW used to, but broke it on the i4, and presumably all the newer ones. Kia’s implementation is completely broken.
I ask, because that’s the number one thing I’ll check for with future EV purchases, and it’s purely software.
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yes, there a lot of outdated perspectives in these threads. The world has changed, EVs are the cheaper option now, its just going to take awhile for some places to catch up.
In NZ cheapest EV right now (I think it is clearance) is 15.8K USD.
Just cross the border to Sweden or Finland, and the share of EV's of all new cars drop from around 90 to something like 30-35%. The EV transition is going to take a while longer in most EU countries.
Of course something to note is the absolute number of cars sold, which has dropped dramatically at least here in Finland. Most people who are priced out of new EV market simply don't buy any new car at all, and the average age of cars is climbing fast. Either way, few people are looking for new ICE vehicles. No point buying outdated tech new, when the used car market has perfectly good ICE vehicles that perform just the same.
A country where you're looked down upon for driving a Focus RS or other "fun" car seems like a boring, austere place to be.
Perhaps that's why we never hear about Norwegian car culture (as opposed to Germany and the US). Ferdinand Porsche would have resigned to building apple carts.
US car culture has been dead for a long time, at least internationally. People like big American cars made in 50s - 70s for their looks, but since then all I can think of are oversized pickups, Nascar and Tesla which is getting eaten alive by Chinese competitors.
That is unfortunately not the case - see all the ridiculous ginormous American pickup trucks invading Europe as a "look at me, I'm rich" or "look at me I'm (local equivalent to) MAGA" signifiers.
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The C8 is great, The Hellcat, Demon, etc are kinda US specific (won't be great on the curvier roads in Europe) but still cool. Modification/Tuning is very alive and well due to lack of regulation in comparison to Europe or pretty much anywhere else..
Car culture is getting killed everywhere because safety and comfort by far outweigh fun in gov priorities but I'm literally considering the US because I'll be able to drive whatever I want. Good luck finding someone running nitrous on the street in Europe nowadays, stretched bikes, engine swaps, etc. It all comes with administrative fees, a lot is forbidden and even if your documents are in order you'll get in trouble because police officers are not qualified or incentivized to deal with severely modified vehicles.
What fun about an ICE vehicle. Loud, slow acceleration, pollution, poisoned garages, transmissions, maintenance, gas is 10x as expensive vs charging at home. It’s shit. My EV smokes Porsches when I need to overtake them.
The only thing gas does better is higher range and quicker fill ups.
Norway is a very special case in that it has massive hydro energy resources and nobody lives there.
Norway has roughly the population of the average US state. So I guess no-one really lives in the USA.
The crazier fact is that a hand full of cities alone in the US has a higher population than all of Norway.
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Let's put it more concretely: Norway has about the same amount of people as Alabama.
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0.1% of the population is pretty close to 0% to be fair.
The USA has 50 states.
And massive oil resources. As a result of this, one of the wealthiest sovereign wealth funds on the planet, which they manage well and for the good of the country.
Their hydro energy company is an aluminum company company, they have so much slack power they export it refining bauxite.
It is worth repeating solar panels covering an area about the size of NH generate enough power to supply all current entire US energy needs.
There must be more to it than this, or we'd have fantastic EV uptake here in New Zealand (we don't - EVs currently only have a 6% market share).
As other siblings have said, it's also very rich and offers mega tax breaks for EVs.
Out of interest, do you mean 6% of cars on the road of 6% of new cars sold last year?
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nz politicians figured out where the tap is to control uptake.. in the name of RUC right now it's tuned so non-plugin hybrid is cheapest, this separates out the price sensitive crowd...
The funny part is, given the geographic proximity and free trade relationship with China, New Zealand could become EV-dominant pretty much as quickly as they want. And as the infrastructure allows - is that a limiting factor?
Without tariffs, the excellent and inexpensive Chinese electric cars might be an attractive option.
> massive hydro energy resources
That is irrelevant unless Norway has unused capacity.
If a country adds electric cars using more electric power, then what really matters is how that extra power is generated.
It gets weird in Europe because adding extra load in Norway could easily mean that Poland does more generation using coal.
I'm in New Zealand where the government owned generators are preventing solar installations. One example was via an unobvious regulation that the installation had to handle massively overengineered earthquake rules. Meanwhile we use coal or imported gas when the isn't enough rain for our hydro. And we waste about 10% of our total capacity exporting (via one aluminium plant).
Going all electric with cars would add ~10-15% of electric demand. That's a bit, but not really a deal breaker, and something Norway would easily be able to offset by adding more wind turbines.
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Solar and wind is cheap too, no need to attack the Middle East.
> hydro energy resources
What is a hydro energy resource, a river? Don't lots of countries have rivers?
(If we're talking about hydroelectric power plants they've chosen to build, that's not exactly a resource -- and other countries could choose to build those too, right?)
Not just a river, a river plus either an elevation drop or a drownable valley.
A river winding along a flat plain is not a hydro energy resource. A river in the same valley as your capital city is not a hydro energy resource.
Building hydro energy requires a very specific geography. You can't just take any river and turn it into an efficient hydroplant.
You need both the right geography and a lack of either people or democracy in the place you want to build it. That rules out new large hydro projects in most of Europe.
Norway has really a lots of rivers with lots of potential energy of the water, since it comes from the mountains at high altitude (Fjords).
Some big slow moving river in a flat land on the other hand is not helping you here.
More importantly it's one of the richest countries in the world, and has high taxes but big tax breaks for EVs.
And strongly penalizes non-EVs.
And lots of bad conscious from all the oil.
I have a tangential question. Do you find that snow banks near roads are appreciably less black and disgusting now that there are fewer ICE vehicles on the road?
Growing up in America I have memories of our roadside snowbanks becoming black and saturated by vehicle exhaust and it always felt so gross to me. The back half of winter was characterized by blackened, salt-saturated puddles and banks. I wonder if the prevalence of EVs has made things less dirty in the winter.
> The back half of winter was characterized by blackened, salt-saturated puddles and banks. I wonder if the prevalence of EVs has made things less dirty in the winter.
The dominant cause of that is probably brake and tire particulate matter, not car exhaust. And EVs make tire pollution go up (because they're heavier) and brake pollution... I'm not sure if the weight effect there is counteracted by the decreased amount of friction brake use (as opposed to resistance braking).
On my Polestar 2, I was surprised how in actual use, friction braking was basically zero - to the point where when you start a trip the brakes are used for a few seconds to make sure they're still working (and scrub them a bit.) In actual driving - without trying particularly on my part - it's just always regen.
As others have said most of that was probably not pollution related to being an ICE vehicle, but if even part of it was the environmental performance of ICEs is magnitudes better over the last 25 years when it comes to unburned hydrocarbons and particulates, which WOULD reduce visible pollution way more than modest EV adoption. CO2 reduction? not so much with bigger vehicles offsetting gains here...
Even modern ICE cars produce lots of particulates and air pollution.
Recent studies have shown significant reductions in mortality starting at 5-10% EV market share.
isn't that at least partially caused by the rubber tire particles?
Could be! I don't know enough to say what the ratio of exhaust to tire particulate is on the average road.
In either case it's a good physical representation of how much particulate we are exposed to every day. Maybe having it trapped in dirty snowbanks is better than having it getting kicked up into the air during a dryer season.
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That's the plan. The reality seems different:
https://www.electrive.com/2025/01/09/norway-the-number-of-ne...
We're struggling with the pollution levels from road dust now though. It's worse in most cities than it ever was with combustion engines. Yes there's lower Co2, but the dust and tire particles are actually more dangerous.
So EVs that reduce both are a double win!
EU is introducing regulations for this kind of emissions which will likely create a market for a few new techs that reduce it (reformulated tyres, modern drum brakes that capture dust, etc)
My hot take for Japan is that hybrids make the most sense until one the major markets (US or all of EU) has significant traction with respect to ubiquitous EV charger infrastructure.
Tesla can fund the project of making EV chargers ubiquitous in the US and make it make sense within the context of a profitable business plan.
Chinese manufacturers can similarly make it make sense financially.
Japanese auto makers who are heavily subsidized by the Japanese government can't easily fund the infrastructure project of making EV chargers ubiquitous in a foreign country like the US or EU and their home market is much smaller.
California has 1.6 charge stalls per gas nozzle. Does that count?
I places like Japan (small, population dense, with small cars) you can use a 120V outlet to charge an EV. Most places have 240V household outlets, and can charge at least twice as fast.
So, if you have a garage with electricity, infrastructure isn’t really an issue. Sooner or later it will be common to mandate a charger per residential parking spot. The chargers themselves are $200. The main costs are permitting and retrofitting, but that matters a lot less for new development.
If one circuit per parking spot seems like a lot of infrastructure, consider the fact that most apartments have at least a half dozen circuits already.
What would be the market like if there is no government intervention with subsidies - the free market?
I doubt EV would take any significant share if that would be the case.
You live in the HackerNews of the real world. Not at all representative for the rest of the world. ;-)
> 96% of all new cars in Norway were EV last year.
Thats of course because people wanna go green and certainly has nothing to do with the 25% VAT exemption that ICE cars are subject to.
Yup, everyone else should be taking notes.
Not Germany.
Interesting but North America has different needs for vehicles. Long time before our electrical systems to be able to compensate for that kind of whole sale change. Will be at least 20 years if it ever happens.
I would also say that any ICE vehicle that has 0 subscription models, upgradable firmware, tracking software will probably have a value premium to it in the not distant future.
FWIW downvoters - I have a PHEV - but I live in the real world and a likely future!
> Long time before our electrical systems to be able to compensate for that kind of whole sale change. Will be at least 20 years if it ever happens.
I don't know about the whole national electric grid, but at my house, I didn't really have to upgrade anything and didn't even notice an increase in electric bill when I started plugging in my EV. I don't think my car is even 20% of my household electricity usage. I'd hope we can increase our national grid's capability by at least 20% in the next 20 years. (Also, aren't datacenters causing that massive demand right now, whether or not the upgrades are even there yet? As I understand this is causing massive price increases?)
> I would also say that any ICE vehicle that has 0 subscription models, upgradable firmware, tracking software will probably have a value premium to it in the not distant future.
As you kind of hint at, whether or not the vehicle is EV or ICE has nothing to do with whether it has subscription models, tracking, etc. and car manufacturers are racing towards both of those things in a way that makes the drivetrain irrelevant.
Two points.
1. Infra will need to upgrade in order to handle heavy charging in neighborhoods with wholesale change in the fleet. It would change our electrical use model considerably in terms of times of use -- and we would be adding all the energy used from gas powered cars to the electrical grid - which is somewhat significant.
2. While you are correct technically -- I think what I am implying is older cars (ICE) will be the ones without all the tracking and software - whereas all EVs will have that embedded as they are all relatively new. There is no world where they remove that from new car production.
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> Will be at least 20 years if it ever happens.
And if 100% of EV's sold this year were electric, it would take ~24 years for basically all of the vehicles on the road were electric. (The average age of registered cars in the US is 12 years old).
Estimates are that a 100% EV fleet would increase electricity demand by 20%. So that's < 1 % a year.
Approximately how much demand increases due to increasing A/C usage in the US.
And a lot less than AI/crypto is increasing demand.
And that's not to mention that EV charging is a relatively easy demand to meet -- most EV owners charge when it's cheapest, so you can shape demand via price signals.
So, EVs would reduce electricity usage in the long term (by eliminating the growth in demand from air conditioning).
On top of that, things like balcony and rooftop solar are much more economically attractive if you have a lot of load at your house, so people that buy EVs are likely to also self-generate a lot of electricity.
You can somewhat change the profile by price signals -- however if all vehicles are EVs there is a good portion of that demand that is inelastic. You will also need to be able to handle larger volumes of demand for faster charging stations and that entire effort of infra.
Its all doable but it is not as a simple as every plugs in at home. Its a large co-ordinated infrastructure effort.
You also brought up some other valid issues -- right now we are looking at the being undersupplied for electricity across NA without a wholesale swap to EVs. Maybe the upside of the oversupply of AI is that we have a lot of stranded assets for electrical charging infra/generation afterwards..
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>Long time before our electrical systems to be able to compensate for that kind of whole sale change. Will be at least 20 years if it ever happens.
There's little to no reason that the electrical grid itself needs to change for the sake of EV's.
The biggest problem is that while slow charging (L2) in your own garage would be perfect for 99%+ of people in the US, and isn't even very expensive, that's a barrier to entry most people do not want to screw with. So, everyone wants DC fast that mimics a gas station experience, even if it's completely unnecessary for almost everyone's use cases.
Land is limited, new builds like that are expensive, slower to earn returns, and make little sense with so few EVs in the US - which leads to a viscous cycle. It's a bit of TotC.
>I would also say that any ICE vehicle that has 0 subscription models, upgradable firmware, tracking software will probably have a value premium to it in the not distant future.
Consumers do not care about this. If they did, such cars would not sell. No one is going to pay extra for fewer features.
> The biggest problem is that while slow charging (L2) in your own garage would be perfect for 99%+ of people in the US, and isn't even very expensive, that's a barrier to entry most people do not want to screw with.
I feel like this is only an opinion that people who have never actually used an EV have. Plugging in my car overnight at home every few days is infinitely more convenient than needing to drive somewhere to plug it in somewhere else. The actual charge time is irrelevant as long as it's not more than ~12 hrs.
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> No one is going to pay extra for fewer features.
Right, what people want is to pay less for fewer features.
If EVs with all their limitations are going to replace ICE cars for daily use, they need to be cheap. We need the Ford Focus or Toyota Tercel of EVs, with the same set of features (i.e. very few) that those cars had when they were introduced.
Otherwise I'll just go buy a used ICE Tercel or Focus.
When Tesla showed the world that an EV didn't have to look like a middle school science project and drive like a golf cart, it made sense that they went upmarket. They had to recover development costs. That won't work to get mass conversion.
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You're Norway, you don't count.
> I figure most other countries will be the same.
I figure you're wrong on that one.
Oh yeah, because Norway is very representative of the world...
A country that is bigger than half Spain with 10 times less population with one of the lowest electrify prices of the entire world(5-8 dollars MWh) because of huge hydro resources.
A country with huge capital reserves precisely because of oil resources.
His first sentence is literally disclaiming that he is in an outlier market.