Locator: 10001EVS.
EVs 101: link here.
Updates
March 31, 2024: Fisker on verge of bankruptcy; delisted by NYSE.
March 30, 2024: Rivian update.
February 27, 2024: Apple scraps plans for iCar (EV, automous driving)
February 20, 2024: Ford cuts prices of its flagship Mustang E-Mach by over $8,000.
February 5, 2024: Hertz now says it will quit buying Polestar. Earlier said it was selling a third of its Teslas. Stellantis also throws in the towel. I don't think I've seen any sector crash so fast when the rest of the economy is booming.
February 3, 2024: it's not getting any better or any easier.
November 23, 2023: game over?
March 1, 2023: NIO -- margins are atrocious and losses are doubling.
February 28, 2023: Rivian losses severe.
August 3, 2022: going from bad to worse: Lucid.
July 22, 2022: great commentary in The WSJ.
April 6, 2022: Rivian running about 2,000 trucks per quarter.
March 24, 2022: USPS: $2.98 billion for 50,000 next-generation vehicles.
March 18, 2022: Toyota, major chip supplier suspend production due to Fukushima earthquake. Toyota to suspend operations at more than fifty percent of facilities across Japan.
March 17, 2022: Ford and VW continue partnership.
March 15, 2022: Tesla raises prices for second time in a month.
March 10, 2022: EV shares struggling.
March 10, 2022: The Motley Fool. Rivian: bait and switch.
March 4, 2022: huge cash crunch at Rivian; selling pre-orders at a loss; stock plunges almost 20% over two days.
March 3, 2022: desperate times for EV manufacturers.
March 3, 2022: GM sells its stake in Lordstown. Link here.
February 16, 2022: 2021 update over at Microsoft News. And, here.
February 12, 2022: graphite.
January 17, 2022: Asia is winning the war for EV batteries.
December 12, 2021: Investor's Business Daily, top five EV manufacturers.
December 12, 2021: DTG and Rivian R1T, The WSJ.
December 10, 2021: GM, LG Energy (batteries); pickup trucks, Detroit; batteries, Lansing, MI;
December 9, 2021: Ford caps F-150 Lightning orders to 200,000.
- F-150 Lightning "pre-production" trucks already "produced," but consumer-bound truck deliveries "scheduled" for spring, 2022.
- Tesla has been forced to delay its first Cybertruck delivery to 2022.
- Rivian recently delayed the production of its R1T electric pickup truck from July to September (2021).
- Lordstown is also having issues bringing its electric pickup to
market. GM is expected to deliver the Hummer EV in the US by the end of
the year (2021).
December 6, 2021: Intel might publicly list shares in Mobileye self-driving car unit.
December 6, 2021: Toyota -- largest private capital investment EVER in the state of North Carolina -- $1.3 billion battery plant announced.
December 1, 2021: the Australian connection.
November 30, 2021: Foxconn plans to launch three new electric vehicles: Model C recreational vehicle; the Model E sedan; and the Model T electric bus. Link here. Hunch: Foxconn to partner with Apple, and the autonomous car will be the Model A (for Apple).
November 30, 2021: iPads and the luxury Toyotas.
November 30, 2021: Daimler-Benz ready to roll out their electric trucks starting January 2, 2022.
November 29, 2021: Nissan announces $18 billion program through 2030; 23 EVs to include hybrids and 15 all-electric vehicles. Link here.
November 22, 2021: Rivian/Ford break up; Ford will go it alone. Were investors played?
November 22, 2021: blogging work for today.
November 21, 2021: Ford holding back on F-150 Lightning production. Why?
November 19, 2021: GM says it will produce 600,000 EVs by the end of 2023. That's only two years from now. Is US infrastructure ready?
November 19, 2021: Ford, Rivian abandon joint venture. Ford will "go it alone" to produce 600,000 EVs per year. New landscape. And here.
November 18, 2021: Apple locked and loaded.
November 17, 2021: note -- the list below, Rivian was not even on the list earlier this year. Now, it's the second most valuable EV company in the world. LOL.
Original Post
Previously posted, but needs to be updated. This was posted January 24, 2021.
The companies in the chart below and their webpage tag or similar:
- RIDE: Lordstown Motors Corp -- the world's first all electric commercial pickup;
- FSR: Fisker, Inc -- Ocean (crossover SUV?), $37,499;
- FIII: Forum Merger III --December 11, 2020 -- definitive merger agreement with Electric Last Mile Solutions, Inc, a deal valued at $1.3 billion;
- GIK: Lightning eMotors -- powering fleets with lightning;
- HYLN: Hyliion Holdings Corp -- Class 8 tractor trailer electrification;
- CIIC: CIIG Merger Corp -- a SPAC; close to a deal with electric luxury vehicle start-up Lucid Motors
- NGA: Northern Genesis Acquisition Corp
- XL: XL Fleet Corp -- fleets, trucks; partnering with some big names, Chevrolet, GMC, Ford, Coca-Cola,
- WKHS: Workhorse Group Inc -- focused on C-Series electric delivery vans;
- GOEV: Canoo -- delivery vans
- NKLA: Nikola Corporation -- Class 8 tractor trailer electrification;
- ACTC: ArcLight Clean Transition Corp -- infrastructure?
- TSLA: Tesla -- cars, SUVs, pickup trucks, Class 8 tractors; and flamethrowers
The screenshot at the link at twitter:
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