EVs: not for me.
This past week.
November sales. Link here.
Lucid.
- LCID: down 14% in past five days.
- customers canceling orders; Lucid aggressively fighting cancellations;
- Elon Musk: Tesla-rival Lucid might be about to die.
- others: cash on hand to survive another year;
- unexpected cash infusion from Saudis could change everything;
Rivian.
- RIVN: down 12% in past five days.
- Rivian, Warner Bros Discovery to bee added to NASDAQ 100
- company says relationship with Amazon solid
Lordstown.
- RIDE down 19% in past five days.
- one week ago, brought Endurance EV pickup to market
Arrival.
- zombie company
- moving company / operations to US for tax credits, etc.
- recently blogged; no news
GM BrightDrop:
- as others fail, BrightDrop charges toward $1 billion in revenue;
- December 8, 2022: last-mile delivery startup has a permanent home in Ingersoll, Ontario;
- last-mile: no more than 200 miles / 24-hour cycle
- collectively, more than 30 commeercial customers havd reserved mor ethan 25,000 Ultium-powered BrightDrop vans
- DHL Express Canada
- Walmart
- Verizon
- Hertz
The buzz this week: battery prices.
- gmauthority;
- batteries running $131 to $138 / kWh
- by region:
- lowest in China at $127 / kWh;
- US: 24% higher ($160)
- Europe: 33% higher
- will continue to rise through 2023
- then start to fall again in 2024
- ICE parity: $100 / kWh
- some segments may already be on par with ICE-based counterparts
- premium EVs
- mini city cars for the Chinese market
Slow-motion car crash:
- that's the view of The [London] Guardia
- November 13, 2022;
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