Thursday, April 4, 2024

EVs: A Tidal Change In The Offing? April 4, 2024

Locator: 46913EVS.

Just an hour or so ago, I suggested that the "Tesla-delivery" story may have been a watershed moment in the history of EVs -- see the re-post below. Now this, perhaps the most successful auto manufacturer in the US, link here or direct to CNBC:

 

Tides of change: LinkedIn -- Ramachandran S.

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Re-posting

Locator: 46910B.

Tesla: perhaps the biggest story this year. Is the EV house of cards about to fall? The Tesla story is bigger than just Tesla. Its #1 competitor won't hit its stride for at least two years and will sell its cars at a loss when it does. US EV makers tend not to operate that way. 

From CNBC:

From Barron's:

Hertz: post-mortem, Carl Q. Link here. Or direct to Bloomberg.

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