EVs -- California Sales Sag -- February 3, 2025

Locator: 48467EVS.

elektrek: link here. Highly recommend that you check out this site at least once a month. 99% of its articles are focused on EVs. It seems most of the articles highlight how well EVs in general are doing and that EVs in particular are doing very well. 

But, my takeaway, scanning through the site quickly, things are not going all that well in "EV-land." I thought I might be biased or missing something so I wanted to look at the time line: my thesis was that by this time, 2025, we should be a whole farther along the s-shaped curve than we are. So, using AI, I asked when did evs become "thing." I was surprised how AI knew exactly what I was asking: 

Now scanning elektrek this week, some headlines:

• Tesla's sales drop double digits in California, y/y, the US' biggest EV market;
• cutting-edge Renault Filante concept hopes to break EV efficiency records -- say what? Renault Filante -- that's where "hope" lies?
• the newest arrangement between AAA and ChargePoint, according to elektrek "is light  on details. It explains only that the [partnership] covers Level 2 AC charging as well as Level 3 DC-fast-charging stations AAA and CAA members in need of charging infrastructure can find more information at a Chargepoint-AAA website." The website is .... well, awful.
• Tesla sales tank in Europe;
• GM is cutting a shift at its EV plant in Mexico because Honda is cutting back on the EV that GM is producing for Honda; say what?

Below is the lead article with my introductory observation / comment:

Not said in the article: calendar years 2023 and 2024 were two of the best years ever for investors in the US stock market -- a lot of folks felt rich -- and yet, expensive EVs not being sold.

From Elektrek: