InsideEVs: link here.
EVs: link here.
- scorecard
- cash burn
- graphite
- not for me.
- "Energy transition is dead" is followed here.
- EVs charging.
- batteries.
- cold weather -- reality sets in -- January, 2024
- resale value -- a deal-breaker
UPDATES
December 10, 2024: GM abruptly gets out of the robotaxi business (Cruise division "wrapped" into other GM operations). Link here. It was just one week ago that GM pulled out of the joint venture with LG Energy for a new battery factory in Detroit. And GM is also pausing some EV production. Same links.
December 1, 2024: Stellantis CEO abruptly steps down. Reminder: this CEO said Stellantis was working on a sub-$25,000 EV.
November 23, 2024:
- Rivian, backtracking? Link here. And link here.
- See if you even understand what he is saying, and that's the theme for this weekend.
- EVs explained: and after reading that article, I still have no understanding of this issue.
- ND is ramping up its EV charging installations, link here.
- Waymo: link to The Times.
November 22, 2024: link here. Northvolt collapses. Northvolt was one of the world’s most valuable battery startups. Now it has run out of charge.
November 15, 2024: Trump transition team looks to end EV credits. Elon Musk supports, knowing Tesla can handle it better than his competitors.
November 4, 2024: Ford, Stellantis cutting, temporarily halting EV production.
October 18, 2024: Barra says GM will make a profit on EVs this year. Link here. GM's 3Q24 earnings.
October 6, 2024: bankrupt Fisker under SEC investigation over progress of bankruptcy.
October 3, 2024: EVGO jumps 64% on news of $1-billion guaranteed loan from US government. This is the charging company, not the EV auto company, Canoo (GOEV).
October 1, 2024: deep doo-doo for Stellantis. Jeep Wrangler EV recall over fires. Chinese cheap cars. And more.
September 6, 2024: Toyota slashes EV production plans at least through 2026.
September 4, 2024: EVs going nowhere.
- TWSJ: the VW story; nothing new, but a very, very credible source.
- AFP: new car sales in Europe pummeled as EV sales plunge.
- Evan: Volvo -- scraps EV plans. Holy mackerel!
September 1, 2024: cash burn.
September 1, 2024: CALPERS takes significant position in Lucid; slashes holdings in NVDA, Walmart, IBM.
September 1, 2024: nominee for Geico Rock Award.
August 29, 2024: Canoo (GOEV) departs California; relocates in Texas.
August 29, 2024: EV sales plummet in Germany.
August 28, 2024: GM delays Indiana battery factory.
August 22, 2024: the EV pullback -- worse than most expected.
August 8, 2024: Rivian -- best of breed.
July 25, 2024: holy mackerel! Ford reports massive losses on EVs and warranty costs.
June 18, 2024: Fisker files for bankruptcy.
May 14, 2024: Fisker in bankrupcy mode? Link here.
May 11. 2024: shoring up cash.
May 9, 2024: Mercedes pulls back. Ryder reports a debacle.
May 6, 2024: Irrational exuberance.
April 25, 2024: Ford reports massive EV losses; 1Q24.
April 19, 2024: it's official. Bloomberg: the EV bust in Europe.
April 16, 2024: Americans don't want EVs.
April 16, 2024: watershed year: 2024.
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