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
January 19, 2025: Canoo files for bankruptcy.
January 9, 2025: cognitive disconnect. Porsche, Honda, China.
January 6, 2025: Lucid, production, deliveries, 2024.
December 23, 2024: GM closes deal with Lithium Americas. Link here.
December 23, 2024: Honda to buy Nissan. Mitsubishi may become part of the deal. See this note.
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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From The Archives
2019 data; evolving 2020 data: US government; McKinsey & Company.
Blog posts:
- Tesla European registrations collapse, July, 2020
- Running out of fingers and toes to count, August 28, 2020
Data links:
Timeline:
- everything suggests 2022 will be the "big year" for EVs
- leading indicator: the electric F-150 will likely debut in 2022
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For The Archives
EVs: There will be a lot written about Governor Knewlittle's announcement that California will ban the sale of gasoline automobiles in 2035. I will not link any of those articles, except by rare exception, one way or the other. Anyone who thinks this will happen has not thought this through. But wow, 2034 should be a great year for auto sales in California.
Those articles I do link will be placed here. The exceptional articles will be linked above.
California ban on gasoline-powered cars: EPA skeptical. WSJ link here. September 29, 2020.
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The Grid
The grid: rolling blackouts associated with:
- third-world countries;
- piss-poor planning;
- renewable energy scams;
The grid: rolling blackouts --
- if the grid can't handle electricity demand when annual US EV sales is less than 2% of total US auto sales, how does the grid handle electricity demand when annual US EV sales hit 10%, and then 25% projected by 2025
- the link is a pre-Covid link; it would be nice to see an update
- almost impossible to forecast anything during the pandemic; things are so out of whack
- this will be fascinating to watch
- winners, if this develops: electric utilities
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Charging Stations
If California bans the sale of gasoline automobiles in 2035, the state will have to mandate:
- charging stations sufficient to meet the needs of all apartment dwellers;
- charging stations in all residential neighborhoods where automobile density exceeds availability of off-street parking;
- charging stations in all parking structures of universities and colleges;
- charging stations be built into all newly built garages
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