Ford Backtracks On Extending The EV Lease Credit insideevs.com/news/775324/...

The top federal road safety body is looking into scenarios where Teslas running Full Self-Driving broke traffic laws.

insideevs.com/news/775291/...

1/3 I really like connecting the dots across data points. I built a risk index for the US EV industry and backtested it to get an interesting but probably not surprising story.

The headline score: 71.1 (High Risk). Full infographic here: usenrisk.tiiny.site
#EVs #AutoTech

I updated the #EV sales scenarios from 6 months ago. Automakers have been shielding consumers from higher prices. That changes soon. The EV buying spree ahead of losing the $7,500 rebate is over. Our forecast is now tracking ~500k units lower from original Q3-24 #forecast. #US
tinyurl.com/2uae437b

China's new #Battery export controls are meant to protect its dominance, but are an own goal. Losers here are #CATL #BYD & #WeLion. #Beijing risks slowing their expansion, losing market share & fueling the move away from Chinese suppliers. It's a gamble that could backfire.

China's $450B+ trade dominance in Latin America is a problem the EV Industry can fix. The US has a chance to reset its relationship with S. Am. by partnering w Chile & Korea for cathodes. Get the the full report: acieslumen.com/infographic....
#CriticalMinerals #EV #Geopolitics #SupplyChain #Lithium

A few weeks ago, I sent out the eMotor outlook for q1-25. In my commentary I described some of the effects of the current trade dispute between the U.S. and China. But I was focused on how export controls on REE to the U.S. pushes importers to more rapidly reduce their...

1.2 tWh of global cell capacity is at risk of cancellation or delay, especially projects in N. Am and EU. A drop in EV sales or supply chain disruptions likely accelerates the process. In the U.S., a business environment of uncertainty will have the same effect. #ElectricVehicles #EVs #Batteries

Sharing our new EV electric motor outlook here: mailchi.mp/b62887f4fcfa...
You can also sign up for quarterly data drops here:
eepurl.com/jb-_22

#ElectricVehicles #EVs #REE #electricmotors #tariffs #China #USA #tradewar

Great article by Axio's Joann Muller. The tariffs will put legacy OEMs behind the eight ball when it comes to investing in their future. Potentially repealing the $7,500 rebate makes things even worse. The math adds up to making US automakers uncompetitive in EVs. www.axios.com/newsletters/...

For the most recent #WardsIntelligence/Omdia battery report, I thought it would be interesting to chart a few of the possible effects from potentially repealing the $7,500 rebate and tariffs on U.S. plug-in EV (BEVS, PHEVs, EREVs, and PFCEVs) sales. @rff.org #ElectricVehicles #Tariffs #UnitedStates

Get ready BlueSky, the platform formally known as Twitter may be at an end.

www.businessinsider.com/elon-musk-pr...