Following our quarterly report on US electric vehicle sales overall and broken down by model, let’s now get to the breakdown by brand and auto group. Instead of just looking at the 3rd quarter, though, I will compare quarter over quarter and year over year, since the most interesting thing … [continued]
We have been expecting a big drop in US electric vehicle sales in the 4th quarter following the end of the US EV tax credit. We’ve already seen Hyundai and Kia EV sales drop off a cliff in October. It’s hard to know yet, though, if that’s a real issue … [continued]
Ford pushes all the buttons at once -- EVs, California, and the color blue -- with the new blue-themed California Special package for the 2026 Mustang Mach-E GT (cropped, courtesy of Ford).
Ford pushes all the buttons at once — EVs, California, and the color blue — with the new blue-themed California Special package for the 2026 Mustang Mach-E GT.
Scania, MAN, Volvo Trucks, Daimler, IVECO and Ford sent a letter to EU Commissioners asking to delay Europe’s transition to zero emission trucks. Truckmakers have sent a letter to EU Commissioners urging them to amend the truck CO2 Regulation. Their demand would allow them to generate emissions credits, undermining the ambition … [continued]
ChatGPT generated panoramic concept art of the physics and economics driving the global energy transition forward
Every few years, a new administration tries to steer the course of the energy transition by decree. Some do it by boosting clean technologies through subsidies and regulation. Others try to restore fossil fuel dominance by dismantling those same supports. The idea that a single political cycle can redirect a … [continued]
Washington, DC — As the Trump administration continues to undo federal regulations that protect our air and water, including proposals to eliminate standards for vehicle emissions and revoke the 2009 endangerment finding, the Sierra Club today released 952 pages of emails between EPA officials and external organizations provided in response to … [continued]
Three new EVs are coming to customers in China but not those in the US. Two of them would be sure winners in North America.
September saw plugin EVs take 35.5% share of the UK auto market, up from 29.4% year-on-year. BEVs grew in volume by 29% YoY, while PHEVs grew 56%. Overall auto volume was 312,891 units, up some 14% YoY. Tesla was the UK’s leading BEV brand for the month. September’s sales totals … [continued]
The Trump administration has imposed double-digit tariffs on automobiles and auto parts for virtually all of the world’s largest vehicle manufacturers. And, boy, are global automakers and their supply chains starting to feel the effects of the tariffs, which range from 7.5%–25%. The tariffs are severely disrupting the automotive industry, … [continued]
Another auto company has clearly seen its EV sales jump as a result of the expiring US EV tax credit and the consumer rush to buy EVs before October 1st. That company is Ford. 3rd Quarter Sales Ford’s most popular electric vehicle, the Mustang Mach-E, saw the most growth. With … [continued]
