It’s been a busy beginning of the year already, and we’ll have more to report on that shortly, but let’s first take a stroll back a few months to look at what happened in the US auto industry in the 4th quarter of 2021. To get started, looking at the … [continued]
A Tesla Model Y owner was surprised to see a GMC Hummer EV parked beside his car when he came out of a Starbucks coffee shop in Detroit, Michigan. Although a Model Y electric SUV is larger than a Model 3, it still looks pretty small compared to the Hummer … [continued]
I just published a report highlighting the fact that Tesla’s US sales have been growing as the overall auto market has tanked, and I also published one looking at companies’ EV share of auto sales (Tesla being at 100%, of course). I nearly closed all my Google Sheets and left … [continued]
Comparing the 3rd quarter of 2021 to the 3rd quarter of 2020, US Tesla sales were up 67% while overall US auto sales were down 13%. Compared to 2019, the difference was even more stark — Tesla sales were up 104% and US auto sales were down 22%.
From where we’re sitting right now in mid-2021, it looks like the EV truck race comes down to two companies: Tesla and Ford. Tesla announced its Cybertruck in 2019, while Ford announced the F-150 Lightning this year. So far, though, we’ve heard almost nothing from Stellantis and GM about plans … [continued]
Another quarter has wrapped up and we have more grand trends in the US auto industry. In the charts and text below, I’m comparing Q2 2021 (the second quarter of 2021) with Q2 2020 and also with Q2 2019. Naturally, year-over-year changes are interesting, but given how unique last year … [continued]
Tallying up US auto sales for Q1 2021 at long last, I was only slightly curious to see how they compared to Q1 2020 (and perhaps that’s why it took me so long). Clearly, with the US in lockdown for part of Q1 2020, it was just a poor quarter … [continued]
GM is working with its supplier, Magna, to build battery enclosures for its upcoming Hummer EV. The 345,000 square foot facility is expected to add 300 jobs to the city of St. Clair over the next 5 years. “Bringing this new battery enclosure technology to market is another example of … [continued]
If you haven’t heard, GM put two EV commercials in the Super Bowl! In fact, if Google serves you articles about EVs on a regular basis, your suggested articles are currently filled with articles about the commercials and what they mean for the future of EVs, and quite frankly, I … [continued]
Okay, I’ve got to do it. Will Ferrell Norway EV Ad https://youtu.be/yCy-a_E2I3s First of all, there was the big Norway/Will Ferrell ad that came out a few days ago. I absolutely love Will Ferrell. So, yeah, I don’t see any way you could watch the ad and not enjoy Will … [continued]
