Tesla has historically gotten billions of dollars of revenue from regulatory credits, mostly from the US, but also a significant chunk from Europe. Last year, Tesla “pooled” with Ford, Honda, Mazda, Subaru, Stellantis, and Toyota, among others. Basically, Tesla got paid to help those other automakers meet EU fleet carbon … [continued]
Electric cars already have no tailpipe emissions, but even cleaner EVs — built with low-carbon steel, aluminium and batteries, and in a way that minimises harm to people, communities and the environment — are now within reach, according to a new ranking of the world’s largest carmakers. Crucially, this progress … [continued]
If you work the line at a Big Three automaker, late February is usually a time to celebrate. The annual profit-sharing checks get announced, and for the last few years, they’ve been absolute blockbusters. This year? The mood in Detroit depends entirely on whose badge is on your polo shirt. … [continued]
An article title caught my attention today for a couple of reasons. The title of the article is: “Major Automakers Have Written Off $55 Billion After Overestimating EV Demand.” Hmm…. First of all, the thing that jumped out to me was $55 billion. That’s a lot of freakin’ money! The … [continued]
Stellantis announced that it is taking a $26 billion hit associated with backtracking on EVs. The vast majority of the write-down is specific to North America, where Stellantis has essentially given up on plug-in vehicles. EV production is being replaced with a return of ICE powertrains, including the “Hemi.” This … [continued]
With 2025 numbers in and the more basic US EV sales reports out, now is the time for one of my favorite topics of exploration — how fast different automakers are electrifying. Yes, it just hit me that we should really do an analysis like this for global sales — … [continued]
The 4xe versions of the Jeep Wrangler and Grand Wagoneer have been axed from the Stellantis lineup along with the Pacifica PHEV.
CATL is the largest EV battery producer in the world. It continues to progress, with the latest news being a factory under construction in Spain and restarting of a lithium mine in China. CATL + Stellantis Battery Factory in Spain The US and Japan led on electric vehicles for a … [continued]
And Europeans, too, for that matter. An op-ed was recently published in the Wall Street Journal with the title “Can U.S. Automakers Compete With Chinese EVs While Focusing on Gas Guzzlers?” Following Betteridge’s law of headlines, which states “Any headline that ends in a question mark can be answered by … [continued]
Looking at sales data year by year, or month by month, it can be hard to really notice significant long-term trends. However, stepping back and looking at a chart that covers several years, you can spot some quite interesting things. I recently did this with regards to auto brands’ share … [continued]
