#evs

Many feel that EVs are a passing fad and that hybrids are the future. We see this from many outlets including the media, manufacturers like Toyota, and the general population. In this video I take a look

We are moving closer to the tipping point. As stated, when something surpasses 5%, the path to mass adoption is often rather rapid. We see the time contingent upon the product but the trend is set. We

China is leading the EV race. In the month of November, the percentage of new cars sold that were pure EV (BEV) was 25%. In this video I discuss how the largest car market in the world is now 1/4 EV (49%

The most ICE cars sold in the US were back in 2016. Since that time, we have seen the number of ICE vehicles decline. A large part of this is due to the recession the auto industry finds itself in. In

I have long said there will be two automotive companies in the future: Tesla and the Chinese. In this video I discuss the Chinese companies and how it will have to see massive consolidation since there

VW is one of the largest automotive manufacturers in the world. German engineering is long heralded as superior to all else. This is not translating into EVs evidently. Buyers might feel that way about

Most seem to misunderstand Tesla and the state of the automotive industry. This is a time of transition and the old rules are not relevant for much longer. In this video I discuss how recent moves by legacy

Tesla built a number of businesses around their EVs simply because they had to. If they didnt get into things such as batteries and charging stations, the ability to sell EVs would have been seriously

In this video I discuss what people are saying about EV and demand. Since there are EVs stacking up on car lots, many, including analysts, believe that demand is dying. This is not the case for all as

Wright's Law is an observation that has held up over time. This is going to help the cost of EVs going forward. In this video I discuss how the price of ICE is not going to come down. The same is not true

It is becoming clear there are basically two camps when it comes to the automotive industry. In this video I discuss what they are and how it is shaping up. All of this revolves back to the basic premise

Many are pointing to Norway as the example of what will occur throughout the world. This is a natural tendency. However, I would caution of against immediately jumping to that conclusion. In this video

The bias continues. It is now laughable how bad the financial media is when it comes to Tesla. I saw one interview where the person was talking about the Chinese EV makers and she said she couldnt remember

It is amzing to watch the tentacles of disruption. This is something that appears to be overlooked by the masses. In this video I discuss how Tesla, a car company according to most, is going to install

The next generation vehicle from Tesla is already designed. We also know it is going to first be produced in Mexico. Now we are getting word that another factory is going to be built in Berlin that is

It is game over. We are looking at a radical transformation in the automotive sector. In this video I discuss how many of the major automakers are falling behind in the EV race. They are basically producing

The charging network was just the first of a number of dominos that will fall in favor of Tesla. In this video I discuss how Tesla is going to be the major automotive supplier in the next decade. If legacy

“About 92,000 EVs currently sit on dealers’ lots; that's a 342% increase from a year ago, when only about 21,000 did so, according to automotive research firm Cox Automotive.” Source: Why EVs Are ‘Piling

Jim Farley, the CEO of Ford, admitted the EV division is having serious challenges. Their loss per vehicle was down from the quarter before but they are still bleeding a lot of money. The guidance is that

One thing about batteries is a large amount of the materials can be recycled. This is very important for EVs which use a lot of them. In this video I discuss how there will be a point, years down the road,