#evs

The mainstream (financial) media keep espousing how EV demand is waning. Here we have a set of misleading facts which few take the time to research. In this video I discuss how a declining in the growth

Here is the article mentioned in the video: Do not look at the EV market based upon anything you know about automotive. Instead, look at it based upon technological progression. In this video I discuss

EV penetration is going to depend upon affordability. One of the key issues, at the moment, is the fact that EVs are still in the premium category for the most part. In this video I discuss how this will

Tesla is about to spread their offensive globally. The company has better margins than any other auto company especially those in the EV space. In this video I discuss how they are unleashing this in China

BYD is pushing the envelop. It has introduced a vehicle that is prices at $11,500. This is only available in China since it doesnt meet the safety requirements outside of there. In this video I discuss

Tony Seba is known to make some bold predictions. His track record is actually fairly accurate when it comes to technology. In this video I discuss the claims he makes regarding EV pricing and how the

We now got some numbers from Rivian and Lucid. It was not pretty. These companies are, not surprisingly, losing a fortune. This is par for the course with the automotive industry since it is capital extensive.

We heave a lot going on in the automotive industry regarding the Chinese, especially BYD. In this video I discuss the plans that were already announced and how it is going to affect things. ▶️ 3Speak

For those who know about supply chains, this is kid stuff. However, if this is something one doesn't consider, it is an eye opener. In this video I discuss why Tesla's cost per vehicle will keep declining

EV Road Trip Struggle

This is some news that, if true, is really going to accelerate things. In this video I discuss an article put out by Reuters, and picked up by others, that says Tesla suppliers for the $25K vehicle were

There are going to be two automobile companies in the future: Tesla and the Chinese manufacturers. In this video I discuss how China is the leading exporter of automobiles. It is not only the world's

Technology operates in some fairly predictable patterns. For those who are experienced at watching it, the signs are clear. There is a path that emerges which, once passed the hype cycle, follows what

In recent years, Germany has witnessed a notable surge in the adoption of Battery Electric Vehicles (BEVs), signaling a transformative shift in the automotive landscape. Utilizing data from the German

This is a lie the mainstream financial media keeps espousing. Actually, that changed since even Bloomberg had to admit the data didnt support that. In this video I discuss the numbers over the last few

The Tesla naysayers are having a field day, citing how BYC overtook Tesla in EV sales. In this video I discuss how it is a narrative that is twisted and what is really means. ▶️ 3Speak

Legacy auto is struggling. It is pulling back on its EV investment. There was a belief that once these companies started to bring out EVs, they would dominate. In this video I discuss how the opposite

Volkswagon became the last major holdout to announce it is accepting the NACS (the Tesla standard) for its cars. This means the entire industry is going to connect to the standard set up by Tesla. In this

Are you ready for a massive decline in the cost of transportation? Can you see how there is going to be a 90% drop in the cost per mile? Of course not. That is absurd. This is the outlook that most will

Buick dealers have said no to making the investment into their operations as per GM requirements. They will, instead, opt to take a buyout. On the surface, this looks like a loss for GM. However, the