Stellantis’ German BEV horror show
The Amsterdam-headquartered conglomerate joins Renault and Tesla in Teutonic turmoil
Tesla is the original and most successful e-mobility company. Beginning with the Roadster, moving onto the Model S, X, 3, and Y; Tesla continues to produce market-leading EV's Tesla's market cap has grown to dwarf incumbent OEMs through advantaged gigafactory production and software excellence. https://www.tesla.com
US regulator deems autopilot feature unsafe in a potential blow to long-term Tesla software thesis
OEMs targeting the e-pickup segment may need to rely on customers who have not previously bought trucks
The EV inFocus team makes some serious, and some not-so-serious, calls for the year ahead
Opening up could spur “domino effect” for whole industry, but integrated manufacturers could have an immediate advantage
Major US OEMs to see EV models effectively get more expensive under new IRA stipulations
New model to be built initially in Texas and CEO promises ‘mind-blowing’ new processes
Long-awaited definition of rules of origin nudge OEMs away from Chinese battery partnerships
Firms need to look at access to both primary metals and processed battery materials
The CEO’s ego could damage the EV market leader’s investment case
The vehicles is more than 50pc more expensive than first trailed
Appetite to potentially buy suggests a step change in penetration could be somewhere down the line
One could see the glass as half-full or half-empty
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