Electric Car Fire Myth Laid To Rest, But Existential Risks Still Loom. “We are definitely not seeing EV fires crisis. Tesla fires get a high profile. The most important thing-recognizing the difference between ICE and EV fires” The risk of fire in an electric car has probably been exaggerated, while if your battery runs dry […]
Archive | Industry Analysis 2021
Electric Car Sales Growth To Slow As Manufacturers Switch To ICE
Electric Car Sales Growth To Slow As Manufacturers Switch To ICE. “BEV penetration growth is also expected to be tempered by a returning ICE market following the Coronavirus impact” Forecasters predict ever larger sales of battery electric vehicles (BEV) in Europe, but the pace of increase is about to stumble for two to three years […]
Investors Scramble To Rerate Ferrari As Electric Turmoil Looms
Investors Scramble To Rerate Ferrari As Electric Turmoil Looms. “A semi’s guy who did his thesis on quantum quarks and has hundreds of patents to his name running Ferrari? We live in extraordinary times” After Ferrari, legendary maker of exotic sports cars, finally appointed a new leader, investors briefly breathed a sigh of relief, before […]
Chronic Auto Chip Shortage Pinpoints Players Ill Equipped To Survive
Chronic Auto Chip Shortage Pinpoints Players Ill Equipped To Survive. “The nature of the shortage shows many manufacturers simply hadn’t grasped the crucial role of semiconductors and couldn’t foresee this shortage” The chip shortage is not only a short-term problem for traditional auto manufacturers, it signals to investors which companies have been asleep at the […]
Audi E-Tron Needs More Powerful Battery, But Does It Matter?
Audi E-Tron Needs More Powerful Battery, But Does It Matter? “Electric vehicles are very sensitive to aerodynamics. 80 mph is massively more energy consumptive that 60 mph. The ideal speed is probably 50” “There is no such thing as a free lunch,” according to Nobel prize-winning economist Milton Friedman, but maybe aspects of the all-electric […]
Auto Production Wilts Under Pressure From Chip Shortages, But There Are Plusses
Auto Production Wilts Under Pressure From Chip Shortages, But There Are Plusses. “Risk is on the downside for the 2nd half of 2021 although this bolsters the 2022 production outlook as potential inventory replenishment is pushed into next year, even 2023” A year ago, as the auto industry first staggered from a coronavirus hit, optimists […]
Europe’s Car Sales Stutter Briefly As U.S. Accelerates
Europe’s Car Sales Stutter Briefly As U.S. Accelerates. “West Europe is furthest removed from the January 2018 base, while the U.S. market has undergone the shallowest impact. The U.S. market to perform above expectations” Europe may be flagging currently as auto sales in China and the U.S. accelerate after the coronavirus, but over the next […]
Tavares Says EU CO2 Rules Threaten Auto Ownership
Tavares Says EU CO2 Rules Threaten Auto Ownership. “I’m afraid that if the legislation doesn’t change, many people won’t be able to buy a brand-new car anymore” Europe’s plan to boost electric car sales at the expense of traditional ones will price average buyers out of the market, according to an industry leader, but EU […]
Nissan Leaf Sales Falter In Europe Ahead of Electric Ariya Launch
Nissan Leaf Sales Falter In Europe Ahead of Electric Ariya Launch. “Nissan didn’t upgrade the Leaf enough to keep pace and it made a mistake not using liquid coolant and opting for air-cooled batteries and that made problems for lots of owners” The Nissan Leaf was the Tesla of its time, leading the world’s march […]
Volkswagen Raises Profit Target Despite Chip Shortage
Volkswagen Raises Profit Target Despite Chip Shortage. “there is a hair in the soup” Volkswagen surprised nobody with its strong first quarter profits and improved outlook for the year, but despite the positive performance from the shares – up more than 1% initially Thursday in Europe – VW’s performance in China raised some investor eyebrows. […]