RNSDF News and Press, Renault S.A. From 02/07/23

Summary Global electric car sales Dec. 2022 were an estimated 1.1 million+. China sales up 83% YoY to 30% share. Europe up 147% YoY to 38% share. US ~7% share. EV market news - UK's petrol and diesel sales eroded as EV sales surged 40% in 2022. China new-energy vehicle sales, shipments ...

Summary Renault reduces stake in Nissan to 15% and redraws its 20-year alliance. On the other side, Nissan will invest in Renault's future electric division called Ampere. Supportive positive news for Nissan. Buy target at Yen 600 per share. Here at the Lab, we closely fol...

Summary Stellantis is a combination of Italian Fiat and French PSA. The Group has double-digit market share in over 12 countries. We see headwinds derived from a deterioration in market conditions and a stagnation of sales in Europe and North America. Positives include a strong EV o...

Nissan Motor ( OTCPK:NSANY ) and Renault ( OTCPK:RNSDF ) are due to formally announce a new deal to reorient their partnership in early February, according to Reuters. Per the reporting , the two automakers will make the announcement in London on February 6. The announceme...

Summary Global electric car sales Nov. 2022 were an estimated 1million+. China sales up 50% YoY to 35% share. Europe up 26% YoY to ~28% share. US ~6% share. EV market news - By 2029, electric vehicles could account for a third of the North American market and about 26% of vehicles produ...

Summary Renault becomes a holding company. In 2023, there will be Ampère's IPO (the electric brand). There will be a separation of the ICE and EV businesses. The pact with Geely is underway. De Meo's words: 10% of the capital to the employees. No news on cross-share ownersh...

Summary Global electric car sales Oct. 2022 up 55% YoY to 16% share. China sales up 75% YoY to 31% share. Europe up 14% YoY to 23% share. U.S. ~6% share. Electric Vehicle market news - electric plane manufacturer takes off, receives worldwide orders. Electric helicopter makes historic f...

Summary Global electric car sales Sept. 2022 >1m, up 51% YoY to 17% share. China sales up 78% YoY to 35% share. Europe up 7% YoY to 24% share. US ~6% share. EV market news - DoE awards $2.8B of grants to supercharge U.S. manufacturing of batteries for EVs/grid. EU signs provisi...

Summary The EU reached a deal to ban all internal combustion engine car sales by 2035. The entire EU car industry will have just 12 years to completely switch over, which they will do, destroying or retooling all of their EU production assets in the process. I predict that whi...

Summary Nissan shares have been battered since a rift within the Renault alliance in 2018. Both automakers have floundered, creating a mutual incentive to reconcile differences as global competition grows more fierce. Media reports, unchallenged by the parties, suggest that a ...