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Welcome to the August 2020 edition of Electric Vehicle [EV] company news. What a month! August saw some record July EV sales announced and a monster month of EV news, especially with so many new players. The biggest news would have to be the European EV sales boom smashing all past records i...
Welcome to the July 2020 edition of Electric Vehicle company news. July was a month of victories for EV leader Tesla (TSLA), as they released their fourth consecutive profitable quarter thereby becoming eligible to join the S&P 500. Tesla is up 535% in the past year. Volkswagen jumped ...
Welcome to the June 2020 edition of Electric Vehicle [EV] company news. The big news this month was Germany doubling electric car subsidies and California's new zero-emission truck program. Also the realization that Tesla is building factories capable of producing 1.8 million Model Y BEVs by...
Welcome to the May 2020 edition of Electric Vehicle [EV] company news. The big news this month was the reopening of many car manufacturing plants globally after the COVID-19 closures. The other big news was France's Euro 8.8b auto rescue plan. Also, some under the radar news is the rapid pro...
Welcome to the April 2020 edition of Electric Vehicle ((EV)) company news. The big news this month was the COVID-19 disruption. Despite this, global EV sales were solid mostly due to another great result from Europe, and China starting to recover. Perhaps the surprise for March was Tesla Mo...
Welcome to the March 2020 edition of Electric Vehicle [EV] company news. The big news this month was really the impact of COVID-19. Last month China sales and production were badly impacted and as China now recovers global sales and production are now being impacted. This has meant that the ...
Welcome to the January 2020 edition of Electric Vehicle company news. December 2019 global electric car sales saw a very strong rebound, helped no doubt by the US-China Phase 1 trade war deal. The big news this month and for H2 2019 was the rise of Tesla (TSLA)! Tesla's stock passed the ...
You've heard the one about the physicist, chemist, and economist marooned on a desert island with a can of beans but no way to open it. With index finger on temple, the physicist opines, "Focus sunlight on the can to melt it." "No", the chemist interrupts, "We should pour saltwater on the li...
Welcome to the December 2019 edition of Electric Vehicle company news. December saw November global electric car sales fall 26% mostly led by declines in China EV sales. Europe again performed very well up 44% year-over-year. The big news this month were: China draft raising 2025 electri...
A week or so ago, I wrote an article in which I suggested that investors look "up" the supply chain when considering an investment directly in their line of sight. I argued that a key supplier may offer clues as to how a downstream company will perform, as I believe is the case with R.R. Don...
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