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Summary Norwegian company FREYR Battery emerges from nowhere, but with strong national support, to be a major battery manufacturer. Technology licensed from Boston lithium battery innovator 24M. Ambitious plans to manufacture hundreds of GWh of lithium batteries by 2030 at Gig...
Summary The reimagined 2022 Detroit Auto Show, also known as the North American International Auto Show, finished its media and industry days with limited automakers and brands participating after a three-year hiatus in the city. Ford, General Motors and Stellantis each took up re...
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Summary Ford's electric vehicle strategy stands out as perhaps the best one among all legacy carmakers, which I see as a reason to have its stock in my portfolio. Between a slowing economy and rising interest rates in Ford's most important markets, along with other factors, the sh...
Summary Intelligent sensor solutions companies have had a dodgy run over the past year, with the adaption of sensor-based operating systems still a problem in the U.S. The Aeries II is expected to leverage Aeva's unique FMCW technology, as it is the world’s first LiDAR-on-c...
Summary Tesla's title as king of the EV hill appears to be numbered in months. By 2024, serious competition, especially on price and warranties will likely plummet company market share. If Tesla is forced to slash prices to stay in business, income will disappear, and the stoc...
Summary Tadej Pogacar attempted a hat trick this year: a third Tour de France win. However, competitor Jonas Vingegaard and his team broke records and showed impressive form. The popularity of some stages this year may indicate a high viewership count, leading to favorable pub...
Summary Likely in the first week of September Volkswagen AG will announce the IPO of Porsche AG. Porsche Automobil Holding SE is the controlling shareholder of Volkswagen. Volkswagen in heavily undervalued, but Porsche Automotive Holding SE even more. The IPO of Porsche AG...
Summary Global electric car sales July 2022 - Up 61% YoY to 14% share. China sales up 112% YoY to 28% share. Europe down 5% YoY to 19% share. US 5% share. EV market news - USA passes the Inflation Reduction Act. China extends NEV purchase tax exemption worth 100 billion yuan to th...
Summary Porsche’s chief Oliver Blume replaces Herbert Diess as Volkswagen Group Chairman; senior management change not uncomplicated. Developments in China provide a buffer for Volkswagen in a tough market. This includes battery manufacture through Volkswagen Group China. ...
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