GM/LG CHEM’S NEW BATTERY PLANT
Too Little, Too Late, Again Listening to Autoline After Hours #524 last week, at about 49:00 – 49:40 John McElroy glibly stated that GM and LG Chem’s new battery plant under construction in Lordstown Ohio would be capable of cranking out sufficient batteries to permit GM to manufacture some 350,000 to 400,000 vehicles per year. […]
EV OBSERVATIONS 09.14.2020
Tesla Forecasting ….. Nikola/GM Fiasco **** Check out this extremely thorough and historically highly accurate Tesla sales/revenue/profit forecasting source. As a regular viewer of Gali Russell’s Hyperchange YouTube channel, thanks to Gali’s recent video, I learned about James Stephenson, a Tesla Model 3 owner and fanatical Tesla follower since 2014. James works as a financial […]
TESLA UPDATE 09.09.2020
Tesla Stock Ups and Downs ….. Giga Berlin ….. Giga Shanghai ….. Giga Texas ****Just a short comment on Tesla’s stock. On September 8th Tesla stock has its biggest drop yet, falling some $88.11 or 21% for the day as a NASDAQ selloff continued. Excluding market matters there were two major factors affecting Tesla’s drop. […]
FORD DOUBLES DOWN ON DUMB
Arrgghh! The dreaded Recto-Cranial Insertion (RCI) Syndrome may have crossed the Atlantic! Whether as a result of Ford’s recent management history, or as a result of its working relationship with VW – a staunch member of the German automakers’ RCI Syndrome society – or both, Ford seems to have a fresh (or is deeper?) bout […]
EV OBSERVATIONS …. 08.30.2020
Tesla Tidbits ….. Honda’s baby step first full-electric ….. Gigundo EV Batteries and Chargers ….. E-Bus Sales Progress **** Tesla’s Model Y, introduced in late Q1, 2020, was the first Tesla to use a heat pump rather than a conventional resistance heater and A/C compressor for its HVAC. Other electric vehicles such as Nissan’s Leaf, […]
TESLA UPDATE 08.26.2020
Plant construction progress ….. Fremont Casting Machine ….. Tesla Customer Satisfaction ….. Active Wheel Alignment – a Natural for Tesla **** Tesla’s pedal-to-the-metal new manufacturing plant construction on three continents continues to amaze construction industry and automotive experts alike. All three plants are ahead of schedule. Giga Shanghai Phase 2 will be producing Model Ys […]
North American ICE-Related Auto Plants Disappearing
Who needs ICE engines and transmissions anymore? In his groundbreaking 2014 book Clean Disruption Tony Seba forecasted the coming disruption to the traditional auto industry caused by an inevitable economically driven switch from ICE powered vehicles to battery powered electric vehicles. He and James Arbib later further developed these views in their 2017 book Rethinking […]
EV OBSERVATIONS …. 08.21.2020
Giga Texas location correction ….. AAA screws up ….. More ignorance from Audi’s CEO ….. China’s proposed in-car air regulation ….. Jaguar Land Rover’s love for hydrogen fuel cells …. What’s different about the European car market In a previous blog, I stated that Tesla’s new Texas plant was going to be located in the […]
EV OBSERVATIONS ……. 08.14.2020
Periodically, I like to step back from the daily flood of transportation and energy news to observe some broad trends in this unfolding saga. Let me address a few interesting recent topics in no special order. For the past three weeks Tesla stock has been on a 269 point decline, and there was little Tesla-oriented […]
Electric Busses and Taxis Gaining Market Share
Cities banning diesel busses and taxis, electrics are the future ….. Proterra Electric Busses Around the globe there is an increasing movement to clean up our polluted environment, particularly in the world’s largest cities. If anything, the COVID-19 pandemic has accelerated this movement as the marked decrease in vehicle traffic it created gave people a […]