AD #3358 - Tesla Market Share About to Plummet; Lead In 12V Batteries 50-60 Years Old; Stellantis Converts Plant to EV Motors

1 lug 2022 · 10 min. 18 sec.

Descrizione

- Tesla Market Share About to Plummet - Tesla Stock Follows Auto Sector - BMW Kills Off i3 - GM Cruise Has Bugs to Work Out - Chevy Extends Price...

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- Tesla Market Share About to Plummet
- Tesla Stock Follows Auto Sector
- BMW Kills Off i3
- GM Cruise Has Bugs to Work Out
- Chevy Extends Price Cut to Older Bolt Owners
- General Motors Provides EV 1st Responder Training
- Stellantis Converts Diesel Plant to EV Motors
- Lead In 12V Batteries 50-60 Years Old

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Mark Garnett

2 anni fa

I've not listened yet, but the headline is a bit silly. Previously the EV market was pretty much Tesla and Leaf only, so it's a mathematical certainly that as other players start their timid steps into the future, the market share for T goes down. But let's get real here, 100% of T's output is EV, not so much for trad OEMs. In any case the issue is not demand, it is supply, if you make an EV you can sell it, demand continues to grow faster than supply even with T's continued year-on-year growth. If T's inventory begins to climb or output stalls then we can agree the competition is comming, but for the next decade that seems as unlikely as the last decade.