Corporate Strategy
Musk offers bittersweet glimpse into what might have been
Tesla could still be a contender. But only if its CEO faces a few home truths and reprioritises
Tesla
Tesla is the original and most successful e-mobility company. Beginning with the Roadster, moving onto the Model S, X, 3, and Y; Tesla continues to produce market-leading EV's Tesla's market cap has grown to dwarf incumbent OEMs through advantaged gigafactory production and software excellence. https://www.tesla.com
109 articles
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Elon Musk
Tesla receives $152mn incentive package for Mexico gigafactory
Tesla will bring affordable new model to the facility once operational post-2026
Policy and Regulation
Cheapest Tesla Model 3s to lose all tax credits
Analysts diverge on whether the US EV pure play has hit a foreseeable hurdle
Corporate Strategy
Tesla to recall 2mn vehicles
US regulator deems autopilot feature unsafe in a potential blow to long-term Tesla software thesis
Vehicle Sales
US ICE pickup drivers reject electric
OEMs targeting the e-pickup segment may need to rely on customers who have not previously bought trucks
Reference
The 12 EV predictions for 2024 of Christmas
The EV inFocus team makes some serious, and some not-so-serious, calls for the year ahead
Battery and Components
Musk shares Tesla 48V architecture with competitors
Opening up could spur “domino effect” for whole industry, but integrated manufacturers could have an immediate advantage
Policy and Regulation
FEOC guidance to hit Tesla, Ford affordability
Major US OEMs to see EV models effectively get more expensive under new IRA stipulations
Corporate Strategy
Musk hails ‘manufacturing revolution’ for low-cost Tesla
New model to be built initially in Texas and CEO promises ‘mind-blowing’ new processes
Policy and Regulation
US Treasury provides EV tax credit eligibility guidance
Long-awaited definition of rules of origin nudge OEMs away from Chinese battery partnerships
Battery and Components
EU OEMs must do more on supply chains – NGO
Firms need to look at access to both primary metals and processed battery materials
Corporate Strategy
Elon Musk’s messiah complex is a Tesla risk
The CEO’s ego could damage the EV market leader’s investment case
Vehicle Sales
Tesla begins Cybertruck deliveries
The vehicles is more than 50pc more expensive than first trailed