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
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Vehicle Sales
Highest ever US consumer interest in EVs – JD Power
Appetite to potentially buy suggests a step change in penetration could be somewhere down the line
Vehicle Sales
US BEV sales offer reasons to be cheerful and concerned
One could see the glass as half-full or half-empty
Corporate Strategy
Deutsche sees no Tesla growth until 2026
Bank cautious on the Musk-led firm’s short-term future
Vehicle Sales
Canadian BEVs grab double-digit market share
ICE is predicted to suffer accelerating losses in its slice of the pie in the US’ northern neighbour
Corporate Strategy
GM acquires gigacasting company in potential blow to Tesla
GM will leverage TEI tech to build Cadillac EVs as legacy OEMs look to catch up on gigacasting
Charging and Grid
Tesla sells first European fast chargers to third party
Automaker is willing to expand business as seller of charging hardware
Policy and Regulation
Biden calls for unionisation for all EV workers
Or how to take aim at Elon Musk without taking aim at Elon Musk
Charging and Grid
Lucid the latest to fall into NACS line
Usability concerns even as Tesla protocol approaches a US charging monopoly
Vehicle Sales
German brands plant BEV flag in California
Pure plays and legacy OEMs gain some ground on Tesla, but German firms the big winners
Corporate Strategy
Musk slices another 20pc off Cybertruck production forecast
Output expectations the latest target to be revised as Tesla stock dips
Charging and Grid
BP to install Tesla chargers in US network
Oil major hails a first-time purchase of Tesla hardware for an independent EV charging network
Charging and Grid
Chargepoint to provide native NACS connectors
Eliminating need for Tesla adapters will streamline charging experience