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Tesla and the Reshaping of the Auto Industry
By David Teece I’ve been asked to comment on this collection of three papers (Perkins &...
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Fuel Cell vs Battery
A few key facts about the pros and cons of fuel cell versus battery courtesy of David Booth. “A...
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The EV startup boom is over. Companies are now trying to avoid a bust.
Molly Boigon in Automotive news reports: “Of the 10 EV startups reviewed by Automotive News, only...
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- The EV startup boom is over. Companies are now trying to avoid a bust.
- Climbing Everest: The challenge Continental CTO sees for moving to software – defined cars
- Mercedes partners more deeply with Google
- BYD’s competition with Tesla in China is heating up
- Electric Vehicles Could Match Gasoline Cars on Price This Year
EVs now have global market share of 13%, BYD ahead of every one else. https://www.ev-volumes.com/country/total-world-plug-in-vehicle-volumes/?fbclid=IwAR2ffQ-Tp4My8mV5O6zf2s-WxYmohNKUndM-Ih8sOMQoN8VZCUAjACh9YO0
Good graphic on EV battery supply chain https://www.wsj.com/articles/u-s-car-makers-ev-plans-hinge-on-made-in-america-batteries-11675640784?mod=hp_featst_pos3
Toyota sees lithium shortage is a bottleneck for fully electrifying all vehicles sold by 2035. https://www.autonews.com/mobility-report/toyota-ev-only-extremists-science-says-youre-wrong?utm_source=the-intersection&utm_medium=email&utm_campaign=20230205&utm_content=content-link-10
EVs will probably generate up to 40 percent less aftermarket spending when compared with similarly aged ICE vehicles. Source: https://tinyurl.com/y48tvjp8
