Hypx

Hypx, 2 days ago to TeslaMotors

EU is likely going to put tariffs on Chinese BEVs pretty soon. My personal take has always been that BEVs are merely a ploy by the CCP to gain marketshare in Western markets. Beyond that, there is no real interest by Chinese automakers, and likely they will abandon BEVs the moment it becomes convenient for them.

https://www.theguardian.com/business/article/2024/jun/09/eu-import-tariffs-chinese-electric-vehicles

#EV #BEV #EU #europe #china #tariffs

Hypx, 4 days ago to TeslaMotors

Fuel economy rules will basically follow whatever the average fuel economy of new cars will be. It's pretty clear that Biden has mostly given up on forcing BEV adoption via this mechanism.

https://www.bloomberg.com/news/articles/2024-06-07/carmakers-get-break-on-fuel-economy-standards-as-ev-demand-slows?srnd=economics-v2

#EV #BEV #biden

Hypx, 4 days ago to TeslaMotors

There's already more battery production capacity than the world will likely need for a very long time. No company should be projecting massive growth.

https://www.carscoops.com/2024/06/tesla-battery-supplier-panasonic-walks-back-expansion-plans-due-to-waning-ev-demand/

#EV #BEV #panasonic

Hypx, 4 days ago to TeslaMotors

So Many Unsold Teslas Are Piling Up That You Can See Them From Space

https://jalopnik.com/so-many-unsold-teslas-are-piling-up-that-you-can-see-th-1851526312

#EV #BEV #tesla

Hypx, 6 days ago (edited 2 days ago) to TeslaMotors

The idea that the West will make our own batteries is a mirage. These things will always be made in the cheapest countries. All other factories will likely shut down.

https://www.bloomberg.com/news/articles/2024-06-04/mercedes-stellantis-pause-battery-plans-to-weigh-low-cost-cells

#EV #BEV #mercedes #stellantis #batteries

Hypx, 6 days ago to TeslaMotors

It should be the beginning of the end of Tesla. But death is often protracted.

https://www.carscoops.com/2024/06/the-story-is-over-why-some-of-teslas-big-investors-are-bailing-on-the-brand/

#EV #BEV #tesla