Category: EV

EV Maker Beating Inflation

It’s always something. If it’s not one thing, it’s another… If it’s not fear of a government debt default overshadowing the good good vibes from a surprisingly cool read on inflation, it’s a regional bank mini-crisis sapping the fun out of a better than expected earnings season…

China Fights Back

A response was inevitable. China couldn’t be expected to just stand by while its economy took a punishing bodyblow. It had to counterpunch. I’m a little surprised that it took almost five months. But China has made a move to solidify the position of EV makers and battery makers in its home market…

EVs, China, and The Fed

I recommended electric truck maker Rivian (NASDAQ: RIVN) back in early January, shares were trading $16.50 to $17.50. Rivian has four things going for it: good truck, plenty of cash, long-term deal with Amazon and an expected 200% jump on revenue for fiscal 2023.

Ford’s Big Mistake

Iconic American carmaker Ford just made a big mistake. In an effort to get around supply constraints for nickel and cobalt for electric car batteries, Ford decided to use lithium iron phosphate batteries for all of its electric F-150 Lightning trucks.