Tag: Substack
Despite Tariff Turmoil, Stellantis Aims Solid-State Battery Plan At US EV Market
Tariffs or not, Stellantis is sticking with its plan to electrify a fleet of Dodge Charger muscle cars with a powerful new solid state battery from the US startup Factorial.
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Tesla Inventory Shows Sales Drop Not Just About Model Y Production Retooling
I started covering a potential drop in Tesla’s sales about a year and a half ago. That’s when Tesla started really pushing serious price cuts and providing significant extra features on a complimentary basis to new car buyers (including repeat Tesla customers). To me, this indicated Tesla may be facing … [continued]
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Tesla Supercharger Network Still Growing
Combing through Tesla’s latest quarterly report, something jumped out to me that Tesla didn’t highlight but I think is worth highlighting. The company’s Supercharger network continues to grow substantially. This is particularly interesting to me for a couple of reasons. First of all, there was that whole dramatic event a … [continued]
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How COMAC Might Leverage Europe to Secure Aerospace Independence from the U.S.
China’s equivalent to Boeing and Airbus, COMAC, faces a critical strategic inflection point, driven by intensifying geopolitical tensions and a trade war that the second Trump presidency intentionally added significant accelerant to. While China’s intent to compete with Boeing and Airbus through the C919 narrow body and the upcoming C929 … [continued]
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Tesla Misses The Electric Truck Boat, Again
The US startup Harbinger is bringing its stripped chassis business model to the electric truck market in the US — and more, including electric vans, RVs, and emergency vehicles among others.
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