Volkswagen Faces Faster Drop and Global Plug in Hybrid Start Dying in 2023

Volkswagen sold about 1 million fewer cars in China in 2021 compared to 2019. But in 2020, the total declined by 9.1%. In 2021 as China’s passenger vehicle market grew 6.5%, Volkswagen’s sales fell by a further 14.1%. That was also the year Volkswagen started selling its first electric car model, the ID.4, in China. …

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Electric Viking Inspired and Convinced by Nextbigfuture

Sam Evans was inspired and convinced by my Nextbigfuture Tesla and the Perfect EV Storm video. Sam obviously saw my Perfect EV Storm video. He uses my thumbnail in his tweeted video announcement and uses my phrase “Perfect Storm” is coming for EV. He then changes his mind about the prospects for legacy auto to …

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2022 Ford US EV Sales Down and Tesla Should Pass Ford by 2024

Ford Mustang Mach-E sales in February, 2022 were 2,001, which is little over half (46.5% less than) than the same month in 2021. Ford has been averaging 2000-3000 mach-e each month. Ford halted Mach-e production for a week due to chip shortages. Ford suspended production at three assembly plants in Michigan, Illinois and Mexico throughout …

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EV Companies Not Using Iron LFP Batteries Are Doomed

Volkswagen, Ford and GM are making nickel batteries. Nickel batteries are currently about twice as expensive as iron LFP batteries. LFP battery volume will be about 80% of the total battery market in 2024-2025. Nickel prices are increasing and LFP battery mass production will drive down their prices faster. Iron LFP batteries could become three …

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BYD and Other China Electric Car Makers in 2022

BYD has increased its 2022 battery-electric (BEV) and plug-in hybrid electric (PHEV) car production target from 1.2 million to 1.5 million units. BYD’s old target was about half BEV and half hybrid (600K each). I would expect the new target to be 800K BEV and 700K PHEV. In terms of battery electric cars, Tesla is …

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