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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China’s SVolt Energy 600 GWh of Battery Capacity by 2025

Chinese power battery supplier Svolt Energy is now targeting 600 GWh of battery capacity by 2025. Svolt’s “SV ‘600’ Strategy” was released on December 8. This is nearly doubling the company’s previous goal of 320 GWh and surpassing the 520 GWh capacity that CATL, currently China’s largest power cell supplier, current 2025 target. Svolt Chairman …

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