I started to work on the latest paper in this series in early February and will post it on March 14th, before the Vernal Equinox (March 20 for the Continental U.S., in the afternoon), while it’s technically still winter. This covers the following subjects:
Supply Chain:
- • GM and Ford are starting to make major commitments to assure their Lithium-Ion Battery materials supply.
- • Redwood Materials, the battery recycling and components maker created by Tesla cofounder JB Straubel, has won a major US Federal Grant to expand its production of EV Battery Components.
Rental EVs and New EVs:
- • EVs from major rental car firms
- • We will review a future EV (2024) from Honda that is below $50k
- • There is an upcoming commercial vehicle from Mercedes.
- • Five Reasons Having an Electric Vehicle Saves You Money
Manufacturer’s Strategy:
- • Toyota EV Strategy evolves.
- • VW’s sub-$25K EV
Tesla:
- • Additional information on the Ramp and Technical details on the Tesla Semi.
- • Major Lithium Move?
- • They’re ba-a-ack.
- • Investor Day announcements.
- • Price Reductions for Model S and Model X