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Is Ford’s increase in EV investment a shot across GM’s bow?

Ford’s Q4 2020 earnings report included an announcement that the automaker will increase its investments in electrification to at least $22 billion through 2025, nearly twice the previously-announced level (the company also committed an additional $7 billion to autonomous vehicle tech). As auto analyst John Voelcker pointed out, Ford’s figure tops GM’s announced investment of… Read more »

AMCI’s real-world testing offers a metric to compare EV charging speeds

Reading PRs for new EVs, one might get the impression that charging speed is the most important metric there is. Unfortunately, automakers’ charging speed promises don’t amount to much. How fast a particular EV charges on a particular day depends on so many factors—battery state of charge, preconditioning, even ambient temperature—that the charging times quoted… Read more »

Goodyear introduces ElectricDrive 2 for EVs

Goodyear Tire & Rubber has unveiled the latest tire in its ElectricDrive family. The Goodyear ElectricDrive 2, an all-season EV tire, is designed to maximize EV performance–it features improved rolling resistance and long tread life, according to the company. It has an aerodynamic sidewall and a compound lower aerodynamic drag. The tire features SoundComfort technology,… Read more »

Volkswagen ID.4 and Nissan Ariya bring EV drive to compact crossovers…chasing Tesla Model Y

Can new electric entries in a hugely popular segment convince US buyers to buy EVs from Nissan and VW as family vehicles? Two new battery-electric models from major global car brands are about to bring electric cars into a category where they’ve been notably absent: family crossover utility vehicles. The 2021 Volkswagen ID.4 and 2022… Read more »

Is it true that only 13 EVs currently qualify for a US tax credit?

Sometimes public policy gets skewered on the horns of a dilemma. The Buy American provisions of the Inflation Reduction Act are aimed at protecting US jobs (and national security) by making EVs with substantial amounts of battery components from “nations of concern”—namely China—ineligible for tax credits. That’s a worthy goal, but to a certain extent… Read more »

GM’s rosy year-end figures obscure the fact that legacy automakers are in deep trouble

Duplicitous doublespeak has become de rigueur dialect in the auto industry. “We remain committed to an all-electric future,” says GM as it announces a rollback of its electrification plans. “We strongly believe in EVs,” say auto dealers as they support efforts to slow the EV transition. “The greatest responsibility for us as a company is… Read more »

As 2023 wanes, legacy automakers fall farther behind Tesla and BYD

Ever since Tesla’s 2003 founding, industry observers (and even the company’s own execs) have been predicting that the giant global automakers would respond to the new company’s challenge, produce their own compelling EVs, and surpass (or perhaps even acquire) the upstart. Two decades later, that scenario seems more unlikely than ever. As Tom Randall writes… Read more »

EV charging is changing, Part 1: How automakers’ disappointment in Electrify America drove them into Tesla’s arms

Part 2: No, NACS is not today’s Tesla connector Part 3: Why Tesla’s NACS is unlikely to kill CCS Part 4: Behind the scenes as seven automakers counter Tesla’s Superchargers EV charging is changing, but much remains to be settled A flurry of news over less than a year permanently altered the US landscape for… Read more »

Letter from London: Red buses, black cabs and private cars are going electric

Traveling in Europe (and nearby countries) these days is in some ways like traveling to the future. London has been an electrification leader for some years, and the streetscape this summer looks even more electric than it did on my last visit 4 years ago. I saw no evidence of the “hollowing out” of downtown… Read more »