Electrification and Vehicle Technology


November 25, 2025

Still Solid European Vehicle Demand

By Steven Fox

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of October, which was basically in line with MoM seasonal patterns, albeit with some positive battery electric vehicle…

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November 3, 2025

Some More Positive Vehicle Trends in Europe

By Steven Fox

Last week, the European Automobile Manufacturers Association released car registration data from the region for the month of September, which was somewhat above its usually healthy MoM seasonal patterns. Specifically, European vehicle registrations, which represents…

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September 26, 2025

Solid Vehicle Registration Trends in Europe

By Steven Fox

Yesterday (9/25), the European Automobile Manufacturers Association released car registration data from the region for the month of August, which were basically in line with seasonal averages and included some more positive battery electric vehicle…

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September 15, 2025

A Still Relatively Sunny Visit to RE+

By Steven Fox

Last week, we traveled to the RE+ 2025 conference in Las Vegas, along with 40K+ other attendees, where we sat in on industry talks, walked the trade show floor and spoke with managers representing solar…

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August 28, 2025

Some Bright Spots in European Car Registrations

By Steven Fox

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of July, which were a bit above seasonal averages and included some more positive battery electric vehicle (BEV)…

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July 25, 2025

Some More Sluggish European Vehicle Demand

By Steven Fox

Yesterday, the European Automobile Manufacturers Association released car registration data from the region for the month of June, which was below seasonal trends for a second consecutive month, including when it came to hybrid electric…

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June 25, 2025

Some European Car Registration Data to Consider

By Steven Fox

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of May, which was noticeably below seasonal trends, albeit including some still relatively positive battery electric vehicle (BEV)…

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May 27, 2025

Relatively Solid European Car Registrations in April

By Steven Fox

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of April, which was a bit above seasonal trends and included some generally positive battery electric vehicle (BEV)…

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April 28, 2025

U.S. Moves To Accelerate Autonomous Vehicle Commercialization

By Steven Fox

Last Thursday (4/24), the U.S. Department of Transportation’s National Highway Traffic Safety Administration (NHTSA) introduced a new Automated Vehicle framework, which aims to make it easier for companies to deploy autonomous vehicles (AVs) at scale…

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April 25, 2025

European Vehicle Registrations from March to Consider

By Steven Fox

Yesterday, the European Automobile Manufacturers Association released car registration data from the region for the month of March, which was somewhat below seasonal trends. Although, we note registrations included some positive battery electric vehicle (BEV)…

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March 25, 2025

Some European Car Registration Data for Thought

By Steven Fox

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of February, which were right around average seasonal trends including some relatively solid battery electric and hybrid electric…

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February 25, 2025

European Vehicle Registrations See Slow Start to Year

By Steven Fox

This morning, the European Automotive Manufacturers Association released car registration data from the region for the month of January, which was below seasonal trends. Although, we note registrations included some positive battery electric vehicle (BEV)…

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February 10, 2025

Lyft and Mobileye Taking Further AV Rideshare Steps

By Steven Fox

This morning, the shares of Mobileye Global (MBLY; $18.29; E/W) are up 14% while the stock price on Lyft (LYFT; $14.56; O/P) is up 3% following news out of TechCrunch that Lyft plans to deploy…

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January 21, 2025

Some Solid Year-End European Auto Data

By Steven Fox

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of December, which exceeded typical seasonal trends, including ongoing healthy trends of hybrid electric vehicle registrations. Specifically, European…

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December 26, 2024

More Regulatory Confusion?

By Steven Fox

Last Friday (12/20), the U.S. Department of Transportation’s National Highway Traffic Safety Administration (NHTSA) proposed a voluntary federal regulatory framework entitled the Autonomous Driving System-Equipped Vehicle Safety, Transparency and Evaluation Program (AV STEP), which aims…

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