Electrification and Vehicle Technology

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of September, which was right around MoM seasonal patterns. Specifically, European vehicle registrations increased 48% MoM (~20% of…

Yesterday, the European Automobile Manufacturers Association released new car registration data from the region for the month of August, which was basically in line with typically weak MoM seasonal trends. At the same time, registrations…

This morning, the European Automobile Manufacturers Association released new car registration data from the region for the month of July, which was somewhat below seasonal trends. Registrations also included some weaker battery electric vehicle (BEV)…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of June, which was somewhat above seasonal trends including some healthier hybrid electric vehicle trends. More to the…

Yesterday, the European Automobile Manufacturers Association released car registration data from the region for the month of May, which was somewhat below seasonal trends including some weaker battery electric vehicle (BEV) registration trends that should…

Last week, we attended the Advanced Clean Transportation (ACT) Expo in Las Vegas, which highlighted healthy commercial interest from fleet operators, port authorities, and a range of enterprises, including electric utilities and energy companies, in…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of April, which were somewhat above seasonal trends including a bit healthier battery electric and hybrid electric vehicle…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of March, which was somewhat below seasonal trends including weaker electric vehicle registration trends that should be measured…

Last week, we sat in on a Reuters virtual panel on “Navigating the Future of Software Defined Vehicles in Automotive Innovation” with senior managers from Amazon Web Services (AMZN; $184.27; NR), Stellantis (STLA; $27.24; NR),…

This morning, the European Automotive Manufacturers Association released car registration data from the region for the month of February, which was somewhat above seasonal trends. Overall, European car registrations (15-20% of global demand) declined only…

This morning, the European Automotive Manufacturers Association released car registration data from the region for the month of January. Overall, European car registrations (15-20% of global demand) declined 3% MoM from December or right around…

We think there are some positives worth focusing on amongst all the electric vehicle (EV) hand wringing of recent weeks. For example, recent updates from direct current fast charging (DCFC) network operators EVgo (EVGO; $2.72;…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of December, which was slightly below seasonal trends. Specifically, European vehicle registrations in December (~20% of global demand)…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of November, which was again somewhat above seasonal trends for a second consecutive month. Specifically, European vehicle registrations…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of October, which again was somewhat above seasonal trends. Specifically, European vehicle registrations in October (~20% of global…