Electrification and Vehicle Technology

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…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of September. Specifically, European vehicle registrations increased 29% MoM (~20% of global demand), which was below our calculation…

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

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

Yesterday (8/10), the California Public Utilities Commission voted in favor of allowing General Motors’ (GM; $33.86; NR) Cruise and Alphabet’s (GOOGL; $129.24; NR) Waymo to offer paid Automated Mobility on Demand (AMoD) rides in autonomous…

We continue to see net positive indicators that bode well for battery electric vehicle (BEV) charger demand, especially when it comes to direct current (DC) fast chargers, which should further benefit the prospects for ChargePoint…