Electrification and Vehicle Technology

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…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of June, which we think furthers the idea that auto supply chains are becoming more predictable. Specifically, European…

We hosted a “fireside chat” during our Transportation Technology Conference with privately held FreeWire Technologies’ CFO Michael Beer. FreeWire has developed an “ultra-fast” direct current fast charger (DCFC), which we think comes with a differentiated…

Yesterday (6/21), the European Automobile Manufacturers Association released car registration data from the region for the month of May, which supported our recent checks of more predictable auto supply chains, some better than expected demand…

This morning, ChargePoint (CHPT; $8.56; O/P) and Tritium (DCFC; $1.12; O/P) both announced plans to offer their respective hardware solutions with connector options for the North America Charging Standard (NACS), which was developed by Tesla…

We think today’s severe drop in the shares of ChargePoint (CHPT; $8.32; O/P) and Tritium (DCFC; $1.08; O/P) to news that drivers of General Motors’ (GM; $36.53; NR) electric vehicles will be able to charge…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of April. Overall, European vehicle registrations in April (~20% of global demand) were down only 10% MoM, or…

Last week, we were at the extremely well attended Advanced Clean Transportation (ACT) Expo in Anaheim, CA, highlighting the immense ongoing business activity around commercial electric vehicles, hydrogen fuel cells, and charging infrastructure. We were…

Yesterday (4/19), the European Automobile Manufacturers Association released car registration data from the region for the month of March. The data provides further support for the idea that auto supply chains have proven more predictable…

We continue to see net positive indicators for electric vehicle (EV) charger demand, especially when it comes to direct current (DC) fast charger demand, which continues to bode well for ChargePoint (CHPT; $8.55; O/P) and…

There has been a “rush” of news on the electric vehicle (EV) charging front over the past couple of weeks that we think continues to net out positively for ChargePoint (CHPT; $10.31; O/P) and Tritium…