Electrification and Vehicle Technology
February 20, 2024
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…
January 22, 2024
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;…
January 18, 2024
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)…
December 20, 2023
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…
November 21, 2023
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…
October 20, 2023
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…
September 20, 2023
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…
August 30, 2023
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)…
August 11, 2023
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…
August 9, 2023
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…
July 19, 2023
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…
June 23, 2023
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…
June 22, 2023
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…
June 12, 2023
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…
June 9, 2023
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…