Electrification and Vehicle Technology

Yesterday (12/14), the California Energy Commission (CEC) approved $2.9B of funding aimed at accelerating the rollout of electric vehicle (EV) charging and hydrogen refueling infrastructure over the next four years, which we think bodes well…

This morning, the European Automotive Manufacturers Association released car registration data from the region for the month of November, which we think suggested some recent improvements in local component availability. However, per our recent industry…

We think recent news from privately-held FreeWire Technologies further supports the idea that the “long software revenue tail” embedded within charging hardware sales strategies is still not well appreciated by investors, especially as it provides…

This week, we spent a couple of days at CoMotion 2022 in Los Angeles where we had the opportunity to meet with and hear presentations from a range of participants, including government policymakers, operating in…

This morning, the European Automotive Manufacturers Association released car registration data from the region for the month of October, which did not alleviate our concerns regarding European vehicle demand into next year. Recall, Aptiv (APTV;…

Recent news flow has pointed to important progress on several autonomous vehicle (AV) commercialization roadmaps, which continue to offer viable opportunities for success even after recent management upheaval at TuSimple (TSP; $2.79; NR) and Argo…

We think Q3 results and outlook earlier today from Allego (ALLG; $2.98; NR), which is building out a fast-charging network in Europe, further highlighted robust demand for direct current (DC) fast chargers even in the…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of September that continues to raise questions around risks to vehicle demand into next year. Overall, European car…