Electrification and Vehicle Technology
November 17, 2022
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;…
November 16, 2022
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…
November 14, 2022
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…
October 18, 2022
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…