by Randall McAdory | Mar 20, 2020 | Coronavirus
The publisher of Automotive News, Jason Stein, wrote a commentary piece (subscription required) this week that his team had an early hint of what was coming due to coronavirus. Stein described a WhatsApp conversation with his associate editor who is in Europe. On...
by Randall McAdory | Mar 10, 2020 | Electric Vehicles, General Motors, Tesla
After the General Motors Electric Vehicle Day presentation last week, Morgan Stanley’s Adam Jonas believes GM’s EV sales will grow 30 times in 10 years. This will represent 20% of GM’s total vehicle sales, rising to 70% of sales in 20 years. Jonas...
by Randall McAdory | Mar 5, 2020 | Batteries, Electric Vehicles, General Motors, LG Chem, Tesla
After watching today’s web presentation of the General Motors Electric Vehicle Day, here’s what’s significant to me. The company wants to put everyone in an EVThe company is unambiguous. “Climate change is real”GM sees a path using their...
by Randall McAdory | Mar 1, 2020 | Electric Vehicles, General Motors, Hummer, Polestar, Rivian, Tesla, Volvo
On Friday state senators in Colorado passed a bill allowing electric vehicle makers like Rivian to sell directly to consumers. For auto dealers, the most controversial part of the bill was removed. This provision would have allowed automakers with franchised...
by Randall McAdory | Mar 1, 2020 | Geely, Polestar, Tesla, Volvo
It seems as though Polestar CEO, Thomas Ingenlath, has gotten frustrated with the pace of transformation to electric vehicles. In an Automotive News article this week (subscription required), Ingenlath does not believe in the risk of automotive companies moving too...