Tesla Joins my Imploded Stocks, -70% from Peak: Object of Religious Veneration Turns into Automaker by Wolf Richter • Dec 24, 2022 • 267 Comments Beyond the consensual hallucination, the real world for automakers is not fun.
Ford Jacks Up Price of F-150 Lightning for 3rd Time since EV Incentives: What You Get for Subsidizing Products Already in Hot Demand & Short Supply by Wolf Richter • Dec 16, 2022 • 135 Comments Since the $7,500 EV incentives in the Inflation Reduction Act last August, Ford hiked the Lightning price by $16,000.
As Used-Car Prices Have Hit Wall amid Signs of Buyers’ Strike, Used EV Prices Spike amid Huge Demand and Little Supply by Wolf Richter • Aug 24, 2022 • 142 Comments Craziness in used cars is far from over. Cheapest used EV models see biggest price gains. Only the Porsche Taycan, most expensive used EV, sees dip.
What I think Musk Did, Genius Manipulator he is, by Threatening to Decimate Tesla’s Salaried Staff & Management while Increasing Headcount of Factory Workers by Wolf Richter • Jun 3, 2022 • 270 Comments He has a rebellion over WFH on his hands, not a demand problem for EVs, and is knuckling them into submission.
How the Vehicle Production Nightmare Upended Everything and Why Automakers & Dealers Don’t Want the Old Ways Back by Wolf Richter • Mar 17, 2022 • 114 Comments But There’s No Shortage of Used Vehicles.
EV Sales in California Spiked in 2021, Share Hit Nearly 10%. Legacy Automakers, Years Behind, Finally Put Heat on Tesla by Wolf Richter • Feb 19, 2022 • 226 Comments Electric utilities, mired in declining electricity sales since 2008, are praying for more EVs.
Tesla’s Market Cap (Gigantic) v. Next 10 Automakers v. Tesla’s Global Market Share (Minuscule) by Wolf Richter • Oct 26, 2021 • 154 Comments It’s a ridiculous comparison, but hey, the CEO walks on water.
Tesla Rental Deal is Propaganda Coup for Hertz’s “Selling Shareholders” & for Tesla. But Rental Fleets Are Low-Quality Sales Automakers Don’t Tout by Wolf Richter • Oct 25, 2021 • 155 Comments Hertz +10% ahead of share offering, Tesla +13%. But why does Tesla get into low-margin rental fleet sales if there’s strong retail demand?
The Ugly Math: GM, Ford, other Legacy Automakers Throw Hundreds of Billions at EVs, Only Auto Segment that’s Growing. Tesla Made Them Do It by Wolf Richter • Oct 6, 2021 • 218 Comments It’s a zero-sum game that’s eating up a huge amount of cash. But Electric Utilities are loving it.
Proposed EV Tax Credits = Braindead Economic Policy +Last Thing the Booming EV Industry & EV-Hungry Consumers Need by Wolf Richter • Sep 13, 2021 • 158 Comments Everyone loves more free money. But EVs can stand on their own four wheels, so to speak. Let competition force innovation on automakers.
