推动电动十多年，一夜回到解放前。 随着特朗普政府取消联邦购车退税补贴，美国电动车行业骤然进入寒冬。一方面电动车销量暴跌腰斩， 消费者对电车需求低迷；另一方面，传统车企纷纷踩下急刹车，减产甚至停产诸多电动车型，将资本与 产能投入混动车，甚至是传统燃油车型。 补贴没了销量腰斩 今年10月1日，对美国电动车产业无疑是一个分水岭，一个转折点。 随着特朗普政府推动的"大美丽法案"（One Big Beautiful Bill）正式实施，美国延续了十七年之久的联邦 电动车税收抵免政策在这一天戛然而止。这项激励政策原本计划延续到2032年，但却在共和党上台之 后，提前七年宣告终结。 这项购置退税补贴对于电动车消费者至关重要。按照此前的政策，用户购置一辆纯电动新车可以获得 7500美元退税补贴，购置二手车也可以获得4000美元的补贴。在特朗普第一任期，他就曾经撤销了这些 补贴，拜登上任之后才重新恢复。 这一政策变化带来的影响立竿见影。根据Cox Automotive的数据，由于潜在购车者急于在截止前获得退 税，今年9月美国电动车销量同比暴增40%，市场份额更是创下12.4%的历史新高。 但这却是最后的狂欢。随着退税政策正式结 ...

推动电动十多年，一夜回到解放前。 随着特朗普政府取消联邦购车退税补贴，美国电动车行业骤然进入寒冬。一方面电动车销量暴跌腰斩， 消费者对电车需求低迷；另一方面，传统车企纷纷踩下急刹车，减产甚至停产诸多电动车型，将资本与 产能投入混动车，甚至是传统燃油车型。 补贴没了销量腰斩 今年10月1日，对美国电动车产业无疑是一个分水岭，一个转折点。 随着特朗普政府推动的"大美丽法案"（One Big Beautiful Bill）正式实施，美国延续了十七年之久的联邦 电动车税收抵免政策在这一天戛然而止。这项激励政策原本计划延续到2032年，但却在共和党上台之 后，提前七年宣告终结。 这项购置退税补贴对于电动车消费者至关重要。按照此前的政策，用户购置一辆纯电动新车可以获得 7500美元退税补贴，购置二手车也可以获得4000美元的补贴。在特朗普第一任期，他就曾经撤销了这些 补贴，拜登上任之后才重新恢复。 这一政策变化带来的影响立竿见影。根据Cox Automotive的数据，由于潜在购车者急于在截止前获得退 税，今年9月美国电动车销量同比暴增40%，市场份额更是创下12.4%的历史新高。 但这却是最后的狂欢。随着退税政策正式结 ...

Tesla, Inc. ( TSLA ) is overvalued by any traditional financial metric. Its P/E ratio stands at ~300X at the time of writing (Seeking Alpha data). Is the market undergoing a decade-long, mass hallucination or is there a reasonDecoding markets beyond P/E. As an investor, I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sen ...

Earlier this week, Ford scrapped the fully-electric F-150 Lightning and pivoted away from aggressive EV plans after losing $13 billion on the category since 2023. As consumer demand wanes and the company plans to take another $19.5 billion hit in Q4, Ford is shifting gears toward extended-range gas-powered vehicles and hybrids. Most Read on IEN: The ripple effects throughout the supply chain will be far-reaching, including its $6.5 billion deal with LG Energy Solutions to make some 500,000 batteries per y ...

Key Takeaways Ford is reallocating capital under its Ford strategy to build a new battery energy storage business.F will convert its Kentucky battery plant and invest about $2B to scale 5 MWh storage systems.Ford targets initial capacity in 18 months and at least 20 GWh of annual deployments by late 2027.Ford Motor Company (F) has unveiled a set of initiatives aimed at strengthening its Ford+ strategy by reallocating capital toward higher-return areas that align with customer demand and support long-term pr ...

Key Takeaways BTE sold its Eagle Ford assets for $2.3B, using proceeds to cut debt and simplify its capital structure.Lower interest costs and leaner spending help BTE generate cash flow at reduced oil price levels.BTE's heavy oil assets offer durable cash flow, supporting a Strong Buy rating despite near-term headwinds.Baytex Energy Corp. (BTE) has taken a decisive step by selling its Eagle Ford assets for $2.3 billion, fundamentally reshaping its capital structure. Management plans to direct the bulk of p ...

Plus, Trump's media company is merging with a fusion venture and Ford unveiled Detroit's biggest EV bust ...

Core Viewpoint - LG Energy Solution Ltd (LGES) has had its battery supply contract with Ford Motor Company, valued at KRW 9.6 trillion (US$ 6.5 billion), canceled due to Ford's strategic shift in electric vehicle (EV) production and demand forecasts [1][2]. Group 1: Contract Cancellation - Ford has notified LGES of the cancellation of a contract for the supply of 109 gigawatt-hours (GWh) of nickel-cobalt-manganese (NCM) batteries, originally intended for Ford's light commercial vehicles (LCVs) from 2026 to 2032 [1]. - The cancellation is attributed to Ford's decision to discontinue certain EV models in response to recent policy changes and shifts in EV demand forecasts [2]. Group 2: Ford's Strategic Shift - Ford announced a US$ 19.5 billion one-off charge as part of its efforts to reshape its EV strategy, which includes pulling back from larger battery electric vehicle (BEV) models and focusing on hybrids and extended-range vehicles [2][3]. - The company aims to align its capital spending with customer demand and higher-return opportunities, targeting profitability for its Model e EV unit by 2029, with expected yearly improvements starting in 2026 [3]. Group 3: Leadership Statements - Ford's president and CEO, Jim Farley, emphasized that the changes are customer-driven, aimed at creating a stronger, more resilient, and profitable Ford [4]. - Farley noted that the operating reality has changed, prompting the redeployment of capital into higher-return growth opportunities [4].

Key Points This company's focus on profitable electric vehicle development ensures it has a great long-term future. It's ideally placed to produce the low-cost models that consumers are demanding. These 10 stocks could mint the next wave of millionaires › Ford Motor Company (NYSE: F) recently announced a whopping $19.5 billion charge on its electric vehicle (EV) related assets, including $5.5 billion in "cash effects with the majority paid in 2026 and the remainder in 2027." In addition, the company ...

1.【福特汽车取消与韩国LG新能源65亿美元的电动汽车电池合同】福特汽车公司取消与LG新能源达 成的一项价值9.6万亿韩元（65亿美元）的电池协议，此前这家美国汽车制造商收缩电动汽车发展计 划。据LG新能源在首尔的监管文件，福特汽车周三通知该公司取消订单。这笔合同金额相当于LG新 能源去年总收入的三分之一以上。LG新能源是受福特收缩电动汽车业务冲击的最新例证，这家美国汽 车制造商最近表示，将重组电动车业务并计提195亿美元费用，取消原计划的纯电F系列皮卡项目。 福特汽车还将退出与韩国SK Innovation Co.旗下电池子公司SK On的在美电池合资公司。（新浪财 经） Ai新路径 · 极智新范式 扫码体验「睿兽Ai智能体验」 更多汽车出行资讯 …… 扫码可订阅产业日报 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 17万+ 洗引跌 "江 投资价值企业 0 投资机构 及上市公司 50 Ft 国家高新 小时一手资讯 技术企业 C C F + 参考 OVE+ 创投人物 投融资及收并购事件 热门产业 创新机会 TE 谱 2万+LP数据 FLOC 全生命周期 10万+基 ...