“Here's Elon Musk who brought us into the era of electric vehicles, the only person who can shoot off rockets and get things to orbit and have the boosters land. China hasn't done it; the US hasn't done it; Boeing hasn't done it.”https://t.co/rjRoyy74ed ...

Industry Trend - Ferrari's brand is traditionally associated with gas-fueled engines, raising questions about fan acceptance of an electric supercar [1] Company Focus - Ferrari NV is exploring the electric supercar market [1]

Core Insights - Volkswagen Group's global vehicle deliveries increased by 1% year-on-year to 2.2 million in Q3, with significant growth in Western Europe (up 8%) and Central and Eastern Europe (up 13.7%) [2] - Deliveries in China fell by approximately 51,000 vehicles, a 7.2% decline year-on-year, amid intense competition and price cuts from rivals [3] - North American deliveries decreased by 9.8% to 246,900 vehicles, influenced by U.S. tariff uncertainties [5] Regional Performance - Western Europe saw an 8% increase in vehicle deliveries, while Central and Eastern Europe experienced a 13.7% rise [2] - South America, Asia-Pacific, and the Middle East and Africa also reported solid gains, compensating for declines in China and North America [5] Electric Vehicle Strategy - Battery-electric vehicles accounted for 11.5% of global deliveries in Q3, up from 8.7%, driven by rising demand in Europe and the U.S. [6] - Volkswagen plans to launch a new range of entry-level electric compact cars starting at €25,000 ($28,900) next year, with another EV model priced around €20,000 expected in 2027 [6] Market Outlook - The company remains committed to its pricing strategy in China, avoiding participation in the ongoing price war [4] - Volkswagen emphasizes the importance of offering a flexible range of drive systems to adapt to varying market transformations [8]

Group 1 - Tesla's third-quarter earnings report is anticipated on October 22, with delivery numbers showing a 7.4% year-over-year increase and a 29.4% increase from the second quarter of 2025, totaling 497,099 vehicles delivered [4][5] - The expiration of federal tax credits for electric vehicles on September 30 is expected to lead to a significant pull forward in sales into the third quarter, potentially resulting in a notable decline in deliveries in the fourth quarter [5][6] - Despite the anticipated decline in fourth-quarter sales volumes, Tesla's international sales, which accounted for 62.6% of total sales volume in the second quarter, may mitigate the impact of the U.S. tax credit expiration [6][7] Group 2 - Tesla is expected to provide updates on a new lower-cost model, which could stimulate sales growth despite the anticipated decline in fourth-quarter volumes [8][9] - The production of a lower-cost Model Y began in the first half of the year, with a gradual ramp-up in the third quarter, aiming for a launch in the fourth quarter after the tax credit expiration [10]

Vehicle Features - Tesla Model Y Standard and Model 3 Standard are the company's most affordable vehicles [1] - Vehicles are engineered for safety and include Tesla features [1] - Vehicles feature a 15.4" center touchscreen with entertainment options [1] - Vehicles include heated first-row seats with dual-tone textile and vegan leather, plus a heated steering wheel [1] Performance and Technology - Vehicles offer a range of 321 miles [1] - Vehicles are designed for extreme efficiency [1] - Vehicles include integrated @Grok AI [1] - Vehicles have access to over 70,000 Superchargers globally [1] Convenience and Safety - Vehicles include convenience and safety features like Sentry/Dog/Camp Mode, Trip Planner, and Cabin Overheat Protection [1] - Tesla app provides Phone Key, Preconditioning, and Sentry Live Camera View [1]

OMV is planning to increase its Central European electric vehicle charging points by fourfold as battery-powered cars gain traction across the region https://t.co/hwmkZYKlHR ...

Brand & Design Philosophy - Rivian's design prioritizes capturing initial customer attraction and establishing a distinct brand identity, evident in the R1T's unveiling in 2018 [1][2] - The company emphasizes authenticity and attention to detail, aiming for instant vehicle recognition through unique features like vertical headlights [2][3] - Rivian seeks to avoid being pigeonholed into one form factor, demonstrated by the surprising R3 design, showcasing versatility beyond off-road capabilities [4] - The brand aims to create a friendly and approachable design, particularly for vehicles like the Amazon delivery van, considering the environment they operate in [19] - Rivian balances clean, modern aesthetics with tactile materials in its interiors, offering a tech-focused experience without sacrificing physical controls [32] Product Development & Strategy - Rivian targets the full-size truck and SUV segments in the United States, focusing on utility and practicality for daily use [8] - The company innovates by incorporating customer use cases into vehicle design, such as the front trunk, flashlight, and Bluetooth speaker [9][13] - Rivian is expanding its product line with the R2 and R3 models, aiming for a more affordable price point and global scalability [20][22] - The automaker is developing a Rivian design ecosystem, including accessories like the Rivian Treehouse rooftop tent, to enhance vehicle enjoyment and brand loyalty [33][36] Production & Expansion - Rivian is building a new $5 billion factory in Georgia with a planned capacity of 400,000 units, signaling confidence in EV demand and global production scaling [25][26] - The company is initially launching the R2 in its Illinois facility before scaling global production in Georgia [26]

Core Viewpoint - Rivian Automotive Inc. faces new concerns that have negatively impacted its stock performance, despite reporting quarterly sales that exceeded Wall Street expectations [1] Group 1: Company Performance - Rivian's quarterly sales were above Wall Street expectations, indicating strong demand for its electric trucks [1] Group 2: Market Reaction - The stock of Rivian Automotive Inc. declined due to the emergence of fresh worries, overshadowing the positive sales report [1]

We're getting the long-awaited Tesla numbers now for Q3. Phil of Oggon. Hey, Phil.>> Well, those who thought it would be a big quarter because in part the expiration of the EV tax credit drawing forward buyers, they were correct. 497,000 vehicles delivered in the third quarter by Tesla. Remember, these are global deliveries.But no doubt, I think over time as we parse out the different regions and where the strength was, United States will be a big story line there. 497,000 deliveries, by the way, is a recor ...

Core Insights - Rivian Automotive experienced a nearly 32% increase in third-quarter deliveries, surpassing analysts' expectations [1] - The surge in deliveries is attributed to U.S. buyers purchasing new electric vehicles to secure tax credits before their expiration [1] Company Summary - Rivian Automotive's third-quarter deliveries rose by approximately 32% [1] - The increase in deliveries indicates strong demand for electric vehicles in the U.S. market [1] Industry Context - The rush to purchase electric vehicles is driven by impending tax credit expirations, highlighting the influence of government incentives on consumer behavior [1]