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Industry Overview - Electric vehicle stocks, including manufacturers, battery suppliers, and charging infrastructure providers, are gaining attention for their potential growth due to increasing EV adoption and technological advancements [2] - These stocks are characterized by high trading volumes and are subject to industry-specific risks such as rapid technological changes, supply chain constraints, and intense competition [2] Company Summaries - **Tesla, Inc.** designs, develops, manufactures, leases, and sells electric vehicles and energy systems globally, operating in two segments: Automotive and Energy Generation and Storage [3] - **Rivian Automotive, Inc.** focuses on designing, developing, and manufacturing electric vehicles, offering consumer models like the R1T pickup truck and R1S SUV [4] - **XPeng Inc.** specializes in smart electric vehicles in China, providing a range of models including SUVs and sedans, along with various services such as auto financing and ride-hailing [4]

Core Viewpoint - Lucid's stock has dropped by 50% to under $13 over the past year, raising questions about whether it is a good time to invest, despite significant reasons to avoid the stock currently. Financial Performance - Lucid's revenue increased by 68% year over year in Q3 to over $336 million, but operating losses widened from $770 million to $942 million during the same period [3][5]. - The increase in sales was partly due to customers utilizing federal EV tax credits, which have been eliminated, indicating that the sales gains may not be sustainable [5]. Production and Deliveries - In Q3, Lucid produced 3,891 vehicles, a 116% increase from the previous year, and delivered 4,078 vehicles, up 47% from Q3 2024 [6]. - Despite being publicly traded for over four years, Lucid's production remains low, producing only a few thousand vehicles per month, which is insufficient to compete in the growing EV market [7][8]. Market Position and Future Outlook - The company is attempting to expand its vehicle lineup with the new Gravity SUV and a sub-$50,000 model, but the demand for these new models remains uncertain [8]. - The overall EV market is becoming increasingly competitive, and signs indicate that EV demand may be weakening, posing additional challenges for Lucid [7].

Is the global transition to electric cars unraveling?Alex Morgan explains what retreats in the US and Europe mean for the EV industry https://t.co/XGvCH56DPJ https://t.co/ugSNMHBvKv ...

Core Insights - Tesla is expected to announce its Q4 sales numbers in late January 2026, with delivery and production figures likely released before earnings on January 28 [1] - Wall Street analysts have low expectations for Tesla's Q4 sales, anticipating deliveries around 450,000 to 455,000 vehicles, a decline from the previous quarter's record deliveries of approximately 500,000 [2][3] Sales Expectations - Tesla's November sales data showed a significant year-over-year decline of 23%, with approximately 40,000 vehicles sold [2] - Betting markets suggest a more conservative estimate for Q4 sales, predicting numbers between 400,000 and 425,000 vehicles [3] Factors Influencing Sales - The slowdown in EV demand, brand weakness linked to Elon Musk's involvement with "DOGE," weak consumer sentiment, macroeconomic pressures, and increased competition from Chinese EV manufacturers like BYD and Nio are contributing to the expected decline in sales [4] - The "pull forward" effect of the EV tax credit has also impacted demand, as many customers made purchases in Q3 to take advantage of the $7,500 tax credit before it expired [4] Brand Recovery and Market Performance - Data from HundredX indicates that Tesla's brand value and net purchase intent have recovered after a slump in early 2025 [7] - Recent sales data from China shows that the refreshed Model Y has become the top-selling vehicle, and the premium Model Y L is gaining traction in the premium segment, accounting for 27% of total Model Y sales despite a 28% price premium [8][10] Investor Sentiment and Price Action - Despite lower sales expectations, Tesla shares have reached an all-time closing high, suggesting that the market has already priced in the anticipated sales slowdown [12] - Investor sentiment appears bullish, particularly with the news of the first Tesla robotaxi spotted in Austin, Texas, indicating confidence in Tesla's long-term growth narrative [12] Conclusion - With lowered expectations for Q4 sales, the focus shifts to how investors interpret future growth, supported by improving brand metrics and renewed strength in China [14]

Maruti Suzuki expects the debut of its first all-electric vehicle to boost deliveries of alternative-fuel-powered cars to nearly half its total Indian sales next year https://t.co/KGSpwbB0FC ...

Ford F-150 Lightning Platinum (2024) (53621481713) by Charles from Port Chester, New York / BY 2.0 (https://creativecommons.org/licenses/by/2.0/) This is the last in our series on the worst CEOs in America for 2025. We have a winner after picking several possibilities earlier: William Clay Ford Jr., executive chair of Ford Motor Co. (NYSE: F). 24/7 Wall St. Key Points William Clay Ford Jr. of Ford Motor Co. (NYSE: F) is our pick for the worst CEO in America for 2025. He is behind Ford’s disastrous tu ...

Core Viewpoint - Ford's significant investment in the electric vehicle (EV) sector has not yielded the expected results, leading to a strategic pivot away from EVs and a substantial financial write-down of $19.5 billion [2][3][4]. Group 1: Company Strategy and Financial Adjustments - Ford's stock price has increased to $13.65, reflecting a nearly 70% rise from its lowest point in April, resulting in a market capitalization exceeding $54 billion [1]. - The company is canceling several planned EV products, including the F-series truck, and will shift the F-150 Lightning to a hybrid model using Extended Range Electric Vehicle (EREV) technology [4]. - Ford's management has revised its profit forecast upward to $7 billion, an increase from the previous estimate of $6 billion to $6.5 billion, attributed to cost-cutting measures and a focus on more profitable vehicle segments [5]. Group 2: Market Context and Industry Trends - Other major automotive companies, such as Audi, General Motors, and Porsche, have also re-evaluated their EV strategies, which has positively impacted their stock prices [2]. - The European Commission is expected to reverse its plan to ban Internal Combustion Engines (ICE) by 2035, influenced by pressure from countries like Germany and Italy [3]. - Demand for utility-scale batteries has surged by 50% in the first ten months of the year, reaching 39.3 gigawatts, prompting Ford to consider converting some battery plants to focus on stationary battery production [6]. Group 3: Financial Performance - Ford's revenue for the third quarter rose by 9% to $50.5 billion, driven by strong sales of its truck models, with the Bronco segment share increasing to 30% [8]. - Analysts project Ford's revenue for the fourth quarter to be $41.13 billion, leading to an estimated total fiscal revenue of $174 billion [9]. Group 4: Stock Performance and Technical Analysis - Ford's stock has shown a bullish trend, rebounding from a low of $8.22 in April to its current high of $13.65, surpassing key resistance levels [11]. - The stock has formed a cup-and-handle pattern, indicating potential for further price increases, with bulls targeting a resistance level of $15 [12].

Core Viewpoint - VinFast is expanding its global presence with the opening of its first factory in Indonesia, signaling its ambitions in the electric vehicle market [1][7]. Company Expansion - VinFast inaugurated a new facility in Subang, Indonesia, with participation from both Indonesian and Vietnamese government representatives [2]. - The factory was completed and became operational just 17 months after the groundbreaking ceremony, showcasing the company's commitment to rapid expansion [4]. - Initially, the factory will assemble the VF 3, VF 5, VF 6, and VF 7 models for the domestic market, with plans to produce new models for sale in Indonesia by 2026 [4]. Market Impact - Following the announcement of the factory opening, VinFast's U.S.-listed shares rose by over 5% on a generally negative day for the stock market, reflecting positive investor sentiment [1]. - The current market capitalization of VinFast is approximately $7.7 billion, with shares trading at $3.47 [5]. Industry Positioning - The new factory reinforces VinFast's role in the electric vehicle value chain in Indonesia, enhancing Southeast Asia's position in the global EV industry [7]. - Indonesia, with a population exceeding 283 million, represents a significant market opportunity for VinFast as it aims to establish a direct presence in the region [7].

Core Viewpoint - Ford is taking a significant $19.5 billion writedown and discontinuing several electric vehicle (EV) models, reflecting the auto industry's retreat from battery-powered vehicles due to changing policies and declining demand for EVs [1][5]. Group 1: Company Actions - Ford will cease production of the F-150 Lightning in its electric form and will instead focus on an extended-range electric model, a hybrid called Erev [2]. - The company is also canceling the next-generation electric truck, T3, and planned electric commercial vans [2]. - Ford plans to pivot towards gas and hybrid models, expecting its global mix of hybrids, extended-range EVs, and pure EVs to reach 50% by 2030, up from 17% today [3]. Group 2: Financial Implications - The $19.5 billion writedown will be spread out, primarily occurring in the fourth quarter and continuing through 2027, with $8.5 billion related to canceled EV models, $6 billion tied to a dissolved battery joint venture with SK On, and $5 billion for "program-related expenses" [4]. - Sales of the F-150 Lightning have decreased by 10% year-over-year, with only 25,583 units sold through November [8]. Group 3: Market Context - US sales of electric vehicles fell approximately 40% in November, following the expiration of a $7,500 consumer tax credit, which had been in place for over 15 years [6]. - The shift in Ford's strategy reflects a broader trend in the auto industry, as companies reassess their investments in EVs amid waning demand and changing regulatory environments [5][7]. Group 4: Future Plans - Ford's future EV lineup will focus on more affordable models, with the first model from a specialized team in California expected to be priced around $30,000 and available in 2027 [9].