Forcing carmakers to sell more EVs leaves ‘no room for profit’, says Stellantis executive Drivers are unlikely to buy electric vehicles (EVs) without hefty discounts, a top executive at Vauxhall owner Stellantis has claimed. Emanuele Cappellano, the company’s European boss, said there was no “natural” demand for EVs and so government regulations forcing their sale risked turning the industry loss-making. Demand only arises when subsidies are offered or when carmakers “burn cash” by slashing their price ...

Flash | | Top players by types of cells details (GWh) | NCM | | | LFP | | | Total | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | Dec-25 Jan-26 | | MoM | Dec-25 | Jan-26 | MoM | Dec-25 | Jan-26 | MoM | | Company A | 24.0 | 20.0 | -17% | 60.0 | 56.0 | -7% | 84.0 | 76.0 | -10% | | Company B | 0.3 | 0.3 | 0% | 27.0 | 26.0 | -4% | 27.3 | 26.3 | -4% | | Company C | 2.0 | 1.9 | -5% | 11.0 | 10.5 | -5% | 13.0 | 12.4 | -5% | | Company D | 0.9 | 0.9 | -6% | 9.0 | 8.5 | -6% | 9.9 | 9.4 | -6% | ...

Flash | 15 Dec 2025 09:07:05 ET │ 11 pages China Battery Materials. China Battery Supply Chain on Ground: Weaker EV Demand Gradually Affecting Battery Production Pipeline CITI'S TAKE ZE Consulting revised down its production pipeline forecast in Dec-25 due to the EV seasonality downtrend, and estimates the Top-5 battery makers' production pipeline could be down by 1% MoM (vs previously est. at flattish MoM). Our near-term view is relatively cautious, as we think the market may have underestimated the slowdo ...

“There is a slowdown, there’s no question about it,” Lucid’s interim CEO said of EV demand in the US and Europe https://t.co/NiLYooAhjv ...

Core Insights - General Motors (GM) stock reached a three-year high following strong earnings and an increase in full-year guidance [1][3] - The company is reassessing its electric vehicle (EV) manufacturing capacity due to lower demand and anticipates reduced losses in the EV division by 2026 [2][9] - GM has lowered its expectations for tariff impacts for the fiscal year by $500 million [2] Financial Performance - GM reported earnings per share (EPS) of $2.80, exceeding the expected $2.31 [5] - Revenue was $48.59 billion, surpassing the anticipated $45 billion and showing a decline of less than 1% year-over-year, which was better than expected [5][6] - Adjusted EBIT was $3.38 billion, significantly above the forecast of $2.72 billion [6] - Updated guidance for adjusted earnings before interest and taxes (EBIT) is now between $12 billion and $13 billion, up from the previous range of $10 billion to $12.5 billion [7] - Adjusted automotive free cash flow guidance increased to $10 billion to $11 billion from $7.5 billion to $10 billion [7] Tariff Impact - GM reduced the expected impact of tariffs to between $3.5 billion and $4.5 billion, down from $4 billion to $5 billion [7][8] - The company expects to offset approximately 35% of the tariff impact, which was a positive aspect of the earnings report [8] Electric Vehicle (EV) Challenges - GM disclosed a $1.6 billion special charge related to the pullback in electric vehicles, indicating ongoing challenges in this segment [9] - Only about 40% of GM's EVs were profitable on a production basis, and profitability is expected to take longer than previously anticipated due to the end of EV tax credits and a slowdown in adoption [9][10]

Rivian Automotive RIVN analysts break down first-quarter financial results and examine how the company’s revised vehicle delivery guidance could impact the stock.The Rivian Analysts: Bank of America analyst John Murphy reiterated an Underperform rating on Rivian with a $10 price target.Wedbush analyst Dan Ives maintained an Outperform rating and lowered the price target from $20 to $18.Needham analyst Chris Pierce reiterated a Buy rating and lowered the price target from $17 to $16.Read Also: Rivian CEO RJ ...