Core Viewpoint - The automotive industry, particularly Stellantis, is facing challenges in selling electric vehicles (EVs) without significant discounts, as there is no natural demand for them, leading to potential losses for car manufacturers [1][4][5]. Group 1: Industry Challenges - Stellantis executives claim that government regulations mandating increased EV sales are detrimental, leaving "no room for profit" and not aligning with consumer preferences [4][5]. - The company warns that profit margins in Europe are shrinking and may soon turn negative due to the pressure to comply with EV sales regulations [5]. - There is a growing concern that increasing market share for EVs is resulting in losses for manufacturers, as demand is primarily driven by subsidies or price reductions [6][10]. Group 2: Market Dynamics - Demand for EVs is reportedly only stimulated through subsidies or aggressive price cuts by manufacturers, indicating a reliance on external financial support [2][5]. - The automotive industry is lobbying for relaxed regulations on the sale of new petrol and hybrid cars, reflecting concerns over the feasibility of current EV targets [3][9]. - The competition from Chinese manufacturers, who offer lower-priced vehicles, is prompting Western brands to shift their focus to higher-end markets [11]. Group 3: Counterarguments - Advocates for EVs argue that inflation, rather than the transition to electric vehicles, is the primary factor affecting car company profits [3][7]. - There is a belief that consumer demand for EVs is genuine, with improvements in pricing, choice, and vehicle quality contributing to this demand [8][9].

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 ...