Hardware Podcasts

What’s really happening in the U.S. EV market?

Catalyst · 1 Feb 2024 · 36m

What this episode covers

Corey Cantor, a senior associate at BloombergNEF, analyzes the U.S. EV market, explaining that while 2023 saw 50% sales growth, recent headlines reflect a shift in expectations rather than a collapse. He details the struggles of legacy automakers like Ford and GM, whose EV volumes lag behind Tesla, and discusses Tesla's challenges with model stagnation and price volatility, which impacted fleet customers like Hertz. Cantor highlights Hyundai and Kia as successful insurgents with diverse lineups and affordable options, while noting BYD's massive global growth and potential future entry into the U.S. market despite tariff hurdles.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Tesla, Ford, General Motors, Hertz, Hyundai, Kia, BYD, Rivian, Volvo, Polestar, Energy Hub, Bloom Energy
Products
Model Y, Model 3, Cybertruck, Chevy Bolt, Cadillac Lyriq, Ford F-150 Lightning, Kia EV9, Hyundai Ioniq 5

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