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Finally - Hyundai group throws the towel, joins Tesla NACS standard and network
10.05.23 https://www.cnn.com/2023/10/05/business/hyundai-tesla-ev-charging/index.html Hyundai- Kia-Genesis finally announced switching to...

pinny shisgal
Oct 5, 20231 min read
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Pure BEV/PHEV companies in the US and China - Q3, 2023
10.03.23 EV startups and traditional automakers ("legacy" auto companies) are in a race to secure market dominance. Let's assess the...

pinny shisgal
Oct 3, 20233 min read
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The New Prius is a Nice looking car, what if it was a Full EV...
09.29.23 Just seen the new Toyota Prius for the first time. IMO, it is a very nice design, actually a stunning looker. Unfortunately it...

pinny shisgal
Sep 29, 20231 min read
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קצב הגידול של מכירות רכבים חשמליים בישראל מצביע על מהפכה מוחלטת עד 2030
09.28.23 בישראל, ברבעון הראשון של 2022 נמסרו 4,644 רכבים חשמליים ו-4,876 רכבים היברידיים נטענים, מתוך מספר כולל של 90,489 רכבים חדשים...

pinny shisgal
Sep 29, 20233 min read
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Compare OEM Warranty on BEV cars
09.20.23 Bumper to Bumper/Battery/motors warranty vary heavily between BEV manufactures. Some companies fall short on Warranty for...
pinny shisgal
Sep 20, 20232 min read
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Extended warranty for EV - highly recommended
09.20.23 I "might" be getting my old Tesla Model S 2012 back today from Tesla. My 170k miles original Motor was replaced and a bunch of...
pinny shisgal
Sep 20, 20231 min read
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VinFast IPO... Will it follow Lucid and Rivian valuation of quick inflation and deflation?
08.25.2023 Vinfast, a Vietnamese young EV company just Spac'd (VFS) on 08.15.23 at $10, but started trading at $22 and ended the first...
pinny shisgal
Aug 25, 20232 min read
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Lucid Q2 Earnings and Price cuts
08.14.23 Lucid Q2 earnings results were Announced last week. The results were a disaster, roughly 25% below expectations both on Revenue...
pinny shisgal
Aug 14, 20232 min read
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Xpeng (XPEV) - An Undervalued Chinese BEV company Just got boosted by VW investment
07.28.23 Xpeng (ticker XPEV, a chinese clone of Tesla), selling BEV in china, and other countries. VW paid $700m for 5% stake in XPEV...
pinny shisgal
Jul 29, 20232 min read
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US BEV adoption in the First half of 2023 was 7.3% - on pace to 80% by 2028 or 2029
07.18.23 First Half of 2023, this is the US BEV market: Tesla - 337k Hyundai Group - 38.5k GM - 36.3k VW - 26.5k Ford - 25.7k Rivian -...
pinny shisgal
Jul 18, 20232 min read
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Ford f-150 Lightning prices dropping slightly ahead of Tesla Cybertruck launch this Quarter
07.16.23 07.17.23 updated Ford is starting to slightly reduce The lightning prices, after several increases and Lower price trims removed...
pinny shisgal
Jul 16, 20232 min read
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June TTM CPI was 3% the lowest consecutively in 13 months since 9.1% in last June
July 12, 2023 CPI (12m trailing inflation) announced this morning 3%. This was better than the 3.1% expected. It is also the lowest rate...
pinny shisgal
Jul 12, 20231 min read
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Chevy Silverado launched - How will Tesla Cybertruck compare?
07.04.23 The Silverado EV was launched last week and it is gorgeous, it packs an EPA range of 450 miles range for a 9000 lb Pickup...
pinny shisgal
Jul 4, 20233 min read
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Rivian Q2 2023 Deliveries - Impressive Production and Delivery Ramp-up
07.03.23 I summarized Rivian's Delivery and Financial history in the last post, last quarter, Check it out to catch up to date...
pinny shisgal
Jul 3, 20232 min read
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Tesla Q2, 2023 deliveries - a new Record
07.01.2023 Tesla delivered in Q2, 2023 466k cars, 83% YoY from 254k in Q2 ,2022 and 10% QoQ form 422k last quarter. Expectations were...
pinny shisgal
Jul 2, 20232 min read
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Elon Musk Tesla predictions, Which ones came true?
06.26.23 Elon Musk's past predictions In 2010, Musk predicted 6-7 years to a mass production car. I guess you could say it took 7 with...
pinny shisgal
Jun 26, 20233 min read
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Tesla - Value vs Revenue Growth 2014-2022, Is TSLA Undervalued?
06.26.23 TSLA stock reflects an Undervalued Opportunity if comparing last 8 years Average gross rate of Revenue vs Stock and comparing it...
pinny shisgal
Jun 26, 20231 min read
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May CPI TTM was 4%, the lowest in 12 months consecutively since last June peak of 9.1%
06.13.2023 CPI (12m trailing inflation) announced this morning... 4%. This was better than the 4.2% expected. It is also the lowest rate...
pinny shisgal
Jun 13, 20231 min read
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Tesla NACS could become Charging companies' actual standard despite Government's insistence on CCS
06.30.23 Obviously, the excitement is about Car companies converting from CCS completely to NACS in the US/Canada by 2025 after Ford and...
pinny shisgal
Jun 11, 20232 min read
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SpaceX - competition is coming in Human space travel?
06.11.23 SpaceX is the only Western Human space travel solution since 2020, after 9 years with no Western Human travel capability after...
pinny shisgal
Jun 11, 20234 min read
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