Yole Group’s Post

News in the world of EV cash burn / generation. ➡️ While the master curve is clear in the last quarter we saw …. 🔥 Fisker stopping cash burn at 2 billion 📈 NIO and XPENG turning up ⬆️ 📉 Tesla tuning down⬇️ ➡️ Snapshot by company 👇 comments ➡️ I will add the news for Lucid Motors and Polestar in the comments, one in 👇 ➡️ BYD is not a pure play BEV company - they are in solid positive territory https://lnkd.in/daJZ3-M7 “See you again in a quarter” Note: link to a series of posts with values on other companies https://lnkd.in/dmXZtgni The series: ➡️ Part I told the story of newcomers: https://lnkd.in/d22eq2ZF ➡️ Part II showed absolutes for 2023: https://lnkd.in/dKPhYWKB ➡️ Part III on numbers “per vehicle” https://lnkd.in/dg4ugFyT ➡️ Part IV is out https://lnkd.in/daJZ3-M7 ➡️ Part V as update of Part I https://lnkd.in/dR4yi-jh ➡️ Part VI negative free cashflow for profitable companies ? https://lnkd.in/dMqXp85u ➡️ Part VII end of Q1 2024 status - https://lnkd.in/d5EFUyiT ➡️ Free Cashflow in Battery business - https://lnkd.in/d6bFvNvG From https://lnkd.in/dT6Qi-U7 #ww247 #technology #markets #innovation #future #strategy #wgtp1 #ww520

Tesla Killer new model is out :) Facinating pace of progress.. 2400km by a few REAL tests with full battery and filled 65L tank; and it Drinks 2.9L per 100km with Drained Battery; More importantly, it starts from 99.8k CNY which is $13.8k USD!

🚗🔋 Exciting News in the Automotive World! 🔋🚗 Varta, the German battery maker, is eyeing an investment from Porsche for its cutting-edge lithium-ion battery unit! This partnership could supercharge Porsche's electric vehicle lineup, enhancing models like the Taycan and potentially a future electric 911. 🌟 With Varta's advanced V4Drive cells, Porsche aims to achieve faster charging times and better performance for their EVs. This collaboration marks a significant step towards reducing dependence on Asian suppliers and strengthening Europe's EV supply chain. 🌍⚡ Learn more about this game-changing move in the EV technologies. 👇👇👇👇👇👇👇👇👇👇👇👇👇👇 (https://lnkd.in/eyUTreuW 2024-07-04/). 📈🔧 #EV #Innovation #BatteryTech #Porsche #Varta #Véhicules Électriques #

Worried about battery degradation in an #EV? Most EV batteries have been out preforming their estimates from the manufacturers. Many #Tesla vehicles are only seeing 10-15% battery degradation on vehicles with 200 to 300 thousand miles on them. There is a guy who owns a taxi service and has several Model S vehicles, one with over 400,000 and another with about 375,000. Both on the original batteries. The average Internal Combustion Vehicle gets scrapped in the US after approximately 200,000 miles of use! Check out this in-depth video which includes details on a recent battery life study conducted by management consultancy P3, which specializes in electric mobility: https://lnkd.in/g--BZ2PX

CNBC [video blurb]: Low-cost, high-tech Chinese #EVs have stirred fears of a government subsidized existential threat to automakers around the world. So what do these vehicles have to offer? How do they compare to the #Tesla Model Y, which in 2024 was the best-selling car in the world? CNBC’s Beijing bureau chief Eunice Yoon tested four of them from large and high-profile Chinese #brands to see how they stack up, and how their rivals might compete. Chapters: 01:51 How BYD, Nio and other Chinese EVs compare to Tesla 01:57 Chapter 1 - Price Advantage 05:40 Chapter 2 - The smart EV 10:44 Chapter 3 - Downsides 12:32 Chapter 4 - Future Outlook #news #China #EV #business #autos

Tesla faces a $240 billion market value drop amid the global EV demand downturn and regulatory challenges. Dive into the factors impacting the EV leader's stock performance. Read More: https://lnkd.in/dKEETfQe #tesla #electricvehicles #stockmarketnews #elonmusk #evindustry #MarketTrends #autonomousdriving #RegulatoryScrutiny #chinamarket #InvestmentNews

The question of how #hydrogen vehicles will affect the electric vehicle (EV) market is indeed a realistic and pertinent one. Hydrogen vehicles, which primarily use fuel cells to convert hydrogen gas into electricity, offer a different approach to electrification than battery electric vehicles (BEVs). The impact of hydrogen vehicles on the EV market can be multifaceted: - **Market Expansion**: Hydrogen vehicles could expand the overall market for electric vehicles by providing options that are suitable for different needs, such as longer range or faster refueling times. - **Infrastructure Development**: The growth of hydrogen vehicles will necessitate the development of hydrogen refueling infrastructure, which could run parallel to the charging infrastructure for BEVs. - **Technological Innovation**: Competition between hydrogen fuel cell vehicles and BEVs could spur technological advancements in both fields, potentially leading to improvements in efficiency, cost, and performance. - **Diversification of Energy Sources**: Hydrogen vehicles could contribute to a more diversified energy mix for transportation, reducing reliance on a single energy source and enhancing energy security. According to the **Global EV Outlook 2024**, electric car sales are robust, with nearly one in five cars sold in 2023 being electric, and the market continues to mature¹. Hydrogen vehicles, while still a smaller segment, are gaining attention as a potential complement to BEVs, especially in sectors where BEVs face challenges, such as heavy-duty transport and long-haul journeys². It's important to note that the adoption of hydrogen vehicles will depend on various factors, including government policies, environmental considerations, and the economics of hydrogen production and distribution. As the market evolves, it's likely that both hydrogen vehicles and BEVs will play significant roles in the transition to cleaner transportation options.

NIO now has twice as many supercharging stations as Tesla (3800 vs 1800) in China. They can charge twice as fast as Tesla’s V4 chargers (640 kW vs 350 kW)👀 NIO launches 40 new supercharging stations in a single day, each capable of 640 kW. This may be one of the reasons why the Tesla SC team was removed recently - not fast enough for Elon? 🤷 Source https://lnkd.in/gz79qEVc #IONAXS #CleanMobility #eMobility #ElectricCars  #FutureMobility #Batteries #Automotive  #ElectricVehicles #AutonomousVehicles  #EV #Lithium #Innovation #Sustainability  #Recycling #Future #Energy #Efficiency #Technology #AVEVAI #TomTsogt 🔔👍

Tesla's 4680 battery cell production surged by 50% in Q2 2024, marking a significant milestone. This advancement, highlighted by the first validation Cybertruck using in-house dry cathode cells, promises substantial cost reductions across Tesla's EV lineup. Despite earlier challenges, Tesla is on track to meet its goals, potentially lowering costs and improving performance. The 4680 cells could revolutionize the industry, offering longer range and faster charging. This progress aligns with Tesla's strategy to make EVs more affordable and reduce reliance on external suppliers. https://lnkd.in/gBW5j2AM #Tesla #4680Battery #ElonMusk #ElectricVehicles #Cybertruck #DryCathode #BatteryInnovation #EVTechnology #SustainableEnergy #TeslaInnovation #CostReduction #EVRange #FasterCharging #TechAdvancements #GreenTech #BatteryProduction #InHouseManufacturing #FutureOfTransport #EnergyStorage #AutomotiveInnovation