electric vehicles
also referred to as: electric vehicle
3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Jul 6, 2020 by Reuben Munger · across every show →
Everything said about electric vehicles, oldest first
Jul 6, 2020 bullish
Major automakers will fully transition to EVs by 2024, abandoning gas engines
“You've also seen major sustained investments by the automakers that are of a scope and scale that mean it's not clear when the curve ramps in the small amount, but four years from now, since people aren't doing new engine programs, they're switching to electri…”
Jan 11, 2024 bearish
Electric vehicle adoption faces 12-to-18 month headwind from high interest rates
“We also think that we're probably in a pretty difficult digestion phase for EVs. Overall electric vehicle volumes in probably the next 1218 months, given the late impact of Higher interest rates and the wealth effect that that has on consumers and in their pur…”