Even auto giants know it: the electric car boom is out of charge

What we drew from this source

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• Competition in auto market in 2026 will be even more brutal and bloody

  80% confidence

• Western brands will bring cheaper models using LFP battery technology

  80% confidence

• Chinese have gotten EV pricing right by achieving parity or cheaper than ICE

  80% confidence

• Green energy transition is a scam

  80% confidence

• The EV plans carmakers set out were too ambitious

  80% confidence

• This is us going back to our roots

  80% confidence

• Many drivers are still not comfortable making the shift to electric vehicles

  80% confidence

• Global sales volumes haven't returned to pre-pandemic levels

  80% confidence

• EVs need cost parity with ICE cars and must offer more than just being clean

  80% confidence

• Not convinced China's ban on below-cost sales will stop price war

  80% confidence

• Big thing that drives car companies is what their competitors are doing

  80% confidence

• Universal Electric Vehicle platform is the most important product he has ever worked on

  80% confidence

• Most of the Western carmakers are now facing big issues

  80% confidence

• Government needs a reality check on EV mandates or risk carmakers pulling out of UK

  80% confidence

• European consumer adoption of Chinese cars is much faster than Japanese or Korean cars

  80% confidence

• Cracking EVs could deliver a modern Model T moment

  80% confidence

• Regulatory trajectories are steep and ahead of underlying demand

  80% confidence

• Government sending mixed messages to industry and consumers

  80% confidence

• Ground-up overhaul is needed to bring down cost of Western-made EVs

  80% confidence

• F-150 Lightning was the truck of the future

  80% confidence

• Prices for consumers will fall and price parity will be met

  80% confidence

• The customer has spoken regarding electric vehicles

  80% confidence

• Weakening ZEV mandate would undermine investor confidence

  80% confidence

• Fundamental issue is cars are too expensive and compensated by subsidies which doesn't work

  80% confidence