Updates
December 6, 2021: Intel (INTC) could publicly list its autonomous car division this week.
Original Post
Where we stand today:
- EVs: tracked here.
- Tesla: sedans, pickups, crossovers
- Rivian: pickups
- Lucid: high end luxury sedans
- AAPL: unknown, but tea leaves suggest sedans, maybe crossovers, minivans; perhaps something completely novel
- at some point, and very soon now, Apple must announce manufacturing site / partner
- ludicrous: ignoring what GM, Ford, VW, Toyota, Honda are doing in EVs
- unlikely that the Big Five will roll over to Tesla and Rivian
- 600,000: that's the "30-second elevator speech" --
- to be in the EV game, one must deliver at least 600,000 vehicles annually by 2025; otherwise just a niche player
- Apple may be the exception
- union vs non-union favortism
- may end up in court
- may end up in Mexico
- links to close out
- Lucid
- CBNC on Lucid, September 28, 2021;
- Motley Fool on Lucid, March 2, 2021: is this a joke?
- Reuters on Lucid, September 29, 2021; are you kidding me?
- this year's (2021) goal: 577. Yes, no typo. Fivehundredseventyseven.
- did I read somewhere Lucid now has a market cap greater than GM?
- Lucid search: ludicrous link.
- one-year, XL Fleet Corp; link here. Can we say ludicrous again?
- and not atypical for all the EV SPACs announced in the past year
- these look like shale companies
- Apple Car could double company's revenue and market value -- Morgan Stanley, November 19, 2021;
- talk about malarkey; no one has any idea how to "value" AAPL any more
- copper: China's copper premium spiked to highest in years, link here;
Most interesting factoid this week: Norwegian oil consumption
- goes full Monty on EVs
- oil consumption pretty much unchanged over ten years, link here;
Most interesting energy story not being reported:
- Daimler Benz -- biggest truck company in the world
- huge early mover into EVs
- yes, but ---- it turns out DB says hydrogen will be just as important
- looking for 50/50 split on EVs/HVs
- story is being completely missed; link here;
- apparently this is a big, big deal in UK
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