2 of the 3 largest markets are China and EU. How does being this far behind in BEV technology help them there?
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The line at the EA begs to differ. 
EU car sales at 3-year low in August, EV sales plunge 44%
https://www.reuters.com/business/autos-transportation/eu-car-sales-3-year-low-august-ev-sales-down-439-acea-says-2024-09-19/
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Just from 30d, through first 3 quarters this year…buyers have claimed over $2billion in point-of-sale tax credits on over 300,000 EVs. Have not seen any numbers from 45w, has to be in billions as well.
Removing this money from EV industry will have a large impact. No two ways around it.
Companies that are struggling to meet profitability as it is, will find without tax credits that goal is now many years off.
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Volvo just joined the Supercharger club
Just got the alert on my app
https://www.volvocars.com/us/l/north-american-charging-standard/
Interesting insights! You should tell the entire automotive industry and analysts about it. Don’t think they’re tracking Toyota is doing poorly because of China and EU. 
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What percentage of EV sales qualified for tax credits? IRA added more restrictions and not all lessor passed on a credit.
Drivers like new toys, EVs will continue on just fine.
Of the 946k EV units sold in US for 2024, 42.7% of them were leased…so about 404k units. Another 33%(300k+ units) involved point-of-sale 30d tax credit. So over 75% of EV sales involved either 45w or 30d tax credits. $5+billion in Gov tax credits through 3 quarters. Most manufacturers are now passing on the credit, if not they are inflating residuals like GM. Without 45w EV sales in 2024 would have had a completely different outcome.
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Interesting …
CEO declines to disclose specifics behind this decision.
Oh maybe because they are in a world of hurt. Stellantis is going into an extremely expensive EV transition when their ICE sales are in free fall. Good luck…GM and Ford at least have ICE sales to prop up the billions lost on EVs.
If you have a POV that would be interesting. “Analysts are saying…” is not much of a discussion since we can all just paraphrase what they’re saying.
And these are the same analysts who’ve flip flopped on Tesla since… basically its inception?
And the ones who couldn’t accurately predict EV demand (all gung ho when everyone was piling in), chastised Toyota for its being behind in EVs then, and now want to pretend they were right all along? The ones who famously can’t see past the next quarter let alone the next year?
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Looks like GMC has started shipping V1 of their EV Denali Pickup…
Tesla updated their NACS page to show that Volvo, Polestar, and Nissan are now supported.
Tesla not on the Nissan app yet but i bet soon
Nissan has been moved back to Coming Soon on https://www.tesla.com/NACS
Looks like Tesla drivers will avoid coexisting with Ariyas for a little while longer…
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Russia, via Georgia and Kazakhstan.
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Thats how we recycle, we give it to someone else
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California getting back in the game.
Another key component is the affordable cost of labour when it comes to fixing salvaged cars.
“These cars that have been damaged in the US, most of the time it does not make economical sense to rebuild them in the US,” says Mr Gulashvili.
“This is because of the cost of human resources, service costs are much higher, and the legal costs to get those cars back on the road, is time consuming and very expensive process."
“In the US rebuilding of a car, and making it legal again, takes six months and let’s say $5,000. It takes $1,000 and one month in Georgia to fix the same car.”