Blog

Authored by Mike Shedlock via MishTalk.com,

Today Ford announces a two-year delay, “retiming” until 2027, on new EV models scheduled for 2025. In addition. Ford will focus on a full line of hybrids.

Retiming Press Announcement

Please consider Ford’s Press Announcement on retiming and hybrid production.

Tesla’s Deliveries Drop for First Time Since 2020

Meanwhile, please note Tesla’s Deliveries Drop for First Time Since 2020, It’s Demand Not Supply

Only 35 Class 8 Truck EV Charging Stations

One of the things holding up use of electric semis is expense. A second is the number of charging stations.

Let’s discuss some of the obvious flaws in Biden’s latest mandates that will require EVs to account for 60% of new urban delivery trucks and 25% of long-haul tractor sales by 2032.

Image from the US Department of Energy, annotations in blue by Mish.

Please note there are 4 Million Semis on the Road, Only 35 Class 8 Truck EV Charging Stations

And Electrek says Tesla’s giga factory is only about 30% complete and Tesla hasn’t expanded the facility for years.

After years, there is finally some movement at the giga factory. Electrek thinks it may be work on a parking lot.

But please take heart. For will produce an all-new electric commercial vehicle for Ford Pro customers beginning mid-decade.