From InsideEVs.
This week, Tim and guest host Suvrat break down Lucid’s entry into the robotaxi space. Uber agreed to invest $300 million into the EV startup and buy 20,000 of its Gravity SUVs. Then the guys recap a ton of battery news that dropped this week, including GM’s new LFP plant and why it matters.
Finally, Tim sits down with Stephanie Valdez Streaty, director of industry insights at Cox Automotive, to unpack a rocky quarter for EV sales in the U.S. Tesla is way down, GM is way up, and everybody else is somewhere in the middle.
Lucid teams up with Uber and Nuro for robotaxisLink to content
https://insideevs.com/news/766132/lucid-gravity-robotaxi-uber-nuro/
Panasonic opens a huge battery plant in Kansas
https://insideevs.com/news/765796/panasonic-worlds-largest-battery-plant-tesla-kansas/
GM goes all-in on affordable LFP batteries
https://insideevs.com/news/765774/general-motors-lfp-battery-production/
GM and Redwood Materials sign a deal to reuse EV batteries
https://insideevs.com/news/766112/gm-redwood-ev-batteries-solved/
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00:00 Lucid Motors Enters the RoboTaxi Market
19:26 The Future of Battery Production
34:43 The Current State of the EV Market
40:09 Winners and Losers in EV Sales
42:52 Consumer Demand and Market Dynamics
46:05 The Role of Pricing and Incentives
49:06 Economic Factors Impacting EV Sales
52:04 Future Trends and Innovations in EVs
54:29 Hyundai and Kia’s EV Market Dynamics
56:07 Tesla’s Market Challenges
60:01 The Impact of New Models on Sales
63:12 Ford’s Strategy in the EV Space
67:02 Future Predictions for the EV Market
70:13 Plus/Minus
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