From InsideEVs.
Summer is hot, and so are the tariffs and supply chain hang-ups, baby! Patrick and Tim discuss how the unique challenges facing EV upstarts Lucid, Rivian and Slate in the Trumpian era of tariffs. They then preview Ford’s big announcement set for Monday in Louisville, where the automaker is supposed to show off a new EV and EV platform combo described as a “Model T moment.” Finally, is Elon Musk worth $30 billion just to stay “focused” on Tesla? Our hosts dig in.
Rivian, Lucid, and Slate Face a Tough Road Ahead
https://insideevs.com/news/767977/rivian-slate-lucid-tax-credit/
What’s Going on with Lucid Gravity Production?
https://insideevs.com/news/768126/lucid-earnings-q2-gravity-production-magnets/
Ford to Unveil its “Model T Moment” on August 11th
https://insideevs.com/news/767532/ford-ev-reveal-model-t-moment-august-11/
Tesla’s $243M Autopilot Crash Verdict
https://insideevs.com/news/767922/tesla-autopilot-verdict-cm/
A Chevy Silverado EV goes over 1000 Miles on a Single Charge
https://insideevs.com/news/767992/chevrolet-silverado-ev-range-record/
Volvo Sales are Spiraling
https://insideevs.com/news/768013/volvo-death-spiral-sales-down/
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00:00 Intro
01:41 Effect of Tariffs on Profits
05:01 Rivian and Rare Earth Mangets
09:03 What’s Going on with Lucid?
14:04 Can Slate Survive?
17:01 Investment Dynamics in the EV Market
18:40 Ford’s Electric Vehicle Breakthrough
20:33 The Significance of Ford’s Skunk Works Project
27:24 Tesla’s Leadership and Compensation Controversy
42:33 Plus/Minus
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