1/3 I really like connecting the dots across data points. I built a risk index for the US EV industry and backtested it to get an interesting but probably not surprising story.

The headline score: 71.1 (High Risk). Full infographic here: usenrisk.tiiny.site
#EVs #AutoTech

I updated the #EV sales scenarios from 6 months ago. Automakers have been shielding consumers from higher prices. That changes soon. The EV buying spree ahead of losing the $7,500 rebate is over. Our forecast is now tracking ~500k units lower from original Q3-24 #forecast. #US
tinyurl.com/2uae437b

China's $450B+ trade dominance in Latin America is a problem the EV Industry can fix. The US has a chance to reset its relationship with S. Am. by partnering w Chile & Korea for cathodes. Get the the full report: acieslumen.com/infographic....
#CriticalMinerals #EV #Geopolitics #SupplyChain #Lithium

1.2 tWh of global cell capacity is at risk of cancellation or delay, especially projects in N. Am and EU. A drop in EV sales or supply chain disruptions likely accelerates the process. In the U.S., a business environment of uncertainty will have the same effect. #ElectricVehicles #EVs #Batteries

Sharing our new EV electric motor outlook here: mailchi.mp/b62887f4fcfa...
You can also sign up for quarterly data drops here:
eepurl.com/jb-_22

#ElectricVehicles #EVs #REE #electricmotors #tariffs #China #USA #tradewar

For the most recent #WardsIntelligence/Omdia battery report, I thought it would be interesting to chart a few of the possible effects from potentially repealing the $7,500 rebate and tariffs on U.S. plug-in EV (BEVS, PHEVs, EREVs, and PFCEVs) sales. @rff.org #ElectricVehicles #Tariffs #UnitedStates