
https://xitter.cf/t.co/YZzmvdXfAW | https://xitter.cf/t.co/ms26dRGeci | @LorenMcDonald | Forecasts, market analysis, consulting, data on electric vehicles & EV charging.
Danville, CA
Joined December 2016
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NEW: US BEV Forecast by OEM & Brands: 2022-2030 — report + Excel file is available for purchase.
The forecast is based on our sales forecasts for 249 BEV models — available or expected to be available in the US — across 54 brands & 37 automakers (OEMs).
bit.ly/3QDBlPm
EVAdoption retweeted
Agree that any good survey/analysis firm knows what people SAY + what they really do can differ a great deal. While @thinkescalent results on adapter willingness are cautiously promising, I'm not popping the champagne cork til we see if it's borne out by real-world #EV drivers.
EVAdoption retweeted
The 2024 #Fiat 500e fights the weight and price bloat of current EVs. digitaltrends.com/cars/2024-…
November / December sales change for 12 BEV models with monthly numbers available ... a mixed bag, but maybe the sky isn't falling ...
linkedin.com/feed/update/urn…
Remember folks, the Alpha Wolf is going to vastly outsell the Tesla Cybertruck. (For those unclear, this is Internet humor.)
Welcome to reality, Tesla is now buying Google AdWords ads.
We knew it was coming, and here it is ...
linkedin.com/posts/lorenmcdo…
EVAdoption retweeted
The full Podcast is now available on all major streaming services: podcasts.apple.com/us/podcas…
NEVI news summary:
> Kentucky announces Phase 1 awards
> New Mexico opened its RFP process
> Utah closed applications
> Virginia extended its RFP deadline to Oct 20
> FHWA starting approving the state's updated "2023" (FY 2024) NEVI plans
LinkedIn post:
linkedin.com/posts/lorenmcdo…
Yesterday Hyundai, Kia, and Genesis all announced that that they will be adopting the NACS port and connector (SAE J3400).
15 OEMs now will adopt the NACS port and connector in the future. A bit more in my LinkedIn post ...
linkedin.com/posts/lorenmcdo…
EVAdoption retweeted
Clip from the most recent episode with Loren McDonald of @EVAdoptionTweet. Here we're discussing how the slow rollout of NEVI funds to install public fast chargers has only helped @Tesla lead in total DCFC installations. Great discussion and just one part in our 90+ min. convo about all things EV charging!
Q2 2023 BEV sales share ranged from a low of 0.57% in North Dakota, to a high of 23.3% in California .
States Mean: 5.5%
States Median: 4.0%
The regional EV adoption chasm will continue for the next few decades ... US overall average is meaningless and provides no insights.
Replay of yesterday's LinkedIn Live interview with Darren Palmer, Ford's global head of EV programs - is available.
Was a special edition of EV Insider LIVE, live from the Ford booth at the Detroit Auto Show. Thanks to @ebergg for help in setting it up.
linkedin.com/events/70972024…
Whole Foods has $1 oysters on Fridays.
Yes, the shucking countdown at our house starts soon.
Sorry, none will be left over to share ...
People often ask what are the penalties if a winning NEVI site does not meet a minimum requirement, such as 97% uptime.
Each state is devising its own penalty structure, but in the screenshot below you can see one example from Kentucky.
At the request of @johnvoelcker I did some analysis on winning bidders for PennDOT's NEVI program — specifically to see how Electrify America's average bids stacked up to others. Detailed explanation and multiple caveats in my LinkedIn post.
linkedin.com/feed/update/urn…
Yes.
After an explosive IPO, VinFast looks wildly overvalued econ.st/3sF5Vl5
Tesla continues to lap the field in the US when it comes to the number of new DCFC ports opened in August.
Tesla’s 557 new DCFC ports opened in August accounted for an astonishing 72% of all new DCFCs opened in the month. More notes in my LinkedIn post.
linkedin.com/posts/lorenmcdo…














