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
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
2
7
12
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.
2
1
5
715
Today's trigger word: "recall."
4
724
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…
1
2
627
Remember folks, the Alpha Wolf is going to vastly outsell the Tesla Cybertruck. (For those unclear, this is Internet humor.)
1
1
1
5
1,033
Saw my first Fisker Ocean in the wild … looks pretty sweet.
1
1
1
8
1,233
Does anyone know if Canoo delivered any vehicles in Q3?
1
2
845
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…
1
4
639
Seems to hold up pretty well.
1
1
4
513
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!
1
1
6
592
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.
3
1
10
1,236
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…
2
4
17
1,738
Whole Foods has $1 oysters on Fridays. Yes, the shucking countdown at our house starts soon. Sorry, none will be left over to share ...
9
667
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.
4
2
9
3,128
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…
4
1
2
17
4,932
Yes.
After an explosive IPO, VinFast looks wildly overvalued econ.st/3sF5Vl5
3
641
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…
9
8
11
84
20,507