The Current : Weekly EV News Ep#44 Jan 5, 2025

[@sethemerson885]

I do enjoy watching the weekly update every Sunday night. I took advantage of the steep drop in resale values and the lease return pricing. I bought a Volvo XC40 Recharge on a lease return. It is like a new car. It seemed like a bargain at half the new price. Looking forward to CES coverage.

[@MissGoElectric]

We've already begun posting from CES on X and Instagram. Thanks for sharing your Volvo experience. -Producer Tim

[@johnpoldo8817]

Hurry to take advantage of the best EV incentives. A few weeks ago, I got $17K incentive off MSRP on an EV6-GT Line for a 24 mo lease. You probably can do better. Now a 3-EV family and loving it.

[@MissGoElectric]

We'll see what happens regarding policy changes. There is a possibility that all American made automobiles will be subsidized. Thanks for sharing your experience with the discounts. EV6 is a solid choice! What do you like most about it so far? -Producer Tim

[@thenetworkarchitectchannel]

Someone here in Charlotte got an ID.4 for $1k down and ~$150 per month. Amazing!

[@MissGoElectric]

We have previously reported on even better deals in Colorado where state incentives are massive. -Producer Tim

[@johnpoldo8817]

@@MissGoElectric I like interior & exterior styling, 318 mi range, fast charging using 800 V battery, acceleration, and adjustable regen via paddle switches. I wish Tesla had the same adjustable regen. Fortunately, it a business vehicle with no road trips. Unless operator error, GPS route guidance fails to show charger locations. Kia should fix this via an OTA update.

[@keithjacobson4493]

@@MissGoElectriccorrect Tim. I recently leased an EV6 Wind Tech pack AWD for $2000 down and $169/mo on a 24k two year lease here in Northern Colorado. I love the car except for the door handles!

[@caanoahmed3923]

Thanks!

[@MissGoElectric]

Thank you very much. Your tip accounts for $25% of all tips in the four year history of Miss GoElectric across all three channels. Thank you for your support! -Producer Tim

[@michelebm]

Thank you for the updates. Happy New Year to you as well!

[@MissGoElectric]

Thank you for tuning in! -Producer Tim

[@Bouma0001]

Happy New Year to you guys and enjoy the Electronique show in Vegas. Again great content in your program today. I am part of the december statistiques in the favor of GM since I switched my Ioniq 6 2023 for a Equinox EV RS 2025. Very happy with Equinox EV and as mentioned to Tim last week, I had some charging issues with 2023 Ioniq 6 taking 12 hours to charge instead of 7 hours as advertised by Hyundai. With not much help from Hyundai to fix the issue I went for GM and all good now. Keep up the good work and all the best to the Missgoelectric team.

[@MissGoElectric]

Thank you for joining us and sharing your experience with the Equinox EV! -Producer Tim

[@snookysnax]

I got mine, tax credit allows a buyer to better negotiate. 2025 equinox LT, only wish these were available sooner, after 50 yrs. of being a slave to the gas burning monstrosity called an" Engine".

[@dellusionportland8867]

Happy New Year and Happuy to see continued great Report by you always Madame and by Mr Tim. Much Respect.

[@MissGoElectric]

Thank you for joining us and for your kind words. -Producer Tim

[@dellusionportland8867]

@@MissGoElectric You are most Welcome Sir.

[@thenetworkarchitectchannel]

It is a telling moment when GM sells over 100k EVs in a year with nothing but growth predicted and it being their highest growth product line. What an exciting time to be alive. Thx for the video. I watch every week.

[@MissGoElectric]

GM missed their projections of surpassing Tesla in 2024, but they are 20% of the way there! Their manufacturing in Mexico has been successful so far, but upcoming policy is likely to favor domestic producers. We look forward to welcoming the new Bolt! Thanks for joining us weekly and contributing your enthusiasm here in the comments section. -Producer Tim

[@midnight4109]

GM had an ad for the original Camaro back in the '60s that said "when you start later, you'd better be a lot better". That theme is appropriate again today. We swapped our Model S for a Lyriq and my wife is interested in the upcoming Bolt for a daily driver.

[@CSol-s6j]

GM had nowhere to go but up .. 😊

[@midnight4109]

@@CSol-s6j obviously they are going somewhere!

[@wrslss]

Excellent report, great video!

[@MissGoElectric]

Thank you for your encouragement! We are currently on a jet to the Consumer Electronics Show and we hope next week's show will be jam packed with exciting electrification developments. A lot of what we see won't fit into this ten minute format. Are you connected with us on X, Instagram, LinkedIn, or Facebook? -Producer Tim

[@doug3691]

Another excellent report. Thanks, guys, and Happy New Year!

[@MissGoElectric]

We appreciate you! -Producer Tim

[@jeffharris7777]

Thanks Team...may your 2025 be healthy and prosperous!! Keep up the great work!!

[@MissGoElectric]

Likewise! Thank you -Producer Tim

[@RodneyCurtis]

It’s encouraging to see the 1.3 million EV sales mark for 2024. We rushed to buy a used one before the tax credits went POOF and were happy to receive both a car credit of $1,500 AND a Level 2 credit of $500 from our local energy provider, DTE.

[@MissGoElectric]

Smart. This DTE incentive? kzbin.infoHrSG504JYKI?feature=share We are proud Michiganders and partners with DTE kzbin.infoILglvYSET6I?feature=share -Producer Tim

[@RodneyCurtis]

Yes, absolutely those incentives,@@MissGoElectric! (and hey, I've charged my plug-in Prius at that exact Rochester charger during photo shoots!)

[@PrescottResident]

Great info again, thanks guys! I had a reminder set for the 1st of the year because Barra said (a few years ago) that she expected GM to be selling more EVs by 2025 than Tesla. Well, that didn’t pan out and I don’t see anyone holding her accountable the way everyone does with Elon (and rightfully so). Great to see EVs are up and ICE are down! Thank you again :)

[@FlyiDCG]

Barra & GM are doing far better than Ford & Stellantis though. None of the Euro OEMs came close.

[@PrescottResident]

@@FlyiDCG Yes indeed. I should have also given a thank you for connecting the dots as to which EVs are built where or based on the same platforms. That’s a tangled web when looking at it from the outside.

[@concinnus]

She expected the Blazer to not be a disaster (meanwhile I wonder why it's even necessary as it's the same size as the Equinox). Plus maybe she expected to have the LFP Bolt out by now?

[@MissGoElectric]

GM is 20% of the way to matching Tesla in the USA. We are happy to see variety in the marketplace. -Producer Tim

[@EVbeginner]

I love driving my 2023 ID.4! Lease is up in 2 years and looking forward to all the new EV options available at that time for my next lease.

[@MissGoElectric]

Thanks for sharing your experience with the ID.4 -Producer Tim

[@Sunjib12345]

Excellent Video Happy New Year 2025

[@MissGoElectric]

Thank you. HNY -Producer Tim

[@brucejankowitz4501]

love your reporting on the NA EV uptake. My Ioniq5 lease goes till 2026 but may see if it makes sense to pull the trigger on a 2025 model before the $7500 goes away

[@MissGoElectric]

Federal credits might remain intact. We'll see! -Producer Tim

[@backdoormanintheend]

Thanks. Happy New Year to you.

[@MissGoElectric]

Happy new year! -Producer Tim

[@Dr.Gehrig]

Great review. Sounded like a good year. Here's hoping this one exceeds the last and we ramp up dramatically... regardless of politics. We have the solutions, here's hoping more people opt in.

[@MissGoElectric]

If the free market is allowed to function, EVs will rapidly gain market share. Protectionism is rampant in that sector right now. -Producer Tim

[@Dr.Gehrig]

@MissGoElectric it's a bit more complicated than that. At this point, In general though, our societies need to do everything we can to discourage the expansion of fossil fuel infrastructure and introduction of new greenhouse gas emitting devices as we retire such things as early as possible and crucially to this channel, replace them with the valid alternatives. Governments need to encourage the electrification of as many industries as possible (and the expansion of a carbon clean electricity grid), especially transportation. It's too late for a hands off approach... also, no approach is ever truly hands off in practice. So we need to be as deliberate as possible to these ends, to preserve as much life and civilization as possible.

[@MissGoElectric]

Our government currently subsidizes fossil fuels and internal combustion transportation businesses to a much greater extent than it does electric transportation. Many of the best EVs in the world have been kept from US consumers. -Producer Tim

[@TheJ1s]

Looking forward what Ford might show later this year their next EVs, then Hyundai and Kia updated EVs. The Optiq looks nice, hope to see how well Polestar 4 and 3 do. Other than that, more better charging stations to help charge these vehicles. Don't have high hopes for VW group, and Stellantis.

[@FlyiDCG]

LOL Stellantis

[@MissGoElectric]

Thanks for sharing your perspective! -Producer Tim

[@nickayivor8432]

Happy New Year,Miss GoElectric Drive Fly ride go Electic Miss GoElectric 👍 From Nick Ayivor from London England UK 🇬🇧 ⏰️ 16:19 Good Afternoon

[@MissGoElectric]

Thanks! -Producer Tim

[@HoundStuff]

Great work on this episode, as usual! The stats about sales this year were helpful. Looking forward to your reporting on CES. I hope we get some new great EV models in 2025! Think we will see a Traverse or Tahoe style EV from GM?

[@MissGoElectric]

We see the Cadillac IQ often around Michigan. In fact, we just passed one at a charger in the parking garage at the airport. GM delivered more than 700 of those in Q4 and they are about the size of a Tahoe. We expect less expensive GMC and Chevy variants in the near future. Cadillac Vistiq is also out on the streets in our area. We expect GMC and Chevy versions of that to attract would-be Traverse buyers. Join us in social media for frequent CES coverage starting tomorrow. -Producer Tim

[@HoundStuff]

@@MissGoElectric Sweet! Can't wait to see them. Will you keep doing more content on Linkedin, too?

[@MissGoElectric]

LinkedIn, X, and Instagram each get different types of content. Posts to LinkedIn tend to be an industrial and commercial subset. Instagram and X get a much wider range of electrification stories. -Producer Tim

[@rp9674]

Exciting times ahead: More musk-free EV options coming, NEVI chargers, IONNA chargers! Incentives in danger of being trashed

[@MissGoElectric]

We enjoy the highest standard of living of any human beings in the history of our species. Electric transportation is improving it further. -Producer Tim

[@charleshayden1400]

Buyers REEEEEELLLLEEE need to do RESEARCH on their prospective EV purchase. Sadly, many new owners are disappointed (for good reason) and that disappointment does not serve our community. Many Dealerships do not “bother” to train Salespeople, so first-time buyers relying on the old business-model of a knowledgeable vendor, are screwed from the jump. You guys enjoy the LV EV Show, and, uh, stay out of trouble! 🤣. |||| 🙏🥰✌️

[@FlyiDCG]

It really depends on where people live. Knowledge & infomation gets normalized as the numbers go up in certain places.

[@snookysnax]

that is really true, chevy dealer showed me how to turn on radio, not much more, had to figger it out on my own, and there is definitely a learning curve with much stress for a non- computer geek, but I think, so far, Worth it !!

[@MissGoElectric]

There are many EV options and few are great. We think the same is true regardless of powertrain, but the gulf between a Tesla Model Y experience and that of the worst EVs is astronomical. -Producer Tim

[@johnreese3762]

Great info/video, thanks!

[@MissGoElectric]

We are glad you've tuned in this week! -Producer Tim

[@guythall]

For next week as more sales data comes in you might provide a high level analysis of ev sales growth percentage versus ice sales for 2024 or just q4.

[@MissGoElectric]

We'll keep that in mind. We hope there will be a lot of exciting electrification news to report from CES! -Producer Tim

[@FlyiDCG]

Hyundai & GM are moving on up. Good for them. There still needs to be more chargers at more convenient stores. Current charging stations need to add convenient stores & restrooms as well. In a perfect world gas stations & charge stations should no longer be separate.

[@MissGoElectric]

We know that DC Fast Charging is part of the puzzle. We think convenient Level 2 charging in locations where vehicles are naturally parked is the secret. Energizing an EV should be much more convenient than fueling a gasoline vehicle. For that reason, topping up where we will already be is preferable to going someplace to sit and wait. The average EV driver uses a public DC Fast charger 3-4 days per year. -Producer Tim

[@FlyiDCG]

@@MissGoElectric I should have pointed out I'm not referring to people that charge at home or at work (if they can). Someone moving over from ICE to BEV shouldn't have that big of a learning curve. Many people who live in condos, townhouses or apartments may want to use Level 3 charging. Maybe Tesla is enough in some areas, but im not so sure.

[@Bzzap83]

GM brands & GM energy have done a great job marketing & pricing different solutions using a flexible skateboard EV platform. They have opportunities to improve training and consumer education to talk about cool features like V2L and V2H solutions.

[@MissGoElectric]

For sure. -Producer Tim

[@guyg2005]

One GWh is One million kWh. So by Tesla selling 31.4 GWh of battery storage in 2024, to help WS understand, this equated to 392,500 Tesla cars with the average EV battery pack of 80 kWh. Plus battery storage has much higher profit. Happy New Year!

[@MissGoElectric]

That's true. -Producer Tim

[@Lovejazz01]

And yet , there are those that “ comment” (😄) that they “ will never own an EV” , or “EVs aren’t for me” , or even “ EVs aren’t ready right now “ , yet more and more people at least here in North America are making the switch, or at least adding one EV to the household. Smart! 🤔💰

[@MissGoElectric]

Every year more people recognize what they've been missing. -Producer Tim

[@BradC44]

Miss GE and Producer Tim, does a sale consist of leases too? Thanks for the video. ⚡⚡

[@MissGoElectric]

A lease counts as a sale to the finance company. -Producer Tim

[@deanmcmanis4862]

Another solid report. Please take a minute to visit the Aptera solar EV at CES. With your history of EV industry support, you could get a ride in one of their production intent models. And it would be great to hear what you think about this upcoming super-efficient BEV.

[@MissGoElectric]

Each week Aptera investors ask us to cover the company. We are not willing to put our viewers at risk by appearing to validate or accredit Aptera. They've gone out of business once since being founded in 2006. We were original reservation holders more than 15 years ago when they failed to deliver. They unveiled the Gamma prototype in the booth next to ours two years ago at the Fully Charged Live Show in San Diego. We interacted with it, but we did not publish coverage. Miss GoElectric and I say right next to company leader Chris Anthony for hours at a dinner that week. He was perfectly cordial, but we did not broach the topic of cooperating with Aptera. Why? Aptera is consistently soliciting investment from regular people. There are many tactics and instruments being relentlessly deployed by the company. We think there is little transparency into their spending and operations for our comfort level. They consistently publish marketing videos reporting on project development and asking for more money. I watch those videos and see many warning signs. The pace of progress is slow and the reliance on outside entities is high. We will continue to remain informed, but we do not plan to cover their product when they begin delivering to non-investors or some large structural change improves our trust and confidence in the company. -Producer Tim

[@Carl_in_AZ]

🔌🔌Please report on the Aptera while visiting the CES show and any electric trucks and Semis.🔌🔌

[@MissGoElectric]

At this time we are skeptical of Aptera's fundraising tactics and the risk they pose to our viewers. We are not likely to report on their EVs until products are being delivered to non-shareholders. We know the leadership and have been familiar with them for more than a decade. We interacted with th Gamma prototype years ago and had one reserved 12 years ago before they went out of business. -Producer Tim

[@thenetworkarchitectchannel]

2025 IMHO will be the golden year for DCFC installations. Walmart, Pilot/Flying J, iONNA, TesSC, MB HPC, BP Pulse at TA & Gigahubs, Shell Recharge, Love's Travel Stops & Country Stores, and of course the NEVI winners moving to construction/opening.

[@MissGoElectric]

We frequently report on all of those developments. About ten billion dollars has been directed to public charging infrastructure projects which are underway in North America. It is an important piece of the puzzle. Ubiquitous wiired and wireless level 2 and battery swapping are the new frontiers for Americans. We look forward to related stories in 2025. -Producer Tim

[@FlyiDCG]

Its still not enough. The footprint is still too small. Someone needs to put Exxon & Chevron in their cross hairs and compete in presense. Convienant store brands should intergrate & over charger space. The convienant store part of charging is big part missing. Especially if the industry wants apartment & condo people getting into BEVs.

[@panameradan6860]

Trump & cohorts will kill off the huge expansion of public-charging infrastructure that we’ve seen in 2024 that resulted mostly from the fabulous federal infrastructure act … that money will be siphoned off for spacex, a wall along the Mexican border, etc.

[@MissGoElectric]

@dan A minority of current high speed charging infrastructure development in the USA is taxpayer/government projects. Rapid expansion will continue. Today's best EVs can easily go anywhere in the Continental USA with the existing 60,000 public charging locations. We do not perceive any threat to EV adoption as a result policy changes which may (or may not) take place with a new politician moves into the White House. Humans want the best product at the best price. Electric transportation fits the bill for most drivers today. EV capabilities and affordability continue to improve, internal combustion does not. The horse had a 5,000 year run as a primary form of transportation. Internal combustion will fade away less than 200 years from its debut in 1855. I should not take the bait...but I'm gonna: Did you know that Tesla is I've of the largest bid winners building publuc charging infrastructure for the NEVI program? On average they install dispensers for less than half the cost of competitors. Connecting the dots...why would that money get diverted to SpaceX? The US space budget is lower now than ever because SpaceX can deliver government loads to orbit at a 90% discount compared to the American and Russian suppliers who have been contracted to get the job done for the last 70 years. Why have you suggested that terrestrial infrastructure funds will be diverted to expand space spending? -Producer Tim

[@reedkelly6145]

Suggestion: a stat or a number has almost 0 value if it is not put into context. Eg. What is the meaning that Ford sold more Mustang Mach E? Well they reduced prices greatly to sell off old inventory and took about a 30k/40k loss on each one. So the more they sold, the more they lost. Contrast that with Tesla who makes about 16% profit on every EV they sell. So in context how much did Ford lose in EVs in 2024 and how much did Tesla make..... a staggering difference. Also reading stat after stat, number after number, no one listening will remember all the numbers, why not put them into a chart at the end where people can see the different numbers side by side to have a better visual showing how big the gaps are in different companies. Plus things like sure Rivian beat sales numbers.... uh the revised / lowered production number, and they made how much in 2024? Oh right the company is still in the red. Maybe a chart that show EV sales AND EV profit or loss all on the same chart would be a good thing to see. And no hybrids. Pure EVs.

[@MissGoElectric]

If you seek ten minute weekly briefings about the entirety of electrification with a focus on the United States, we are a great resource. We provide a snapshot of trends quarterly with synthesis and context in accordance with what we have deemed most likely to affect electrification. In this segment, we offered absolute and directional data. Our viewers recognize a difference between the biased and sensational outlets and what we provide. Tesla has not yet offered any information about profit margins in Q4. While their COGS is perpetually improving, we expect lower margins compared to Q3 due to incentives and other factors we outlined in this video. If you want investor grade detail, see public databases provided by Cox, NASA, and shareholder data. Watch weekly if you want a picture of company health. We've offered the information in your post over the span of dozens of stories on each automaker since The Current began in early 2024. -Producer Tim

[@reedkelly6145]

​@@MissGoElectric Your answer seems quite defensive. I gave a suggestion, that is all, and the reply I get from that is.... if I don't like this channel's content, I should look elsewhere! Basically you are telling me to not watch your videos. As for getting content elsewhere.... I do. I watch The Electric Viking, Brighter with Herbert, Farzad, Electrified, Solving The Money Problem, FutureAZA, and I watch all these plus more to get different points of view, different information, etc. I was watching your video today to see if I should include your channel as well. As for your "10 min" comment, your video length wouldn't be any longer showing a graph of all companies production numbers as you go through each 1 by 1, as opposed to you showing the numbers individually 1 by 1, the time you spend talking on the subject wouldn't need to change at all. And IMO understanding the information you are putting out is more important that the information itself. So a company made 1 million vehicles.... so what? Did their volume go up / down, what was their margin, is the company in the red or green, are the companies COGS coming down, how many models does the company make? All of this is important. And I am not saying you NEED to include everything, what I am saying is a number by itself doesn't actually inform your audience the way you may think it does.

[@MissGoElectric]

Your comment began with an attack... "Zero value" My response was measured and appropriate. The Current is one series of many on our network. Those who watch weekly have none of the same questions you raise because we've already covered the context in the previous 40+ weekly installments. We've gone into detail with hundreds of other videos outside of this series. As stated in the introduction, this is a bite sized weekly summary of the news which we believe is most likely to have lasting impact on our transition to electric transportation. Most of the other channels you've cited are produced and hosted by people who own shares in the companies they report about. Miss GoElectric holds a university degree in broadcast journalism. Our bias is pro-electrification, but we are not pumping a stock and we do not engage in sensationalism. Miss GoElectric is not an investor. She is a seasoned EV industry expert who delivers a different perspective. This is not a program for investors specifically. There are dozens of those. We specifically designed The Current as an antidote to content with that kind of agenda. Want to dive into the source data? We always provide those links in the video description. "The Current" covers *news* related the entirety of the transportation to electric transport. Policy (foreign and domestic), infrastructure, EVs, EVTOLS, boats, eBikes, battery innovation, and much more. We have a separate channel for in depth industry coverage: www.youtube.com/@missgoelectricIndustry Investors and industry leaders tend to favor that channel and our LinkedIn content. This channel is closer to mainstream education. -Producer Tim

[@MissGoElectric]

Learn more about Miss GoElectric and her experience as a technical educator working inside automaker programs launching many EVs and training tens of thousands of OEM employees/partners: MGE Guest Appearances: kzbin.info/aero/PL5nuLBN5_QSdFPNIBKu1s_JqFi9PIDbCh -Producer Tim

[@roberto.gallegos]

All these need to hurry and get NACS on these dang cars.

[@MissGoElectric]

The adapters work now. It adds ten or twenty seconds to the DC Fast charging process. Most EV drivers DC Fast charge fewer than 7 times annually. That said, it's the standard now and it's coming. Hyundai Group is already selling NACS native EVs. -Producer Tim

[@robertharman4938]

Laugh of the day, that Honda sold more Blazers than GM did. I suspect this is due to shoppers at GM lots having more than a single choice, the equinox specifically.

[@StephenJohnson-jr5hp]

Loyal Honda buyers and environment conscience Honda hybrid buyers have been patiently waiting for an EV. Like the SUV boom of the 90's, that Honda was slow to enter, like the original Pathfinder, their EV was bought from another manufacturer, while they play catch up, again.

[@IronmanV5]

And the Prologue having Apple Car Play & Android Auto.

[@MissGoElectric]

Great observations in this thread. The brightest minds tune into The Current and it's a joy to read your contributions. -Producer Tim

[@georgepelton5645]

Equinox is almost as much car as the Blazer, for significantly less money. That makes it the default choice, IMO.

[@Bzzap83]

@@georgepelton5645IMHO the Prologue is a better choice because it includes carplay (as does the Lyriq) and I find the blazer ev to have a tacky looking interior (air vents look like jet engines, bright red seats) - the Prologue & Lyriq & ZDX prove they can do better on that platform.

[@johnpoldo8817]

Very pleased your report excluded hybrid sales numbers. Any vehicle with a gas engine should be classified as ICE and not EV. It’s a totally different architecture much more prone to fires than gas cars.

[@kevinW826]

That is what EVangelists love to spin, they include hybrids and PHEVs in the sales figures of EVs, like The Electric Viking and other shill media outlets. It makes me sick.

[@MissGoElectric]

Agreed. Gas is the past. -Producer Tim

[@kevinW826]

@ nope, gas will still be around for another hundred years. I am looking at an EV as my next car, but until the infrastructure is in place and the governments are doing their part by switching over to EVs themselves and building that needed infrastructure, I will be sticking to gas. And yes, the EVangelists and various media outlets and clowns like The Electric Viking love to add in hybrids and PHEVs to the EV sales numbers, screwing them up even more

[@kevinW826]

@ why is it my comments keep getting taken down? I’m only saying the honest truth here.

[@shazam6274]

@@MissGoElectric To make your comment more forward looking: "Pass the Gas"...😄

[@midnight4109]

Tesla deserves tremendous credit for inventing the modern day electric vehicle. It has helped to make Elon not only the richest man in the world, but also richer than anyone has ever been before. Most of the brands you have mentioned are better thought out with better quality and are nameplates to watch, including GM. It's encouraging to see EV sales increasing in spite of all the negativity. That certainly tells a story about the future of transportation. Thanks for providing the numbers which are bound to have an impact on many prospective buyers.

[@MissGoElectric]

For the second year in a row, the best selling car in the world (and in the US) is the Tesla Model Y. I'm not sure the general public quite realizes that the Model Y already outsells every gas powered model available on Earth. Great accomplishment. Thank you for sharing your perspective. -Producer Tim

[@midnight4109]

@@MissGoElectric More of the general public realizes it now!!! Thanks Tim

[@timlions1820]

Q4 in US was up because the Republicans are expected to drop the EV insentives in 2025.

[@MissGoElectric]

Q4 is typically the strongest quarter for the automotive business regardless of powertrain type. Remember, the Osbourne effect is working against Tesla. In the USA, Tesla sells more than it's 20+ EV competitors *combined*. As goes Tesla... So goes the entire North American EV industry. The upcoming Model Y and affordable models were a deterrent to informed EV buyers in Q4. Tesla offered unprecedented incentives in Q4 to stoke and satisfy record demand. We reported on 0% financing, FSD transfer, and unlimited supercharging. They also offered free upgrades on the Model X and doubled referral discounts across the board. In our view, consumer urgency based on potential future policy changes is a factor, but it is not THE factor. Most EV models for sale in the USA did NOT qualify for any federal credit in Q4 and do not qualify now. -Producer Tim

[@Fr99763]

Long way to go for EV’s

[@MissGoElectric]

Nearly 90% of all new vehicles sold in Norway are fully electric. More than 30 million EVs are on the road globally. Drivers are rapidly moving on from traditional internal combustion vehicles. We are pleased to report about the electric transportation transition on this program and hundreds of other videos on this channel as well as two more KZbin channels. See www.missgoelectric.com to learn more! -Producer Tim

[@Fr99763]

@ agreed, i have an EV myself. Both in Europe an US, the vast majority of registered cars actually on the road are ICE. Even in Norway, where sales of EV’s are high, it takes years until the EV’s are the norm. So, still a long way to go

[@MissGoElectric]

If the replacement rate is 90% EV, fleet turnover rate is maximized. Protectionist policies are sniffling EV adoption in the USA and Europe. Many of the best and most affordable EVs are subject to severe new tariffs. -Producer Tim

[@Fr99763]

@@MissGoElectric that is interesting. Maybe do a video about the protectionist policies in the US and Europe? Are you referring for instance to the « chicken tax » in the US? I am guessing that example should affect all vehicles equally? In an ideal world, there should be subsidies for neither one of the technologies, neither ICE nor electric. Neither should there be subsidies for the refueling process of cars, be that a liquid or electricity. But if there are protectionist hurdles in place that favor one over the other, please report on it. In the meantime I continue to drive my BMW i3s, that I enjoy since 2017. A keeper! Cheers

[@MissGoElectric]

Miss GoElectric and I both worked for BMW as educators launching the i3 in America a decade ago. We toured with them for years and delivered thousands of test drive experiences. Great car. We have reported on protectionism frequently on The Current: News.missgoelectric.com -Producer Tim

[@jmcarb2698]

I thought consumers didn’t want EVs? At least that’s what Ford and Chevy said.😂

[@MissGoElectric]

Consumers don't buy the worst products at uncompetitive prices. That rule applies to any category of commerce. The survival of Ford, GM, and Stellantis is absolutely dependent on gradual EV adoption and about $100B of US government subsidies. Some are visible and most are behind the scenes. We have reported on all of it. Thanks for joining us! -Producer Tim

[@jmcarb2698]

@MissGoElectric why can't legacy auto -(other than maybe Kia and Hyundai) make a lower price profitable and compelling EV?

[@MissGoElectric]

In the USA, independent franchise dealerships are a significant added cost. Their distribution channel is legally entrenched and currently earns 50% of their revenue with service and maintenance. EVs do not generate that revenue. Incentives do not align. There are other factors, too. They started 10 years later than global EV leaders, so there is an innovation gap. They buy crucial components from suppliers which is much more costly in the long run than vertically integrating like Tesla and China's best EV automakers. Legacy automakers which currently manufacturer combustion vehicles are also commiting an act of cannibalism when they effectively market EV superiority. They are careful to bend slowly because a rapid EV revolution would spell their demise. Legacy automakers successfully lobbied government for protectionist policies which have effectively limiting competition, buying them some time to catch up. -Producer Tim

[@kensmith5694]

I am likely to buy an EV this year. I think I will try to delay until the early 2026 models come out

[@MissGoElectric]

If you wait until 2026, your vehicle will be inferior to what comes in 2027. The innovation moves ahead just like mobile phones. Waiting isn't living, is it? -Producer Tim

[@rp9674]

Incentives may be gone by then

[@MissGoElectric]

@rp9674 To be fair, most EV models do not qualify for any federal tax credit at this time. -Producer Tim

[@kensmith5694]

@@MissGoElectric To be fair, I don't care, I want a spare in a car that gets me there.

[@schorriemorrie_04]

Of course, the real unseen winners are those automakers who sell enough EVs to be complaint and/or make a profit selling them. Other yardsticks would be the targets the automakers and the pro-EV has set for themselves, like 50% CAGR, 20M/year run rate as soon as 2028, tipping points and S-curves. Elephants and rooms.

[@MissGoElectric]

It's a long road to scale which enables profitability. Legacy players are in a tough spot when it comes to overall profitability. For them success with EVs necessarily diminishes their own ICE scale and profitability. Every time they win, they lose. They have to bend slowly or they will break. They are as brittle as their investor's are short sighted. Several legacy OEMs have tried to get around that truth with ICE/EV shared platforms. Associated functional and efficiency compromises generally render those models uncompetitive. LiAuto, Tesla, and BYD are the only brands making EVs profitably at an organizational level. Three out of 150+ EV brands is all the evidence we need to see these are still early days. The path to widespread EV adoption is viable. In Norway, almost 90% of new automobiles are fully electric. In China more than 14% are fully electric. We are down at 8%. This year we expect CATL, BYD, XPENG, NIO, Tesla, LiAuto, Xiaomi, Changa, Chery, Geely, and SIAC are going to squeeze. They can voluntarily take margins close to zero in order to clear the field. We expect at least 50 automakers to be decimated and erased within the next three years. Several more legacy automakers will retreat...huddling together in joint ventures. I don't expect those bureaucratic behemoths to out-innovate or out-maneuver the new guard of clean-sheet EV OEMs with a ten year head start. -Producer Tim

[@bhmbill]

Where is the Acura ZDX sales figure?

[@MissGoElectric]

They cut their price by $30,000 to get good numbers. At the time of publishing, we didn't have the figure for ZDX along with many other makes/models. We shared what we had. -Producer Tim

[@bhmbill]

@@MissGoElectricfound this Acura ZDX sales totaled 7,391 last year, per Elektrek.

[@macemoneta]

You should switch to or add Bluesky.

[@MissGoElectric]

No thanks. -Producer Tim

[@guccisasha]

Gm, Ty miss GoElectric.

[@MissGoElectric]

Thank you. -Producer Tim

[@tomrybold]

thanks Lacy Hppay new Year to yyou

[@MissGoElectric]

Happy New Year! -Producer Tim

[@psdaengr911]

A great video as always, but like other people's there's too much emphasis on unit sales and not enough on profitability. You can't lose money on every sale and make up for it with volume. GM and Ford need to up EV production by more than 20x to potentially match Tesla's efficiency of scale of today. They gave up first mover advantage, let their quality decline in ICE, priced themselves out of the most profitable markets, and are now playing "me too" with huge handicaps.

[@MissGoElectric]

This is a weekly electric transportation news show covering policy, technology, EV adoption trends, micromobility, and more. If you are an investor looking for financial accounting for every EV automaker I would recommend you look into a finance-centric outlet. Even when you find that resource, you'll need a lot more than a single episode. Besides, no automaker has shared 2024 or Q4 financials. No outlet has that data right now. -Producer Tim

[@SteveMichaels]

Elon leading the way !

[@MissGoElectric]

Tesla has remained the global EV leader for more than a decade by almost every metric. It's wonderful to see one American company in the top 10 around the world. Chinese automakers will likely surpass Tesla by volume within the next year or two. Tesla's energy storage, Robotaxis, and Optimus humanoid programs might well keep them on top in terms of market capitalization. To your point, much of that capital is dependent upon confidence in corporate leadership. -Producer Tim

[@0ooTheMAXXoo0]

Two new models in first half. Only one of them is the economy model.

[@Swapnil638]

Pretty sure they’ve said two new cheaper models

[@MissGoElectric]

TWO new AFFORDABLE models. We stand by our reporting. Here is corroboration: electrek.co/2024/10/23/tesla-reiterates-affordable-models-coming-in-1h-2025-but-with-no-new-details/ -Producer Tim

[@kornman]

Too much USA-related content. Not worth for us in Europe to watch this channel.

[@MissGoElectric]

You are correct. We are not European. This is a ten minute show and we focus on electrification developments with a focus on our part of the world. This is our field of expertise. Those in Europe, Asia, and South America have many options for local news. -Producer Tim