Global Auto Trends on 𝕏 @GlobalAutoTrend

A group of passionate Tesla investors commenting with experts on Global Auto Trends. Joined December 2023

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Jay Turner @_jay_turner

3 years ago

Are these projects going to be built? LG Chem broke ground on a cathode plant in Clarksville, TN yesterday. In phase 1, it'll produce enough cathodes to support 600k EVs - a critical component in lithium-ion batteries. It was announced in Nov. 2022. theleafchronicle.com/story/news/loc…

Jay Turner @_jay_turner

3 years ago

Inflation Reduction Act + 16 months Are US EV investments accelerating? What about across North America? My students at @Wellesley and I are tracking it. Here is our post-I.R.A. tally for the US: 79 new projects $78.0B in planned investments 49,955 new jobs A short🧵

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Global Auto Trends on 𝕏 @GlobalAutoTrend

3 years ago

x.com/TeslaBoomerMam…

AleXandra Merz @TeslaBoomerMama

3 years ago

This is one of the reasons the automotive sector is such a political issue. - jobs - after housing the second biggest asset (and expense) of families, for many the biggest. Which triggers lobbying and shenanigans.

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Global Auto Trends on 𝕏 @GlobalAutoTrend

3 years ago

Best database for IRA projects in the USA. Bookmark this x.com/_jay_turner/st…

Jay Turner @_jay_turner

3 years ago

Thanks to my amazing @Wellesley students who make this possible. Check out the full dashboard below and access our data. Let us know what you think, what we are missing, and what needs to be updated. charged-the-book.com/na-ev-supply-c…

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Global Auto Trends on 𝕏 @GlobalAutoTrend

3 years ago

Top producing car countries in Europe: - Germany still leads the pack with close to 3m cars produced in the first nine months. - Spain, Czech Republic and Slovakia are all ahead of France.

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Global Auto Trends on 𝕏 @GlobalAutoTrend

3 years ago

Good overview of the global car market in the first nine months of 2023. It has been a very good year in many markets, catching up after the pandemic. The worldwide increase of 8.9% is impressive. 29.5% of all cars were sold in China. 21.6% in Europe. 20.7% in North America.

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Global Auto Trends on 𝕏 @GlobalAutoTrend

3 years ago

Very interesting study by @McKinsey on consumer expectations for in-car connectivity and digital services mckinsey.com/industries/aut…

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Global Auto Trends on 𝕏 @GlobalAutoTrend

3 years ago

Interesting to understand how the draught in Panama has consequences all over the world x.com/IMFNews/status…

IMF @IMFNews

3 years ago

Panama’s drought shows how trade disruptions from climate extremes can reverberate around the world. Shipping disruptions from the worst drought in the Panama Canal’s 143-year history are felt at ports as far away as Asia, Europe and Africa. bit.ly/3FY7rlV

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Global Auto Trends on 𝕏 @GlobalAutoTrend

3 years ago

Financial Times today: "Three of China’s biggest EV manufacturers in talks to find sites for plants in Latin American country"

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Global Auto Trends on 𝕏 @GlobalAutoTrend

3 years ago

From Glenn Mercer (not on X), making the point that metrics matter. Yes, China sells more cars than the USA, but in terms of revenues, the USA is still far ahead. Does it make sense to count cars by units, or should we concentrate on revenue and margin?