PODCAST: EV DELIVERY NUMBERS, EPA RANGE CHANGE, BYD OVERTAKES TESLA, AND MORE

EV Channels Review

This episode of the Electrek Podcast dives deep into the Q4 2023 EV delivery numbers, highlighting BYD's significant global overtake of Tesla in pure electric vehicle sales. The hosts express concern over Tesla's lack of transparency in its delivery reporting, particularly the bundling of various models, which obscures the performance of individual vehicles like the Model S, X, and the new Cybertruck. A major discussion point is the EPA's range adjustment, which has led to decreased official range figures for most Tesla models, with the exception of the Model S Long Range. The hosts speculate this adjustment is due to a clarification of EPA rules, allowing for more conservative range estimates, and suggest the Model 3's omission might be linked to the upcoming Highland refresh launch in North America. Other news includes Ford securing second place in US EV sales, GM's transitional struggles with its Ultium platform and the end of the Bolt EV, Hyundai's record sales driven by the Ioniq 5 and 6, and Fisker's pivot to a hybrid sales model. The podcast also touches on pricing updates for the Ford F-150 Lightning and a potential delay for the VW ID.2all.