THE FUTURE 500 MILE CYBERTRUCK / FORD'S DEMAND FREEFALL / LUCID'S NEWEST PROBLEM

EV Channels Review

This episode of Electrified provides a comprehensive overview of recent developments in the EV market, with a strong focus on Tesla. The reviewer highlights Tesla's response to regulatory action regarding Autopilot and FSD advertising, the potential delay of V12 software to January, and the rumored FSD beta rollout in China. Significant attention is given to the Cybertruck, including its celebrity sightings, the resale clause being reinstated, and its potential eligibility for tax credits, though questions remain about the Cyber Beast variant exceeding the price cap. The video also touches on the broader EV landscape, noting strong EU sales for Tesla's Model 3 and Y, contrasting with declines for Honda and Mitsubishi. It discusses the challenges faced by Next Energy and Rivian, the first federally funded charging station going live, CATL's partnership with Ford, and security concerns surrounding CATL's BESS technology. Finally, Lucid's CFO resignation and Ford's significant cutback in F-150 Lightning production are presented as key indicators of shifting market demand, with the prediction that Tesla's Cybertruck could outsell the F-150 Lightning in 2024.