TEN 386 - FORD GOING LFP, STORE DOT WONDER BATTERY, UKRAINIAN MOTORCYCLE PRODUCTION PLANS

EV Channels Review

This episode of TEN covers several significant developments in the EV space. A key takeaway is Ford's potential shift towards LFP batteries for entry-level versions of its F-150 Lightning, Mustang Mach-E, and E-Transit models. This move, driven by cost and material benefits, mirrors Tesla's strategy and suggests a broader industry trend. The review also highlights StoreDot's impressive 10-minute rapid charging demonstration, a potential game-changer for EV adoption, though its real-world implementation remains to be seen. While Rivian faced a substantial quarterly loss, its share price surged on confirmation of sufficient funds to reach the R2 SUV production by 2025, indicating investor confidence in its long-term prospects. The report also reinforces the growing affordability of EVs, with a new study showing they are cheaper from day one than comparable gasoline vehicles in many US states. However, Canoo issued a concerning 'going concern' warning, signaling financial difficulties. The episode concludes with updates on renewable energy deployment, Tesla's battery production pressures, and various other manufacturer and policy news.