TESLA STARTS ADVERTISING / VW DEMAND IMPLODING / VOLVO ADOPTS NACS

EV Channels Review

The video covers several significant developments in the EV industry. A major announcement is Volvo's adoption of the North American Charging Standard (NACS) for its vehicles starting in 2025, marking the first European automaker to do so. This move, along with SAE's decision to standardize the NACS connector, is presented as a positive step towards greater charging accessibility and reliability, though questions remain about the extent of access to Tesla's full Supercharger network. The report also touches on ChargePoint's immediate availability of NACS connectors. On the demand side, the video highlights weakening sales for Volkswagen's electric models, leading to production cuts at its Emden plant, and notes Ford's continued layoffs, impacting its EV division. The ongoing situation with Dan O'Dowd and FSD testing is briefly mentioned, with the reviewer suggesting his actions inadvertently help Tesla improve its system. Finally, the video notes Tesla's apparent start in advertising via Google AdWords and positive delivery numbers from Tesla China, setting a new quarterly record.