📊 EV Sales automakers
Jul 31, 2025

Ford's EV arm, Model e, loss increases to $1.3B in Q2, revenue doubles to $2.4B

Ford's EV arm, Model e, loss increases to $1.3B in Q2, revenue doubles to $2.4B

The EV unit’s EBIT margin improved to –56.4%, but the business still burned ~$22,000 per vehicle sold.

Financials
May 21, 2025

Honda reduces EV plans by 30%, aims for just 20% of sales to be EVs in 2030

Honda reduces EV plans by 30%, aims for just 20% of sales to be EVs in 2030

"considering the recent market slowdown"

Canada
May 15, 2025

🇨🇦 Honda pauses its $11B EV and battery production plans in Canada for two years.

🇨🇦 Honda pauses its $11B EV and battery production plans in Canada for two years.

...and the CEO leaves it up in the air what happens after two years.

📊 EV Sales automakers
May 9, 2025

Lucid Q1 2025 Report: $235M revenue (+36% YoY), reduced net loss, on track to 20k vehicles

Lucid Q1 2025 Report: $235M revenue (+36% YoY), reduced net loss, on track to 20k vehicles

and enough liquidity into second half of 2026

Canada
May 8, 2025

Lion Electric is likely out of business

Lion Electric is likely out of business

Government bailout was being ruled out so court-appointed administrator said it's very likely.

📊 EV Sales automakers
May 8, 2025

Rivian Q1 2025 report shows gross profits, lowers guidance, R2 validation builds

Rivian Q1 2025 report shows gross profits, lowers guidance, R2 validation builds

Read the Rivian Shareholder letter and get our analysis