The acceleration in the sales of battery electric vehicles (BEV) observed in 2021 shows the market has passed the tipping point. We are now in the vertical portion of the S curve. BEV sales jumped from 1.0M in 2020 to 2.7M in 2021 in China and from 730k to 1.2M…

About 4.9 million battery EVs (BEVs) were sold in 2021, or 6% of the global light vehicle market, up from 2.2 million or 3% in 2020. And 2022 is off to similar a trend which the BCG expects will lead to 20% by 2025 and 39% in 2030. However, not…

Tesla’s market capitalization passed the trillion-dollar mark on October 25, 2021, joining 5 other companies in this elite club. Yet, the company sold “only” 628k vehicles in the first nine months of 2021 vs. 6.5M for the Volkswagen Group or 6.3M for Toyota, companies that have respective market caps of…

I recently attended CoMotion LA for the third time. This two-day annual event organized in Los Angeles gathers representatives from the public and private sectors as well as academia from North America and Europe. …

The battery EVs (BEVs) market is booming globally. This upsurge enables not only largely more sustainable mobility options, but also new ways to transform the energy market. These “batteries on wheels” can turn into virtual power plants, generating electricity to support the grid (vehicle to grid or V2G) as well…

Several megatrends are profoundly transforming the automotive space and impacting customer experience, revenue models, technologies, as well as product life cycles. Among those megatrends, the development of connected services and the emergence of features on demand tend to be overshadowed by electrification and assisted / autonomous driving in the news…

Robotaxis are currently operating commercial services in two cities in the USA and five in China. Still, issues related to tech, regulations, and public acceptance make further deployment somewhat unpredictable. Plans to enlarge existing Operating Design Domains (ODDs) or to open new cities are ambitious yet chaotic in reality. In…

Last year, Tesla announced that its supercharger network would progressively be open to other brands. The company has just struck two major deals to provide deep integration into its network. As of its latest Investor Day last March, Tesla had opened 50% of its European network to the competition as…

Some of us love cars, especially the classics — that would include me! We love driving them and taking care of them more than just using them as a way to get around. However, all modes of transportation are going clean. City centers are progressively allowing only zero-emission vehicles enter…