Cruising to a Million: US EV Sales Near Key Milestone
· 30 min
Episode Cruising to a Million: US EV Sales Near Key Milestone
The US has historically lagged behind mainland China and Europe for electric vehicle ownership, but is this about to change? If you believe GM and Ford, who cite falling demand for the delaying of their near-term EV sales targets, the logical answer would be no. But here at BloombergNEF, we’ve been crunching the numbers and what they show is not only are US sales of battery-electric cars rising, they are poised to cross the 1 million mark this year.
On today’s show, Corey Cantor from BNEF’s EV team returns to talk with Dana. Together they discuss how the Inflation Reduction Act has supercharged the US market, whether red or blue states have the highest EV uptake, and whether Rivian can cross the ‘EV valley of death’ to scale from a startup to mass production.
Complimentary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app.
Links to research notes from this episode:
Rivian’s Path Through ‘EV Valley of Death’ Looking Clearer - https://www.bnef.com/insights/32741
US Annual EV Sales Close In on 1 Million All-Electric Cars - https://www.bnef.com/shorts/s3va1ydwx2ps01?context=eyJjb250ZW50VHlwZSI6InNob3J0IiwicmVnaW9uIjpbXSwic2VjdG9yIjpbXSwiYXV0aG9yIjpbIjQwNjI3Il19
US EVs Hit 1 Million Annual Sales - With Time to Spare - https://www.bnef.com/shorts/s20elht0g1kw01?context=eyJjb250ZW50VHlwZSI6InNob3J0IiwicmVnaW9uIjpbXSwic2VjdG9yIjpbXSwiYXV0aG9yIjpbIjQwNjI3Il19
EV Sales Speed Past the 10% Tipping Point in 10 US States - https://www.bnef.com/shorts/s1p7zydwx2ps01?context=eyJjb250ZW50VHlwZSI6InNob3J0IiwicmVnaW9uIjpbXSwic2VjdG9yIjpbXSwiYXV0aG9yIjpbIjQwNjI3Il19
Biden States Faster to Adopt EVs But It’s Not All Politics - https://www.bnef.com/shorts/s1nv4tt0g1kw01?context=eyJjb250ZW50VHlwZSI6InNob3J0IiwicmVnaW9uIjpbXSwic2VjdG9yIjpbXSwiYXV0aG9yIjpbIjQwNjI3Il19
See omnystudio.com/listener for privacy information.
Links in the notes 7
- https://www.bnef.com/
- https://www.bnef.com/insights/32741
- https://www.bnef.com/shorts/s3va1ydwx2ps01?context=eyJjb250ZW50VHlwZSI6InNob3J0IiwicmVnaW9uIjpbXSwic2VjdG9yIjpbXSwiYXV0aG9yIjpbIjQwNjI3Il19
- https://www.bnef.com/shorts/s20elht0g1kw01?context=eyJjb250ZW50VHlwZSI6InNob3J0IiwicmVnaW9uIjpbXSwic2VjdG9yIjpbXSwiYXV0aG9yIjpbIjQwNjI3Il19
- https://www.bnef.com/shorts/s1p7zydwx2ps01?context=eyJjb250ZW50VHlwZSI6InNob3J0IiwicmVnaW9uIjpbXSwic2VjdG9yIjpbXSwiYXV0aG9yIjpbIjQwNjI3Il19
- https://www.bnef.com/shorts/s1nv4tt0g1kw01?context=eyJjb250ZW50VHlwZSI6InNob3J0IiwicmVnaW9uIjpbXSwic2VjdG9yIjpbXSwiYXV0aG9yIjpbIjQwNjI3Il19
- https://omnystudio.com/listener
Transcript
Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.