AD #4115 - Geely Catching Up to BYD; Lucid Gravity SUV Falls Flat; Tesla Sales Soar in Norway Despite Musk Bias
About this episode
Norwegian Tesla sales defy local anti-Musk sentiment, rising 24% in H1 due to the brand's tech and supercharging appeal, contrasting with a 40% drop elsewhere in Europe. China's Geely is rapidly closing in on BYD, becoming the second largest automaker domestically with 47% sales growth. VinFast faces challenges, delaying its US plant and shifting focus to India and Indonesia. Lucid's Gravity SUV struggles with low registrations despite production claims. Pony Ai shows strong growth in autonomous robotaxi revenue and fleet expansion. Meanwhile, Chinese brands and fuel cell tech make inroads in Europe and the US, and Ford unveils a cost-cutting universal EV platform.
Lucid Gravity
"...tories. Lucid Motors kicked off production of its Gravity Suv in December, but car buyers don't seem to be ..."
Lucids Air
"production of its Gravity Suv in December, but car buyers don't seem to be very interested. According to S and P Global Mobility, only nine Gravity SUVs were registered in the US in the first half. By comparison, Lucid's Air Sidan had forty seven hundred and eighty registrations. Lucid doesn't"
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