Tag

Ev

All articles tagged with #ev

Dividend Pause Reshapes Auto Stock Playbook
investing57 minutes ago

Dividend Pause Reshapes Auto Stock Playbook

Stellantis’ $25.9 billion one‑time charges tied to its EV push and warranty costs have led to a suspension of the 2026 dividend, underscoring how aggressive EV bets can strain cash flow; GM and Ford have weathered the period with differing stock paths. Moody’s downgraded Stellantis to Baa3, signaling higher borrowing costs and a longer, tougher turnaround even as the company projects about $7 billion in 2026 operating profit (up from $3 billion in 2025) and a hoped-for U.S. sales rebound. With the dividend in question, investors may reconsider Stellantis and look at stronger automakers like Ferrari or GM as potential alternatives until profitability and cash flow stabilize.

Ford's $30K EV Truck Takes a Tesla-Inspired Route to Lower Costs
technology4 days ago

Ford's $30K EV Truck Takes a Tesla-Inspired Route to Lower Costs

Ford is pursuing a $30K mid-size electric pickup using a Tesla-inspired Universal Electric Vehicle (UEV) platform with a 48V architecture, a zonal CPU-based design called Unicasting, three subassemblies (front casting, rear casting, structural battery core), and a structural battery concept. Coupled with LFP cells to cut costs, this approach aims to shorten the wiring, reduce weight, and speed up production while delivering over 300 miles of range, signaling a push to democratize EVs. The piece also notes Tesla’s temporary $59,990 Cybertruck pricing and a JD Power EV experience study that shows high owner satisfaction, underscoring broader shifts in the EV market.

Polestar Reboots Its Vision, Embraces Color and New Models
business6 days ago

Polestar Reboots Its Vision, Embraces Color and New Models

Polestar now acknowledges its original “no colors, no rear windows, no conventional generations” plan failed and unveils a reboot: it will keep an EV-only stance but introduce color and more emotional interiors, while laying out a roadmap that includes a 2027 Polestar 2 successor and a 2028 Polestar 7, plus a revised Polestar 4 with a long roof and rear window. The Polestar 5 remains a sedan/GT, and naming conventions aim to avoid locking the brand into past concepts, signaling a shift toward clearer product evolution rather than continual rebranding.

Ford’s $30k EV Truck: A Skunkworks Bet on One Platform and Radical Design
technology6 days ago

Ford’s $30k EV Truck: A Skunkworks Bet on One Platform and Radical Design

Ford is pursuing a $30,000 electric pickup built on a Universal Electric Vehicle platform, using a 'bounty' system to align engineering toward higher range and lower battery costs, aided by unicast/gigacasting and an inexpensive LFP battery. The truck is expected to diverge from traditional styling, with a smaller bed and edgy aerodynamics, and the article questions how this strategy will look in practice and whether it can pay off.

Ford bets on race-inspired design to cut EV costs and hit $30k
business7 days ago

Ford bets on race-inspired design to cut EV costs and hit $30k

Ford is pursuing a low-cost, high-efficiency electric-vehicle strategy by building a universal platform, retrimming parts, and adopting Formula 1–style aerodynamics. A California skunkworks team led by ex-Tesla engineer Alan Clarke is simplifying the vehicle, using two aluminum castings for the body, a compact in-house electrical architecture, and a Michigan-made LFP battery from CATL to cut cost and weight. Aerodynamic tweaks—such as teardrop rooflines and smoother underbody—are expected to add range and efficiency, with a $30,000 mid-size pickup due in 2027 as the first test of the approach to outcompete cheaper Chinese EVs. The project marks a major shift after Ford’s prior EV setbacks.

Ford bets on a budget-friendly EV platform to outlast physics and profit
technology8 days ago

Ford bets on a budget-friendly EV platform to outlast physics and profit

Ford is pivoting from costly, oversized EVs like the F-150 Lightning to a family of affordable electric vehicles built on a Universal EV Platform (UEV), led by a Silicon Valley skunkworks team. The plan focuses on efficiency and cost, using a bounty system to quantify micro-optimizations (weight, drag, etc.), adopting lighter aluminum components, cheaper lithium‑iron‑phosphate (LFP) batteries, and a zonal architecture with an integrated E‑Box to cut wiring and parts. Ford aims for a $30,000 midsize EV in 2027 and is moving toward mass production with tighter supply‑chain control, even if it means 400‑volt systems over the faster 800‑volt setups to maintain flexibility and battery compatibility.

ICCU Flaws Put Hyundai, Kia, Genesis EVs at Risk of Power Loss, CR Finds
technology9 days ago

ICCU Flaws Put Hyundai, Kia, Genesis EVs at Risk of Power Loss, CR Finds

Consumer Reports warns that Hyundai, Kia, and Genesis electric vehicles can experience ICCU (Integrated Charging Control Unit) failures that compromise the 12-volt system and cause power loss or inoperable features, even with adequate main-battery charge. CR surveyed about 380,000 owners; ICCU-related issues affected roughly 2–10% of Hyundai/Kia EV owners, far higher than typical charging problems. The fault stems from a transistor in the ICCU failing due to overvoltage at the start or end of charging. Repairs vary from software updates to replacing the ICCU and fuse plus a coolant flush, with some costs reimbursed. Hyundai says parts are shipping and some expenses will be reimbursed; Kia has parts in stock; Genesis did not comment. The Ioniq 5 performed relatively well in CR’s testing, but ICCU reliability drags overall scores and recalls have occurred in the past.

Ive and LoveFrom Craft Ferrari’s First All-Electric Supercar Interior
technology16 days ago

Ive and LoveFrom Craft Ferrari’s First All-Electric Supercar Interior

Ferrari previews the Luce, its first all-electric supercar, with an interior designed by Jony Ive and Marc Newson’s LoveFrom. The cabin features a three-display cockpit (an instrument cluster that moves with the steering wheel, a central display on a ball‑and‑socket joint, and a rear control panel), a palm-rest interface, a rotating central screen, and a mechanical multigraph display; materials include anodized aluminum and Corning glass, plus an E Ink key fob. The exterior will debut in May 2026, and Ive notes the five-year secretive collaboration and the heavy safety regulations of auto design.

Stellantis Hits Reset Button, Takes $26B EV Charge as Demand Shifts
business19 days ago

Stellantis Hits Reset Button, Takes $26B EV Charge as Demand Shifts

Stellantis unveiled a major strategic reset, booking about €22.2 billion ($26.2B) in charges tied to canceled EV programs and a realignment of its EV plans and supply chain; the move spooked investors with shares dropping up to ~30%. The company posted a 2025 net loss and said no dividend will be paid in 2026, though CEO Antonio Filosa expects profitability in 2026. The charges reflect over-optimistic EV pacing and a demand-driven energy transition. The European regulatory backdrop remains tricky, as the EU shifted from a 100% combustion-engine ban by 2035 to a 90% ban, leaving room for hybrids or ICE vehicles, complicating the path for Stellantis and others in Europe.

Xpeng's January deliveries slip as tax changes bite
business23 days ago

Xpeng's January deliveries slip as tax changes bite

Xpeng delivered 20,011 cars in January 2026, down 34.07% year-on-year and 46.65% month-on-month, pressured by a 5% purchase tax on NEVs and weaker policy support. The X9 MPV continued to sell well with 51,897 cumulative deliveries since its launch. Xpeng targets up to 600,000 deliveries in 2026, plans four new models, and is adjusting financing options amid subsidy changes.