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На рынке электромобилей наступила осень. За первый квартал продажи Tesla упали с 484 тысяч до 386 тысяч авто, а её главного конкурента BYD — с 526 тысяч до 300 тысяч авто. Кажется, продажи уперлись в потолок числа людей, которые готовы поэкспериментировать с новой технологией. Их в обществе около 15%. Иначе как объяснить факт того, что Ford, GM, Mercedes-Benz, Volkswagen сокращают свои планы по выпуску электромобилей? Почему Apple отказалась от своего EV-проекта, над которым трудилась почти 10 лет и потратила $10 ярдов? EV-эйфория закончилась.

https://www.ft.com/content/1f18cf1f-8b28-446a-81d2-86555f52a6e8 #аналитика

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Reuters: Mercedes-Benz сдвигает свои цели по электрификации автомобилей на пять лет и заверил инвесторов, что будет продолжать совершенствовать свои модели с двигателями внутреннего сгорания, став последним автопроизводителем, отметившим более слабый, чем…
На рынке электромобилей наступила осень. За первый квартал продажи Tesla упали с 484 тысяч до 386 тысяч авто, а её главного конкурента BYD — с 526 тысяч до 300 тысяч авто. Кажется, продажи уперлись в потолок числа людей, которые готовы поэкспериментировать с новой технологией. Их в обществе около 15%. Иначе как объяснить факт того, что Ford, GM, Mercedes-Benz, Volkswagen сокращают свои планы по выпуску электромобилей? Почему Apple отказалась от своего EV-проекта, над которым трудилась почти 10 лет и потратила $10 ярдов? EV-эйфория закончилась.

https://www.ft.com/content/1f18cf1f-8b28-446a-81d2-86555f52a6e8 #аналитика
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На рынке электромобилей наступила осень. За первый квартал продажи Tesla упали с 484 тысяч до 386 тысяч авто

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