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Gene Munster Says Ford's EV Pullback Could Be Beneficial For Tesla — Gary Black Says 'Ford Can't Make Money...' - Ford Motor (NYSE:F)
Benzinga· 2025-12-16 13:52
Investors Gene Munster of Deepwater Asset Management and Gary Black, managing director at The Future Fund LLC, have shared their thoughts on Ford Motor Co.'s (NYSE:F) recent EV pullback.Gene Munster Thinks Ford's EV Pullback Is Good News For TeslaThe investor, sharing his thoughts in a post on the social media platform X on Monday, said that the news could be beneficial for Tesla Inc. (NASDAQ:TSLA) . "Ford in full retreat from EVs," Munster said, adding that it could be difficult to build autonomous vehicle ...
Ford, SK On To End $11.4 Billion Battery Venture Amid EV Rollback, CAFE Relaxations - Ford Motor (NYSE:F)
Benzinga· 2025-12-11 18:57
Ford Motor Co. (NYSE:F) and South Korean battery manufacturer SK On have agreed to end the battery manufacturing venture amid EV headwinds due to regulatory changes announced by President Donald Trump and falling demand.Ford, SK On End PartnershipThe South Korean battery manufacturer, a subsidiary of SK Innovation, said it has ended the EV battery partnership at two plants in the U.S. to shift focus towards Energy Storage Systems. "The production start schedule for the Tennessee plant remains flexible at th ...
Rivian CEO RJ Scaringe Warns Of 'Shocking Lack Of Choice' In US EV Market, Says Only Tesla Competes Under $50K - Rivian Automotive (NASDAQ:RIVN)
Benzinga· 2025-12-10 17:15
美国电动汽车市场现状与Rivian公司动态 - 美国电动汽车市场正面临供应端制约和消费者选择匮乏的问题 公司CEO指出 与欧洲和中国市场相比 美国电动汽车领域存在令人震惊的选择不足 [1][2] - 对于价格低于5万美元的电动汽车 美国消费者目前唯一现实的选择是特斯拉公司的车型 而内燃机汽车则有约300种不同选择 [2] - 特朗普政府近期放松了企业平均燃油经济性标准 并宣称这将为消费者带来更多选择和可负担性 [4] Rivian公司产品与财务表现 - 公司正准备推出R2跨界SUV 据报道零售价将为4.5万美元 预计交付将于明年上半年开始 [3] - 公司11月销售了4500辆R1T和R1S皮卡 销售额同比增长24% [6] - 放松的法规可能对公司构成逆风 因为公司依赖零排放汽车积分销售作为主要收入来源 政策变化已导致公司损失超过1亿美元的收入 [5] 政策环境与竞争格局 - 尽管白宫持反电动汽车立场 但公司CEO认为 7500美元联邦电动汽车税收抵免政策的回滚对公司有利 因为这将意味着来自传统汽车制造商在电动汽车领域的竞争减少 [6] - 公司在动量方面表现良好 增长令人满意 并且在短期 中期和长期都具有有利的价格趋势 [7]