Corey Cantor🌙 @CoreyBCantor Twitter profile

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Corey Cantor🌙

@CoreyBCantor

6 months

It takes a lot of energy to build an electric vehicle – so are EVs actually cleaner than their gas-guzzling counterparts? According to a new report by @BloombergNEF , the answer is a resounding yes.

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Corey Cantor🌙

@CoreyBCantor

9 months

US electric vehicles have now zipped past a major milestone: 1 million battery-electric vehicles (BEVs) sold in a single year. While doubts remain about US demand for going fully electric, this year’s sales suggests that a rising number of consumers are willing to make the jump.

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Corey Cantor🌙

@CoreyBCantor

6 years

6 out of the @crookedmedia 7 ( @jonfavs @jonlovett @TVietor08 )

David Lauter

@DavidLauter

6 years

With this update Ds now lead or have won in all 6 of CA’s hotly contested House races.

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Corey Cantor🌙

@CoreyBCantor

9 months

Can’t under state this. Outside of the F-150, the Model Y - an electric car - is America’s most popular passenger vehicle

Sawyer Merritt

@SawyerMerritt

9 months

NEWS: Tesla Model Y jumps to 2nd in new vehicle registrations in the US, overtaking Toyota RAV4. Through the third quarter of 2023, Experian reports, 2.5% of all newly registered vehicles were Model Ys. Source:

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Corey Cantor🌙

@CoreyBCantor

9 months

Electric vehicle sales in the U.S. were up 54% for the first three quarters of 2023 over 2022; they hit 1 million annual sales back in September, with 1 million fully electric sales around the corner when November data comes in

The Hill

@thehill

9 months

"As demand for EVs plummets, Biden’s green fantasy is pummeling US auto dealers" ( @TheHillOpinion )

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Corey Cantor🌙

@CoreyBCantor

2 years

I had thought this might be a possibility. In order to have consumers qualify for a tax credit, Hyundai would need to have final assembly for EVs in North America -- and so it seems they're going to push up the timeline: (h/t @grossdm )

Hyundai to accelerate schedule for US plant - electrive.com

www.electrive.com

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Corey Cantor🌙

@CoreyBCantor

11 months

Big news: The US passenger electric vehicle market has reached a key milestone. According to preliminary data from @BloombergNEF , 1 million electric vehicles have been sold in the US this year.

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Corey Cantor🌙

@CoreyBCantor

2 months

Results coming in now from @Ford - their overall US car sales were up 1% YoY, but EV sales were up 61% YoY (outpacing hybrids at 56%). Ford sold around 24,000 EVs in the quarter, outpacing @GM slightly (by about 2k units).

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Corey Cantor🌙

@CoreyBCantor

2 years

@Zedekiah999 @MattBrooksNBA To be fair it’s not like this is surprising

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Corey Cantor🌙

@CoreyBCantor

6 years

@MaryACooney3 @ben_brasch @CobbNewsNow @ajc @PoliticallyGa It’s amazing to see people vote but standing in line for 3 hours is just... not great. Voting should be easier and quicker.

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Corey Cantor🌙

@CoreyBCantor

1 year

Ever wondered when the US would finally hit one million annual EV sales? We at BNEF have exciting news: That moment has almost arrived! According to our data, the US reached about 965,000 EV units sold in the first eight months of 2023.

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Corey Cantor🌙

@CoreyBCantor

4 months

Anyone who works in the US automotive industry, EV industry, or in policymaking should taken ten minutes and read @GaytonaUSA 's new piece for @InsideEVs on Chinese EVs. It's a barn burner. And arguably a warning about the cost of inaction.

I Went To China And Drove A Dozen Electric Cars. Western Automakers Are Cooked

A trip to the Beijing Auto Show reveals just how advanced China's EVs are. So what are the so-called "foreign" automakers doing about it?

insideevs.com

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Corey Cantor🌙

@CoreyBCantor

10 months

North America's EVs and car batteries have garnered over $103 billion in investments since the passage of the Inflation Reduction Act, according to @BloombergNEF . It was @Toyota 's announcement yesterday that the company will invest $8 billion...

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Corey Cantor🌙

@CoreyBCantor

10 months

Senator Manchin was the 50th vote for the Inflation Reduction Act, and billions of dollars in investment in clean energy, clean transportation. Complicated legacy, but still worth noting that one of climate policy's biggest twists was that he and @SenSchumer reached a deal at all

Senator Joe Manchin

@Sen_JoeManchin

10 months

To the West Virginians who have put their trust in me and fought side by side to make our state better – it has been an honor of my life to serve you. Thank you. My statement on my political future:

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Corey Cantor🌙

@CoreyBCantor

11 months

One of the last IRA EV policy "shoes" just dropped - the one that consumers will probably like: rules around point-of-sale rebate which will kick off on January 1. The policy means that low- and moderate-income consumers will no longer have to wait a year

Treasury lays out rules for instant EV rebate

The Biden administration hopes the immediate refund will help meet the president's goal of lifting EVs to 50 percent of new car sales by 2030.

www.politico.com

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Corey Cantor🌙

@CoreyBCantor

4 months

Wow @Ford April EV sales are up by 129% YoY (which may be a statement on where they were in '23). Mach-E sales up by 204% (currently growing by more than double YTD). The E-Transit is another one that looks good, and even the F-150 Lightning up by 57%.

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Corey Cantor🌙

@CoreyBCantor

1 year

On @WindhorstESPN pod, One of the guests says, "Ironically, I think the Nets are a team that are very happy about today's trade... hey, all of these are on a short window. The picks that they gave up to get KD extend beyond the short window. Suns go all in for 3/4 years..."

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Corey Cantor🌙

@CoreyBCantor

4 months

According to @Reuters and @theinformation apparently @Tesla is cutting their ENTIRE supercharging team (that report to Rebecca Tinnucci) and policy team (in a time of major EV policy). Don’t see how either helps Tesla or frankly the U.S. EV transition.

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Corey Cantor🌙

@CoreyBCantor

4 months

Electric vehicles continue to be doomed, this time with help from @Honda and its $11 billion investment in new facilities in Canada to produce EVs for North America:

Honda to Spend $11 Billion on Electric Vehicle Strategy in Canada

Honda Motor Co. will spend C$15 billion ($11 billion) to build out its electric-vehicle supply chain in Canada, with billions of dollars of financial aid from government, as the Japanese automaker...

www.bloomberg.com

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Corey Cantor🌙

@CoreyBCantor

2 years

Our revised view finds that US EV sales will hit 23% of passenger car sales by 2025 and 52% by 2030. Changes to the market will be smaller in the next few years, but steeper declines in upfront EV cost will be driven later this decade by battery and EV tax credits in the IRA

Bloomberg Green

@climate

2 years

Thanks to the Inflation Reduction Act, more than 50% of passenger cars sold in the US will be electric by 2030, according to a new report

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Corey Cantor🌙

@CoreyBCantor

6 years

@bricey16 @Redistrict “Oh no the Dems are building a good bench and can run candidates for Senate/Governor/House in the future...” this is just ridiculous. Great problem to have.

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Corey Cantor🌙

@CoreyBCantor

7 years

@lowkell @CillizzaCNN Rob Quist was a worse candidate if he needed a token D there; also where’s Ed “lost VA by 9 percent and egged on racial strife” Gillespie on the list?

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Corey Cantor🌙

@CoreyBCantor

3 months

Finally, EV numbers from @GM via @InsideEVs and it's very impressive. According to the report, the automaker had its best EV month in May - EVER - in the US and Canada with over 3k @Cadillac Lyriq sales and 9k units sold in the US and Canada.

General Motors Had Its Best Month Ever For EV Sales In May

Yes, really. Even without the Chevy Bolt. Here's how.

insideevs.com

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Corey Cantor🌙

@CoreyBCantor

5 years

In case you forgot: Last year the GOP passed a massive $2 trillion tax cut that only helped the wealthiest Americans. They created these "budget realities," making this response ring hollow @chadderr @ezralevin @IndivisibleTeam @DemFromCT @JohnJHarwood

John Harwood

@JohnJHarwood

5 years

Betsy DeVos defending end of federal support for Special Olympics: "It's a private organization. I love its work, have personally supported its mission. But given budget realities, govt cannot fund every worthy program, particularly ones w/robust support from private donations”

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Corey Cantor🌙

@CoreyBCantor

6 months

EVs are doomed part 14,300

InsideEVs

@InsideEVs

6 months

Porsche "overwhelmed" by orders for electric Macan, says its CEO. via @InsideEVs

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Corey Cantor🌙

@CoreyBCantor

4 months

Wondering what the big US automakers are up to on the EV front? The country's top EV manufacturers showing their hands as they release big new targets for the coming months. The timing is significant. For the first time in years, there are potential openings in the country’s...

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Corey Cantor🌙

@CoreyBCantor

10 months

The US is fast approaching 1 million annual all-electric car (BEV) sales, according to @BloombergNEF . This follows the milestone of 1 million annual EV sales – including plug-in hybrid electric vehicles – achieved in September.

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Corey Cantor🌙

@CoreyBCantor

7 months

More and more automakers are declaring that the EV transition has passed a tipping point. Today, it’s @BMW .

Electrek.co

@ElectrekCo

7 months

BMW declares 'tipping point' in shift from gas-powered cars to EVs as sales heat up by @EVPeteJohnson

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Corey Cantor🌙

@CoreyBCantor

2 years

Of course, Nick Fridell is on ESPN slamming KD for not speaking with him and press. He just wants to cause drama for the Nets @brooklynnets85 @brooklynsbeat @NetsDaily

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Corey Cantor🌙

@CoreyBCantor

3 months

Another solid month for @Ford EV sales - increasing by 64.7%, inching past their hybrid sales increase (64.5%). Pretty positive F-150 Lightning month of > 3k units sold and the Mach-E continues strong sales at 4k. E-transit up too.

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Corey Cantor🌙

@CoreyBCantor

10 months

Belvidere is the location of a Stellantis plant that had been idled since February. As a part of the @UAW contract, @Stellantis agreed to re-open the plant and also invest in building a new battery facility there.

Alex Thompson

@AlexThomp

10 months

inbox: "On Thursday, November 9th, the President will travel to Belvidere, Illinois. The President will deliver remarks and meet with UAW autoworkers, UAW President Shawn Fain, and Governor J.B. Pritzker to highlight his commitment to delivering for working families"

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Corey Cantor🌙

@CoreyBCantor

8 months

@Hyundai - @Kia has posted a banner year for its US electric vehicle sales. According to a new @BloombergNEF piece, the two automakers accounted for more than 8% of the passenger EVs sold in the country in 2023, outpacing both @GM and @Ford .

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Corey Cantor🌙

@CoreyBCantor

6 months

It’s interesting to see US dealers arguing consumers aren’t interested in EVs (and arguing for weaker fuel economy standards), all the while marking up the price of the seeming popular @Kia EV9. Despite the automaker’s wishes to not markup. Via @InsideEVs :

Kia EV9 Already Getting $7,000 Markups From Some Dealers

That’s even though Kia offered dealers $2,000 to stick to the MSRP. Surprised?

insideevs.com

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Corey Cantor🌙

@CoreyBCantor

2 years

This is a big deal - and a story that has been working towards a conclusion for months. The EU has agreed to end the sale of vehicles with an internal combustion engine from 2035 onwards. Instead, only new zero-emission vehicles (mostly battery electric vehicles) can be sold

Bloomberg

@business

2 years

NEW: The EU reached a deal to effectively ban new combustion-engine cars from 2035, a move that will reshape transportation and mark a significant step on the path to reduce carbon emissions

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Corey Cantor🌙

@CoreyBCantor

2 years

Sharing the article for my timeline. Huge news from @USPS . They’ll only purchase zero-emission vehicles after 2026 and up their EV ambitions, aiming to purchase 66,000 electric trucks over the next five years. Props to @jacobbogage who broke the story.

(((Jacob Bogage)))

@jacobbogage

2 years

SCOOP: USPS will electrify delivery trucks by 2026 in climate win for Biden USPS had recently pledged to go 40% EV. This new purchase plan now gets it to 75% by 2026, and all electric afterward. Huge, huge news for USPS and Biden climate agenda.

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Corey Cantor🌙

@CoreyBCantor

7 months

Electric cars scored another win at yesterday's Super Bowl. Electric vehicles trumped internal combustion engine vehicles with three ads to one, despite all the debate around EVs in the US.

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Corey Cantor🌙

@CoreyBCantor

10 months

It's been a tough month of news in the US EV transition. And I think there's been a lot of bad news to wrap your heads around. But the full picture is still pretty complex, and US automakers stepping too far back at this moment may be ceding valuable time and ground.

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Corey Cantor🌙

@CoreyBCantor

6 months

Wait and @Kia is up too? What is going on here. This seems like EV success?

John Raymond Hanger 

@johnrhanger

6 months

Hmmm. Up 65%. Kia U.S. EV Sales Increased 65% Through February 2024 via @InsideEVs

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Corey Cantor🌙

@CoreyBCantor

6 months

After years of hype, @Rivian has finally unveiled its R2 SUV – and at the appealing price point of $45,000. The vehicle, which Rivian plans to launch in the first half of 2026, is a critical step on the company's path to capturing the mass market.

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Corey Cantor🌙

@CoreyBCantor

7 days

Via @ElectrekCo : @Hyundai Motor Group (w/ @Kia ) has accounted for 10% of the US EV market during the first seven months of 2024. This puts it past @Ford and @GM .

Hyundai Motor Group hits double-digit EV market share in the US, and this is just the start

Hyundai Motor Group, including Kia and Genesis, is taking the US EV market by storm this year. After reaching double-digit...

electrek.co

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Corey Cantor🌙

@CoreyBCantor

2 months

I know this is the type of news that can get lost in the shuffle. But let's not forget that the tension between electric vehicles and labor has been a big story over the past year. Now the @UAW workers at the @UltiumCells plant ratified a new deal:

UAW members at GM's joint venture battery plant in Ohio approve contract

The battery cell plant has 1,700 workers adjacent to the Lordstown factory that GM sold after shuttering it in 2019.

www.freep.com

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Corey Cantor🌙

@CoreyBCantor

1 year

A whopping 23% of all of California’s car sales in 1Q 2023 were electric according to @CNCDA in their latest quarterly outlook. This EV thing keeps on moving faster and faster (2022 EV share was around 19-20% depending your source) …

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Corey Cantor🌙

@CoreyBCantor

2 years

Pretty big news from @RedwoodMat & former Tesla co-founder JB Straubel - new facility in South Carolina, a $3.5 billion investment in battery recycling and re-manufacturing of the critical minerals used in EV batteries (i.e. nickel, copper, lithium).

Redwood Materials

@RedwoodMat

2 years

Introducing Redwood South Carolina! Just outside of Charleston, we will recycle, refine, and manufacture, initially, 100 GWh of battery materials on over 600 acres, creating more than 1,500 jobs in the Palmetto state.

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Corey Cantor🌙

@CoreyBCantor

2 years

High praise from @PeterDrives calling the #F150Lightning the best version of America's best selling truck:

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Corey Cantor🌙

@CoreyBCantor

10 months

@POTUS Biden speaking at the Stellantis plant now, which was idled since February. Talks about the billions in new investment, including adding a battery factory in Belvidere

Tyler Pager

@tylerpager

10 months

Biden in Belvidere, Illinois dons a UAW shirt

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Corey Cantor🌙

@CoreyBCantor

2 years

@brianschatz In the epic battles of @CoryBooker v @SenatorTester who do you think takes it?

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Corey Cantor🌙

@CoreyBCantor

7 months

You’ve had 5 games like this and lost every one!

Nets Videos

@SNYNets

7 months

"I hope we have a group that wants to lean into it and step right through the door. That's the only way we're going to make it out the other side. I look forward to more games like these. The next time we're in a game like this, it'll be better" - Jacque Vaughn

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Corey Cantor🌙

@CoreyBCantor

1 year

Not sure if @ZachLowe_NBA has Nets sources but he said on his new pod — re Dame to Nets. “I think Nets front office would have a frothy internal debate about whether going all in for Dame is worth it.”

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Corey Cantor🌙

@CoreyBCantor

8 months

Just 13 electric vehicle models now qualify for the US clean car tax credit, after the federal government released guidance relating to "foreign entities of concern" late last year. That's a significant drop from the 25 models eligible in 2023, but customers need not fret.

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Corey Cantor🌙

@CoreyBCantor

6 months

And here it is for all of you... BYD is considering setting up an EV manufacturing plant in Mexico. Which *checks notes* is very close to the US.

Nikkei Asia

@NikkeiAsia

6 months

The Chinese EV maker BYD is considering setting up a plant in Mexico, the head of the company's local subsidiary has told Nikkei, as the automaker seeks to establish an export hub to the U.S.

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Corey Cantor🌙

@CoreyBCantor

1 year

Well, this seems like a biggie. Via @WSJ - 7 auto companies coming together to make a charging joint venture that will produce NACS and CCS capable chargers ( @GM @Honda @BMW among them):

Big Automakers Plan Thousands of EV Chargers in $1 Billion U.S. Push

GM, Honda and Stellantis are among the companies planning a joint investment of $1 billion to build thousands of electric-vehicle charging stations in the U.S.

www.wsj.com

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Corey Cantor🌙

@CoreyBCantor

2 years

Interesting EV/IRA tax credit takeaways from @Ford latest corporate earnings. The company notes that it expects to meet the critical minerals credit requirement ($3,750) on certain Mach-E and Lightning models

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Corey Cantor🌙

@CoreyBCantor

8 months

Point of sale will be a big deal for US EV transition... helping to lower upfront cost for many who can't wait a year (or have the tax burden) for $7,500. Two key things though: 1) Enough EVs have to qualify for credit on Jan 1 so that policy is noticed 2) Website's gotta work

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Corey Cantor🌙

@CoreyBCantor

7 months

Listen: the Nets are a bad team. It’s time for them to be sellers. And anyone who isn’t core should be sold off. And by core I mean figure out who that is. The GM and the coach should be on the hot seat. And fans deserve better than radio silence from the entire FO

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Corey Cantor🌙

@CoreyBCantor

2 years

When it rains, it pours... another critical EV unveiling, this time from @GM . It was announced previously but the company showed off the Chevy Equinox EV, aiming for the $30,000 price-point. Piece by @DavidWelch47 :

GM Bets on Electric Vehicles for the Masses With $30,000 SUV

General Motors Co. is ready to test both the mass market’s appetite for electric vehicles and its own strategy to provide them.

www.bloomberg.com

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Corey Cantor🌙

@CoreyBCantor

10 months

This is a must read to understand a major risk to taking too long to transition to EVs in the market. Japanese automakers are pulling back from China, due in-part to their lack of competitive BEV models:

Toyota is being squeezed out of the world's largest auto market as the shift to EVs heats up

Toyota is losing out as the world’s largest auto market accelerates its shift to EVs. The Japanese automaker informed dealers...

electrek.co

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Corey Cantor🌙

@CoreyBCantor

5 months

There have been a lot of questions about our @BloombergNEF report on lifecycle emissions of electric vehicles and gas cars. Now, we've got a public post on the BNEF blog, showcasing more of the report (and some pretty charts). Check it out:

No Doubt About It: EVs Really Are Cleaner Than Gas Cars | BloombergNEF

As electric vehicles become a bigger part of the global car fleet, a contrarian take seems to surface every few months: are electric vehicles really that clean?

about.bnef.com

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Corey Cantor🌙

@CoreyBCantor

2 years

Woj said “both Miami and Phoenix” don’t have enough. Brooklyn is even more determined after recent trades for Gobert. Not just the picks, brooklyns want 4-5 picks, swaps and all star level players, complex deals. Brooklyn knows they have time on their side @NetsDaily

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Corey Cantor🌙

@CoreyBCantor

10 months

Been saying this all year, but it feels like @Rivian is just a few quarters of execution away from crossing through the "EV valley of death." Not a guarantee, but the data this year has shown improvement. 2024 gonna be a big year to watch for them

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Corey Cantor🌙

@CoreyBCantor

1 year

For weeks, I had people telling me that Dame would want to come to Nets and it wouldn't be costly. Now same people are telling me that Nets should outbid the Heat when we have less stars. Come on guys, take this as a blessing. Get younger, get smarter, be patient.

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Corey Cantor🌙

@CoreyBCantor

5 months

Thought this was a good auto piece by @JackEwingNYT on what happens when a factory actually transitions from ICE and produces only electric vehicles. Enter @VW at Zwickau. Things did not go nearly as poorly as expected.

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Corey Cantor🌙

@CoreyBCantor

5 months

There's no question about it: @Stellantis is the king of US plug-in hybrid electric vehicles (PHEVs). Pretty startling statistics: 50% of all Jeep Wrangler sales in 1Q were PHEVs. This comes as Stellantis prepares to bring more BEVs to the US:

U.S.' King Of Plug-In Hybrids Set Another PHEV Sales Record In Q1 2024

Stellantis' PHEV sales almost doubled and its all-electric offensive is just around the corner.

insideevs.com

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Corey Cantor🌙

@CoreyBCantor

4 months

When people ask me about Chinese EVs coming into the US, I point out consistently that they are already here. And there's a popular one coming out later this summer with a starting price around $35,000 or so in the form of the @volvocars EX30 👇🏻

Kyle Chan

@kyleichan

4 months

As Chinese EVs face obstacles entering US and EU markets through the front door, I’m closely watching their efforts to enter through side doors. Geely is the most interesting case, using its ownership of Volvo and Polestar to sell Chinese-made EVs to US and EU markets. Polestar

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Corey Cantor🌙

@CoreyBCantor

8 months

It's finally here! @USTreasury and @ENERGY have updated the list of eligible EVs for 2024, following the 'foreign entities of concern rule." I'm sure we'll do full analysis for @BloombergNEF , but you can find the list here (and quick thoughts to follow):

Federal Tax Credits for Plug-in Electric and Fuel Cell Electric Vehicles Purchased in 2023 or After

Save up to $7,500 on qualifying vehicles!

fueleconomy.gov

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Corey Cantor🌙

@CoreyBCantor

13 days

Deese is one of the driving forces behind the Inflation Reduction Act and a lot of the EV industrial policies ( @JesseJenkins @robinsonmeyer @shannonosaka )

Brian Schwartz

@schwartzbCNBC

13 days

SCOOP: Brian Deese is back and advising @KamalaHarris on econ policy. The news comes the same week she plans to start rolling out her policy proposals. Meet key players to the Harris policy team, who could return to the White House👇 Story w/ @beccpicc

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Corey Cantor🌙

@CoreyBCantor

4 months

Following the @theinformation 's bombshell report on layoffs of @Tesla 's charging team, I had a few additional thoughts: 1) What does this all mean for other automakers who are all in process of switching over to the North American Charging Standard (NCAS) that Musk pushed for?

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Corey Cantor🌙

@CoreyBCantor

5 months

Not sure how @Ford will successfully drive customers towards their EVs with only two fully electric cars on the market in the US -- and no major changes since 2022. It's fair to push for more hybrids, PHEVs, but can't blame consumers for not buying EVs if you offer nothing

Keith Naughton

@KeithNaughton

5 months

SHORT CIRCUIT: @Ford is delaying the rollout of an electric three-row sport utility vehicle by two years, extending the layoff of thousands of Canadian workers. @UniforTheUnion is 'extremely disappointed' $F @annecronin @RickClough via @business

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Corey Cantor🌙

@CoreyBCantor

5 months

Now that the EPA's long-awaited auto emissions rules are finally here, some are wondering if plug-in hybrids are the way of the future. @BloombergNEF 's take? Pure battery EVs are at no risk of losing their lead in the race to electrify passenger cars.

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Corey Cantor🌙

@CoreyBCantor

3 months

Nice read by @bypatrickgeorge on @GM ’s now shipping Chevrolet Equinox EV. This is has been one of my most anticipated U.S. EV models this year. More importantly, this is the EV launch GM has to get right. A mass market EV, in a critical segment.

How GM Made The $35,000 Chevrolet Equinox EV Into A 319-Mile Range Champ

The new Chevy Equinox EV is now the cheapest way to get more than 300 miles of range in a new car. Thank Ultium's scale for that.

insideevs.com

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Corey Cantor🌙

@CoreyBCantor

3 months

Between the @GM sales news, @Rivian refresh and general @Hyundai and @Kia updates, feels like it’s been the best week for US EVs in months if not this year?

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Corey Cantor🌙

@CoreyBCantor

4 months

@SopanDeb Do you prefer we hype up your guy Tatum who hasn’t won anything???

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Corey Cantor🌙

@CoreyBCantor

7 years

In the wake of a bad tax vote, recalling @JasonKander speech from last year's election night on how politics is about what you do after a loss and not just the good times. Hoping we have more good nights soon, but 2018 is only 11 months away and we're just getting started

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Corey Cantor🌙

@CoreyBCantor

7 months

Nets fans. I feel your pain. But let’s make it simple: a team that losses to Portland twice, the Wizards, Charlotte and more just isn’t gelling. There are some flashes, but bad teams find a way to lose. And the Nets are (currently) bad

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Corey Cantor🌙

@CoreyBCantor

8 months

My honest @BrooklynNets assessment — think Nets need to take a page from the @nyknicks . Shocking but true. Need to unclog some of the lanes for assets. Knicks traded some well regarded vets (I.e. Burks) to ease up rotations and let younger guys compete.

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Corey Cantor🌙

@CoreyBCantor

10 months

And just like that, the @UAW - "Big Three" strike is (tentatively) over. Big implications for the automakers, unionworkers, US EVs, etc... chapter is now closed (for these guys at least)* *pending ratification of the contracts

Joe Weisenthal

@TheStalwart

10 months

GM UAW deal

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Corey Cantor🌙

@CoreyBCantor

8 months

Nearly 1 in 5 @BMW cars sold in the U.S. were electric (BEV and PHEVs). BEV share alone was 12.5% of the total. World is changing quickly…

InsideEVs

@InsideEVs

8 months

Sales of BMW's all-electric cars are surging, setting record after record, and the fourth quarter was not an exception.

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Corey Cantor🌙

@CoreyBCantor

1 year

Right into my veins

StatMuse

@statmuse

1 year

Wins since the Kyrie trade: 7 — Nets 5 — Mavericks

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Corey Cantor🌙

@CoreyBCantor

3 years

@CMilholenSB I appreciate his honesty — he doesn’t deserve this

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Corey Cantor🌙

@CoreyBCantor

3 years

Lead here is now about 18k. Bergen mail In is enough to flip Murphy ahead @IAmKrishanPatel @Redistrict @JMilesColeman

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Corey Cantor🌙

@CoreyBCantor

1 year

@brooklynnets85 Dinwiddie and DFS are already here! I’ve got a great star guard named Ben who Dallas would love to meet!

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Corey Cantor🌙

@CoreyBCantor

2 months

A few quick stats for folks: * 1 in 4 cars (25%) sold last year in California were already EVs * @BloombergNEF includes battery-electric and plug-in hybrids under EVs * In 2027, China and Europe EV share of sales will outpace US hitting 60% and 41% respectively (US is at 29%)

Justin Guay

@Guay_JG

2 months

BNEF is projecting that 1 in every 3 cars sold in the US will be electric in just three years In just 6 years it accelerates to 1 in every 2 cars Ignore the noise. The future is ⚡️

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Corey Cantor🌙

@CoreyBCantor

10 months

The reason OEMs have to continue to push forward with EVs is risk of not transitioning can be vast. Toyota and other Japanese OEMs have had major challenges in China's heavily competitive EV market. Add this to the pile of risk of failing to transition:

Nikkei Asia

@NikkeiAsia

10 months

Mitsubishi Motors will end auto production in China, withdrawing from its joint venture with Guangzhou Automobile Group.

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Corey Cantor🌙

@CoreyBCantor

6 months

On a lifecycle basis, electric cars are already cleaner than gas cars by some margin. In the US and Europe, it now takes less than five years for a battery-electric vehicle to reach the emissions "breakeven" point with internal combustion engine vehicles (US is ~2 years).

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Corey Cantor🌙

@CoreyBCantor

5 months

Really interesting data from @USTreasury on the use of the “point of sale” EV rebate. Around 90% of qualifying consumers for the credit have used it, compared to wait for next tax time. That’s pretty impressive given the policy went into effect in January.

90% of qualifying electric-vehicle buyers opt for $7,500 'new clean vehicle' tax credit as upfront...

Most qualifying buyers of new electric vehicles choose to get their tax break as an advance payment instead of waiting until tax season.

www.cnbc.com

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Corey Cantor🌙

@CoreyBCantor

2 years

Great article from @ElectrekCo on what potential consumers in the US should do about their EV purchase depending on the automaker they're looking to purchase from. Some benefit from buying now, others waiting & OEMs are handling this: (h/t Alex Haring)

If you want an EV, buy now – Rivian, Fisker and others rush to lock in EV tax credits before changes

Electric cars assembled outside of North America may lose access to EV tax credits within a week, and buyers need to act fast to save money.

electrek.co

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Corey Cantor🌙

@CoreyBCantor

18 days

I'd add to @JesseJenkins point and say that the EV train has clearly left the station. China's auto market is huge for legacy OEMS (and now could shrink rapidly) + China EV exports are likely to continue rising. It will be bumpy, but autos gotta adapt or lose market share

Jesse D. Jenkins

@JesseJenkins

18 days

This may be one of the most world changing trends in energy and climate playing out right now. China's auto market moves about 26-27 million new vehicles each year, almost twice as large as the US market. China is such a HUGE lever in global emissions and oil demand.

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Corey Cantor🌙

@CoreyBCantor

6 years

@codykeenan I didn’t have the exact same experience as a Senate intern but also had @SenJohnMcCain kindly greet me and other interns in an elevator. Was a surreal experience for me, though this shows he greeted many kindly. Thanks for sharing your story

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Corey Cantor🌙

@CoreyBCantor

7 months

Bad EV news out of @Ford as they reduce Lightning production again. With Mach-E being four years from a refresh, and lessening Lightning demand, hard to see their EV growth in a major way till 2025.

Bloomberg

@business

7 months

Ford is cutting production of its F-150 Lightning electric pickup

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Corey Cantor🌙

@CoreyBCantor

6 years

This is stunning @ThePlumLineGS @DemFromCT

Mark Murray

@mmurraypolitics

6 years

NBC/Marist poll of Missouri (likely voters) MO-SEN McCaskill (D) 50% Hawley (R) 47% (Was McCaskill 47%, Hawley 47% in Sept) Four-way ballot McCaskill (D) 47% Hawley (R) 44% Campbell (L) 3% Crain (G) 2% (Was McCaskill 44%-40% in Sept) Trump approval: 51% Oct 30-Nov 1

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Corey Cantor🌙

@CoreyBCantor

2 months

Our @BloombergNEF Long-Term EV Outlook 2024 is finally out. Follow my team lead's ( @colinmckerrache ) thread on some of the key findings 👇

Colin Mckerracher

@colinmckerrache

2 months

Our team at @BloombergNEF published our 10th annual Electric Vehicle Outlook today! A quick thread on some key findings:

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Corey Cantor🌙

@CoreyBCantor

6 years

Blue Wave, but for Governor's is being severely under discussed ( @HotlineJosh @DemFromCT @ThePlumLineGS @Redistrict @Nate_Cohn )

James Lambert

@hellofasandwich

6 years

#SDGov : Mason-Dixon: Billie Sutton (D): 45 Kristi Noem (R): 45

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Corey Cantor🌙

@CoreyBCantor

3 months

Lost amongst the news yesterday is an important milestone: the first EV assembled in the U.S. by @Hyundai - @Kia has begun: the EV9. (H/t @JesseJenkins )

Jesse D. Jenkins

@JesseJenkins

3 months

US production of the Kia EV9 kicked off today at Kia's West Point, Georgia assembly plant:

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Corey Cantor🌙

@CoreyBCantor

6 months

And it begins... @Ford EV drivers (Mach-E/Lightning) now have access to 15,000 @Tesla superchargers in the US (about 9 months after the initial announcement by @jimfarley98 )

Ford's NACS Fast Charging Adapter Now Available As Tesla Charging Network Opens

Ford EV owners can order their complimentary Tesla NACS to CCS adapters starting today, just as Supercharger access opens up to them.

insideevs.com

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Corey Cantor🌙

@CoreyBCantor

5 months

Honestly, @Rivian R2 looks great. Size is a lot better for New York City streets and still maintains a sleek enough interior. They’ve just gotta produce it. Pictures from the showing (in Meatpacking, NYC.) it’s still here till tomorrow.

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Corey Cantor🌙

@CoreyBCantor

2 months

@jonfavs @Nate_Cohn The poll has gone rogue Jon lol... it's sentient and operating on its own

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Corey Cantor🌙

@CoreyBCantor

9 months

Great 🧵by @colinmckerrache putting the global EV transition in global context... I think the second chart may be the most shocking (especially if the EV-only automaker trend continues driven by @Tesla and @BYDCompany )

Colin Mckerracher

@colinmckerrache

9 months

Lots of headlines written about how EV demand is faltering. Is it? Global EV sales are on pace for a record year. Heading for around 14 million sold, up 36%.

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Corey Cantor🌙

@CoreyBCantor

3 years

Glad to be back at Barclays. Hoping to bring the Nets a win — and some good luck to the home team @BrooklynNets @SteveLichtenst1 @APOOCH @NetsCanes1 @NetsDaily @RussellAndFro @RuFan130 @Grady @RyanRuocco

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Corey Cantor🌙

@CoreyBCantor

7 months

One last thought following the @Tesla call (for the US EV market) and 2024 being a transition year. In 2025, we've got major companies with either new EV platforms ( @Tesla , @Ford , @BMW ) coming online or new facilities ramping up in the US ( @Rivian , @Hyundai , etc.)

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Corey Cantor🌙

@CoreyBCantor

10 months

Governor @AndyBeshearKY gives a shout out to the two battery plants that are being built in Kentucky in his victory speech ( @Ford Blue Oval for those keeping track)

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Corey Cantor🌙

@CoreyBCantor

2 years

@brooklynnets85 And Nash should be fine a million

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