On July 2nd, GM's shares fell to a 54-year low, causing Merrill Lynch to say that bankruptcy is "not impossible" if the U.S. auto market continues to slump, according to Reuters. Which battery manufacturers would be most affected if GM suddenly went the way of the dodo? As we mentioned in a November...
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Analyst Insight | March 31, 2021
Just over a year ago, the World Health Organization (WHO) officially declared a global pandemic. At the time, there was a great deal of uncertainty about how COVID‑19 would impact the energy industry. Almost 12 months later, we witnessed a 20% drop in oil demand, a 5% reduction in electricity ... Not part of subscription
News Commentary | April 12, 2021
Romeo Power announced a long‑term supply agreement with PACCAR to provide battery packs, modules, and battery management systems (BMS) for PACCAR's battery electric vehicles (BEVs). Under the agreement, Romeo Power will be a battery supplier for Peterbilt 579 and 520 BEVs in the U.S. and Canada ... Not part of subscription
News Commentary | August 17, 2021
Stellantis – formed in 2021 by a merger between Fiat Chrysler and the PSA Group – plans to develop BEVs across four manufacturing platforms: compact, midsized sedans, SUVs, and pickup trucks; it also plans to operate five battery factories and develop solid‑state batteries by 2026. The sizable ... Not part of subscription