ERCOT battery revenues are down 71%, yet Base Power just raised $1 billion at a $4B valuation. We analyze the unit economics of Zach Dell’s manufacturing pivot and why it’s a race against time.

With Trump eliminating the $7,500 tax credit and gutting CAFE standards, it’s easy to think EVs are finished in America. But Germany just ran this exact experiment—and what happened next might surprise you.

Diesel garbage trucks are some of the most polluting vehicles on the road, idling for long periods and crawling through dense urban routes. A diesel garbage truck emits somewhere between …

AI and autonomy are the biggest trends in the automotive market today. Both Waymo and Tesla seem to have cracked the autonomous car market. And investors have assumed, rightly or wrongly, that the same trend will play out in the trucking space. No one company captures this trend better than Aurora Innovation (NASDAQ: AUR) which has very little in the form of revenues but has a $12 billion market capitalization.

Introduction As the world races towards autonomous vehicles, one question is becoming increasingly important: What kind of vehicle makes more sense for autonomy – electric vehicles or internal combustion engines? …

Introduction Rising insurance costs are now a common theme in the United States. Post COVID, as used cars got more and more expensive, and as supply chains shut down, customers …