What’s really happening in the U.S. EV market...

[This episode is a re-run from October 2025. Look out for a new episode of Catalyst on Thursday, April 23.] Yesterday, Base Power announced a ⁠$1 billion series C⁠, giving the residential battery company an eye-popping $4 billion post-money valuation. Base manufactures, installs, ...  Show more

As the buildout of data centers accelerates on a dramatic trajectory,its strain on the electric grid has increased in turn; forecasts suggest they could consume up to 17% of all US power by 2030. To avoid higher rates and slower AI growth, the industry has embraced a promising so ...  Show more

Jimmy Douglas is the founder and CEO of Plug, an online marketplace that facilitates wholesale buying and selling of used EVs among a network of dealers and fleet operators. Jimmy brings unique expertise due to years of experience at the helm of the world's largest EV rem ...

The auto industry is pivoting from big spending to capital discipline. Our analyst highlights possible areas where investors may find opportunities this year.

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Welcome to Thoughts on the Market. I'm Adam Jonas, Morgan Stanley's Head ...

In the US, Tesla remains far and away the dominant maker of electric vehicles. But on a global scale, the situation is much more competitive. Over the last few years, Chinese EV makers have massively ramped up their export capacity and one in particular — BYD — sells more total v ...  Show more

California plans to ban new internal-combustion vehicles by 2035. But are electric vehicles ready to take their place?

We know that there are dozens and dozens more models of electric cars on the market. Ranges are increasing. Consumers like the driving experience. And t ...