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

For decades, the physical equipment underpinning the electric grid has remained largely unchanged: passive, "dumb" devices installed as far back as the 1970s that lack much real-time control. But today, in the face of skyrocketing energy demand, a new class of technologies has em ...  Show more

Last year, the PJM capacity crunch became a focal point for an entire industry struggling to navigate the explosive growth of hyperscaler data centers. Yet even in the first two months of 2026, capacity prices have continued to skyrocket, and the economics of energy generation ha ...  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

Show #1247 If you get any value from this podcast please consider supporting my work on Patreon. Plus all Patreon supporters get their own unique ad-free podcast feed. Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Sunday ...  Show more