[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@kmartyn5](/creator/twitter/kmartyn5) "We are now up to three brands that build vehicles in the USA that have stopped producing for Canada. Previous announcement was NISSAN. In Canada the big car / SUV producers are Toyota and Honda who produce primarily for the USA market and will not be viable once the USMCA free trade arrangement expires around this time next year. Mark Carney where is that deal with BYD @MarkJCarney"  [@kmartyn5](/creator/x/kmartyn5) on [X](/post/tweet/1947304577688048033) 2025-07-21 14:36:05 UTC XXX followers, X engagements "@Reuters Canada caved on our long planned digital services tax to please Trump and help negotiations. What did we get in Return a higher tariff rate than other countries with smaller trading relationships with the USA. We got less than nothing for a major concession. Dont be fooled"  [@kmartyn5](/creator/x/kmartyn5) on [X](/post/tweet/1945851427844198745) 2025-07-17 14:21:47 UTC XXX followers, XX engagements "EV prices globally continue to come down. Will Ford be a leader in affordable electric vehicles as they say I have my doubts. They still have unprofitable generation X EVs on the market while others have gen 3-4 EVs that are fully software defined built with more modern construction methods and technology and lower manufacturing costs. They have increasingly discounted their current offering. Time will tell. The current tariff wars affecting US manufacturers ability to export certainly wont help. For now their big internal focus seems to be on reducing their high recall rates and related high"  [@kmartyn5](/creator/x/kmartyn5) on [X](/post/tweet/1945872596211240996) 2025-07-17 15:45:54 UTC XXX followers, XX engagements "Stellantis stock has had a pretty rough year. Their inability to implement on electric vehicles in North America does give them a questionable future in this market long term"  [@kmartyn5](/creator/x/kmartyn5) on [X](/post/tweet/1947279088197996808) 2025-07-21 12:54:47 UTC XXX followers, XX engagements "Ariya looks nice. Its a reskinned and slightly stretched Renault Megane. That platform is a modified ICE platform not a ground up EV. This makes it a poor EV. Lacks the basics like one pedal driving standard on most EVs. The region breaking his poorly implemented. Has slow DC fast charging. It does not sell unless heavily discounted. The new Leaf is built on the same Renault platform. Sadly Nissan is in serious financial trouble now and desperately looking for a partner to save them"  [@kmartyn5](/creator/x/kmartyn5) on [X](/post/tweet/1946256868319633743) 2025-07-18 17:12:51 UTC XXX followers, XX engagements "I assume this is made by Toyota in Japan and will have high import tariffs making it non-viable in the USA. Pretty slow DC fast charging for a new vehicle. Is there any major Japanese automaker that has their own competive EV tech The Toyota BZ4x and the Subaru version seem to be poor EVs"  [@kmartyn5](/creator/x/kmartyn5) on [X](/post/tweet/1946227560435917013) 2025-07-18 15:16:24 UTC XXX followers, XXX engagements "Stellantis takes big financial hit as it moves away from hydrogen and fully electric vehicles to hybrids while also dealing with Trump tariffs"  [@kmartyn5](/creator/x/kmartyn5) on [X](/post/tweet/1947277349352792451) 2025-07-21 12:47:53 UTC XXX followers, XX engagements "@Gregor_C_03 @AydenMMiller Probably three years before they get any significant return on that large investment"  [@kmartyn5](/creator/x/kmartyn5) on [X](/post/tweet/1946746445370896880) 2025-07-20 01:38:16 UTC XXX followers, XX engagements "Nuro is not at all a proven Robotaxi and looks too resource limited to get there. The proposed value chain is too fractured to be cost effective. Uber works with almost everybody. As their business model is under threat and they dont know what options will work out. So throw everything at the wall and see what sticks. Using Lucid drives cost up not down. Perhaps the primary effect of this announcement is just marketing interest for the companies involved. No real underlying value. IMO the more integrated business models have the best chance at success particularly if they are well funded"  [@kmartyn5](/creator/x/kmartyn5) on [X](/post/tweet/1946569598532554771) 2025-07-19 13:55:32 UTC XXX followers, XX engagements "I believe Ed posted this helpful chart the other day. Uber seems to be trying as many options as possible to see what sticks. This NURO Lucid arrangement just adds another one to the list. That seems to have a low chance of success. Nuro looks to be the weak link in the chain. Uber has just recently become profitable and the other two partners are not. Even Waymo has been unable to generate any Robotaxi profit"  [@kmartyn5](/creator/x/kmartyn5) on [X](/post/tweet/1946233365184569407) 2025-07-18 15:39:28 UTC XXX followers, XXX engagements "Ford all electric Bronco also comes in range extended version. Sadly only in China which is becoming the center of the universe for electric vehicles"  [@kmartyn5](/creator/x/kmartyn5) on [X](/post/tweet/1946015203612586280) 2025-07-18 01:12:34 UTC XXX followers, XXX engagements "@Uber @LucidMotors @nuro Neros mission was driverless delivery vehicles so this is quite a switch for them. Certainly no testing with public passengers. They have delivered some pizzas"  [@kmartyn5](/creator/x/kmartyn5) on [X](/post/tweet/1945879712829456420) 2025-07-17 16:14:10 UTC XXX followers, 1026 engagements "Trump tariffs at currently announced levels will prevent imported vehicles from being viable in the U.S. market. This includes vehicles from Canada and Mexico after the USMCA trade agreement expires next year. Electric vehicles that likely will NOT still be available in the USA after this happens unless a new arrangement is negotiated or production is moved to the USA. Ford Mustang Mach-E - Built in Mexico subject to high import duties. Chevrolet Equinox EV - Built in Ramos Arizpe Mexico subject to high import duties. Electric vehicles that should continue to be available. Tesla and Hyundai /"  [@kmartyn5](/creator/x/kmartyn5) on [X](/post/tweet/1947291998056300859) 2025-07-21 13:46:05 UTC XXX followers, XX engagements "Chinas excess vehicle capacity is driving down global pricing. Tesla BYD and Chery facilities are well utilized"  [@kmartyn5](/creator/x/kmartyn5) on [X](/post/tweet/1945978722848313513) 2025-07-17 22:47:36 UTC XXX followers, XXX engagements "Competitiveness of European products in North America to be impacted by tariffs. European automobiles exported to the USA include brands like BMW Mercedes-Benz Volkswagen Audi Porsche Ferrari Lamborghini Maserati Rolls-Royce Bentley Jaguar and Volvo. In 2024 the EU exported XXXX billion worth of passenger cars to the US with Germany as the largest exporter contributing about 430000 vehicles. Specific models include BMWs X Series Mercedes-Benz S-Class Volkswagen Golf GTI Audi e-tron GT and Porsche 911"  [@kmartyn5](/creator/x/kmartyn5) on [X](/post/tweet/1947281157302735226) 2025-07-21 13:03:01 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@kmartyn5
"We are now up to three brands that build vehicles in the USA that have stopped producing for Canada. Previous announcement was NISSAN. In Canada the big car / SUV producers are Toyota and Honda who produce primarily for the USA market and will not be viable once the USMCA free trade arrangement expires around this time next year. Mark Carney where is that deal with BYD @MarkJCarney"
@kmartyn5 on X 2025-07-21 14:36:05 UTC XXX followers, X engagements
"@Reuters Canada caved on our long planned digital services tax to please Trump and help negotiations. What did we get in Return a higher tariff rate than other countries with smaller trading relationships with the USA. We got less than nothing for a major concession. Dont be fooled" @kmartyn5 on X 2025-07-17 14:21:47 UTC XXX followers, XX engagements
"EV prices globally continue to come down. Will Ford be a leader in affordable electric vehicles as they say I have my doubts. They still have unprofitable generation X EVs on the market while others have gen 3-4 EVs that are fully software defined built with more modern construction methods and technology and lower manufacturing costs. They have increasingly discounted their current offering. Time will tell. The current tariff wars affecting US manufacturers ability to export certainly wont help. For now their big internal focus seems to be on reducing their high recall rates and related high" @kmartyn5 on X 2025-07-17 15:45:54 UTC XXX followers, XX engagements
"Stellantis stock has had a pretty rough year. Their inability to implement on electric vehicles in North America does give them a questionable future in this market long term" @kmartyn5 on X 2025-07-21 12:54:47 UTC XXX followers, XX engagements
"Ariya looks nice. Its a reskinned and slightly stretched Renault Megane. That platform is a modified ICE platform not a ground up EV. This makes it a poor EV. Lacks the basics like one pedal driving standard on most EVs. The region breaking his poorly implemented. Has slow DC fast charging. It does not sell unless heavily discounted. The new Leaf is built on the same Renault platform. Sadly Nissan is in serious financial trouble now and desperately looking for a partner to save them" @kmartyn5 on X 2025-07-18 17:12:51 UTC XXX followers, XX engagements
"I assume this is made by Toyota in Japan and will have high import tariffs making it non-viable in the USA. Pretty slow DC fast charging for a new vehicle. Is there any major Japanese automaker that has their own competive EV tech The Toyota BZ4x and the Subaru version seem to be poor EVs" @kmartyn5 on X 2025-07-18 15:16:24 UTC XXX followers, XXX engagements
"Stellantis takes big financial hit as it moves away from hydrogen and fully electric vehicles to hybrids while also dealing with Trump tariffs" @kmartyn5 on X 2025-07-21 12:47:53 UTC XXX followers, XX engagements
"@Gregor_C_03 @AydenMMiller Probably three years before they get any significant return on that large investment" @kmartyn5 on X 2025-07-20 01:38:16 UTC XXX followers, XX engagements
"Nuro is not at all a proven Robotaxi and looks too resource limited to get there. The proposed value chain is too fractured to be cost effective. Uber works with almost everybody. As their business model is under threat and they dont know what options will work out. So throw everything at the wall and see what sticks. Using Lucid drives cost up not down. Perhaps the primary effect of this announcement is just marketing interest for the companies involved. No real underlying value. IMO the more integrated business models have the best chance at success particularly if they are well funded" @kmartyn5 on X 2025-07-19 13:55:32 UTC XXX followers, XX engagements
"I believe Ed posted this helpful chart the other day. Uber seems to be trying as many options as possible to see what sticks. This NURO Lucid arrangement just adds another one to the list. That seems to have a low chance of success. Nuro looks to be the weak link in the chain. Uber has just recently become profitable and the other two partners are not. Even Waymo has been unable to generate any Robotaxi profit" @kmartyn5 on X 2025-07-18 15:39:28 UTC XXX followers, XXX engagements
"Ford all electric Bronco also comes in range extended version. Sadly only in China which is becoming the center of the universe for electric vehicles" @kmartyn5 on X 2025-07-18 01:12:34 UTC XXX followers, XXX engagements
"@Uber @LucidMotors @nuro Neros mission was driverless delivery vehicles so this is quite a switch for them. Certainly no testing with public passengers. They have delivered some pizzas" @kmartyn5 on X 2025-07-17 16:14:10 UTC XXX followers, 1026 engagements
"Trump tariffs at currently announced levels will prevent imported vehicles from being viable in the U.S. market. This includes vehicles from Canada and Mexico after the USMCA trade agreement expires next year. Electric vehicles that likely will NOT still be available in the USA after this happens unless a new arrangement is negotiated or production is moved to the USA. Ford Mustang Mach-E - Built in Mexico subject to high import duties. Chevrolet Equinox EV - Built in Ramos Arizpe Mexico subject to high import duties. Electric vehicles that should continue to be available. Tesla and Hyundai /" @kmartyn5 on X 2025-07-21 13:46:05 UTC XXX followers, XX engagements
"Chinas excess vehicle capacity is driving down global pricing. Tesla BYD and Chery facilities are well utilized" @kmartyn5 on X 2025-07-17 22:47:36 UTC XXX followers, XXX engagements
"Competitiveness of European products in North America to be impacted by tariffs. European automobiles exported to the USA include brands like BMW Mercedes-Benz Volkswagen Audi Porsche Ferrari Lamborghini Maserati Rolls-Royce Bentley Jaguar and Volvo. In 2024 the EU exported XXXX billion worth of passenger cars to the US with Germany as the largest exporter contributing about 430000 vehicles. Specific models include BMWs X Series Mercedes-Benz S-Class Volkswagen Golf GTI Audi e-tron GT and Porsche 911" @kmartyn5 on X 2025-07-21 13:03:01 UTC XXX followers, XXX engagements