Wolf-Peter Schill7h ago
1/ 🔌🚗 Neue Zahlen zu Elektroautos: #Elektromobilität #BEV
▶️ Im April 2026 war gut jedes vierte neu zugelassene Auto in Deutschland rein batterieelektrisch (25,8%).
▶️ Damit hat sich der positive Trend der letzten Monate fortgesetzt.
▶️ Das verbesserte Modellangebot und die neuen Kaufprämien dürften sich positiv auswirken.
Evidence over Ignorance9h ago

Es geht (langsam) vorwärts mit der #Mobilitätswende. In April warten 25.8% aller Neuzulassungen reine #elektroautos . Dazu kamen noch 11.1% Plugins und 28.1% Hybride. Reine #Benziner (21.4%) und #Diesel (13%) werden immer seltener verkauft. Das ist der höchste Anteil an #BEV, wenn man Dezember 22 und August 23, in denen es Sondereffekte gab.

Quelle:

https://www.kba.de/DE/Presse/Pressemitteilungen/Fahrzeugzulassungen/2026/pm18_2026_n_04_26_pm_komplett.html?snn=827402

Kraftfahrt-Bundesamt - Pressemitteilungen - Fahrzeugzulassungen im April 2026

Flensburg, 7. Mai 2026. Im April 2026 wurden 249.163 Personenkraftwagen (Pkw) neu zugelassen, was einem Anstieg von 2,7 Prozent gegenüber dem Vorjahresmonat entspricht. Davon wurden 64,6 Prozent (-0,2 %) der Neuwagen gewerblich und 35,4 Prozent (+8,2 %) privat zugelassen.

SE Scherbeck Energy15h ago
www.pv-magazine.de/2026/05/06/s... #Verkehrswende #BidirektionalesLaden #Batteriespeicher #BEV #EAuto #EMobilitaet #VirtuellesKraftwerk #Energiewirtschaft

Skalierbares AC-System für bid...
Skalierbares AC-System für bidirektionales Laden im großen Stil

Das Unternehmen Lade hat das neue System „LADE one“ vorgestellt, mit dem ein- und dreiphasig bis zu 22 Kilowatt geladen werden kann. Zudem ist es hardwareseitig bereits vorbereitet, um in großen Ladeparks künftig auch das bidirektionale Laden anbieten zu können.

pv magazine Deutschland
Show threadred_rooster 2d ago
@kolAflash
#Allianz ist sowieso berüchtigt wegen ihrer Tarifpolitik
Gemeinsam ist allen, dass die Haupttreiber bei allen ist der #Schadensfreiheitsrabat und die Typklasse evt. persönliche Rabatte
Die Typklasse ermittelt sich durch wieviel ein Typ über oder unter dem Durchschnitt liegt. Je weiter unter dem DS, desto billiger.
Bei neu eingeführten Type, wird geschätzt, z.B. an Vergleichstypen. Bei #leapmotor als neuer Markteintritt wahrscheinlich nach Leistung und die ist bei #BEV halt enorm!
utzer3d ago

Ich mag Regen als #Reisewetter. Und ich mag bei #Regen gemütlich elektrisch unterwegs sein.

Diese Woche noch mit der #Bahn und wenn alles klappt ab nächste Woche mit dem neuen #BEV. Hab es viel zu lange aufgeschoben ein zweites #Auto zu kaufen. Mal sehen ob mir die Fahrten dann weniger auf den Sack gehen.

Akshay3d ago

“Cheaper, cleaner electric trucks overhaul China's logistics…

New-energy models accounted for 29 percent of all domestic truck sales in China last year, up from 14 percent in 2024…

"I think we're right on the cusp of a total obliteration of diesel trucks as a product category."”

https://uk.finance.yahoo.com/news/cheaper-cleaner-electric-trucks-overhaul-024228686.html

#Electrification #China #EV #BEV #Transport #Climate #Energy

Cheaper, cleaner electric trucks overhaul China's logistics

At a dusty lot an hour outside Beijing, a steady stream of vehicles come and go for a quick battery charge -- just one node in China's rapidly expanding...

Yahoo Finance UK
Sebastian Abshoff3d ago
Das Laden gestern in #Aachen war irgendwie seltsam: Erst waren die Säulen der #STAWAG nicht ans Charge&Fuel-System angebunden, dann galt dort auch noch eine maximale Parkdauer von 2 Stunden. Da wird der Akku natürlich nicht voll. Dazu standen etliche Verbrenner auf den Ladeplätzen. Ich habe mich dann auf einen der wenigen freien Parkplätze gegenüber gestellt, sonntags immerhin kostenlos. Von der #STAWAG kam bisher keine Rechnung, und der „Ladestopplink“ funktioniert auch nicht. 🤷‍♂️ #AudiETron #BEV
kolAflash3d ago

@show Thanks for making this video!

Oil Crises? We've Been Here Before - And So Have EVs
https://peertube.tv/w/tJQ1Do4xvZDptw9GhYf9bt

(edited this message, I originaly asked for a Peertube link because I was too dumb to find it myself)

@transport_evolved_main #bev #ev #elektroauto #elektroautos #elektromobilitat #eAuto

Oil Crises? We've Been Here Before - And So Have EVs

PeerTube
red_rooster 4d ago
Auf dem Weg zu #BEV habe ich ein Versicherungsangebot des favorisierten Nachfolgers meines Diesels angefordert.
Bei gleichen Versicherungsbedingungen und äußerlich ähnlichen Abmaßen, so Astra-Größe, ist die Versicherung beim BEV 1,5 bis 2fach teurer.
Nominal haben ein BEV höhere Leistungen als vergleichbare Verbrenner.
Es kann auch sein, das Fahrzeug im ersten Jahr, der Typklasse nach wie ein Verbrenner eingestuft wurde.
Nächstes Jahr wüßte man ja die exakte Schadenssumme und das wäre anders
The Uberfant4d ago

Besser kann man den earnings call und die Situation von #tesla nicht aufbereiten: https://substack.com/@georgenoble/note/c-248161347?r=86khqu&utm_medium=ios&utm_source=notes-share-action

Ist nur eine Frage der Zeit, mMn sieht das bei den Finanzkennzahlen absolut nicht gut aus. Hab gehört, das @pallenberg sich darum immer den Mund fusselig redet 😂

#bev

George Noble (@georgenoble)

Last night was the biggest disaster in the history of Tesla. Let me walk you through what actually happened on that earnings call, because the headlines are doing you a disservice: Elon Musk got on the call and admitted (his words) that Hardware 3 "simply does not have the capability to achieve unsupervised FSD." He said he wished it were otherwise. He said the memory bandwidth is one-eighth of what Hardware 4 has. And that's the end of the conversation. Approximately 4 million Tesla vehicles on the road right now have Hardware 3. Many of those owners paid $8,000 to $15,000 for Full Self-Driving capability based on Musk's repeated promises (going back to 2016) that the hardware was sufficient for full autonomy. As recently as 2022, Musk was publicly assuring owners that HW3 had the processing power to get it done. BUT IT DIDN'T Those promises are now officially broken. The solution is a "discounted trade-in" toward a new car with Hardware 4. Not a refund or a free upgrade... A discount on buying ANOTHER Tesla. Investor Ross Gerber said it too - all HW3 owners got screwed, and with roughly 285,000 FSD purchasers affected, the potential liability runs into the BILLIONS. But that's not even the worst part. Musk was asked if the current FSD v14.3 was ready for unsupervised deployment. He said yes. Then immediately walked it back and admitted Tesla has "major architectural improvements" in the pipeline that would significantly improve safety. What he really means: the software isn't SAFE ENOUGH to deploy without a human watching. Full unsupervised FSD for consumer cars is pushed to Q4 2026. At the earliest... Maybe. How many times has this deadline been pushed? I've lost count. And trust me, I've seen a lot of broken promises. But this one takes the cake. Now let's talk about the numbers everyone is celebrating: Tesla reported $22.4 billion in revenue and $0.41 in non-GAAP earnings. A "double beat." The stock popped 4% after hours. Victory, right? WRONG Dig into the actual filing: The number one driver of operating income improvement wasn't cost reductions, wasn't volume growth, wasn't FSD revenue. It was - and Tesla listed this FIRST in their own shareholder letter - "one-time benefits related to warranty and tariffs." They released warranty reserves. They booked tariff refund windfalls. They stretched supplier payments by 10 days. They took on billions in new debt. Then they presented everything through non-GAAP metrics that strip out over $1 billion in stock-based compensation. GAAP net income was $477 million on $22.4 billion in revenue. That's a 2.1% net margin. On a $1.4 trillion market cap. Let me put that in perspective: 3.75 billion shares outstanding. Annualize the Q1 GAAP profit and you get roughly $1.9 billion. That's a trailing P/E ratio north of 700. Use the adjusted number - strip out stock comp, which is a REAL cost to shareholders through dilution - and you're still at around 250x earnings. All of this is extremely bad, but I didn't even talk about the CAPEX BOMB yet... 3 months ago, Tesla guided to "over $20 billion" in 2026 capital expenditure. Last night they raised it to over $25 billion. A $5 billion increase in a single quarter. That's 3x their historical annual capex run rate - $8.5 billion in 2025, $11.3 billion in 2024. The CFO confirmed on the call that Tesla expects NEGATIVE free cash flow for the rest of the year. So you have a company generating roughly $6 billion in annual free cash flow on a good year, and they're about to spend $25 billion. The math doesn't work. They will almost certainly need to issue equity. Which means dilution. Which means the $1.9 billion in annual earnings gets spread across even MORE shares. The core auto business is literally deteriorating in real time: Tesla delivered 358,000 vehicles in Q1 (missed estimates again). They produced 408,000. That's 50,000 cars sitting on lots that nobody bought. Inventory days jumped from 10 to 27 in just a few quarters. California (their most important US market) saw registrations crash 24% year over year. Their market share in the state fell from 9.2% to 7.7%. That's on top of a Q1 2025 that was ALREADY weak from Model Y retooling. They're declining off a decline. And here's what really kills the bull case... The entire valuation rests on robotaxis, Optimus robots, and autonomy. So let's put numbers on it: Waymo - the actual leader in autonomous driving with 15 million completed rides in 2025 alone, over 127 million autonomous miles driven, operating commercially across 6 US cities with plans to expand to 20 more - just raised $16 billion at a $126 billion valuation. That's the market's verdict on what the LEADING robotaxi company is worth. $126 billion. And Waymo is YEARS ahead of Tesla in actual deployment. Tesla has 3.75 billion shares outstanding. So even if you assign $126 billion in robotaxi value (giving Tesla full credit for matching Waymo despite being nowhere close) that's $33 a share. Add the auto business at generous auto-industry multiples, maybe $20 a share. Throw in energy storage and services, $10-15. Sum of the parts gets you to roughly $65-70 a share if you're feeling generous. Maybe $50 if you're not. The stock is $387. So what exactly are you paying for? You're paying for a STORY. You're paying for PROMISES that keep getting pushed back, technology that keeps falling short, and a business plan that requires spending $25 billion a year while the core product sells fewer units at declining margins in a market where California sales just fell 24% and the federal EV tax credit is gone. I managed the number one mutual fund in America. I founded two billion-dollar hedge funds. I've been doing this since 1981. And I am telling you: Tesla at $387 is one of the most egregious mispricings I have seen in my entire career. THE CRASH WILL BE EPIC

Substack