Issue 14 (05/02/2024): Rental car companies and EVs haven't experienced the same level of success as initially thought of. It comes down to high repair costs, poor infrastructure, among other factors.
Great analysis on the unit economics! Interestingly, we’re now seeing a lot of ripple effects across the wider EV industry as salss peak and companies like Ford cite EV development costs as drags on the bottom line. I wonder if Chinese imports will do anything to move the needle - perhaps not in the US because of the recent tariffs, but maybe with European rental companies?
Great analysis on the unit economics! Interestingly, we’re now seeing a lot of ripple effects across the wider EV industry as salss peak and companies like Ford cite EV development costs as drags on the bottom line. I wonder if Chinese imports will do anything to move the needle - perhaps not in the US because of the recent tariffs, but maybe with European rental companies?