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The electric vehicle rollout is gaining momentum as new car shoppers are increasingly switching to EVs, even if their preferred brand is not currently offering any. Ford, GM, and Hyundai’s new electric vehicles are winning over Toyota and Honda gas-car buyers, while Tesla continues establishing itself as a top automaker.

Yesterday we reported on the recent S&P Global Mobility data suggesting new electric vehicles are taking market share from Tesla.

And that is true, but it’s also misleading. Tesla was a pioneer in the US electric vehicle market, controlling nearly 100% at one point. As automakers race to fill the expanding pool of drivers looking to switch to electric vehicles, a loss in market share is inevitable.

The latest data shows Tesla still controls 65% of the market through the first nine months of 2022. Of the 525,000 new electric vehicles registered in the United States this year, almost 340,000 were Tesla models.

Tesla’s growth has helped the United States cross 6% EV market share this past quarter, up from just 2.2% in 2021, as new car buyers are increasingly switching from gas to zero-emission electric vehicles.

However, Tesla is one of many companies with their sights on the US EV market now. Ford, GM, Hyundai, and others have successfully introduced their own electric models that are enticing buyers to convert.

Meanwhile, those who have been slow to introduce fully electric options, like Toyota and Honda, are losing faithful buyers as drivers are embracing pure EVs over their gas-powered counterparts.

electric-vehicles-gas-cars
Chevy Bolt EUV Source: Chevrolet

Electric vehicles are winning over traditional gas buyers

The S&P Global Mobility data shows a glaring consumer preference change trending toward electric vehicles.

Although this is good news for those early to introduce electric vehicles, it’s costing two of the largest companies on some of their most popular models. Take a look at which electric vehicles customers are trading their gas cars in for.

Electric Vehicles conquesting gas-powered cars

Do you see a trend here? Tesla, Ford, Chevrolet (GM), and Hyundai have all aggressively invested resources toward advancing fully electric vehicles.

Meanwhile, the brands customers are switching from have been slow to make the transition. Japanese automakers Toyota and Honda are seeing their customers leave to test other brands that have successfully introduced pure EV models.

Ford announced Wednesday it produced its 150,000th Mustang Mach-E as it looks to achieve a 2 million EV run rate by 2026. Other automakers are achieving similar milestones as they look to close the gap Tesla has established. Most importantly, the EV competition is doing what it was designed to do – convert drivers to zero-emission, fully electric vehicles.

Electrek’s Take

Drivers are increasingly trading in their top-selling gas-powered vehicles for new advanced EV models. Although as consumer preference continues trending toward electric vehicles, these models are bound to lose some faithful buyers, the data reveal an important point – car buyers are ready and willing to make the switch even if their favorite brands (Toyota, Honda) are not quite there yet.

Which electric vehicle will you purchase next?

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John Deere electric riding mower gets removable batteries from EGO

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John Deere electric riding mower gets removable batteries from EGO

The new John Deere Z370RS Electric ZTrak zero turn electric riding mower promises all the power and performance Deere’s customers have come to expect from its quiet, maintenance-free electric offerings – but with an all new twist: removable batteries.

The latest residential ZT electric mower from John Deere features a 42″ AccelDeep mower deck for broad, capable cuts through up to 1.25 acres of lawn per charge, which is about what you’d expect from the current generation of battery-powered Deeres – but this is where the new Z370RS Electric ZTrak comes into its own.

Flip the lid behind the comfortably padded yellow seat and you’ll be greeted by six (6!) 56V ARC Lithium batteries from electric outdoor brand EGO. Those removable batteries can be swapped out of the Z370RS for fresh ones in seconds, getting you back to work in less time than it takes to gravity pour a tank of gas.

And, because they’re EGO batteries, they can be used in any 56V-powered EGO-brand tools and minibikes for unprecedented cross-brand interoperability. Tools and minibikes that, it should be noted, can be purchased at John Deere dealers across the country.

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The upsell scripts write themselves, kids. And when you start your dialing, tell your prospective customers their new Z370RS Electric ZTrak electric mower lists for $6,499, and if you order now we can bundle it with EGO minibike for the kiddos – just in time for the holidays!

Electrek’s Take


When John Deere launched the first Z370R, Peter Johnson wrote that electrifying lawn equipment needs to be a priority, citing EPA data that showed gas-powered lawnmowers making up five percent of the total air pollution in the US (despite covering far less than 5% of the total miles driven on that gas). “Moreover,” he writes, “it takes about 800 million gallons of gasoline each year (with an additional 17 million gallons spilled) to fuel this equipment.”

It should go without saying, then, that states like California, which are banning small off-road combustion engines, have the right idea.

SOURCE | IMAGES: John Deere.


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Daimler CEO just dropped some pretty WILD pro-hydrogen claims [update]

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Daimler CEO just dropped some pretty WILD pro-hydrogen claims [update]

Daimler Truck AG CEO Karin Rådström hopped on LinkedIn today and dropped some absolutely wild pro-hydrogen talking points, using words like “emotional” and “inspiring” while making some pretty heady claims about the viability and economics of hydrogen. The rant is doubly embarrassing for another reason: the company’s hydrogen trucks are more than 100 million miles behind Volvo’s electric semis.

UPDATE 22NOV2025: Daimler just delivered five new hydrogen semis for trials.

While it might be hard to imagine why a company as seemingly smart as Daimler Truck AG continues to invest in hydrogen when study after study has shut down its viability as a transport fuel, it makes sense when you consider that the Kuwait Investment Authority (KIA) holds approximately 5% of Daimler and parent company Mercedes’ shares.

That’s not a trivial stake. Indeed, 5% is enough to make KIA one of the few actors with both the access and the motivation to shape conversations about Daimler’s long-term technology bets, and as a major oil-producing country whose economy would undoubtedly take a hit if oil demand plummeted, any future fuel that’s measured molecules instead of electrons isn’t just a concept for the Kuwaiti economy: it’s a lifeline.

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What’s more, Kuwait’s “Oil Strategy 2040” includes plans to nearly double crude oil production and invest billions of dollars in new oil extraction projects and downstream refining facilities, even as the rest of the world rushes to decarbonize.

In that context, the push to make hydrogen seem like an attractive decarbonization option makes more sense. So, instead of giving Daimler’s hydrogen propaganda team yet another platform to try and convince people that hydrogen might make for a viable transport fuel eventually by giving five Mercedes-Benz GenH2 semi trucks to its customers at Hornbach, Reber Logistik, Teva Germany with its brand ratiopharm, Rhenus, and DHL Supply Chain, I’m just going to re-post Daimler CEO Karin Rådström’s comments from Hydrogen Week.

You let me know if they sound any more credible now that there are five (5!) whole trucks on the road.


Earlier this month, Daimler Truck AG issued a press release entitled, “Five and a Half Times Around the World: Daimler Truck Fuel Cell Trucks Successfully Complete More Than 225,000 km (~139,000 miles) in Real-World Customer Operations.” Don’t bother looking for it on Electrek, though. I didn’t run it. And I didn’t run it because, frankly, a fleet of over-the-road semi trucks managing to cover a little over half the number of miles that David Blenkle put on his single Ford Mustang Mach-E isn’t particularly impressive.

In the meantime, Daimler competitors like Volvo, Renault, and even tiny Motiv are racking up millions and millions of all-electric miles and MAN Truck CEO Alexander Vlaskamp is saying that it’s impossible for hydrogen to compete with batteries. Heck, even Daimler’s own eActros BEV semi trucks are putting up better numbers than those hydrogen deals.

So, why then is Rådström pouring on the hydrogen love over at LinkedIn?

For some reason – posts about hydrogen always stir up emotions. I think hydrogen (not “instead of” but “in parallel to” electric) plays a role in the decarbonization of heavy duty transport in Europe for three reasons:

  1. If we would go “electric only” we need to get the electric grid to a level where we can build enough charging stations for the 6 million trucks in Europe. It will take many years and be incredibly expensive. A hydrogen infrastructure in parallel will be less expensive and you don’t need a grid connection to build it, putting 2000 H2 stations in Europe is relatively easy.
  2. Europe will rely on import of energy, and it could be transported into Europe from North Africa and Middle East as liquid hydrogen. Better to use that directly as fuel than to make electricity out of it.
  3. Some use cases of our customers are better suited for fuel cells than electric trucks – the fuel cell truck will allow higher payload and longer ranges.

At European Hydrogen Week, I saw firsthand the energy and ambition behind Europe’s net-zero goals. It’s inspiring—but also a wake-up call. We’re not moving fast enough.

What we need:

  • Large-scale hydrogen production and transport to Europe
  • A robust refueling network that goes beyond AFIR
  • And real political support to make it happen – we need smart, efficient regulation that clears the path instead of adding hurdles.

To show what’s possible, we brought our Mercedes-Benz GenH2 to Brussels. From the end of 2026, we’ll deploy a small series of 100 fuel cell trucks to customers.

Let’s build the infrastructure, the momentum, and the partnerships to make zero-emission transport a reality. 🚛 and let’s try to avoid some of the mistakes that we see now while scaling up electric. And let’s stop the debate about “either or”. We need both.

KARIN RÅDSTRÖM

Commenters were quick to point out that Daimler recently received €226M in grants from German federal and state governments to build 100 fuel cell trucks – but, while Daimler for sure doesn’t want to give back the money, it’s also pretty difficult to believe that Rådström’s pro-hydrogen posturing is sincere.

Especially since most of it seems like nonsense.

We’re not doing any of that


Daimler CEO at European Hydrogen Week; via LinkedIn.

At the risk of sounding “emotional,” Rådström’s claims that building a hydrogen infrastructure in parallel will be less expensive than building an electrical infrastructure, and that “you don’t need a grid connection to build it,” are objectively false.

Further, if her claim that “putting 2,000 H2 stations in Europe is relatively easy” isn’t outright laughable, it’s worth noting that Europe had just 265 hydrogen filling stations in operation in 2024 (and only 40% of those, or about 100, were capable of serving HD trucks). At the same time, the IEA reported that there are nearly five million public charging ports already in service on the continent.

Next, the claim that, “Europe will rely on import of energy, and it could be transported into Europe from North Africa and Middle East as liquid hydrogen” (emphasis mine), is similarly dubious – especially when faced with the fact that, in 2023, wind and solar already supplied about 27–30% of EU electricity.

I will agree, however, with one of Rådström’s claims. She notes that, “some use cases of our customers are better suited for fuel cells than electric trucks – the fuel cell truck will allow higher payload and longer ranges.” That’s debatable, but widely accepted as true … for now. Daimler’s own research into lighter, more energy-dense, and lower-cost solid-state battery technology, however, may mean that it won’t be true for long, however.

Unless, of course, Mercedes’ solid-state batteries don’t work (and she would know more about that than I would, as a mere blogger).

Electrek’s Take


Mahle CEO: "We will fail if we don't use blue hydrogen"
Via Mahle.

As you can imagine, the Karin Rådström post generated quite a few comments at the Electrek watercooler. “Insane to claim that building hydrogen stations would be cheaper than building chargers,” said one fellow writer. “I’m fine with hydrogen for long haul heavy duty, but lying to get us there is idiotic.”

Another comment I liked said, “(Rådström) says that chargers need to be on the grid – you already have a grid, and it’s everywhere!”

At the end of the day, I have to echo the words of one of Mercedes’ storied engineering partners and OEM suppliers, Mahle, whose Chairman, Arnd Franz, who that building out a hydrogen infrastructure won’t be possible without “blue” H made from fossil fuels as recently as last April, and maybe that’s what this is all about: fossil fuel vehicles are where Daimler makes its biggest profits (for now), and muddying the waters and playing up this idea that we’re in some sort of “messy middle” transition makes it just easy enough for a reluctant fleet manager to say, “maybe next time” when it comes to EVs.

We, and the planet, will suffer for such cowardice – but maybe that’s too much malicious intent to ascribe to Ms. Rådström. Maybe this is just a simple “Hanlon’s razor” scenario and there’s nothing much else to read into it.

Let us know what you think of Rådström’s pro-hydrogen comments, and whether or not Daimler’s shareholders should be concerned about the quality of the research behind their CEO’s public posts, in the comments section at the bottom of the page.

SOURCE | IMAGES: Karin Rådström, via LinkedIn.


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New electric AUDI E SUV concept promises 670 hp, 435 mile range

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New electric AUDI E SUV concept promises 670 hp, 435 mile range

Audi embraced its future in China with the launch of a new Chinese market electric sub-brand called AUDI that ditched the iconic “four rings” logo in favor of four capital letters – but one thing this latest concept hasn’t ditched is the brand’s traditionally teutonic long-roof design language.

Co-developed with Audi’s Chinese production partner, SAIC, the all-new AUDI E SUV concept is based on the PPE (Premium Platform Electric) skateboard, and is only the second model introduced by the company’s domestic sub-brand — which was all-new itself just one year ago.

“The AUDI E SUV concept celebrates the new AUDI brand’s first anniversary following the E concept’s debut in Guangzhou (2024),” said Fermín Soneira, CEO of the Audi and SAIC cooperation, at the E SUV’s unveiling. “It showcases an unmistakable AUDI design language that gives the SUV a prestigious, progressive stance — with no compromise between sporty aesthetics and interior roominess or versatility. This concept embodies our vision for premium electric mobility by fusing Audi’s engineering heritage with digital innovation to fulfill our commitment in China.”

As a vehicle, the AUDI E SUV concept promises to handle “like an Audi,” and is powered by a pair of electric motors good for a combined 500 kW (~670 hp), good enough to get the big crossover from 0-100 km/h (62 mph) in about five seconds. Those efficient motors are fed electrons by a 109 kWh battery riding on AUDI’s 800V Advanced Digital Platform system architecture, and can allegedly add 320 km (~200 miles) of range in under 10 minutes at a high-powered DC fast charging station.

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If you’re a fan of self-driving tech, the AUDI 360 Driving Assist System is the AUDI E SUV concept is for you, with features that, “enable a relaxed and safe driving experience – on highways, in dense city traffic, and during assisted parking.”

No word yet on pricing, but it likely won’t matter. As successful as the AUDI sub-brand has been, it’s still a long shot that we’ll ever get these Stateside, no matter what Canada does.

AUDI E SUV concept


SOURCE | IMAGES: Audi.


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Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

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