BP Reaches Supercharging Agreement, Ford Delays EVs, Hertz EV Business Challenges (10.26.23)

➤ Nasdaq has worst two-day performance of the year ➤ BP to buy $100M of Supercharging hardware from Tesla ➤ Highland Model 3 deliveries start in China ➤ Firmware shows new features coming ➤ Hertz comments on Tesla’s impact on earnings miss ➤ Ford reports Q3 earnings, delays EV investment ➤ Mercedes comments on “brutal” EV market

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Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives