C.O.B. Tuesday Special Edition - TPH Research Auto Report

Jan 22, 2021

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We bring you a special weekend edition of COBT. Our focus is one of the key factors for the future of energy: electric vehicles and their place in the rapidly evolving outlook for the global automotive sector.

Earlier this week TPH Research launched coverage on this critical sector with a comprehensive 85-page report. The assessment is an incredibly detailed, thoughtful, and readable piece on the outlook for EVs across more than a dozen countries and a dozen manufacturers, with a look at the knock-on implications for global gasoline demand and power.

This work was truly the fruit of many months of data gathering and contemplation by the entire TPH Research team. We could not be prouder of their superlative effort to produce this timely and valuable analysis. To drive us through the highlights of the work, co-author Colton Bean joins Head of Research Matt Portillo as guest presenter in this video.

To get our motors revving, Colin Fenton brings us up to speed with commentary on two important developments in the week: (1) a technical breakdown in the bitcoin spot price, and (2) President Biden’s executive order to return the United States to the Paris Agreement and all its articles and clauses. Colin also provides a fact-based dashboard on raw materials content in US light-duty vehicles as well as evidence that more Americans with driver licenses are driving fewer cars. Hello Uber and the future of ride sharing!

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