Episode
Ferrari's EV Bet Looks Smarter Than You Think
- Podcast
- Good Revenue News
- Published
- May 31, 2026
- Duration seconds
- 869
- Processing state
not_requested- Canonical source
- https://shows.acast.com/good-revenue/episodes/ferraris-ev-bet-looks-smarter-than-you-think
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Summary
Ferrari launched its first EV and car lovers + the internet are deeply unimpressed. This is bad news for Ferrari in the short term, but new data shows Ferrari was spot on to tackle the fast growing electric vehicle market. Global EV sales hit 20 million in 2025, on track for half a billion cars within a decade. Meanwhile the Strait of Hormuz blockade is draining global strategic reserves. Could it push buyers in the US, the world’s 2nd largest auto market, toward electric after all? CHAPTERS 00:00 Ferrari Luce launch and the internet's reaction 01:32 The Azzurro La Plata color choice and design comparisons 02:47 Ferrari stock drops 8% and fan sentiment 03:39 Why Ferrari made this move 14 global EV market data 05:00 IEA: 20 million EVs sold globally in 2025 05:50 China dominates, Europe surges, U.S. lags 07:27 Ford's $19B EV write-off and Ford Energy spinout 08:14 Cox Automotive: U.S. EV sales down 27% in 2026 09:06 Strait of Hormuz blockade and oil price crisis 10:49 Strategic reserves running out by mid-July 12:00 How sustained high gas prices could shift U.S. EV buying 13:35 The 1970s oil crisis parallel 13:57 IEA projects 510 million EVs by 2035 IF YOU LIKED THIS, WATCH: → Autos Have to Choose Between Military and China: https://youtu.be/uvOGcIjL1_I → Global Oil Reserves Are Running Dry, Next Crisis Here? https://youtu.be/L7JKxr_lvP4 SOURCES & FURTHER READING Ferrari Electric Future and Backlash Ferrari Luce Electric Supercar Official Reveal Features Specs and Design: https://www.ferrari.com/en-EN/auto/ferrari-luce Why Ferrari Fans Are Divided Over the New Luce EV Strategy and Brand Shift: https://www.theguardian.com/environment/2026/may/27/why-ferrari-backlash-electric-car-luce EV Market Trends and Sales Decline US EV Sales Drop in 202…