EV Insider by Recurrent

Recurrent

EV Insider is the trusted intersection between owners and the car market. Leaders from across the industry join the podcast to share insights and help EV owners make smart decisions when buying and selling electric cars. 

  1. 6 DAYS AGO

    Only 10% EV Market Share by 2023?! with Analyst Cliff Banks

    "We'd  need a World War II strategy to pull this off." Cliff Banks, founder of AUTOVATE and The Banks Report, has spent a decade bringing automotive investors, dealers, and tech firms together to understand the role of capital in retail transformation. Unlike many EV optimists, Cliff brings a decidedly measured view—one shaped by capital flows, manufacturing realities, and political headwinds. His forecast for 2030 EV adoption? 10-15%. Not 50%. What we cover: The manufacturing reality check: Where will the plants come from to hit 50% EV adoption? Ford and GM are getting criticized, but could they have done it differently? China's unfair advantage: Why their EV dominance is a national strategy (like World War II mobilization), not a legacy automaker innovation story Detroit vs. Phoenix whiplash: Living between two markets shows wildly different adoption curves and consumer mindsets Political polarization hurt EVs: The conversation became politicized from day one, damaging innovation and development Tesla's market share rebound: Despite Musk's White House ties, Cliff predicts Tesla gains share in 2026 as political affiliation recedes Autonomous + EV = the real demand driver: Rivian's CEO predicts autonomous features will be expected by 2030. If true, EVs will surge because autonomy requires electric platforms Used EV growth is guaranteed: 5x growth over the last 5 years, another 5x coming regardless of Trump administration policies This is a capital markets lens on the EV transition—grounded, skeptical, and deeply informed by what investors are actually doing (versus what regulators or advocates want them to do). About Cliff: Founder of AUTOVATE, a premier conference for automotive investors and dealer executives, and creator of The Banks Report. Based between Detroit and Phoenix, Cliff has been tracking capital flows in automotive retail for over a decade. 🔗 Learn more about Recurrent: https://www.recurrentauto.com  🔗 Learn more about AUTOVATE: https://www.autovate.org

    13 min
  2. 3 APR

    The EV Apocalypse That Wasn't with Paul J Daly & Kyle Mountsier

    Is 2026 the year used EVs finally break through? EV Insider host Scott sits down with Paul J Daly and Kyle Mountsier of ASOTU to unpack what's actually happening in the market right now. Their conference: https://www.asotucon.com/ They dig into why there's historically no tight correlation between gas prices and new EV sales — except for one notable six-month stretch in 2022, when EV share jumped 50%. With gas prices spiking again and CarMax reporting a 28% year-over-year increase in used EV searches, the question isn't whether demand is building — it's whether it will convert before prices stabilize. A big part of the answer is supply. The wave of 2022-era EVs is coming off lease right now, flooding the used market with affordable inventory at exactly the moment consumers are feeling pain at the pump. But there's a catch: many of those original lessees had payments as low as $200/month thanks to aggressive captive finance rates and incentives that no longer exist. How dealers navigate those returning customers — and whether they trade up, buy used, or walk — is one of the most interesting storylines of the year. Scott also shares some of Recurrent's most surprising findings from six years and 35,000 vehicles worth of real-world data: EV batteries are lasting longer than expected, and most EVs are actually exceeding their EPA range estimates after three years on the road. The data suggests dealers and manufacturers have been underselling the product — and that EV retention rates sit above 90% once someone makes the switch. The group also debates whether dealers who've pulled back on EV education are walking into a trap, and why Toyota's decision to go all-in on EVs in 2026 — while everyone else is zigging toward hybrids — might be the smartest move in the industry. EV Insider is produced by Recurrent, the company helping dealers and consumers make smarter decisions with real-world EV data.  https://www.recurrentauto.com/about/ev-insider

    21 min
  3. 20 MAR

    Why Do EV Shoppers Believe The Myths with David Thomas

    CDK Study 👇 https://www.cdkglobal.com/insights/new-study-reveals-sharp-shift-evs Electric vehicle adoption faces a surprising challenge: shoppers believe things about EVs that simply aren't true. And according to automotive leader David Thomas, from CDK Global, these misconceptions are getting worse, not better. In this episode, David shares eye-opening data from his latest research on EV shopper perceptions, revealing a massive gap between what people believe and what's actually true about electric vehicle ownership costs, charging infrastructure, and long-term value. What We Cover: 🔧 The Maintenance Myth – Why all shopper types (including current EV owners!) wrongly believe EVs cost more to maintain and repair 💰 The Leasing Landscape Shift – How 77% of shoppers changed their preference when offered great lease deals, and what happens now that those incentives are gone ⚡ The Charging Infrastructure Paradox – 30% more DC fast chargers added in the past year, yet shopper confidence is declining. Why? 🚗 Tire Wear: Myth or Reality? – Unpacking whether EVs really chew through tires faster (spoiler: it's complicated) 📊 The Plug-in Hybrid Shopper Advantage – Why PHEV shoppers are the most informed group, even more than current EV owners 🔮 2026 Predictions – Where David is putting his money: luxury EVs and what that means for dealers 🏠 The Home Charging Blind Spot – Why 80% of households have the charging solution already (their driveway), but don't realize it Guest: David Thomas is an automotive industry leader at CDK Global specializing in market research and consumer behavior insights. About EV Insider: EV Insider is produced by Scott Case and the team at Recurrent, bringing you ground-level insights from automotive dealers, executives, and industry experts navigating the electric vehicle transition. Learn more about Recurrent: https://www.recurrentauto.com Subscribe for weekly EV industry insights from the people who live it every day.

    18 min
  4. 11 MAR

    EV Incentive Lessons from the Surprising US Leader with Laura Perrotta

    In this episode of EV Insider, host Scott sits down with Laura Perrotta, President of the New Jersey Coalition of Automotive Retailers (NJCAR), to get a ground-level view of the EV market from someone representing 523 franchised dealers across the Garden State. New Jersey is the #7 state for new EV sales and the only Northeast state in the top 10 — but that position is under pressure. Laura breaks down exactly what got New Jersey there, what's threatening that momentum, and what needs to happen next for EVs to truly go mainstream. In this episode, you'll learn: Why NJ outperforms other Northeast states in EV adoption How state and federal incentives (up to $4,000 + $7,500 federal) drove the EV rush — and what happened when they disappeared The real sales drop-off dealers experienced after September 2025's incentive cliff Why NJ's charging infrastructure ratio (40–45 EVs per public charger) is a hidden crisis — and the multifamily housing challenge making it worse How Tesla Supercharger network access became a game changer for EV driver confidence Who's buying EVs now — and who the next wave of buyers will be The growing used EV market and what it means for dealers The legislation NJ dealers are pushing for in 2026, including sales tax holidays and expanded charging infrastructure What New Jersey's EV landscape could look like by 2028 Whether you're a dealer, a policy wonk, an EV enthusiast, or just thinking about your next car purchase, this episode gives you a candid, data-driven look at where the EV market really stands. Subscribe for weekly EV industry insights, dealer perspectives, and the latest on electric vehicle trends across the U.S. 🔌 Get more EV Insider: https://www.recurrentauto.com/about/ev-insider 🌐 Learn more about NJCAR: https://www.njcar.org/

    19 min
  5. 10 FEB

    Why Hybrids Are Essential for EV Adoption with Tim Pohanka

    Tim Pohanka brings a perspective few in the auto industry can match. As Executive VP of Pohanka Automotive Group, one of America's oldest family-owned dealerships at 106 years, he watched his great-grandfather's horse stable become their first automotive shop. Now he's navigating another powertrain transition—and his take might surprise you. What We Cover: 🏛️ Multi-Generational Perspective – From horses to combustion engines to EVs: how this transition compares to past industry shifts 💰 The $400/Month Reality – Why affordability, not features, will determine 2026 success for EVs 📈 The Off-Lease Surge – What happens when massive lease returns hit the market in 2026 🍃 2026 Nissan Leaf Excitement – Why Tim believes the redesigned Leaf addresses previous limitations 😰 Range Anxiety Solutions – What manufacturers can do to alleviate persistent consumer fears Key Quote: "My car could drive itself, but if I can't afford to drive it, it doesn't matter. Families are targeting $400-$450/month payments. At $60,000, that's $800/month. The cars have got to become more affordable." Guest: Tim Pohanka, Executive Vice President, Pohanka Automotive Group Host: Scott Case, CEO at Recurrent About EV Insider:  EV Insider is produced by Scott Case and the team at Recurrent, bringing you ground-level insights from automotive dealers, executives, and industry experts navigating the electric vehicle transition. Learn more about Recurrent: https://www.recurrentauto.com Subscribe for weekly conversations with the people who are actually living the EV transition every day.

    13 min

About

EV Insider is the trusted intersection between owners and the car market. Leaders from across the industry join the podcast to share insights and help EV owners make smart decisions when buying and selling electric cars. 

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