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. 1d ago

    A Geographic Split Shows Why US EV Adoption Forecasts Are Plummeting

    The US doesn't have one EV market. It has two, and the national average hides it. Recurrent's Scott Case sits down with Nathan Niese, who builds EV adoption forecasts at BCG, to pull apart the number everyone quotes. The "15% by 2030" headline is really two very different countries averaged together: CARB states on a path that looks like Europe, with parts of California potentially hitting three out of four new vehicles with a plug, and non-CARB states sitting near 5%, where a lot of buyers haven't seen an EV on the lot in weeks. For dealers, that split is the whole story. A regional group in the Bay Area or Seattle is on a fundamentally different trajectory than one in the Southeast, and planning to a national average gets both wrong. What Scott and Nathan get into: Why CARB states track Europe while the rest of the country tracks an early-stage market The math behind the national average (high-30s vs. 5%) and why "50% by 2030" was never going to be evenly distributed The $30K, 300-mile EV that doesn't exist yet, and why building it profitably is the real constraint, not consumer demand How federal policy dropped out of the forecast, and why state-level decisions now set the floor The wild card that would rewrite all of it: Chinese vehicles reaching the US market What Toyota's late, full-lineup EV push signals about where the industry actually thinks this is going Nathan Niese works at Boston Consulting Group. The views here are his own. Recurrent tracks EV battery health, range, and used EV market data for dealers and shoppers. More research at recurrentauto.com.

    47 min
  2. Jun 12

    Meet the Apple Genius Bar of Electric Cars with John Iannone

    John Iannone walked into his other dealerships one day with news: the EV-only store was outselling them. John is CEO of Auto Outlets USA, three traditional dealerships in upstate New York — and Electric Car Corner, a standalone EV-only store that was named one of the best places in the country to buy a used EV by the Recurrent community. He's been selling electric cars since the early Tesla days, lost money when everyone else did, and doubled down when everyone else quit. In this episode of EV Insider, John and Recurrent CEO Scott Case get into: Why his single EV store now sells more cars than his three gas stores — with no extra ad spendWhy he ships 10x more EVs out of state than gas carsWhat second-time EV buyers ask about (it's not range)Why hybrid interest is plummeting at his stores while the industry narrative says the oppositeThe "grocery store" rule for EV inventory: never run out of eggsWhy he hires customer service people instead of car salespeople — and pays salary, not commissionJohn's playbook is closer to an Apple Genius Bar than a dealership: salaried staff, no brand loyalty, education before negotiation. "We're not here to make any decision today if you don't want to." Find Electric Car Corner and other top-rated EV dealers in Recurrent's guide: https://www.recurrentauto.com/guides/used-ev-dealerships Thinking about selling your EV? Get offers from vetted, EV-savvy buyers: https://www.recurrentauto.com/sell Subscribe for new conversations with the people building the EV market.

    17 min
  3. Apr 30

    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
  4. Apr 3

    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

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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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