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@EV_carba Desperation. Nobody is buying them.

Nio Rolls Out Pre-Launch Zero-Interest Financing on ES9 — EV $NIO via @EV_CARBA eletric-vehicles.com/nio/nio-rolls-…

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I really like $XPEV here.

@TychodeFeijter Good for one thing only: funeral services

Maextro V800 MPV in China is 5.5 meters long Maextro is a Chinese car brand owned by HIMA, a Huawei subsidiary. The V800 is a new ultra-luxurious MPV. It is also the longest factory-made Chinese MPV ever. - 5495/2006/1850, 3040. Curb weight is 3120 kg. - imposing design with loads of shiny chrome and gigantic sliding doors. - 3-row seven-seat layout. - EREV powertrain with a 127 kW 1.5 turbo + 2 electric motors (160 kW front and 230 kW rear). - battery: 63.2 kWh for a 275 km electric range. - Huawei ADAS with lidar.

@TychodeFeijter They have remarkably good designs across the models.

Xpeng Mona L05 - new SUV for China - EV and EREV The Mona L05 comes with a sporty design. Low front lip, active aero, shiny wheels, and yellow brake calipers. It is also larger than the Xpeng G6. - 4870/1930/1636, 2940. Curb weight: 1995 kg. Nice job Xpeng, for keeping it just under 2 tons. - Power train EV: single motor , 183 kW. The top speed is 180 km/h. Battery: CALB LFP. - Power train EREV: 70 kW 1.5 + the same 183 kW electric motor. Battery: EVE LFP. Launch late next month.

@EV_carba Gotta be $Xpev. Rivian’s partner VW is buying software from them for their own vehicles.

Rivian Weighs Building LiDAR Sensors With Chinese Tech Amid US Scrutiny: Report — EV $RIVN via @EV_CARBA eletric-vehicles.com/rivian/rivian-…

@TychodeFeijter While #Xpeng is the 7th best selling car in Norway this month, beating Tesla. $XPEV

NIO sold 6 cars in the Netherlands in April - but all are from Firefly The good news: that's one more than in March. The bad news: all sales came fro the Firefly sub-brand. The NIO-brand itself sold zero cars. January: 17. February: 7. March: 5. April: 6. Model breakdown with March in (): EL6: 0 (1). EL8: 0 (0). ET5 & ET5T: 0 (0). ET7: 0 (0). Firefly: 6 (4). NIO has recently announced a second update for the EL6 (ES6) and ET5 in China, while Europe has yet to receive even the first update. The Europe-spec cars still got the old dashboard and, by now, outdated tech. The Firefly recently got its first update in China - there's no word yet on when, or if, that updates comes to Europe. Swapping station check: 27 in Europe, the same number as last month.

United Arab Emirates left OPEC. Watch Americans do whatever it takes to defend the petrodollar.

The stock market is only pricing oil. The silent crisis: Helium for fabs (33–40% constrained, 40-day storage window, 200 containers already vented), bromine for circuit etching (SK sources 90% from a struck facility), tungsten exports near zero, sulfuric acid banned May 1.

@OMillionaires Glad you’re bullish on the company but there’s lots of gaps down to be closed now.

$NKLR back over its 200dma 🔋🔋🔋🔋🔋🔋🔋🔋

@OMillionaires Also this

@OMillionaires $LMT finished the H&S on Friday. Just in time for a new round of war games.

These defense names been screaming peace for a bit now All down 20%+ since the start of March

$BTC - Logarithmic chart

Lots of opinions about #oil the last couple of days. Charts don’t have opinions.

@pop_ey_ch Sure. When there is nothing else to eat.

$BYND 1D: Is fake meat BACK?

@robin_j_brooks This one will age well. Don’t quit your day job buddy.

Iran hoped its announcement that its reopening the Strait would cause the US to lift its blockade. That didn't happen because Iran's reopening wasn't unconditional. There'll be lots of this back and forth, but that's just negotiation. The war is over... robinjbrooks.substack.com/p/live-with-ro…

Oil is the obvious one, but the fact that defense and food producers are looking bullish right now is worrying

@robin_j_brooks Always incorrect. At least you’re entertaining.

Dated Brent (white) yesterday fell below $100 for the first time in over a month. There's conflicting headlines on the Strait of Hormuz, but the direction of travel is clear: this war is basically over. Both sides - for different reasons - need it to stop. robinjbrooks.substack.com/p/themes-at-th…

The price of the futures contract must align with the physical market as it nears expiration. #WTI Crude #Oil expiration date: Tuesday, April 21, 2026 #Brent Crude expiration date: Thursday, April 30, 2026 Will this be the catalyst for a broader sell-off in the stock market?