And we are live, ladies and gentlemen, for a new episode of the Electric Podcast.

I am Fred Lambert, your host. And as usual, I'm joined by Seth Wincham. How are you doing this week, Seth?

I'm good. All right. This week's episode of the electric podcast is brought to you by Thess Kemp,

a manufacturer of coolers and mattresses for your Model Y.

We're going to have a little bit more to say about them that are on the show, but you have a link in the show notes and the articles that comes with the episode if you want to check them out.

All right, let's jump in. We have plenty of talk about this week.

And we're going to start out with some data coming out of S&P

Globals about the first half of the years in terms of EV cells in the US. So this,

this is always a little bit interesting because as we've been saying for a while, Tesla basically

is the US market in term of like volumes. It has changed a little bit over the years. For the longest

time, it has like 80 plus percent of the market. It has gone down to in the 60 percent range now,

but it's still the majority of the EV market. And since Tesla doesn't break down its sales per

region, we don't actually have the exact number.

But SNP Global's produced an estimate that should be fairly accurate.

I looked it up and it looks like it makes sense.

And here's the thing.

So it produced these two charts, two charts that visualize just how much of a lead Tesla still has on the market.

Because what you're looking at right now is the first six months of the year, six months of 2023, over a decade into this EV revolution, this like a renaissance of electric vehicles.

Obviously electric vehicles had their moments several time in the history of the O2 industry,

but there's this latest one where it's the takeover, let's call it.

We're 10 years into it right now, and this is still the U.S. market right now with Tesla in the first half of the years,

the year, even if it's off by 20%, because again, it's an estimate, Tesla is outselling the next

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