We are live for a new episode of the Electric Podcast. I'm Fred Lambert, here also.

And as usual, I'm joined by Set Winchow. How are you doing, Seth? I'm good.

All right. We have plenty of things to talk about today. We're going to talk about the cells of the largest electric vehicle automaker in the world keep going down quite significantly

we have an even bigger electric escalate the iql we have the volvo es 90 unveiling the ionic 9

unveiling a few 2025 model year unveiling of a few vehicles that we need to share you the specs and the

changes and all that and then at the end as usual we're going to take you guys question it can be about

any of these topics that we're going to discuss today or any other topics in the if you want or take on

we are open to that so jump in the comment section right now I'm going to remind you of

that a little bit later for people that are still coming in right now I don't know that I know that

not everyone can listen live we can also take your question if you leave a review a five-star review

on the only if you enjoy the show of course on the Podcast app, we can take questions through that too now.

So you can do that.

All right, let's jump in.

Tesla sales in Europe.

The numbers for February now have come in.

We reported the one in January that were down roughly 50% from the year prior.

And sorry.

So I want to start out with something because there's like the main thing that people always come back at us when we report these numbers as, you know, significant about we, we think that it's a clear indication that Tesla is going very badly right now. The demand is

falling off a cliff. People always don't worry about it. It's the model Y changeover. That's what's

affecting the cells mostly. And we're not worried about it. There's some true to that. For sure, the new Model Y changeover is affecting sales or sent a degree.

But there's two things you have to keep in mind.

Around the same time last year, it was the Model 3 changeover that was happening.

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