P U N D I T R U M B L E The Tape Debates Scores

Evs

3 bear · exact words, dated and sourced

What the people who move markets are saying about this, in their own words. These are views on the record, not scored bets: when a call here grows a number and a deadline, it moves to the scoreboard. Newest first.

Bear 2026-07-31

US EV demand read; domestic automakers pulling back planned EVs

“The sales say Americans don't want EVs, unfortunately, for companies like Lucid and Tesla and Rivian that are struggling.”

Hannah Elliott · Bloomberg (autos, Hot Pursuit podcast) · Bloomberg ↗

Bear 2026-07-31

on Trump letting Chinese EVs in; fresh tariffs as the direction of travel

“I would have a hard time imagining him welcoming Chinese autos into the United States”

David Gura · Bloomberg (co-host, Bloomberg This Week) · Bloomberg ↗

1 more from Gura

Bear 2026-07-31

even war-spiked gas prices have not changed the trajectory

“the EV market generally has slowed over a number of years in America. Enthusiasm is gone.”

Ed Ludlow · Bloomberg Television (technology reporter/anchor) · Bloomberg ↗

3 more from Ludlow

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