Ferrari's EV Bet Looks Smarter Than You Think

Ferrari launched its first EV and car lovers + the internet are deeply unimpressed. This is bad news for Ferrari in the short term, but new data shows that they were likely not wrong to tackle the electric vehicle market. Global EV sales hit 20 million in 2025, on track for half a billion cars within a decade. Meanwhile the Strait of Hormuz blockade is draining global strategic reserves. Could it push buyers in the US, the world’s 2nd largest auto market, toward electric after all?CHAPTERS00:00 Ferrari Luce launch and the internet's reaction01:32 The Azzurro La Plata color choice and design comparisons02:47 Ferrari stock drops 8% and fan sentiment03:39 Why Ferrari made this move 14 global EV market data05:00 IEA: 20 million EVs sold globally in 202505:50 China dominates, Europe surges, U.S. lags07:27 Ford's $19B EV write-off and Ford Energy spinout08:14 Cox Automotive: U.S. EV sales down 27% in 202609:06 Strait of Hormuz blockade and oil price crisis10:49 Strategic reserves running out by mid-July12:00 How sustained high gas prices could shift U.S. EV buying13:35 The 1970s oil crisis parallel13:57 IEA projects 510 million EVs by 2035IF YOU LIKED THIS, WATCH:→ Autos Have to Choose Between Military and China: https://youtu.be/uvOGcIjL1_I→ Global Oil Reserves Are Running Dry, Next Crisis Here? https://youtu.be/L7JKxr_lvP4 SOURCES & FURTHER READINGFerrari Electric Future and BacklashFerrari Luce Electric Supercar Official Reveal Features Specs and Design: https://www.ferrari.com/en-EN/auto/ferrari-luce Why Ferrari Fans Are Divided Over the New Luce EV Strategy and Brand Shift: https://www.theguardian.com/environment/2026/may/27/why-ferrari-backlash-electric-car-luce EV Market Trends and Sales DeclineUS EV Sales Drop in 2025 What the Latest Q1 2026 Data Signals for the Industry: https://www.coxautoinc.com/insights/q1-2026-ev-sales-report-commentary/Global Energy and Oil Market PressuresWhen the Next Crude Oil Crisis Could Hit Timing Risks and Economic Impact Explained: https://www.brookings.edu/articles/the-timing-of-the-impending-crude-crisis/ How Long Iran Can Sustain Economic Pressure Under US Sanctions and Oil Constraints: https://www.wsj.com/world/middle-east/how-long-can-iran-withstand-the-economic-pain-of-the-u-s-blockade-c2427624 Global EV Outlook and Future AdoptionGlobal EV Outlook 2026 Key Trends Growth Forecasts and Adoption Insights: https://www.iea.org/reports/global-ev-outlook-2026/executive-summary FOLLOW GOOD REVENUEYouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70auApple Podcast: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473  Hosted on Acast. See acast.com/privacy for more information.