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Green Tech Generates Red Ink: The Big Point

Professor Glenn A. Okun

The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.

In 2023, The Rabid Capitalist identified the launch of the final stage of the green investment cycle when losses and write-downs are realized (see https://therabidcapitalist.com/2023/10/17/the-green-cycle-has-turned-red/). After GM announced a major write-down of its electric vehicle (‘EV”) assets in 2025, I predicted that other EV technology pioneers would follow suit in the near term. This week, Ford took a 19.5 billion dollar charge from its EV operations, including the cancelation of an electric F-Series truck.  

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