Morgan Stanley Downgrades Lucid, Rivian to Sell, Warns of ‘EV Winter’ Into 2026
Morgan Stanley’s new automotive analyst just declared open season on EV startups. The investment bank downgrades Lucid and Rivian to Sell, warns ‘EV winter’ will last into 2026 as post-subsidy demand collapses, reports Barron’s. GM was upgraded to Buy. Why…
EY Report: Global Buyers Ditch EVs, Return to Combustion Engines
Half of global car buyers now plan to purchase a combustion engine vehicle within 24 months, according to a new EY report. Why it matters: This 13-percentage-point surge signals a dramatic reversal from the EV momentum of recent years, driven…
Tesla Launches 0% APR, $0-Down Leases in Aggressive Q4 Sales Push
Tesla has rolled out its most aggressive year-end incentives on record, offering 0% APR financing for up to 72 months, $0-down leases, and free upgrades on inventory vehicles. Why it matters: This is Tesla self-funding the subsidies that taxpayers used…
Tesla Plans 1,000 Superchargers In Japan By 2027 As Sales Double
Tesla will expand its Japan Supercharger network by more than 40%, targeting over 1,000 stalls by 2027 as the automaker capitalizes on surging demand. Why it matters: The infrastructure push arrives as Japanese automakers adopt Tesla’s charging standard, potentially reshaping…
2027 Mercedes-Benz GLB EV Revealed With 800V Charging, 392-Mile Range
Mercedes-Benz has unveiled the all-electric 2027 GLB, bringing 800-volt architecture and up to 392 miles of WLTP range to its compact seven-seat SUV. Why it matters: This marks Mercedes’ most affordable entry point into its next-generation EV lineup, replacing the…
MKBHD Warns America ‘Could Be Cooked’ After Testing $42,000 Xiaomi SU7 Max
Tech reviewer Marques Brownlee just delivered a verdict that should terrify Detroit. After two weeks driving a Xiaomi SU7 Max on American roads, the influential YouTuber concluded this $42,000 Chinese sedan delivers an experience worth $75,000. That’s a $33,000 value…
Tesla Robotaxi App Expands to 12 Countries Ahead of Global Push
Tesla’s Robotaxi app is now available for download across 12 countries and regions, expanding far beyond its original U.S.-only launch. Why it matters: The move signals Tesla is building international infrastructure ahead of its planned global autonomous ride-hailing rollout. The…
Iceland Police Hit 1 Million Kilometers in Tesla Fleet, Cut Emissions 85%
West Iceland Police just logged one million kilometers in their all-Tesla patrol fleet. Why it matters: The milestone proves electric patrol vehicles can handle demanding conditions while slashing operational emissions without government subsidies. The Details By the Numbers EVXL’s Take…
Tesla UK Sales Drop 19% in November as BYD Triples Registrations
Tesla’s UK car registrations fell 19% in November 2025, continuing a brutal European sales collapse as Chinese rival BYD more than tripled its British deliveries. Why it matters: The UK, now Europe’s largest EV market, has become another battleground where…
Tesla Cracks Consumer Reports Top 10 For First Time As Aging Lineup Boosts Reliability
Tesla jumped to ninth place in Consumer Reports’ 2025 reliability rankings, marking the automaker’s first appearance in the top 10. Why it matters: The same aging vehicle lineup that has been crushing Tesla’s sales is now paying dividends in build…
Elon Musk Says Tesla FSD Allows Texting While Driving Despite 49-State Ban
Elon Musk confirmed Tesla’s Full Self-Driving software v14.2.1 allows drivers to text while behind the wheel under certain conditions. Why it matters: Texting while driving remains illegal in 49 U.S. states, Washington D.C., and all U.S. territories, and the driver,…
2025 EV Graveyard: Acura, Genesis, Nissan Kill Electric Models
Acura, Genesis, and Nissan are axing electric vehicles that won’t survive into 2026. Why it matters: The discontinuations signal a broader automaker retreat from aggressive EV commitments as slashed tax incentives, tariffs, and weak demand reshape the American electric vehicle…
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