Tariffs, tax credits, mandates and regulators — the rules that shape the EV market.
One day after reporting Q4 earnings that beat revenue estimates, Lucid Group filed a WARN notice with California’s Employment Development Department disclosing 319 job eliminations at its Newark headquarters, effective April 21, according to the Mercury News. That’s the third consecutive year Lucid has filed layoff notices at the same address: 123 workers cut in…
The Boring Company has been sitting in Nashville with its Prufrock-MB1 tunnel boring machine since January, engine ready, waiting on permits. Today, the last major regulatory hurdle cleared. By tonight, the company announced it was already 2.5 feet into the ground. Tennessee Governor Bill Lee announced Wednesday that the Tennessee Department of Transportation (TDOT) and…
The man who led the development of Tesla’s Cybercab from concept to first production unit just walked out the door. Victor Nechita, who held the title of Vehicle Program Manager for the Cybercab, announced on LinkedIn that he’s leaving Tesla after nearly six years to move to Boston. The departure was first flagged on X…
The VTT Technical Research Centre of Finland has independently verified that a Donut Lab solid-state cell charged from 0 to 80% in 4.5 minutes at an 11C rate — a result that legitimately puts the Finnish startup ahead of every other solid-state developer on raw charging speed. Having tracked solid-state battery announcements for years, I’ve…
Tesla filed suit February 13 to reverse California's "false advertiser" ruling on FSD and Autopilot. Meanwhile, Grok with Navigation Commands rolls out to Europe and Australia on software update 2026.2.6.1.
Three beats, one brutal miss, and a stock that fell anyway. Lucid Group (NASDAQ: LCID) reported Q4 2025 results today that cleared the bar on revenue, beat FactSet’s production guidance consensus for 2026, and delivered its eighth consecutive quarter of record deliveries. The market’s response: shares dropped 6.4% to $9.33 in after-hours trading. That tells…
After spending a decade covering the EV market, one stat in a new 61-page Fraunhofer Institute study stopped me cold: the average Porsche PHEV driver charged their battery to less than 50% capacity exactly once over two years. That’s 7 kilowatt-hours total. You’d use more electricity running a space heater for an afternoon. The study,…
The first Tesla robotaxi crash in Austin happened just weeks after the service launched. The most recent batch of five happened in a single month. In between, the pattern stayed consistent: federal data shows Tesla’s autonomous fleet is hitting things at a rate that would get a teenage driver’s insurance canceled. Bloomberg’s Kara Carlson reported…
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