Tariffs, tax credits, mandates and regulators — the rules that shape the EV market.
General Motors has a pattern now. When the last EV startup executive didn’t work out, the solution is to hire the next one. Claudia Gast, most recently Senior Vice President of Strategy and Business Development at Lucid Motors, will join GM on March 1 as deputy chief financial officer and vice president of strategy, corporate…
California’s clean-truck voucher program just handed Tesla roughly $165 million in reserved funding for a truck that has delivered exactly five units to paying customers. A Los Angeles Times investigation published today exposes how the state’s Hybrid and Zero-Emission Truck and Bus Voucher Incentive Project (HVIP) allocated nearly 1,000 vouchers to subsidize the Tesla Semi…
The final 2025 scorecard is brutal for Tesla. BYD sold 2.26 million battery-electric vehicles last year. Tesla delivered 1.64 million. That’s a 620,000-unit gap that grew every quarter, and it happened while BYD was locked out of the world’s second-largest auto market entirely. The damage extends far beyond the headline numbers. In the countries where…
The Tesla app’s “Share Destination” feature was never designed for medical emergencies. But on November 15, 2025, at 3:50 AM on a dark stretch of I-20 in Georgia, that’s exactly how Jack Brandt’s family used it. His father was behind the wheel of a 2026 Model Y Launch Edition running FSD v14.1.3 when a massive…
The same week Tesla posted its second consecutive year of declining vehicle deliveries, the company started hiring engineers to build something it has never successfully built at scale: solar cells. A job posting on Tesla’s website for a solar manufacturing development engineer states the company’s goal is to “deploy 100GW of solar manufacturing from raw…
The camouflaged sedan sitting on BMW’s Munich assembly line today looks like any other pre-production test mule. But this particular car carries the weight of BMW’s entire electric future on its shoulders. The new BMW i3, built on the Neue Klasse platform’s 800-volt architecture, is the electric successor to the 3 Series, a nameplate that…
Every Tesla on the road today has two batteries. The big one moves the car. The small one opens the doors. When that small battery dies in a crash, you’re locked inside. Samuel Tremblett found that out at 1:04 a.m. on October 29, on a dark stretch of Route 138 in Easton, Massachusetts. The 20-year-old’s…
The 5% purchase tax that was supposed to hurt all EV makers equally in China? It hit BYD like a freight train and barely grazed Tesla. That asymmetry tells you everything about what’s really happening in the world’s largest EV market right now. Tesla shipped 69,129 vehicles from its Shanghai factory in January, a 9.3%…
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