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Tariffs, tax credits, mandates and regulators — the rules that shape the EV market.

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Tesla and IG Metall Reach Truce at Giga Berlin Days Before Works Council Vote - Meanwhile Giga Berlin started to crank out Tesla Model Y vehicles
Giga Berlin

Tesla’s Giga Berlin Files Criminal Complaint After IG Metall Rep Caught Recording Internal Meeting

Tesla’s Grünheide factory manager just escalated the company’s war with Germany’s most powerful industrial union to a new level. André Thierig, the plant director at Giga Berlin, says an external IG Metall representative was caught secretly recording an internal works council meeting today, and Tesla called the police. Thierig calls police, IG Metall calls it…

Lucid Motors Smashes Delivery Records in Q3 2024, Faces Production Hurdles
GM

GM Poaches Lucid’s Strategy Chief, Replacing a Tesla Exec Who Lasted Two Years

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…

Tesla’s Electric Semi Charges Toward Mass Production with 1,000+ New Hires in Nevada
California

Tesla Semi vs. Competitors With Trucks Ready Now: California’s $165 Million Voucher Gamble Backfires on the EV Trucking Industry

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…

BYD Recalls Nearly 97,000 EVs Over Potential Fire Risk
BYD

BYD Outsold Tesla by 620,000 EVs in 2025, and the Gap Is Still Growing

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…

Tesla Sues Ex-Supplier for Alleged $1B+ Battery Trade Secret Theft
Elon Musk

Tesla’s 100 GW Solar Bet vs. America’s 3.2 GW Reality: Why Musk’s Biggest Promise Yet Should Worry Investors

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…

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