Tariffs, tax credits, mandates and regulators — the rules that shape the EV market.
I’ve been warning about this moment since September. Tesla just made it official: the tax credit pull-forward we documented is now showing up in the company’s own numbers, and even Tesla’s unprecedented promotional blitz couldn’t fill the demand vacuum. In a first-of-its-kind move, Tesla publicly posted a consensus of 20 analyst delivery estimates directly on…
I’ve been covering the EV battery fire saga for months, from Li Auto’s 11,000-vehicle recall to cargo ships sinking with burning EVs. Now China has done something no other country has attempted: mandating that EV batteries simply cannot catch fire or explode under any test conditions. This isn’t incremental regulation. It’s Beijing declaring that Chinese…
I’ve been tracking the “Chinese EV Invasion” narrative for years now, and this new data from China Customs finally reveals exactly how it’s playing out: not through US ports, but through America’s southern border. While mainstream coverage focuses on the headline 87% year-over-year surge to 199,836 EVs exported globally in November, the number that matters…
I’ve been tracking the pattern of private money reshaping police technology for over a year now. When Las Vegas Sheriff Kevin McMahill announced back in February that “anonymous donors” had gifted his department a fleet of Tesla Cybertrucks, I had a pretty good idea who was behind it. Now, thanks to public records obtained by…
I’ve been covering Tesla’s door handle safety crisis since September, and with NHTSA now opening a probe into 179,071 Model 3 sedans, the pattern we’ve documented has officially become a regulatory priority. The real story here isn’t another investigation headline. It’s that if you own a 2022 Model 3, you may have no idea that…
I’ve been documenting Tesla’s European decline all year, and the final numbers are in: it’s worse than even I expected. While the broader European EV market surged 27% in 2025, Tesla’s sales cratered 38.8% to just 129,000 units. That’s not missing a trend. That’s a market share collapse from 2.2% to 1.3% in 11 months while Chinese…
I’ve been tracking the collapse of America’s EV battery boom for months, and this week’s news confirms the pattern: Korean battery makers are retreating while Honda quietly positions itself for the post-subsidy era. Honda is buying out LG Energy Solution’s share of their Ohio battery joint venture for $2.9 billion, Bloomberg reports. The deal, expected to close…
I watched Volkswagen announce the ID Buzz as America’s nostalgic EV savior. Now, after one model year and fewer than 5,000 sales, dealers are telling customers it’s over while VW insists it might come back someday. Here’s what you need to know: VW confirmed to Carscoops they won’t produce 2026 ID Buzz models for the…
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