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…
We’ve been tracking Tesla’s European collapse all year, and today’s Model 3 Standard launch confirms what the sales data has been screaming: Tesla is playing defense, not offense. Tesla launched the new, lower-priced Model 3 Standard in Europe on Friday,…
Tesla’s Shanghai factory just posted its best month since September, and the timing couldn’t be more ironic. While Elon Musk builds his political empire in Washington alongside trade hawks pushing aggressive China tariffs, his Chinese factory is quietly propping up…
We’ve been tracking the accelerating exodus of Chinese tech companies from U.S. markets, and today’s news confirms another major defection. Momenta, the autonomous driving startup powering self-driving systems for BMW, Mercedes-Benz, and Toyota, has confidentially filed for a Hong Kong…
The world’s largest EV maker just posted its worst sales streak in years, and it happened during what should have been the industry’s biggest buying rush. BYD Co. delivered 480,186 vehicles in November 2025, a 5.3% decline from the same…
Michael Burry, the legendary investor who predicted the 2008 housing crash, has publicly declared war on Tesla’s valuation. In a scathing post on his new Substack newsletter “Cassandra Unchained,” Burry called the electric vehicle maker “ridiculously overvalued” and took direct…
Chinese premium EV maker Zeekr officially began sales in Germany on Monday, bringing three electric models priced from €37,990 ($44,065) to the doorstep of BMW, Mercedes, and Volkswagen. We’ve been tracking China’s EV invasion of Europe for years, and this…
A new Tesla Megapack battery energy storage system has gone live in Sapporo, Japan, marking another expansion of the company’s utility-scale energy business at a time when its automotive division faces mounting pressure. Manoa Energy announced today the start of…
The 60-day grace period is over, and California Highway Patrol officers are ready to write tickets. We’ve been tracking the systematic rollback of EV incentives for months, and Monday marks another painful milestone. Starting December 1, 2025, California’s 500,000-plus electric…
BYD just announced its third major recall of 2025, and the pattern is becoming impossible to ignore. China’s market regulator confirmed Friday that BYD will immediately recall 88,981 Qin PLUS DM-i plug-in hybrids over battery pack quality issues. The affected…
We’ve been warning for months that China’s EV “miracle” was built on unsustainable foundations. This week, Bloomberg delivered the receipts. Chinese EV stocks are in freefall after a brutal Q3 earnings season exposed what we’ve been documenting all year: the…
We’ve been tracking the bidirectional charging space closely, and Polestar just made a significant move that deserves attention. The Swedish-Chinese automaker announced a partnership with Canadian startup Dcbel to bring vehicle-to-home (V2H) capability to Polestar 3 owners in California, making…
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