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Elon Musk announced Tesla’s Full Self-Driving Unsupervised is “pretty much solved at this point” and confirmed Robotaxis without safety monitors will launch in Austin within three weeks. Why it matters: This marks Tesla’s first truly driverless commercial service, eliminating the human backup that has supervised Austin operations since June. The Details Key Specs EVXL’s Take…
Morgan Stanley cut Tesla to hold for the first time since June 2023, warning the stock fully prices in AI and robotics ambitions. Why it matters: The downgrade from Wall Street’s most influential Tesla analyst signals growing unease with the stock trading at 210x forward earnings. The Details By The Numbers EVXL’s Take Morgan Stanley’s…
Nearly 200 electric vehicle industry leaders sent an open letter to EU Commission President Ursula von der Leyen on Wednesday, demanding Brussels maintain its 2035 zero-emission target for new cars. Why it matters: The letter arrives six days before the Commission unveils an automotive package that could weaken the ban under pressure from German automakers.…
Fiat will bring its ultra-compact Topolino EV to the United States in Spring 2026, CEO Olivier Francois announced at Miami Art Week. Why it matters: The tiny EV costs just $11,500 in Europe, but US regulations may limit it to low-speed neighborhood roads. The Details Topolino Specs EVXL’s Take The Topolino arrives as Europe actively…
Consumer Reports places Tesla at the bottom of its 26-brand used-car reliability rankings. Why it matters: Buyers shopping for 5-10 year old Teslas now face the worst long-term dependability scores in the industry. The Details By The Numbers Bottom Five (Used-Car Reliability): Top Five (Used-Car Reliability): New-Car Reliability (Tesla vs. Rivian): EVXL’s Take The timing…
Renault supports France’s call for stricter local content rules on electric vehicles sold in Europe but says the proposed 75% threshold is unrealistic for automakers still sourcing batteries from Asia. Why it matters: The debate exposes a widening rift between European governments racing to protect jobs and automakers warning that overly aggressive rules could backfire.…
Battery pack prices will fall to $105 per kilowatt-hour next year as Chinese overcapacity and LFP adoption continue driving costs down. Why it matters: Cheaper batteries make EVs more affordable and accelerate grid-scale energy storage deployment worldwide. The Details By the Numbers What They’re Saying “Cutthroat competition is making batteries cheaper every year. This is…
BMW, Toyota, and 65 other auto industry signatories are urging the European Commission to abandon mandatory EV purchase targets for corporate fleets, reports Reuters. Why it matters: Corporate fleets represent 50-60% of all new car sales in the EU, making this a make-or-break policy battle ahead of Brussels’ December 16 announcement. The Details By The…
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