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News, deep dives, and analysis — every United States story, newest first.

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Sep 2
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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…

Jeep's Electrifying Success in Europe: Avenger EV Surges with Over 40,000 Reservations
Stellantis

Stellantis Takes $26 Billion Hit to Abandon EV Strategy, Following Ford and GM in Detroit’s $53 Billion Retreat

Six months ago, when we first reported on Stellantis shuttering factories to dodge EU emission fines, the company’s Europe chief called electrification targets “unreachable.” On Friday morning, the bill for that failed strategy arrived: €22.2 billion ($26 billion) in charges, a suspended dividend, and a 28% stock crash that wiped out billions in market value…

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…

Tesla Model Y AWD at $41,990 Fills a $7,000 Gap That Ford and Chevy Already Covered
Model Y

Tesla Model Y AWD at $41,990 Fills a $7,000 Gap That Ford and Chevy Already Covered

Six days after announcing the death of the Model S and Model X, Tesla quietly dropped a new Model Y variant into its U.S. configurator that tells you everything about where the company is headed. The Model Y All-Wheel Drive, priced at $41,990, fills a $7,000 hole that existed in Tesla’s lineup since the stripped-down…

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