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EU Plans December Announcement For Affordable Small EVs To Counter Chinese Competition
Ford

EU Plans December Announcement For Affordable Small EVs To Counter Chinese Competition

The European Commission will announce a new regulatory category for affordable small electric vehicles in December, aiming to enable manufacturers to produce EVs priced between €15,000 and €20,000 ($16,000-$21,000) as Chinese competitors continue gaining market share with lower-cost models. European Commissioner for Industry Stephane Sejourne confirmed the timeline during the Automotive Industry D

Volkswagen

Volkswagen Secures $426M Brazilian Loan to Accelerate Hybrid Development as EV Strategy Falters

Volkswagen has secured 2.3 billion reais ($425.62 million) in credit lines from Brazil’s state development bank BNDES to accelerate hybrid vehicle development across South America, according to Reuters. The German automaker announced Friday it will use the financing to offer hybrid versions of all new vehicles developed and manufactured in the region starting in 2026.…

Ford

Ford CEO Issues Dire Warning: China Can “Put Us All Out Of Business” With Existing Capacity

Ford CEO Jim Farley has escalated his warnings about Chinese automotive dominance to existential levels, declaring that China’s manufacturing capacity could single-handedly destroy the entire North American auto industry. In a stark CBS Sunday Morning interview that aired October 26, Farley compared the Chinese threat to 1980s Japan “on steroids”—his most alarming public assessment yet…

Tesla’s Parked Fleet as Global AI Network: Musk’s Bold Vision Faces Reality Check
Tesla

Tesla’s Parked Fleet as Global AI Network: Musk’s Bold Vision Faces Reality Check

Elon Musk floated an audacious idea during Tesla’s Q3 2025 earnings call that flew under the radar: transforming the company’s millions of parked vehicles into a massive distributed computing network for artificial intelligence. The proposal, shared by Tesla analyst Nic Cruz Patane on October 28, suggests using idle Teslas as AI inference processors when they’re…

Volkswagen to Ditch ID Moniker for Traditional Names on Electric Vehicles
Porsche

Volkswagen Posts €1.3 Billion Loss As Porsche’s EV Disaster And Trump Tariffs Deliver Double Blow

Volkswagen Group reported a €1.3 billion ($1.4 billion) operating loss for the third quarter of 2025, marking the German automaker’s first quarterly loss since the pandemic as it absorbs massive charges from Porsche’s failed electric vehicle strategy and President Trump’s punishing import tariffs. The Times reported that Europe’s biggest carmaker swung from a €2.8 billion…

GM

GM Lays Off 3,300 EV Workers As Battery Plants Idle Following Tax Credit Expiration

General Motors is laying off more than 3,300 electric vehicle workers across Michigan, Ohio, and Tennessee as the automaker slashes EV production following the expiration of federal tax credits. The cuts represent one of the most significant workforce reductions in the industry since the $7,500 EV incentive ended on September 30, 2025. The layoffs come…

Yale Study Finds Musk's Politics Cost Tesla Over 1 Million U.S. Sales, Threatens California's EV Goals
Tesla

Yale Study Finds Musk’s Politics Cost Tesla Over 1 Million U.S. Sales, Threatens California’s EV Goals

A groundbreaking study from Yale University economists has quantified for the first time how CEO Elon Musk’s partisan political activities directly damaged Tesla’s U.S. sales. The National Bureau of Economic Research working paper concludes Tesla would have sold between 1 million and 1.26 million additional vehicles from October 2022 through April 2025 without what researchers…

Tesla Optimus Scores Major Win as Apple AI Engineer Defects to Humanoid Team - Morgan Stanley Analyst Calls Tesla's xAI Investment Proposal A "Testing Of The Waters" For Deeper Musk Empire Integration
Tesla

Morgan Stanley Analyst Calls Tesla’s xAI Investment Proposal A “Testing Of The Waters” For Deeper Musk Empire Integration

Morgan Stanley’s Adam Jonas suggested Tesla’s shareholder proposal to invest in xAI represents strategic exploration rather than commitment, maintaining his bullish stance on the EV maker with an $800 price target ahead of the November 6 vote. Morgan Stanley analyst Adam Jonas issued a new investor note today framing Tesla’s upcoming shareholder vote on investing…

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