I’ve been tracking Rivian’s post-tax credit reality for months, and the Q4 numbers confirm exactly what we predicted: without $7,500 in federal subsidies propping up demand, Rivian can’t move R1s off the lot. But here’s what makes this story different…
I’ve been tracking this collision for months, and now it’s official: the company that defined the EV revolution just lost its crown while Wall Street threw a party. Tesla’s 2025 deliveries dropped 8.6% to 1.64 million vehicles, handing BYD the…
I’ve spent a year documenting Tesla’s sales collapse across every major market, and this week’s numbers crystallize something prospective buyers need to understand: Tesla has told Wall Street it doesn’t need to sell more cars. For anyone shopping for an…
I’ve been tracking Lucid’s financial situation all year, and a Motley Fool analysis this week crystallized what prospective buyers need to understand: the company that makes arguably the best-engineered electric vehicles on the road has roughly 18 months of confirmed…
ZYT is betting that the same computer vision approach that made DJI drones dominant can now disrupt the autonomous trucking race – and they’re targeting the same H1 2026 mass production timeline as Pony.ai, but with a fraction of the…
Tesla just validated its most unusual bet: turning Supercharger stops into lifestyle destinations. The company’s Hollywood Diner has now sold over 80,000 burgers since opening in July 2025, generating $1.08 million in revenue according to Tesla’s 2025 year-end recap shared…
Tesla’s 9 millionth vehicle—a white Model Y—rolled off the line at Giga Shanghai today, and the timing says everything about where this company stands heading into 2026. The milestone took just 207 days to reach from the 8 millionth car,…
We’ve been tracking Tesla’s 4680 battery saga since Elon Musk unveiled it at Battery Day in 2020, promising it would enable a $25,000 EV within three years. Five years later, we have the clearest evidence yet that those promises have…
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…
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…
I’ve spent the last year documenting the collapse, the layoffs, and the cancellations. But here’s the number everyone missed: 94% of current EV owners say they’ll buy another EV. After everything that happened this year, that’s the story that actually…
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…
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