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Han, Seal, Seagull, Yangwang, Denza — and the export machine reshaping the global market. The world’s largest EV maker, watched closely.

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Rivian
Rivian

VW And Rivian Eye Licensing EV Tech To Rivals As Post-Tax Credit Market Reshapes Industry

Volkswagen and Rivian are exploring opportunities to license their jointly-developed electric vehicle platform to competing automakers, marking a strategic shift that could transform the $5.8 billion partnership from an exclusive collaboration into an industry-wide technology provider. The announcement came during a media event in Palo Alto on November 12 as the joint venture known as…

Tesla

Tesla Caves On CarPlay As Sales Crater And Buyers Flee To Competition

Tesla is internally testing Apple CarPlay integration after years of CEO Elon Musk dismissing the feature as unnecessary, Bloomberg reported today. The stunning reversal comes as the electric vehicle maker faces collapsing sales across global markets and increased pressure following the September 30, 2025 expiration of federal EV tax credits. The move represents a dramatic…

Tesla's Giga Shanghai Hits 5 Million Battery Pack Milestone As China Sales Crater To 3-Year Low
Tesla

Tesla’s Giga Shanghai Hits 5 Million Battery Pack Milestone As China Sales Crater To 3-Year Low

Tesla’s Shanghai Gigafactory reached a significant manufacturing milestone on November 12, 2025, producing its 5 millionth battery pack since operations began in late 2019. The achievement highlights the factory’s role as Tesla’s highest-volume manufacturing complex, yet it arrives amid the company’s worst domestic sales performance in China in three years. The milestone celebration at Giga…

Tesla

Tesla’s China Sales Crater to 3-Year Low as Xiaomi Dominates Despite Safety Scandals

Tesla’s China sales collapsed to 26,006 vehicles in October 2024, marking a three-year low as the electric vehicle maker struggles with tepid demand in the world’s most competitive EV market. The 35.8% year-over-year decline represents a stunning reversal from September’s brief momentum, while Chinese rival Xiaomi posted record sales despite ongoing safety controversies. The October…

Ford F-150 Lightning Outpaces Tesla Cybertruck in Q1 2025 EV Pickup Race
F-150 Lightning

Ford Offers No Timeline To Restart F-150 Lightning Production As Cancellation Rumors Swirl

Ford Motor Company declined to provide any timeline for restarting production of the F-150 Lightning electric pickup truck, fueling speculation that the automaker may permanently discontinue its flagship EV amid mounting losses and weakening demand following the September 30 federal tax credit expiration. The non-answer arrives days after The Wall Street Journal reported that Ford…

Tesla Cybertruck Prices Plummet as New Models Hit the Market
Model Y

Tesla Loses Model Y And Cybertruck Program Managers On Same Day, Completing Vehicle Leadership Exodus

Tesla lost two of its most critical vehicle program managers on the same day, with Model Y chief Emmanuel Lamacchia and Cybertruck lead Siddhant Awasthi both announcing their departures Sunday. The double exit marks the final collapse of Tesla’s vehicle program leadership structure—a team that once successfully launched the world’s best-selling car and the company’s…

Toyota

Toyota Promises 40-Year Solid-State EV Batteries By 2028—If Its Decade of Delays Doesn’t Repeat

Toyota has reaffirmed its commitment to launching solid-state battery electric vehicles by 2027-2028, promising revolutionary 40-year battery lifespans and over 621 miles of range. But with a decade-long history of missed targets and competitors already testing similar technology on public roads, the world’s largest automaker faces a critical credibility test in the global race to…

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