Ford's electric program tracked: where the EV line actually sells, the strategic bets — including the reported Xiaomi talks — and how Dearborn navigates the post-tax-credit market.
General Motors delivered 56,679 electric vehicles in the United States through the first six months of 2026, a 27.5 percent drop from the 78,167 units the same eleven nameplates recorded a year earlier. The company still holds the number two spot among US EV sellers, behind Tesla. The rest of GM’s business barely flinched. Total…
Rivian delivered 12,194 vehicles in the second quarter of 2026, up about 14% from the 10,661 it delivered a year ago and comfortably ahead of the 10,518 analysts expected, according to estimates compiled by Visible Alpha. And Rivian paired the beat with a bigger statement: it raised its full-year 2026 delivery forecast from 62,000-67,000 to…
BMW unveiled the all-electric iX5 on June 30, 2026, alongside the rest of its fifth-generation X5 lineup at the company’s “Home of X” event at Plant Spartanburg, South Carolina. The iX5 60 xDrive will be the first fully electric BMW built in the United States, with production at Spartanburg starting later this year and customer…
Geely will ship its first Lotus electric vehicles to Canada in July, with a delivery ceremony planned in Montreal, China’s ambassador to Canada Wang Di told Reuters on Friday, June 26. The Lotus Eletre SUVs are the first Chinese-owned and Chinese-built cars sold to Canadian buyers under the quota Prime Minister Mark Carney agreed with…
The Tesla Model Y is now the most reliable electric vehicle Consumer Reports tracks, the same outlet that named it the only pure EV on its 2026 Top Picks list. For a model that spent its first three years scoring in the 30s on CR’s reliability scale, that is a real turnaround, and it lines…
Rivian began handing the first R2 mid-size SUVs to customers on June 9, and within days the vehicle’s lease quotes, not its driving reviews, became the story. A 36-month lease on the R2 Performance lists at $829 a month on Rivian’s own configurator, and a lighter down payment pushes the figure past $1,000. EVXL reported…
Porsche will not build a fully electric version of the 911, CEO Michael Leiters said this week, drawing a hard line around the one car the company cannot afford to get wrong. He made the remark at an event hosted by the German magazine Auto, Motor und Sport, the 911 stays combustion and hybrid. The…
Ford’s $30,000 electric pickup has been photographed on public streets for the first time, and the sighting happened in Long Beach, California, roughly 2,300 road miles from the metro Detroit area where the company said camouflaged prototypes would soon appear. The Autopian published exclusive spy photos on June 9, 2026, showing a camouflaged four-door pickup…
Ford’s electric program is a legacy giant mid-pivot in the hardest EV market in years — post-tax-credit America — and this desk tracks the numbers and the strategy with equal weight.
The strategic story is the boldest one in Detroit: reported secret EV talks with Xiaomi, a bet on borrowing Chinese speed that gets riskier by the week as Washington hardens against Chinese EV technology. That tension — needing the technology your government is walling off — runs through everything on the China desk.
The market context is brutal for every legacy maker: GM’s EV sales dropped 27.5% in the first half of 2026 as the dead tax credit split its lineup, and the same policy shock reprices Ford’s ambitions. The GM desk carries the closest comparison, Rivian’s beat-and-raise quarter the insurgent one, and the SEC desk the disclosure trail where strategy becomes fact.
Every Ford story lands in the feed below.
In a market that lost its tax credit, unevenly — the same turbulence that dropped GM's EV sales 27.5% in a half. The honest frame for any legacy maker's EV numbers right now is the policy shock, not the product.
Reported talks, yes — a striking move that would borrow Chinese EV speed for Dearborn. It is also a bet that gets riskier by the week as the US hardens against Chinese EV technology, which is why we cover it as strategy and as policy at once.
On price and pace, the Chinese makers it is reportedly trying to learn from; at home, GM's Chevrolet push and Rivian's R2 wave. The interesting question is which legacy maker adapts its cost base first.
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