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South Korean battery maker SK On is dissolving its joint venture with Ford Motor, splitting ownership of three U.S. battery plants as slowing EV demand reshapes the industry. Why it matters: The breakup marks the collapse of one of America’s largest EV battery partnerships, a direct casualty of the post-subsidy market downturn. The Details By…
Morgan Stanley’s new automotive analyst just declared open season on EV startups. The investment bank downgrades Lucid and Rivian to Sell, warns ‘EV winter’ will last into 2026 as post-subsidy demand collapses, reports Barron’s. GM was upgraded to Buy. Why it matters: The call validates what EVXL has warned about for months: the post-subsidy EV…
The 60-day grace period is over, and California Highway Patrol officers are ready to write tickets. We’ve been tracking the systematic rollback of EV incentives for months, and Monday marks another painful milestone. Starting December 1, 2025, California’s 500,000-plus electric vehicle owners who enjoyed solo access to carpool lanes will face $490 minimum fines if…
We’ve been tracking the bidirectional charging space closely, and Polestar just made a significant move that deserves attention. The Swedish-Chinese automaker announced a partnership with Canadian startup Dcbel to bring vehicle-to-home (V2H) capability to Polestar 3 owners in California, making the luxury SUV double as a home backup battery capable of powering a house for…
The founders of Harbinger Motors have watched EV startups collapse from the inside. Now FedEx is betting they learned the right lessons. Harbinger Motors, a medium-duty electric truck chassis maker led by veterans of failed EV companies Faraday Future, Canoo, and CODA, just closed a $160 million Series C funding round co-led by FedEx. The…
Tesla faces sales pressure in all three of the world’s biggest car markets simultaneously, with European registrations plunging 48.5% in October while industry-wide EV sales jumped 26%. The collapse comes as CEO Elon Musk has spent much of 2025 focused on robotics pursuits and winning shareholder approval for his freshly minted $1 trillion pay package.…
Tesla has dropped the down payment requirement on Model 3 Premium RWD leases to just $1,500 while maintaining the $299 monthly payment, marking the automaker’s most aggressive pricing move since the federal EV tax credit expired two months ago. The deal represents a 63% reduction in upfront costs compared to the $3,993 down payment Tesla…
Britain’s government unveiled a £1.3 billion ($1.7 billion) extension of electric vehicle purchase subsidies on Friday, just hours before confirming plans to impose a per-mile tax on EV drivers starting in 2028—a policy contradiction that exposes the fundamental revenue crisis governments face as electrification eliminates fuel duty income. Chancellor Rachel Reeves will announce the subsidy…
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