F-150 Lightning, Mustang Mach-E, and the Skunkworks platform — Dearborn’s electric bet, tracked.
I’ve been tracking Foxconn’s EV strategy since they first announced their ambitions to become the “Android of electric vehicles.” So when I saw the news that their joint venture Foxtron is acquiring Taiwan’s Luxgen brand for just $25 million, my first thought was: this doesn’t add up. Not because the deal doesn’t make sense, but…
We’ve reported on Volkswagen’s “affordable EV” promises for years now, and I’ve learned to translate corporate timelines into reality. When VW says the ID.Cross is coming “mid-2026,” I hear “maybe late 2026, if nothing else goes wrong at a company that just posted a €1.3 billion quarterly loss.” New spy photos from Auto Express show…
I’ve been tracking solid-state battery announcements for years now, and the gap between what manufacturers promise and what they actually deliver keeps getting wider. Top Gear’s latest deep-dive on next-generation EV tech finally puts some honest timelines on the table, and they’re not what most prospective buyers want to hear. Here’s what you need to…
Waymo seeks $15B+ at ~$100B valuation - double its 2024 price. With 450K weekly driverless rides, it shows what real autonomy is worth vs. Tesla's promises.
I’ve been covering the EV transition for years, and this week’s headlines declaring the electric revolution is “unraveling” miss the point entirely. What we’re actually watching is the predictable collapse of subsidy-dependent strategies by legacy automakers who never figured out how to build affordable EVs without government life support. The carnage is staggering. Bloomberg reports…
Ford, GM, and Stellantis collectively control less than 5% of the global electric vehicle market while Chinese automakers BYD, Geely, and Chery dominate, according to new BloombergNEF data reported by The Wall Street Journal. Why it matters: The gap exposes how far behind American automakers have fallen in the EV race they once claimed to…
Ford announced a $19.5 billion charge on its electric vehicle business, the largest EV impairment in U.S. auto industry history. Why it matters: The Detroit automaker is abandoning its all-electric pickup strategy and pivoting to hybrids, signaling the post-subsidy EV collapse has forced a fundamental retreat. The Details By The Numbers EVXL’s Take This is…
European luxury automakers are bleeding market share in China as consumers abandon six-figure German sedans for cheaper domestic brands led by BYD. Why it matters: China’s premium segment has shrunk for the third straight year while Chinese brands now control nearly 70% of the world’s largest auto market. The Details By The Numbers EVXL’s Take…
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