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F-150 Lightning, Mustang Mach-E, and the Skunkworks platform — Dearborn’s electric bet, tracked.

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BMW Mulls Chinese-Style Range Extenders For X5 And 7-Series As China Sales Crater
Tesla

EU Waters Down 2035 Combustion Ban, Greenlights Hybrids Beyond Deadline

The European Union will soften its 2035 ban on new petrol and diesel cars, allowing plug-in hybrids to continue beyond the deadline, a senior MEP confirmed Friday. Why it matters: The reversal guts Europe’s flagship climate policy just as Chinese competitors flood the continent with affordable EVs. The Details By The Numbers EVXL’s Take This…

Renault

Renault Kills Car-Sharing, Slashes EV Charging Plans in Profit Pivot

Renault is shutting down its Zity car-sharing services and dramatically scaling back EV charging infrastructure plans as new CEO François Provost prioritizes profitability over expansion at the French automaker’s Mobilize unit. Why it matters: The retreat signals another European automaker abandoning ambitious EV infrastructure investments amid brutal cost pressures and slowing returns. The Detail

BMW

BMW EV Owners Gain Tesla Supercharger Access in U.S.

BMW has officially unlocked Tesla Supercharger access for its electric vehicle owners in the United States. Why it matters: The German automaker joins 18 other brands now tapping into Tesla’s 75,000-stall global network, but current owners will need an adapter. The Details By The Numbers EVXL’s Take BMW arrives fashionably late to the Supercharger party.…

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

SK On, Ford End $11.4 Billion U.S. Battery Joint Venture

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…

Saudi EV Maker Ceer Partners with Rimac for High-Performance Electric Powertrains
Rimac

Rimac Developing Solid-State Battery for 2030 Bugatti Hypercar

Rimac Technology is building solid-state batteries with ProLogium and Mitsubishi, targeting a new Bugatti model by 2030. Why it matters: The Croatian EV tech powerhouse is betting that next-gen batteries will define the hypercar segment before the technology reaches mainstream vehicles. The Details Solid-State Battery Specs E-Axle Developments EVXL’s Take Rimac’s solid-state ambitions put them…

Subaru Prices 2026 Uncharted EV at $34,995 With 300+ Mile Range
Subaru

Subaru Prices 2026 Uncharted EV at $34,995 With 300+ Mile Range

Subaru has announced pricing for the 2026 Uncharted EV, starting at $34,995 before destination fees. Why it matters: The Uncharted becomes Subaru’s most affordable EV as competitors slash prices and automakers abandon electric models amid post-subsidy market pressures. The Details Specs By Trim Premium FWD ($34,995) Sport ($39,795) GT ($43,795) All Trims Include: EVXL’s Take…

Fiat Topolino EV Coming to US in Spring 2026 at Around $11,500
Fiat

Fiat Topolino EV Coming to US in Spring 2026 at Around $11,500

Fiat will bring its ultra-compact Topolino EV to the United States in Spring 2026, CEO Olivier Francois announced at Miami Art Week. Why it matters: The tiny EV costs just $11,500 in Europe, but US regulations may limit it to low-speed neighborhood roads. The Details Topolino Specs EVXL’s Take The Topolino arrives as Europe actively…

EU Plans December Announcement For Affordable Small EVs To Counter Chinese Competition
Tesla

Global EV Battery Prices to Drop 3% in 2026, BloombergNEF Forecasts

Battery pack prices will fall to $105 per kilowatt-hour next year as Chinese overcapacity and LFP adoption continue driving costs down. Why it matters: Cheaper batteries make EVs more affordable and accelerate grid-scale energy storage deployment worldwide. The Details By the Numbers What They’re Saying “Cutthroat competition is making batteries cheaper every year. This is…

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