F-150 Lightning, Mustang Mach-E, and the Skunkworks platform — Dearborn’s electric bet, tracked.
Nearly half of first-time car buyers in China plan to purchase a pure electric vehicle, according to a new Bloomberg Intelligence survey. Why it matters: This surge in EV preference comes just as China slashes its purchase tax incentives, suggesting the market may finally be weaning off subsidies. The Details By The Numbers First-Time Buyer…
Ford is turning to French automaker Renault to develop two entry-level electric vehicles for Europe, abandoning its own platform as too expensive to compete with Chinese rivals, reports the WSJ. Why it matters: The deal marks Ford’s admission that it cannot build affordable EVs alone as Chinese brands capture 6.7% of the European market. The…
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…
Mercedes-Benz has unveiled the all-electric 2027 GLB, bringing 800-volt architecture and up to 392 miles of WLTP range to its compact seven-seat SUV. Why it matters: This marks Mercedes’ most affordable entry point into its next-generation EV lineup, replacing the outgoing EQB. The Details By The Numbers GLB250+ (RWD) GLB350 4Matic (AWD) Shared Specs EVXL’s…
Tech reviewer Marques Brownlee just delivered a verdict that should terrify Detroit. After two weeks driving a Xiaomi SU7 Max on American roads, the influential YouTuber concluded this $42,000 Chinese sedan delivers an experience worth $75,000. That’s a $33,000 value gap that no tariff wall can explain away forever. Why MKBHD’s Xiaomi Review Matters Brownlee…
We’ve been tracking Tesla’s European collapse all year, and today’s Model 3 Standard launch confirms what the sales data has been screaming: Tesla is playing defense, not offense. Tesla launched the new, lower-priced Model 3 Standard in Europe on Friday, December 5, 2025, a few months after releasing it in the United States. The move…
Mary Barra just said the quiet part out loud. At the New York Times Dealbook Summit on Wednesday, the GM CEO revealed she privately told President Biden that Tesla and Elon Musk deserved the credit he was heaping on her and General Motors for leading America’s electric vehicle revolution. “He was crediting me and I…
Tesla is raising prices on its Windshield Protection Plan by 33% starting January 1, 2026, squeezing more revenue from existing owners even as the company slashes vehicle prices and eliminates down payments to attract new buyers amid a global sales crisis. The price hike, first reported by Sawyer Merritt on X, increases the monthly subscription…
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