Ford

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

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Jul 6

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VinFast

VinFast Losses Nearly Double to $911M as Premium EV Strategy Collapses Against Chinese Competition

Vietnamese EV maker VinFast reported staggering third-quarter losses of $910.85 million, nearly double the $503 million lost in the same period last year, as the company’s premium pricing strategy crumbles under pressure from cost-efficient Chinese competitors. Despite achieving 47% revenue growth, VinFast’s gross margins deteriorated to negative 56.2%, meaning the company loses more than half…

Haye KestelooNov 21

Lucid

Lucid Launches $79,900 Gravity Touring: A Price Drop That Missed The Tax Credit

Lucid Motors just dropped the price of its critical SUV to under $80,000, but for buyers hoping for a federal subsidy, the timing couldn’t be worse. Lucid Group (NASDAQ: LCID) officially launched the Lucid Gravity Touring on Thursday with a starting price of $79,900, a strategic move to broaden the luxury SUV’s appeal as demand…

Haye KestelooNov 20

China

Foxconn Bets $3B On AI While Predicting China EV “Shakeout” Will Crush Unprofitable Startups

Foxconn Chairman Young Liu is placing a massive bet on artificial intelligence while stepping back from electric vehicles, predicting that China’s brutally competitive EV market will soon experience a devastating consolidation that forces unprofitable startups to disappear. The world’s largest contract electronics manufacturer plans to invest $2 billion to $3 billion annually in AI infrastructure…

Haye KestelooNov 20

Ford

Ford UK Chief Warns Against EV Tax As Company Loses $1.4 Billion Per Quarter

Ford’s UK managing director is pushing back against proposed electric vehicle taxation just weeks after the U.S. federal tax credit expiration triggered the exact market collapse she’s warning about—exposing how legacy automakers built EV strategies dependent on perpetual government subsidies rather than genuine competitiveness. Lisa Brankin, Ford UK’s chair and managing director, told the BBC’s…

Haye KestelooNov 20

BYD to Double European Dealers to 2,000 by 2026, Confirms Multi-Factory 'Localization' Strategy

Tesla

UK Targets Chinese EVs With Military Ban Over Unproven Spying Fears—Importing America’s DJI Playbook

The UK Ministry of Defence is considering a blanket prohibition on Chinese-manufactured electric vehicles for military personnel, citing concerns that built-in cameras and microphones could enable espionage. The move follows months of restrictions at sensitive military sites and mirrors security theater tactics the United States previously deployed against Chinese drone manufacturer DJI—despite a

Haye KestelooNov 19

Tesla

Tesla Hits 75,000 Superchargers With Rare ‘Glacier Blue’ Stall In Tasmania

Tesla has officially reached a massive infrastructure milestone, installing its 75,000th global Supercharger stall in Tasmania, Australia. The automaker celebrated the achievement on November 19, 2025, by unveiling a commemorative “Glacier Blue” V4 stall at the South Hobart Smart Store, marking a significant expansion just months after hitting the 70,000 mark. Tesla Charging announced the…

Haye KestelooNov 19

Tesla

Trump Touts Tesla Tax Break That Replaced the $7,500 EV Credit His Bill Killed

President Donald Trump highlighted a vehicle loan interest tax deduction during a November 19, 2025 speech, specifically mentioning Tesla and claiming the policy helps “middle income people” afford cars—four months after the same legislation eliminated the $7,500 EV tax credit that made electric vehicles genuinely affordable for average buyers. “Middle income people, they don’t know…

Haye KestelooNov 19

Toyota

Toyota Invests $912 Million In U.S. Hybrid Production As Competitors Abandon EVs Post-Tax Credit

Toyota announced a $912 million investment across five U.S. manufacturing plants to expand hybrid vehicle production capacity, creating 252 new jobs and marking the first U.S. production of hybrid-electric Corollas. The investment, revealed Tuesday, comes just six weeks after the federal EV tax credit expiration sent competitors’ pure-electric strategies into freefall. The timing couldn’t be…

Haye KestelooNov 18

Ford

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