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

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Rivian
Rivian

VW And Rivian Eye Licensing EV Tech To Rivals As Post-Tax Credit Market Reshapes Industry

Volkswagen and Rivian are exploring opportunities to license their jointly-developed electric vehicle platform to competing automakers, marking a strategic shift that could transform the $5.8 billion partnership from an exclusive collaboration into an industry-wide technology provider. The announcement came during a media event in Palo Alto on November 12 as the joint venture known as…

America's $28 Billion Battery Belt Collapses Into Ghost Towns As EV Demand Craters Post-Subsidy
F-150 Lightning

America’s $28 Billion Battery Belt Collapses Into Ghost Towns As EV Demand Craters Post-Subsidy

The Detroit News reports that two years after promising an electric vehicle manufacturing revolution, America’s Battery Belt has collapsed into a landscape of stalled construction sites, mass layoffs, and desperate pivots to non-EV products. Despite $28 billion in taxpayer subsidies, the grand vision of Midwest EV dominance is crumbling just six weeks after federal tax…

Tesla

Tesla Caves On CarPlay As Sales Crater And Buyers Flee To Competition

Tesla is internally testing Apple CarPlay integration after years of CEO Elon Musk dismissing the feature as unnecessary, Bloomberg reported today. The stunning reversal comes as the electric vehicle maker faces collapsing sales across global markets and increased pressure following the September 30, 2025 expiration of federal EV tax credits. The move represents a dramatic…

Toyota

Toyota Opens $14B North Carolina Battery Plant, Commits $10B More As Trump Policy Shift Vindicates Hybrid Strategy

Toyota began production Wednesday at its $13.9 billion North Carolina battery plant and announced an additional $10 billion investment over five years—a massive bet on hybrid vehicles timed perfectly with the Trump administration’s rollback of EV mandates. The facility in Liberty, North Carolina, marks the world’s largest automaker’s first battery plant outside Japan and validates…

Rivian’s $120M Supplier Park in Illinois Signals EV Production Boom by 2026
Rivian

Volkswagen Admits Rivian Tech Could Power Gas Cars As EV Strategy Wavers Post-Tax Credit

Volkswagen suggested Wednesday that technology developed through its $5.8 billion partnership with Rivian could eventually be used in internal combustion engine vehicles, marking a notable shift in messaging just six weeks after the federal EV tax credit expired and triggered a historic market collapse. The acknowledgment from Carsten Helbing, co-CEO of the joint venture RV…

Tesla Sues Ex-Supplier for Alleged $1B+ Battery Trade Secret Theft
Tesla

Tesla Opens Supercharger Intelligence to Google Maps Users Worldwide

Google Maps now displays live Tesla Supercharger availability across North America and Europe, giving all EV drivers access to real-time charging data that was previously exclusive to Tesla owners. Tesla’s Charging account confirmed the integration on November 11, 2025, marking a significant expansion of the company’s charging ecosystem beyond its walled garden. The feature shows…

Tesla

Tesla Bets Big On Energy Storage With $200M Houston Megafactory As EV Business Stumbles

Tesla is ramping up hiring for its $200 million Megapack battery factory in Brookshire, Texas, just outside Houston, with 41 positions currently posted and a job fair scheduled for the week of November 10, 2025. The facility represents Tesla’s aggressive push into utility-scale energy storage at a time when its automotive division faces mounting challenges…

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