F-150 Lightning, Mustang Mach-E, and the Skunkworks platform — Dearborn’s electric bet, tracked.
On July 2, 2025, Lucid Group, Inc. reported a 38% increase in second-quarter vehicle deliveries, reaching 3,309 electric vehicles (EVs), up from 2,394 in Q2 2024. However, the figures missed Wall Street’s expectations of 3,611 units, reflecting challenges in the luxury EV market as economic pressures push consumers toward cheaper hybrids and gas-powered cars, according…
China’s leading electric vehicle (EV) manufacturer, BYD Co., has paused its plans to build a major production facility in Mexico due to escalating trade tensions fueled by U.S. President Donald Trump’s aggressive tariff policies, according to a Bloomberg report. The decision reflects broader uncertainties in the global EV industry as automakers navigate shifting trade landscapes…
Ford Motor Co.’s electric vehicle (EV) sales dropped sharply by 31.4% in the second quarter of 2025, largely due to a safety-related stop-sale of its popular Mustang Mach-E. The recall, affecting over 317,000 vehicles globally, stems from a software glitch in the electronic door latches that could trap occupants inside, posing serious risks. This setback,…
Volvo Cars reported a 12% decline in global sales for June 2025, totaling 62,858 vehicles, marking the fourth consecutive month of falling volumes due to trade tariffs and weaker electric vehicle (EV) demand, according to Reuters. This downturn highlights challenges for the Swedish automaker, majority-owned by China’s Geely, as it navigates a shifting EV landscape.…
In a notable shift, Tesla’s China-made electric vehicle (EV) sales climbed 0.8% year-over-year in June 2025, reaching 71,599 units and halting an eight-month downward trend, according to Reuters. Despite this uptick, fierce competition from Chinese rivals like BYD, whose global sales soared 11% to 377,628 vehicles last month, continues to challenge Tesla’s foothold in the…
In June 2025, Tesla’s revamped Model Y sparked a significant sales boost in Norway and Spain, signaling strong demand for the updated electric SUV despite broader market struggles. According to Reuters, Tesla’s registrations in these countries surged, driven by the Model Y’s appeal, even as the company faces competition and backlash over CEO Elon Musk’s…
The U.S. Senate’s decision to eliminate a $7,500 tax credit for new electric vehicle (EV) purchases and leases, along with a $4,000 credit for used EVs, effective September 30, 2025, has sparked urgent calls from advocacy groups for the House to intervene, reports Reuters. The Electrification Coalition warns that ending these incentives could jeopardize American…
General Motors has unveiled a game-changing lithium manganese-rich (LMR) battery that promises to make electric vehicles (EVs) more affordable without compromising range, potentially shifting the competitive landscape away from China’s lithium iron phosphate (LFP) dominance. According to IEEE Spectrum, GM’s LMR cells offer 33% higher energy density than China’s top LFP batteries at similar product
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