F-150 Lightning, Mustang Mach-E, and the Skunkworks platform — Dearborn’s electric bet, tracked.
Six months ago, when we first reported on Stellantis shuttering factories to dodge EU emission fines, the company’s Europe chief called electrification targets “unreachable.” On Friday morning, the bill for that failed strategy arrived: €22.2 billion ($26 billion) in charges, a suspended dividend, and a 28% stock crash that wiped out billions in market value…
The final 2025 scorecard is brutal for Tesla. BYD sold 2.26 million battery-electric vehicles last year. Tesla delivered 1.64 million. That’s a 620,000-unit gap that grew every quarter, and it happened while BYD was locked out of the world’s second-largest auto market entirely. The damage extends far beyond the headline numbers. In the countries where…
Six days after announcing the death of the Model S and Model X, Tesla quietly dropped a new Model Y variant into its U.S. configurator that tells you everything about where the company is headed. The Model Y All-Wheel Drive, priced at $41,990, fills a $7,000 hole that existed in Tesla’s lineup since the stripped-down…
Ford CEO Jim Farley has been driving a Xiaomi SU7 for over a year and openly admits he doesn’t want to give it up. Now the Financial Times reports Ford and Xiaomi held actual talks about building EVs together on American soil. Ford says the report is “completely false.” Ford’s denial came directly from the…
Less than two weeks after Prime Minister Mark Carney opened Canada’s doors to Chinese electric vehicles, General Motors CEO Mary Barra has broken her silence. She doesn’t like what she sees. “I can’t explain why the decision was made in Canada,” Barra told employees during an all-hands meeting Tuesday, according to The Wall Street Journal.…
Tesla's California market share fell to 9.9% in 2025 as Toyota rose to No. 2. Discover why registrations dropped 11% despite Model Y’s segment dominance.
A $60,000 BYD Sealion 7 caught Julian Scot-Smith’s attention at a London Porsche dealership last December. The British couple had come to browse German luxury SUVs in Mayfair. They left considering a Chinese alternative. That moment, captured in a new Wall Street Journal analysis, distills everything happening in the global auto industry right now. BYD…
Renault SA plans to reintegrate its Ampere electric vehicle and software operations back into the parent company, reversing a strategy that never delivered the €10 billion valuation former CEO Luca de Meo once promised investors. The French automaker is meeting with labor unions today to discuss the reorganization. Bloomberg reports that CEO François Provost is…
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