Ultium, Silverado EV, Equinox EV and the Cruise aftermath — General Motors’ electric line, covered.
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…
The same week Tesla posted its second consecutive year of declining vehicle deliveries, the company started hiring engineers to build something it has never successfully built at scale: solar cells. A job posting on Tesla’s website for a solar manufacturing development engineer states the company’s goal is to “deploy 100GW of solar manufacturing from raw…
The camouflaged sedan sitting on BMW’s Munich assembly line today looks like any other pre-production test mule. But this particular car carries the weight of BMW’s entire electric future on its shoulders. The new BMW i3, built on the Neue Klasse platform’s 800-volt architecture, is the electric successor to the 3 Series, a nameplate that…
The 5% purchase tax that was supposed to hurt all EV makers equally in China? It hit BYD like a freight train and barely grazed Tesla. That asymmetry tells you everything about what’s really happening in the world’s largest EV market right now. Tesla shipped 69,129 vehicles from its Shanghai factory in January, a 9.3%…
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…
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…
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