C-Class EQ, GLC, G 580 and the solid-state roadmap — Stuttgart’s electric line, decoded.
The same auto industry lobby that represents GM, Stellantis, and Ford in Canada just told Prime Minister Mark Carney his Chinese EV deal is making an already brutal US trade negotiation worse. Brian Kingston, President and CEO of the Canadian Vehicle Manufacturers’ Association (CVMA), made the comments at the Canadian International Auto Show in Toronto…
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…
Two months after demanding Brussels weaken the 2035 combustion engine ban, Chancellor Friedrich Merz’s government is now pledging billions in taxpayer money to boost EV sales. The contradiction reveals Germany’s auto industry isn’t facing a policy problem. It’s facing a competitiveness crisis that no subsidy can fix. The Fact: Germany will offer families with small…
Five months ago, Elon Musk called Dojo an “evolutionary dead end” and disbanded the entire team. Now he wants to put it in orbit. The whiplash is real. Over the long weekend, Musk announced on X that Tesla aims to restart work on Dojo3, its previously abandoned third-generation AI chip. The twist? This time it…
Four months after Tesla’s celebrated India debut, nearly one-third of its imported Model Y inventory sits unsold in warehouse limbo. Bloomberg reports that roughly 100 of 300 imported vehicles remain without buyers, forcing the American automaker into the same discount playbook that’s become painfully familiar across Europe and China. The India setback adds another chapter…
I keep seeing Elon Musk’s 2022 Baron Conference clip resurface on X, where he explains why Tesla is a better investment than Mercedes-Benz using “net present value of future cash flows.” The same argument he made at the March 2025 All-Hands meeting when Tesla stock was down 40%: “It’s very difficult for people in the…
I’ve been tracking Ford’s EV pivot for over a year now, and today’s CES announcement is either the most ambitious course correction in automotive history or another promise the company can’t keep. Ford says it will bring Level 3 eyes-off driving to a $30,000 electric pickup truck in 2028. That’s the same company that just…
I’ve been tracking Porsche’s China collapse for months, and this move crystallizes what’s really happening. The German luxury automaker is shutting down its proprietary “Premium Charging” network across China starting March 2026, eliminating roughly 200 fast-charging stations that were supposed to differentiate the Porsche EV ownership experience from competitors. The company’s spin is predictable
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