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Morgan Stanley Downgrades Lucid, Rivian to Sell, Warns of 'EV Winter' Into 2026
Lucid

Lucid Motors Cuts 319 Newark Jobs As Layoff Count Hits Third Year Running

One day after reporting Q4 earnings that beat revenue estimates, Lucid Group filed a WARN notice with California’s Employment Development Department disclosing 319 job eliminations at its Newark headquarters, effective April 21, according to the Mercury News. That’s the third consecutive year Lucid has filed layoff notices at the same address: 123 workers cut in…

Tesla's Major Recall Over 2 Million Vehicles for Autopilot Safety Upgrade Model 3 Performance
Model Y

Tesla’s Door Handle Crisis Hits Congress: SAFE Exit Act Clears First Vote as Death Toll Mounts

Six months of covering Tesla’s door handle safety crisis. Six EVXL articles documenting trapped children, fatal crashes, and a design flaw Elon Musk insisted on despite engineer objections. On Tuesday, Congress finally moved, Bloomberg reports. The House Committee on Energy and Commerce forwarded the Securing Accessible Functional Emergency Exit Act, or SAFE Exit Act, to the…

Tesla and IG Metall Reach Truce at Giga Berlin Days Before Works Council Vote - Meanwhile Giga Berlin started to crank out Tesla Model Y vehicles
Giga Berlin

Tesla’s Giga Berlin Files Criminal Complaint After IG Metall Rep Caught Recording Internal Meeting

Tesla’s Grünheide factory manager just escalated the company’s war with Germany’s most powerful industrial union to a new level. André Thierig, the plant director at Giga Berlin, says an external IG Metall representative was caught secretly recording an internal works council meeting today, and Tesla called the police. Thierig calls police, IG Metall calls it…

Lucid Motors Smashes Delivery Records in Q3 2024, Faces Production Hurdles
GM

GM Poaches Lucid’s Strategy Chief, Replacing a Tesla Exec Who Lasted Two Years

General Motors has a pattern now. When the last EV startup executive didn’t work out, the solution is to hire the next one. Claudia Gast, most recently Senior Vice President of Strategy and Business Development at Lucid Motors, will join GM on March 1 as deputy chief financial officer and vice president of strategy, corporate…

Tesla’s Electric Semi Charges Toward Mass Production with 1,000+ New Hires in Nevada
California

Tesla Semi vs. Competitors With Trucks Ready Now: California’s $165 Million Voucher Gamble Backfires on the EV Trucking Industry

California’s clean-truck voucher program just handed Tesla roughly $165 million in reserved funding for a truck that has delivered exactly five units to paying customers. A Los Angeles Times investigation published today exposes how the state’s Hybrid and Zero-Emission Truck and Bus Voucher Incentive Project (HVIP) allocated nearly 1,000 vouchers to subsidize the Tesla Semi…

Tesla

Tesla Locked Out of India-US Trade Deal That Hands Harley-Davidson Zero Tariffs

India has protected its auto market with tariffs ranging from 70% to 110% for decades. Today, New Delhi agreed to slash those barriers for American gas-powered cars and motorcycles. Electric vehicles got nothing. For Tesla, which has spent nearly three years failing to gain traction in India’s market, the omission is a direct policy rebuff,…

Jeep's Electrifying Success in Europe: Avenger EV Surges with Over 40,000 Reservations
Stellantis

Stellantis Takes $26 Billion Hit to Abandon EV Strategy, Following Ford and GM in Detroit’s $53 Billion Retreat

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…

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

Tesla’s 100 GW Solar Bet vs. America’s 3.2 GW Reality: Why Musk’s Biggest Promise Yet Should Worry Investors

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…

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