Every delivery number, every FSD build, every factory move, every filing. Tesla is the most-covered manufacturer on EVXL — this is the desk that watches them.
J.P. Morgan Chase increased its stake in Tesla by 9.5% (or 3.43 million shares) in the first quarter of 2025, according to its latest 13F filing with the SEC. The asset manager held 39,415,548 shares in Tesla as of March 31, 2025, a position worth approximately $13.7 billion. This move underscores J.P. Morgan’s continued confidence…
Mazda has announced plans to adopt Tesla’s North American Charging Standard (NACS) Supercharger system in both the United States and its home market of Japan. This move positions Mazda among the first Japanese automakers to embrace NACS in Japan, following Sony Honda Mobility’s Afeela brand, and promises faster, more reliable charging for its electric vehicle…
Redwood Materials, a leader in electric vehicle (EV) battery recycling, has welcomed Mark Westfall, a former Tesla engineer with a decade of experience, to its team. This strategic hire, announced on LinkedIn, strengthens Redwood’s mission to create a sustainable energy ecosystem by recycling and refining battery materials for new EVs, a process already supplying Tesla’s…
The Ford F-150 Lightning has reclaimed the top spot in the U.S. electric pickup market, surpassing the Tesla Cybertruck in registrations for March and the first quarter of 2025, according to S&P Global Mobility. With 2,598 registrations in March compared to the Cybertruck’s 2,170, and 7,913 for Q1 against 7,126, Ford’s workhorse is gaining traction…
In March 2025, U.S. electric vehicle (EV) registrations soared by 20%, reaching 115,758 units, driven by consumer anticipation of price hikes from looming tariffs on imported autos and parts, according to S&P Global Mobility. This growth outpaced the overall light-vehicle market, signaling robust demand for EVs despite challenges like range anxiety and charging infrastructure, according…
Stellantis has postponed the launch of its all-electric Ram 1500 pickup to summer 2027, marking the second delay for the battery electric vehicle (BEV) initially unveiled in 2023, according to a memo to suppliers reported by Crain’s Detroit Business. The automaker is adjusting its strategy amid sluggish demand for electric half-ton pickups, prioritizing the extended-range…
Lucid Group Inc., backed by Saudi Arabia’s sovereign wealth fund, is advocating for tariffs on foreign vehicles to strengthen the kingdom’s nascent auto manufacturing sector and reduce its heavy reliance on imports. Interim CEO Marc Winterhoff stressed the urgency of such measures during an interview at the Saudi-US Investment Forum in Riyadh, stating, “Not doing…
Tesla board chair Robyn Denholm has sparked controversy after selling $180 million in company stock over the past six months, a move drawing sharp criticism as Tesla navigates a turbulent period in the electric vehicle (EV) industry. According to an analysis by The New York Times, reported by Fortune, Denholm’s sales come at a time…
FSD builds, factory moves, deliveries, filings — the Tesla desk is the busiest one in the EVXL newsroom.
