R2
Rivian R2 Earns 335-Mile EPA Rating — But That Charging Speed Needs a Second Look
The Rivian R2 earned a 335-mile EPA rating, beating Rivian's own estimate. But the 144 MPGe efficiency claim and 210 kW peak charging rate both deserve scrutiny.
Tesla
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Tesla
JP Morgan Sees Tesla Stock Falling 60% as Q1 Delivery Miss Exposes Valuation Gap
JP Morgan analyst Ryan Brinkman is reiterating his Sell rating on Tesla (TSLA) with a $145 price target, implying roughly 60% downside from the stock’s current trading level near $367. The call, circulated Monday in a research note flagged by Yahoo Finance anchor Brian Sozzi on X, lands four days after Tesla reported Q1 2026…
Tesla
Iran War Pushed U.S. Gas Past $4 and UK Petrol Past $7.70 a Gallon. EV Demand Is Responding on Both Sides of the Atlantic.
The national average price of gasoline in the United States crossed $4 per gallon on March 31, 2026, according to AAA data reported by CNBC, up 35% from $2.98 the day before the Iran war began on February 28. Diesel climbed to $5.45 per gallon, a 45% rise. Across the Atlantic, British drivers hit even…
Lucid
Lucid Is Coming To The UK In 2027 — But Only With The Cosmos, Not The Air Or Gravity
Lucid Motors will enter the UK market in 2027, bringing the Lucid Cosmos midsize SUV as its first right-hand drive product, Autocar reported on April 3 following an interview with Lucid European president Lawrence Hamilton. The Cosmos will launch ahead of a second model called the Earth, an off-road-focused derivative planned for 2028. Neither the…
Lucid
Lucid Produced 5,500 Vehicles In Q1 2026 But Delivered Only 3,093 As Gravity Seat Defect Stalled Shipments For 29 Days
Lucid delivered 3,093 vehicles in Q1 2026, far below what’s needed to hit its 25,000–27,000 vehicle annual target. A Gravity seat defect caused a 29-day halt, but the guidance math was already tight.
California
Tesla’s California “Robotaxi” Is a Limo Service, State Regulator Confirms
California’s top ride-hailing regulator confirmed Tesla’s “Robotaxi” service holds only a limousine permit and is exempt from all autonomous vehicle reporting requirements.
Tesla
40% of U.S. Consumers Want Chinese EVs. The Government Won’t Let Them Buy One.
A Reuters report published today describes the widening gap between what American EV shoppers want and what U.S. trade policy allows them to buy. With the average new car now costing $49,191 according to Kelley Blue Book — and hitting a record $50,326 in December — a growing share of buyers is eyeing Chinese models…
China
Western Automakers’ EV Retreat Hands China a Structural Advantage That Gets Harder to Reverse Every Quarter
The Guardian’s Saturday analysis frames what’s happening in Western auto boardrooms with unusual bluntness: pulling back from electric vehicles while oil prices spike over the Iran war is, as one former industry chief puts it, a “profound strategic mistake.” The historical parallel is Detroit in the 1980s, when Japanese competitors ate the American industry’s lunch…
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