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Tesla Faces Q2 Delivery Shortfall but Retains Deutsche Bank’s Buy Rating
Tesla

Tesla’s Fourth Sales Chief In 18 Months Comes From Its Worst-Performing Region

Joe Ward started at Tesla as a logistics intern in the UK back in 2010. Fifteen years later, he’s been handed the keys to the entire global sales operation. The timing tells you everything about where Tesla’s automotive business stands right now. Bloomberg reported today that Tesla has tapped Ward, its vice president for Europe,…

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…

BYD Recalls Nearly 97,000 EVs Over Potential Fire Risk
BYD

BYD Outsold Tesla by 620,000 EVs in 2025, and the Gap Is Still Growing

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…

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