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Volkswagen

ID. range, the GTI revival, PPE platform and Group strategy — Wolfsburg’s EV pivot in full.

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Rivian Lands Powerhouse Communications Chief
Rivian

Rivian Recall Exposes Service Network Weakness Ahead of Critical R2 Launch

Nearly 20,000 Rivian R1T and R1S owners just discovered their vehicles may have a ticking time bomb in the rear suspension, and the culprit isn’t a manufacturing defect. It’s Rivian’s own service technicians. The National Highway Traffic Safety Administration confirmed on January 8, 2026, that Rivian is recalling 19,641 vehicles because of a rear suspension…

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

Lucid’s 18-Month Cash Runway: What Buyers Need To Know About The Saudi Safety Net

I’ve been tracking Lucid’s financial situation all year, and a Motley Fool analysis this week crystallized what prospective buyers need to understand: the company that makes arguably the best-engineered electric vehicles on the road has roughly 18 months of confirmed cash runway. For investors, that’s a risk/reward calculation. For someone about to spend $79,900 on…

DJI Spinoff ZYT Takes on Autonomous Trucking with Drone-Derived Tech
Elon Musk

DJI Spinoff ZYT Takes on Autonomous Trucking with Drone-Derived Tech

ZYT is betting that the same computer vision approach that made DJI drones dominant can now disrupt the autonomous trucking race – and they’re targeting the same H1 2026 mass production timeline as Pony.ai, but with a fraction of the computing power. The Shenzhen-based company, formerly DJI’s autonomous driving division, announced Tuesday that it will…

China's EV Market Now Belongs to Chinese Brands, and Detroit Just Took a $25 Billion Hit to Prove It - BYD's Price Cuts Under Fire: China's Bold Move Against EV Overcapacity
BYD

China’s ‘No Fire’ Battery Mandate Validates BYD, Challenges Tesla

I’ve been covering the EV battery fire saga for months, from Li Auto’s 11,000-vehicle recall to cargo ships sinking with burning EVs. Now China has done something no other country has attempted: mandating that EV batteries simply cannot catch fire or explode under any test conditions. This isn’t incremental regulation. It’s Beijing declaring that Chinese…

Tesla Model 3 Standard Launches in Europe at €37,970 as Chinese Rivals Close In
Tesla

Tesla Europe Sales Collapse: Market Share Halves as Chinese Rivals Surge

I’ve been documenting Tesla’s European decline all year, and the final numbers are in: it’s worse than even I expected. While the broader European EV market surged 27% in 2025, Tesla’s sales cratered 38.8% to just 129,000 units. That’s not missing a trend. That’s a market share collapse from 2.2% to 1.3% in 11 months while Chinese…

Porsche Bets On $165,000 Electric Cayenne Weeks After Declaring Luxury EV Pricing Model Broken
Porsche

Porsche Shutters China Charging Network, Dismantling the Premium Experience That Justified Its Prices

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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