I’ve been tracking the collapse of America’s EV battery boom for months, and this week’s news confirms the pattern: Korean battery makers are retreating while Honda quietly positions itself for the post-subsidy era. Honda is buying out LG Energy Solution’s…
I watched Volkswagen announce the ID Buzz as America’s nostalgic EV savior. Now, after one model year and fewer than 5,000 sales, dealers are telling customers it’s over while VW insists it might come back someday. Here’s what you need…
I’ve been tracking Foxconn’s EV strategy since they first announced their ambitions to become the “Android of electric vehicles.” So when I saw the news that their joint venture Foxtron is acquiring Taiwan’s Luxgen brand for just $25 million, my…
I’ve been covering the robotaxi race for years, and today’s news from Bloomberg just crystalized something we’ve been tracking at EVXL: the market has finally put a price tag on working autonomy versus promises. Waymo is raising more than $15…
I’ve been reporting Tesla’s German battery promises since 2020. Every year brings a new announcement. Every year, the cells don’t materialize. Today’s €1 billion battery investment news comes with the same hedged language we’ve heard before, and it drops on…
Ford announced a $19.5 billion charge on its electric vehicle business, the largest EV impairment in U.S. auto industry history. Why it matters: The Detroit automaker is abandoning its all-electric pickup strategy and pivoting to hybrids, signaling the post-subsidy EV…
Nissan Americas Chairman Christian Meunier says Tennessee manufacturing will anchor the automaker’s turnaround after a disastrous fiscal year that ended with a $1.39 billion operating loss. Why it matters: Nissan is betting on U.S.-built hybrids to compete with Toyota while…
BMW has officially unlocked Tesla Supercharger access for its electric vehicle owners in the United States. Why it matters: The German automaker joins 18 other brands now tapping into Tesla’s 75,000-stall global network, but current owners will need an adapter.…
South Korean battery maker SK On is dissolving its joint venture with Ford Motor, splitting ownership of three U.S. battery plants as slowing EV demand reshapes the industry. Why it matters: The breakup marks the collapse of one of America’s…
Waymo’s robotaxis now shuttle employees to and from San Francisco International Airport without a human driver. Why it matters: This Phase 2 milestone puts Waymo one step closer to offering public robotaxi service at the Bay Area’s busiest airport. The…
Elon Musk announced Tesla’s Full Self-Driving Unsupervised is “pretty much solved at this point” and confirmed Robotaxis without safety monitors will launch in Austin within three weeks. Why it matters: This marks Tesla’s first truly driverless commercial service, eliminating the…
Fiat will bring its ultra-compact Topolino EV to the United States in Spring 2026, CEO Olivier Francois announced at Miami Art Week. Why it matters: The tiny EV costs just $11,500 in Europe, but US regulations may limit it to…
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