Tesla
Tesla’s Grünheide Battery Promise Returns: Real Investment or PR Rescue?
Tesla announces €1 billion battery investment at Grünheide, but admits European production isn't economical. We examine the timing and history of broken promises.
China
Every EVXL story tagged “China” — newest first.
493
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59
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3
Reporters on beat
Oct 20
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Audi
Audi E5 Sportback China Price Sparks European Buyer Fury
A viral YouTube video exposing the Audi E5 Sportback’s €40,000 ($47,000) China price tag has ignited outrage among European buyers. Why it matters: German consumers are learning they pay at least double for equivalent Audi EVs built in their own country. The Details By The Numbers EVXL’s Take This viral moment exposes the uncomfortable reality…
F-150 Lightning
Ford Kills F-150 Lightning, Takes $19.5 Billion EV Writedown
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 collapse has forced a fundamental retreat. The Details By The Numbers EVXL’s Take This is…
BYD
European Luxury Cars Collapse in China as BYD Steals Market
European luxury automakers are bleeding market share in China as consumers abandon six-figure German sedans for cheaper domestic brands led by BYD. Why it matters: China’s premium segment has shrunk for the third straight year while Chinese brands now control nearly 70% of the world’s largest auto market. The Details By The Numbers EVXL’s Take…
Tesla
EU Considers 5-Year Extension to 2035 Combustion Engine Ban
The European Union is preparing to delay or weaken its landmark 2035 combustion engine ban after automakers warned of billion-dollar fines and mass layoffs. Why it matters: The move signals Europe is prioritizing short-term industry relief over long-term EV competitiveness against China. The Details By The Numbers EVXL’s Take This confirms exactly what we warned…
Tesla
Changan Expands European Push With Deepal EVs in Italy and Spain
Chinese automaker Changan Automobile is launching its Deepal electric SUVs in Italy and Spain as part of a major European expansion. Why it matters: This marks the second wave of Chinese EV brands entering Southern Europe, where interest in pure electrics has historically lagged. The Details By The Numbers EVXL’s Take Changan’s timing is notable.…
Tesla
Morgan Stanley Downgrades Tesla Stock, Cites ‘Full Valuation’
Morgan Stanley cut Tesla to hold for the first time since June 2023, warning the stock fully prices in AI and robotics ambitions. Why it matters: The downgrade from Wall Street’s most influential Tesla analyst signals growing unease with the stock trading at 210x forward earnings. The Details By The Numbers EVXL’s Take Morgan Stanley’s…
Tesla
200 EV Industry Players Urge EU to Keep 2035 Combustion Ban
Nearly 200 electric vehicle industry leaders sent an open letter to EU Commission President Ursula von der Leyen on Wednesday, demanding Brussels maintain its 2035 zero-emission target for new cars. Why it matters: The letter arrives six days before the Commission unveils an automotive package that could weaken the ban under pressure from German automakers.…
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