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Ford

Every EVXL story tagged “Ford” — newest first.

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Canada vs. U.S. on Chinese EVs: Carney's Tariff Deal Signals North American Trade Fracture
Canada

Canada vs. U.S. on Chinese EVs: Carney’s Tariff Deal Signals North American Trade Fracture

When Prime Minister Mark Carney shook hands with President Xi Jinping in Beijing’s Great Hall of the People on Friday, he wasn’t just resetting Canada-China relations. He was breaking rank with Washington on one of the most contentious trade issues facing Western automakers. The deal that emerged represents the first crack in the unified North…

Ford and GM Spark Tesla's Charging Dominance. Tesla Model # Performance at a Tesla Supercharger location. Copyright EVXL.co
Model 3

EV Battery Degradation Study Reveals The Real Threat Isn’t Your Battery – It’s How You Charge It

For years, the biggest anxiety holding back prospective EV buyers wasn’t range – it was battery degradation. We’ve been covering this concern since EVXL’s founding, watching the narrative shift from “EV batteries die after 5 years” to something far more nuanced. Now, a comprehensive new study from fleet telematics company Geotab analyzing over 22,700 electric…

Xpeng Ignites Share Surge with Affordable EV
XPeng

Xpeng’s 600,000-Vehicle Target Reveals Why Chinese EV Makers Are Fleeing the Car Business

When an automaker announces ambitious sales targets while simultaneously declaring it doesn’t want to be known as a car company, something interesting is happening. Chinese EV maker Xpeng just revealed 2026 delivery goals of 550,000 to 600,000 vehicles, representing up to 40% growth, according to Chinese tech portal 36Kr citing an internal strategy meeting. A…

BYD

Tesla Loses Global EV Crown to BYD While Stock Hits All-Time Highs

I’ve been tracking this collision for months, and now it’s official: the company that defined the EV revolution just lost its crown while Wall Street threw a party. Tesla’s 2025 deliveries dropped 8.6% to 1.64 million vehicles, handing BYD the title of world’s largest electric vehicle maker by a margin of more than 620,000 units.…

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…

Tesla’s German Sales Collapse 55% While BYD Surges in 2025
Elon Musk

Tesla’s $2.9 Billion Battery Deal Collapses to $7,386, Confirming 4680 Program Failure

We’ve been tracking Tesla’s 4680 battery saga since Elon Musk unveiled it at Battery Day in 2020, promising it would enable a $25,000 EV within three years. Five years later, we have the clearest evidence yet that those promises have collapsed: a $2.9 billion supply deal reduced to $7,386. That’s not a typo. That’s a…

Honda's Bold Leap into the U.S. EV Market: The Prologue Unveiled
Ohio

Honda Takes Full Control of Ohio Battery Plant as Korean Suppliers Flee America

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 share of their Ohio battery joint venture for $2.9 billion, Bloomberg reports. The deal, expected to close…

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