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Tesla's Major Recall Over 2 Million Vehicles for Autopilot Safety Upgrade Model 3 Performance
F-150 Lightning

EV Consumer Interest Holds Steady Despite 2025’s Policy Chaos and Sales Collapse

I’ve spent the last year documenting the collapse, the layoffs, and the cancellations. But here’s the number everyone missed: 94% of current EV owners say they’ll buy another EV. After everything that happened this year, that’s the story that actually matters. NPR’s year-end EV retrospective published today runs through the familiar litany of 2025 disasters:…

China's BYD has overtaken Tesla as the world's best-selling maker of electric cars. In the final quarter of last year, BYD, backed by Warren Buffett, sold 526,409 fully electric vehicles, outpacing Tesla's 484,507.
Mexico

China’s EV Exports Surge 87% Globally, But the Real Story Is the 2,367% Explosion to Mexico

I’ve been tracking the “Chinese EV Invasion” narrative for years now, and this new data from China Customs finally reveals exactly how it’s playing out: not through US ports, but through America’s southern border. While mainstream coverage focuses on the headline 87% year-over-year surge to 199,836 EVs exported globally in November, the number that matters…

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…

Porsche 718 EV Strategy Collapses: Automaker Now Reverse-Engineering Platform It Spent Billions Building
Porsche

Porsche 718 EV Strategy Collapses: Automaker Now Reverse-Engineering Platform It Spent Billions Building

Porsche just confirmed the most expensive engineering admission of defeat in automotive history. The German automaker is now paying to reverse-engineer the PPE Sport platform it paid billions to develop as EV-only, adding combustion engine capability across the entire next-generation 718 Boxster and Cayman lineup. This isn’t just a product strategy pivot. This is a…

BYD Recalls Nearly 97,000 EVs Over Potential Fire Risk
F-150 Lightning

Detroit 3 Hold Less Than 5% Global EV Market Share

Ford, GM, and Stellantis collectively control less than 5% of the global electric vehicle market while Chinese automakers BYD, Geely, and Chery dominate, according to new BloombergNEF data reported by The Wall Street Journal. Why it matters: The gap exposes how far behind American automakers have fallen in the EV race they once claimed to…

Audi E5 Sportback China Price Sparks European Buyer Fury
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…

Ford F-150 Lightning Outpaces Tesla Cybertruck in Q1 2025 EV Pickup Race
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…

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