Every EVXL story tagged “Tesla” — newest first.
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…
I’ve been documenting the collapse of Western automakers’ China EV strategies for over a year, but the 2025 final numbers are worse than even I expected. Chinese brands now control nearly two-thirds of the world’s largest car market, and the foreign automakers who once dominated are either fleeing or writing off billions in failed EV…
I’ve spent the past year documenting what happens when you build an industry on government subsidies. Now we have the data to prove what we suspected all along: the $7,500 federal tax credit never drove genuine EV demand. Deloitte’s 2026 Global Automotive Consumer Study, released today, surveyed more than 28,500 consumers across 27 countries between…
I’ve been covering electric sports car announcements for years, and they all sound the same: massive battery, blistering charging speed, tablet-sized touchscreen, skateboard platform. Caterham’s Project V, which just made its U.S. debut at CES in Las Vegas, deliberately ignores every item on that checklist. “We don’t really care about charging time. We care about…
I’ve been tracking Rivian’s post-tax credit reality for months, and the Q4 numbers confirm exactly what we predicted: without $7,500 in federal subsidies propping up demand, Rivian can’t move R1s off the lot. But here’s what makes this story different from the typical “deliveries miss” coverage: Wall Street is now in open warfare over whether…
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:…
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…
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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