SEC

The EV industry read through its SEC filings: share sales and dilution, loan conditions, the disclosures that confirm or kill the press-release story — filings first, narratives second.

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Oct 5

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Rear three-quarter view of an olive-green Lucid Gravity SUV parked inside a Lucid showroom

SEC · Lucid

Lucid Q3 Deliveries Fall To 3,806 After A 38% Production Cut

Lucid delivered 3,806 vehicles in Q3 2026, down 7% from a year ago, and built only 2,954. It has still built 2,376 more cars this year than it delivered.

Haye KestelooOct 54 min read

Rivian

Rivian Files To Sell 75 Million Shares Into Its R2 Rally, The Dilution We Called In February

Rivian filed to sell 75 million new Class A shares after Monday’s market close, a deal worth roughly $1.5 billion at the day’s $20.14 closing price. The company says the proceeds will fund general corporate purposes, including the equity contribution requirements tied to its Department of Energy (DOE) loan for the Georgia factory. The timing…

Haye KestelooJul 6

GM Announces Eyes-Off Driving For Cadillac Escalade IQ In 2028, Pivoting From Failed $10 Billion Robotaxi Venture

GM EV Sales Drop 27.5% In First Half Of 2026 As The Dead Tax Credit Splits Chevrolet From Cadillac

General Motors delivered 56,679 electric vehicles in the United States through the first six months of 2026, a 27.5 percent drop from the 78,167 units the same eleven nameplates recorded a year earlier. The company still holds the number two spot among US EV sellers, behind Tesla. The rest of GM’s business barely flinched. Total…

Haye KestelooJul 6

Tesla

Tesla Posts Its Best June Ever In The UK As Electric Cars Take 30% Of The Market

Tesla registered 12,173 new cars in the United Kingdom in June, the brand’s best June on record there and a 58% jump over the 7,719 it managed a year earlier, according to Society of Motor Manufacturers and Traders (SMMT) data published Monday, July 6, 2026. That volume handed Tesla 5.7% of the entire British new…

Haye KestelooJul 6

Bentley

Bentley Names Its First EV Torcal, Borrowing From Torque Eight Months After Its CEO Said Everyone Has It

Bentley will call its first electric car the Torcal, the company announced from Crewe on July 6, 2026, ahead of a full reveal set for London on September 23. The name draws on El Torcal de Antequera, a limestone formation in Andalusia, Spain, and on the Latin torquere, to twist, the root of the modern…

Haye KestelooJul 6

Model Y

Tesla Model Y Long Wheelbase Arrives In The US At $61,990, The Six-Seater Answer To The Cramped 7-Seater

Tesla launched the Model Y Long Wheelbase in the US and Puerto Rico today, a stretched, three-row, six-seat version of its best-seller with 325 miles of range and a 4.4-second 0-60 time. Tesla’s configurator lists it as the Model Y L Premium at $61,990, in Launch Series trim with all-wheel drive, sitting above the $57,990…

Haye KestelooJul 2

Tesla

McMurtry Speirling Pure Goes To Production: $1.3 Million, 1,000 HP, And Fans That Suck It To The Track From A Standstill

McMurtry Automotive unveiled the production version of the Speirling Pure, its all-electric track-only fan car, with US customer deliveries beginning in late 2026 and a starting price of $1.3 million. The headline numbers read like a physics dare: 1,000 bhp (745 kW) per McMurtry’s spec sheet, 0-60 mph in 1.55 seconds with a one-foot rollout,…

Haye KestelooJul 2

Rivian

Rivian Beats Q2 Delivery Estimates And Raises Its 2026 Forecast, The Quarter The R2 Finally Showed Up

Rivian delivered 12,194 vehicles in the second quarter of 2026, up about 14% from the 10,661 it delivered a year ago and comfortably ahead of the 10,518 analysts expected, according to estimates compiled by Visible Alpha. And Rivian paired the beat with a bigger statement: it raised its full-year 2026 delivery forecast from 62,000-67,000 to…

Haye KestelooJul 2

Why filings

Press releases sell; filings disclose. When the two disagree, the filing is the story

The recent case

Rivian filed to sell 75 million shares into its R2 rally — the dilution we called when the DOE loan's conditions were disclosed

What we read for

Dilution, loan covenants, risk-factor changes, and the quiet numbers that contradict the launch-event ones

The filings desk reads the EV industry the way its lawyers write it: through SEC disclosures, where hope is a liability and the numbers carry penalties. When a press release and a filing disagree, the filing is the story.

The recent case study: Rivian filed to sell 75 million shares into its R2 rally — the dilution we called when the DOE loan’s conditions were disclosed. Nothing about it was secret; all of it was in the documents before it was in the headlines, which is the entire argument for this desk. The same quarter produced the beat-and-raise delivery numbers that made the rally worth selling into.

What we read for, in order: cash and runway, covenants and loan conditions, risk-factor changes — new risk language being the closest thing to a confession the format allows — and the quiet numbers that contradict the launch-event ones. The GM and Ford desks carry the legacy makers’ versions of the same story, and Tesla’s disclosures get the same reading everyone else’s do.

Every filings story lands in the feed below.

Why cover SEC filings on an EV site?

Because the filings are where EV companies tell the truth under penalty. A launch event says what a company hopes; a 424B says what it needs. Rivian's 75-million-share sale into its own rally is the recent example — visible in the filings before it was a headline.

What is dilution and why does it matter to EV buyers?

New shares sold into the market cut every existing holder's slice — and for EV startups it is the price of staying alive between launches. It matters to buyers because a maker's balance sheet decides whether the company backing your warranty exists in five years.

What should I read in an EV company's filing?

Cash, covenants and risk-factor changes. New risk language is the closest thing to a confession the format allows, and loan conditions — like the DOE terms attached to Rivian's — shape behavior long before they make news.

SEC

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