News, deep dives, and analysis — every SEC story, newest first.
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 pattern of private money reshaping police technology for over a year now. When Las Vegas Sheriff Kevin McMahill announced back in February that “anonymous donors” had gifted his department a fleet of Tesla Cybertrucks, I had a pretty good idea who was behind it. Now, thanks to public records obtained by…
I’ve been covering Tesla’s door handle safety crisis since September, and with NHTSA now opening a probe into 179,071 Model 3 sedans, the pattern we’ve documented has officially become a regulatory priority. The real story here isn’t another investigation headline. It’s that if you own a 2022 Model 3, you may have no idea that…
I’ve been documenting Tesla’s European decline all year, and the final numbers are in: it’s worse than even I expected. While the broader European EV market surged 27% in 2025, Tesla’s sales cratered 38.8% to just 129,000 units. That’s not missing a trend. That’s a market share collapse from 2.2% to 1.3% in 11 months while Chinese…
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 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…
I’ve been tracking Foxconn’s EV strategy since they first announced their ambitions to become the “Android of electric vehicles.” So when I saw the news that their joint venture Foxtron is acquiring Taiwan’s Luxgen brand for just $25 million, my first thought was: this doesn’t add up. Not because the deal doesn’t make sense, but…
We’ve reported on Volkswagen’s “affordable EV” promises for years now, and I’ve learned to translate corporate timelines into reality. When VW says the ID.Cross is coming “mid-2026,” I hear “maybe late 2026, if nothing else goes wrong at a company that just posted a €1.3 billion quarterly loss.” New spy photos from Auto Express show…
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