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Tariffs, tax credits, mandates and regulators — the rules that shape the EV market.

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The Boring Company's Nashville Music City Loop Gets Final Green Light, Tunneling Already Underway
Model Y

The Boring Company’s Nashville Music City Loop Gets Final Green Light, Tunneling Already Underway

The Boring Company has been sitting in Nashville with its Prufrock-MB1 tunnel boring machine since January, engine ready, waiting on permits. Today, the last major regulatory hurdle cleared. By tonight, the company announced it was already 2.5 feet into the ground. Tennessee Governor Bill Lee announced Wednesday that the Tennessee Department of Transportation (TDOT) and…

Tesla's Cybercab Program Manager Quit the Day After the First Unit Rolled Off the Line
Cybercab

Tesla’s Cybercab Program Manager Quit the Day After the First Unit Rolled Off the Line

The man who led the development of Tesla’s Cybercab from concept to first production unit just walked out the door. Victor Nechita, who held the title of Vehicle Program Manager for the Cybercab, announced on LinkedIn that he’s leaving Tesla after nearly six years to move to Boston. The departure was first flagged on X…

Morgan Stanley Downgrades Lucid, Rivian to Sell, Warns of 'EV Winter' Into 2026
Lucid

Lucid Q4 2025: Revenue and Production Guidance Both Beat Analyst Expectations — So Why Did the Stock Drop 6%?

Three beats, one brutal miss, and a stock that fell anyway. Lucid Group (NASDAQ: LCID) reported Q4 2025 results today that cleared the bar on revenue, beat FactSet’s production guidance consensus for 2026, and delivered its eighth consecutive quarter of record deliveries. The market’s response: shares dropped 6.4% to $9.33 in after-hours trading. That tells…

Tesla’s Robotaxi Pilot Sparks Optimism with $475 Stock Target Boost
Tesla

Tesla’s Austin Robotaxis Crash Every 57,000 Miles, and Musk Just Removed the Safety Monitors

The first Tesla robotaxi crash in Austin happened just weeks after the service launched. The most recent batch of five happened in a single month. In between, the pattern stayed consistent: federal data shows Tesla’s autonomous fleet is hitting things at a rate that would get a teenage driver’s insurance canceled. Bloomberg’s Kara Carlson reported…

Tesla Model Y Reclaims Europe’s Top Spot Despite Sales Drop As BYD Seal U Explodes 833%
Canada

Canada’s Chinese EV Gamble Puts Detroit’s Canadian Plants on the Chopping Block

The same auto industry lobby that represents GM, Stellantis, and Ford in Canada just told Prime Minister Mark Carney his Chinese EV deal is making an already brutal US trade negotiation worse. Brian Kingston, President and CEO of the Canadian Vehicle Manufacturers’ Association (CVMA), made the comments at the Canadian International Auto Show in Toronto…

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