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

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Rivian Spins Out $1B E-Bike and AI Startups to Fund Tech with VC Cash
Rivian

Rivian Spins Out $1B E-Bike and AI Startups to Fund Tech with VC Cash

Rivian Automotive is strategically spinning out its internal technology projects, including an e-bike division and an AI robotics firm, into new, externally-funded startups. This move, reported by Bloomberg, allows Rivian to monetize its engineering expertise and secure new funding without draining its own cash reserves as it races to launch its critical R2 SUV. This…

Virginia Unveils $22M Investment for 35 New EV Charging Locations
Elon Musk

Biden’s $5 Billion EV Charging Program Failed Politically But Won On Policy. Then Survived Trump’s Attempt To Kill It

President Biden promised a national network of 500,000 EV chargers would “sprout up very quickly.” Four years later, only 25 charging locations had opened, handing Donald Trump perfect campaign ammunition to mock the program as government waste. But beneath the political disaster lies an unexpected success story: the National Electric Vehicle Infrastructure program forced America’s…

2026 Hyundai Ioniq 9 Priced From $60,555: A Game-Changer for Three-Row Electric SUVs
Hyundai

South Korea Boosts EV Subsidies 20% To Counter Trump Tariffs As Hyundai-Kia Struggle

South Korea announced Friday it will increase electric vehicle subsidies by 20% in 2026 as part of a broader support package designed to help the country’s automakers survive the Trump administration’s punishing tariffs. The move signals Seoul’s willingness to fight protectionism with government intervention—a strategy that’s becoming standard playbook as the global trade war reshapes…

Rivian
Rivian

VW And Rivian Eye Licensing EV Tech To Rivals As Post-Tax Credit Market Reshapes Industry

Volkswagen and Rivian are exploring opportunities to license their jointly-developed electric vehicle platform to competing automakers, marking a strategic shift that could transform the $5.8 billion partnership from an exclusive collaboration into an industry-wide technology provider. The announcement came during a media event in Palo Alto on November 12 as the joint venture known as…

Redwood Materials Bolsters EV Battery Recycling with Tesla Veteran Mark Westfall
Tesla

Tesla Recalls 10,500 Powerwall 2 Batteries Over Fire Risk—Two Months After Australia Did The Same

Tesla is recalling approximately 10,500 Powerwall 2 home battery systems in the United States due to defective lithium-ion battery cells that can overheat, smoke, or ignite, the U.S. Consumer Product Safety Commission announced today. The recall follows 22 reports of overheating incidents including five fires that caused minor property damage, though no injuries have been…

America's $28 Billion Battery Belt Collapses Into Ghost Towns As EV Demand Craters Post-Subsidy
F-150 Lightning

America’s $28 Billion Battery Belt Collapses Into Ghost Towns As EV Demand Craters Post-Subsidy

The Detroit News reports that two years after promising an electric vehicle manufacturing revolution, America’s Battery Belt has collapsed into a landscape of stalled construction sites, mass layoffs, and desperate pivots to non-EV products. Despite $28 billion in taxpayer subsidies, the grand vision of Midwest EV dominance is crumbling just six weeks after federal tax…

Tesla

Tesla Caves On CarPlay As Sales Crater And Buyers Flee To Competition

Tesla is internally testing Apple CarPlay integration after years of CEO Elon Musk dismissing the feature as unnecessary, Bloomberg reported today. The stunning reversal comes as the electric vehicle maker faces collapsing sales across global markets and increased pressure following the September 30, 2025 expiration of federal EV tax credits. The move represents a dramatic…

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