Policy

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

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Jul 13

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Toyota

Toyota Opens $14B North Carolina Battery Plant, Commits $10B More As Trump Policy Shift Vindicates Hybrid Strategy

Toyota began production Wednesday at its $13.9 billion North Carolina battery plant and announced an additional $10 billion investment over five years—a massive bet on hybrid vehicles timed perfectly with the Trump administration’s rollback of EV mandates. The facility in Liberty, North Carolina, marks the world’s largest automaker’s first battery plant outside Japan and validates…

Haye KestelooNov 13

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

Tesla

IEA Reverses Course On Peak Oil, Projects Growth Through 2050 As EV Adoption Slows

The International Energy Agency has dramatically reversed its stance on peak oil demand, reinstating a scenario where global consumption continues growing through 2050—a stunning pivot driven primarily by slower-than-expected electric vehicle adoption worldwide. The Paris-based IEA released its World Energy Outlook 2025 on Wednesday, reintroducing a “Current Policies Scenario” that forecasts oil d

Haye KestelooNov 12

China

China’s EV “Miracle” Exposed: Fake Sales, Zero-Mile Used Cars Reveal $230 Billion Subsidy Disaster

Chinese automakers are gaming their sales numbers by registering unsold electric vehicles to dealerships, who then dump them as discounted “used” cars that have never been driven. The practice has become so widespread that China’s Communist Party is now trying to stop it, revealing the deep structural rot in the world’s largest EV market built…

Haye KestelooNov 12

Polestar

Polestar Executes Reverse Stock Split to Avoid Nasdaq Delisting as Q3 Losses Hit $365 Million

Chinese-owned electric vehicle maker Polestar announced a reverse stock split on Wednesday as the struggling automaker fights to maintain its Nasdaq listing while reporting a widening third-quarter net loss of $365 million—up from $323 million in the same period last year. The financial engineering maneuver comes as the Geely-backed EV maker faces a perfect storm…

Haye KestelooNov 12

Volkswagen

Volkswagen ID. Unyx 08 Abandons German DNA For Chinese EV Tech In Desperate Market Gambit

Volkswagen has unveiled the ID. Unyx 08, a China-exclusive electric SUV that looks nothing like a traditional Volkswagen—and that’s exactly the point. The five-meter electric SUV, co-developed with Chinese EV maker Xpeng, represents the German automaker’s acknowledgment that it can’t beat Chinese competitors at their own game, so it’s joining them instead. The production version…

Haye KestelooNov 12

Tesla

Tesla Bets Big On Energy Storage With $200M Houston Megafactory As EV Business Stumbles

Tesla is ramping up hiring for its $200 million Megapack battery factory in Brookshire, Texas, just outside Houston, with 41 positions currently posted and a job fair scheduled for the week of November 10, 2025. The facility represents Tesla’s aggressive push into utility-scale energy storage at a time when its automotive division faces mounting challenges…

Haye KestelooNov 11

Tesla

Tesla’s China Sales Crater to 3-Year Low as Xiaomi Dominates Despite Safety Scandals

Tesla’s China sales collapsed to 26,006 vehicles in October 2024, marking a three-year low as the electric vehicle maker struggles with tepid demand in the world’s most competitive EV market. The 35.8% year-over-year decline represents a stunning reversal from September’s brief momentum, while Chinese rival Xiaomi posted record sales despite ongoing safety controversies. The October…

Haye KestelooNov 11

F-150 Lightning

Ford Offers No Timeline To Restart F-150 Lightning Production As Cancellation Rumors Swirl

Ford Motor Company declined to provide any timeline for restarting production of the F-150 Lightning electric pickup truck, fueling speculation that the automaker may permanently discontinue its flagship EV amid mounting losses and weakening demand following the September 30 federal tax credit expiration. The non-answer arrives days after The Wall Street Journal reported that Ford…

Haye KestelooNov 11

Policy

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