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

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Tesla Robotaxi Mishaps Spark Safety Concerns in Austin Trials
California

Tesla Faces Regulatory Delays for Robotaxi Launch in California

Tesla has not submitted applications for the necessary permits to operate driverless taxis in California, according to state regulators, even as CEO Elon Musk projects an expansion to the San Francisco Bay Area in the coming months, reports Reuters. This development highlights ongoing challenges in deploying autonomous vehicle technology amid varying state requirements. California’s Strict…

NIO

Nio’s Battery Operator Mirattery Deepens Ties with CATL for Enhanced EV Battery Swapping

Nio’s battery asset company, Mirattery, has signed a strategic cooperation agreement with leading battery manufacturer CATL to boost equity investment and expand battery swap networks, potentially improving access and efficiency for electric vehicle owners across China. Mirattery and CATL Partnership Overview Mirattery and CATL reportedly formalized their agreement in Hefei, Anhui province, with M

China

Electric Trucks Boom in China, Slashing Diesel Use and Hastening Peak Oil Demand

Electric trucks are transforming China’s heavy-duty vehicle market, with sales surging 175% in the first half of 2025 to reach 76,100 units, accounting for about 25% of all new truck sales. This rapid shift, fueled by subsidies and expanding charging networks, is cutting diesel consumption and pushing forward the timeline for peak oil demand in…

Polestar

US Regulator Probes Recall Fix for 27,000 Polestar 2 EVs Amid Rear-View Camera Failures

The U.S. National Highway Traffic Safety Administration (NHTSA) has launched an investigation into the effectiveness of a prior recall remedy for over 27,000 Polestar 2 electric vehicles, following persistent reports of rear-view camera malfunctions. This action highlights ongoing safety concerns in the EV sector, where software updates often serve as fixes for hardware-related issues. According…

Subaru

2026 Subaru Uncharted Electric Crossover Set for Global Debut Next Week

Subaru of America plans to launch the Uncharted, a two-row electric crossover joining its U.S. lineup in 2026, with a global debut next week. This vehicle becomes the automaker’s third electric model available in the U.S., expanding options for drivers interested in all-electric adventure-ready SUVs. Subaru’s official press release emphasizes the compact crossover’s design for…

Lucid

Lucid Air Grand Touring Sets New Guinness World Record for Longest Single-Charge EV Drive

The electric vehicle (EV) industry celebrates a milestone as the Lucid Air Grand Touring shatters the Guinness World Record for the longest drive on a single charge. Covering 749 miles (1,205 kilometers) from St. Moritz to Munich without recharging, this achievement highlights the impressive range and efficiency of modern EVs. Posted by Sawyer Merritt on…

Michigan

Ford’s Michigan Battery Plant Secures Tax Credits, Boosting Affordable EV Production

In a last-minute reprieve, Ford Motor’s $3 billion battery factory in Marshall, Michigan, will retain federal tax credits despite a controversial budget bill, ensuring the production of cost-effective electric vehicle (EV) batteries, the carmaker announced this week. The NYT reports that Ford confirmed that tweaks to the bill’s language preserve incentives for the plant, which…

Tesla’s German Sales Collapse 55% While BYD Surges in 2025
Bolt

LG Energy Solution’s Q2 2025 Profit Surges 152% on EV Battery Demand

South Korea’s LG Energy Solution (LGES), a leading supplier of electric vehicle (EV) batteries for giants like Tesla and General Motors, reported a remarkable 152% increase in its second-quarter operating profit for 2025, reaching 492 billion won ($360.94 million), according to Reuters. This surge, driven by heightened demand for EV batteries and strategic U.S. tax…

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