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News, deep dives, and analysis — every Europe story, newest first.

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BMW's Chinese Battery Gamble: Tariffs Threaten U.S. EV Dreams in Shocking Shift
Tesla

Thatcham Research Wants EV Batteries Designed for Repair, Not the Scrapyard

Thatcham Research, the UK’s only automotive risk intelligence body, has published its New Electric Vehicle Blueprint, calling on automakers to redesign EVs so that battery packs, charge ports, and high-voltage systems can be repaired rather than written off after minor accidents. A Thatcham survey conducted with the Centre for Economics and Business Research (CEBR) found…

Tesla Model 3 Performance
Germany

Tesla Germany Registrations Quadruple in March, But One Quarter Does Not Erase 2025

Tesla registrations in Germany more than quadrupled in March 2026 compared to a year earlier, according to data published Tuesday by Germany’s federal road traffic authority, the KBA (Kraftfahrt-Bundesamt). Reuters reported (paywalled; KBA monthly registration data available at kba.de) that newly registered Tesla vehicles jumped 315.1% year-on-year to 9,252 units in March. For context: that…

Tesla

JP Morgan Sees Tesla Stock Falling 60% as Q1 Delivery Miss Exposes Valuation Gap

JP Morgan analyst Ryan Brinkman is reiterating his Sell rating on Tesla (TSLA) with a $145 price target, implying roughly 60% downside from the stock’s current trading level near $367. The call, circulated Monday in a research note flagged by Yahoo Finance anchor Brian Sozzi on X, lands four days after Tesla reported Q1 2026…

Lucid Is Coming To The UK In 2027 — But Only With The Cosmos, Not The Air Or Gravity
Lucid

Lucid Is Coming To The UK In 2027 — But Only With The Cosmos, Not The Air Or Gravity

Lucid Motors will enter the UK market in 2027, bringing the Lucid Cosmos midsize SUV as its first right-hand drive product, Autocar reported on April 3 following an interview with Lucid European president Lawrence Hamilton. The Cosmos will launch ahead of a second model called the Earth, an off-road-focused derivative planned for 2028. Neither the…

Xpeng Ignites Share Surge with Affordable EV
Tesla

40% of U.S. Consumers Want Chinese EVs. The Government Won’t Let Them Buy One.

A Reuters report published today describes the widening gap between what American EV shoppers want and what U.S. trade policy allows them to buy. With the average new car now costing $49,191 according to Kelley Blue Book — and hitting a record $50,326 in December — a growing share of buyers is eyeing Chinese models…

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