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F-150 Lightning, Mustang Mach-E, and the Skunkworks platform — Dearborn’s electric bet, tracked.

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Ford

Ford F-150 Lightning Faces Cancellation As Post-Tax Credit Reality Hits Home

Ford Motor Company executives are actively discussing whether to permanently discontinue the F-150 Lightning electric pickup truck, according to a Wall Street Journal report published November 6, 2025. The deliberations mark a dramatic reversal for a vehicle Ford once compared to Henry Ford’s Model T and position the Lightning as potentially the first major casualty…

Tesla's Bumpy Road: Expected Shortfall in Q3 2023 Deliveries
Tesla

Tesla Sales Crater Across Europe As Shareholders Vote On Musk’s $1 Trillion Payday

Tesla’s October 2025 sales collapsed across Europe, with registrations plummeting by double-digit margins in nearly every major market—just as shareholders vote today on CEO Elon Musk’s nearly $1 trillion compensation package. The timing couldn’t be worse for the embattled EV maker, as the catastrophic sales figures underscore growing questions about whether Musk deserves the largest…

Lucid

Lucid Cuts 2025 Production Forecast To 18,000 As Supply Chaos And Weak Demand Squeeze Luxury EV Maker

Lucid Motors slashed its 2025 production forecast to 18,000 vehicles on Wednesday, marking the second consecutive cut in three months as the Saudi-backed luxury EV maker struggles with supply chain disruptions and collapsing post-tax-credit demand. Interim CEO Marc Winterhoff told Reuters the company would hit the lower end of its August guidance range of 18,000-20,000…

F-150 Lightning

U.S. Vehicle Sales Crater In October As EV Tax Credit Expiration Triggers Market Collapse

U.S. motor vehicle sales plummeted in October 2025 as the elimination of federal EV tax credits sent electric vehicle demand into freefall and broader economic uncertainty kept car shoppers away from dealerships. The data reveals the immediate aftermath of one of the most significant policy shifts in American automotive history. Light vehicle sales decreased 6.5%…

2026 Kia EV4 Unveiled: Affordable Style Meets Electric Range for Everyday Drivers
Tesla

Automakers Face $200-$300 Per Vehicle Port Fee Hit Despite Trump-Xi Trade Truce

Automakers shipping vehicles to the United States could face $200 to $300 per vehicle in additional costs, the CEO of major car carrier Wallenius Wilhelmsen warned Wednesday, as the company moves to pass new U.S. port fees onto customers. The announcement comes despite a late-October trade agreement between Presidents Trump and Xi that was supposed…

Tesla

Tesla Board To Shareholders: Give Musk $1 Trillion Or Watch The Company Collapse

Tesla shareholders face an unprecedented decision Thursday as they vote on CEO Elon Musk’s nearly $1 trillion compensation package—with Board Chair Robyn Denholm warning that rejecting it could trigger Musk’s departure and send the company’s stock into freefall. The vote, taking place at Tesla’s annual meeting on November 6, has divided major institutional investors and…

China's BYD has overtaken Tesla as the world's best-selling maker of electric cars. In the final quarter of last year, BYD, backed by Warren Buffett, sold 526,409 fully electric vehicles, outpacing Tesla's 484,507.
BYD

BYD Overtakes Tesla In UK Market As Chinese EV Sales Surge Sixfold

BYD has overtaken Tesla in the United Kingdom’s electric vehicle market, marking a stunning reversal in one of Europe’s largest markets for plug-in cars. The Chinese manufacturer registered almost seven times more new cars than Tesla last month, according to data released Wednesday by the UK’s Society of Motor Manufacturers and Traders (SMMT). The shift…

Rivian, Lucid Poised to Gain as Trump Tax Bill Ends EV Credits
Rivian

Rivian Beats Earnings Expectations As October EV Sales Collapse 43% Following Tax Credit Expiration

Rivian Automotive posted better-than-expected third-quarter earnings Tuesday, reporting a narrowed adjusted loss and positive gross profit for the second time this year. But the electric vehicle maker’s stock surge couldn’t mask the harsh reality waiting just beyond the quarterly numbers: October EV sales plummeted 43% compared to the same month last year, according to automotive…

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