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Lucid

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China's EV Market Now Belongs to Chinese Brands, and Detroit Just Took a $25 Billion Hit to Prove It - BYD's Price Cuts Under Fire: China's Bold Move Against EV Overcapacity
BYD

China’s ‘No Fire’ Battery Mandate Validates BYD, Challenges Tesla

I’ve been covering the EV battery fire saga for months, from Li Auto’s 11,000-vehicle recall to cargo ships sinking with burning EVs. Now China has done something no other country has attempted: mandating that EV batteries simply cannot catch fire or explode under any test conditions. This isn’t incremental regulation. It’s Beijing declaring that Chinese…

Morgan Stanley Downgrades Lucid, Rivian to Sell, Warns of 'EV Winter' Into 2026
Lucid

Morgan Stanley Downgrades Lucid, Rivian to Sell, Warns of ‘EV Winter’ Into 2026

Morgan Stanley’s new automotive analyst just declared open season on EV startups. The investment bank downgrades Lucid and Rivian to Sell, warns ‘EV winter’ will last into 2026 as post-subsidy demand collapses, reports Barron’s. GM was upgraded to Buy. Why it matters: The call validates what EVXL has warned about for months: the post-subsidy EV…

MKBHD Warns America 'Could Be Cooked' After Testing $42,000 Xiaomi SU7 Max
Xiaomi

MKBHD Warns America ‘Could Be Cooked’ After Testing $42,000 Xiaomi SU7 Max

Tech reviewer Marques Brownlee just delivered a verdict that should terrify Detroit. After two weeks driving a Xiaomi SU7 Max on American roads, the influential YouTuber concluded this $42,000 Chinese sedan delivers an experience worth $75,000. That’s a $33,000 value gap that no tariff wall can explain away forever. Why MKBHD’s Xiaomi Review Matters Brownlee…

Lucid

Lucid Beats Tesla and Porsche for Best Luxury EV Brand With Just Two Models

A four-year-old startup with only two vehicles just embarrassed the entire luxury EV establishment. U.S. News & World Report named Lucid Motors the Best Luxury Electric Vehicle Brand for 2025, ranking the American upstart above Tesla, Porsche, BMW, and Rivian. The recognition validates what Lucid has been claiming since its founding: engineering excellence can trump…

Lucid Pushes for EV Tax Credit Extension to Boost Small Brands Through 2026
Lucid

Lucid Launches $79,900 Gravity Touring: A Price Drop That Missed The Tax Credit

Lucid Motors just dropped the price of its critical SUV to under $80,000, but for buyers hoping for a federal subsidy, the timing couldn’t be worse. Lucid Group (NASDAQ: LCID) officially launched the Lucid Gravity Touring on Thursday with a starting price of $79,900, a strategic move to broaden the luxury SUV’s appeal as demand…

Porsche Bets On $165,000 Electric Cayenne Weeks After Declaring Luxury EV Pricing Model Broken
Porsche

Porsche Bets On $165,000 Electric Cayenne Weeks After Declaring Luxury EV Pricing Model Broken

Porsche unveiled the 2026 Cayenne Electric today, crowning it the most powerful production vehicle in the German automaker’s 77-year history with a staggering 1,139 horsepower. The launch comes just weeks after Porsche posted a $1.1 billion quarterly loss and declared that its luxury EV business model no longer works. The electric SUV will arrive in…

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…

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