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

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Redwood Materials Bolsters EV Battery Recycling with Tesla Veteran Mark Westfall
Tesla

Tesla Recalls 10,500 Powerwall 2 Batteries Over Fire Risk—Two Months After Australia Did The Same

Tesla is recalling approximately 10,500 Powerwall 2 home battery systems in the United States due to defective lithium-ion battery cells that can overheat, smoke, or ignite, the U.S. Consumer Product Safety Commission announced today. The recall follows 22 reports of overheating incidents including five fires that caused minor property damage, though no injuries have been…

Tesla

Tesla Caves On CarPlay As Sales Crater And Buyers Flee To Competition

Tesla is internally testing Apple CarPlay integration after years of CEO Elon Musk dismissing the feature as unnecessary, Bloomberg reported today. The stunning reversal comes as the electric vehicle maker faces collapsing sales across global markets and increased pressure following the September 30, 2025 expiration of federal EV tax credits. The move represents a dramatic…

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…

Tesla's Giga Shanghai Hits 5 Million Battery Pack Milestone As China Sales Crater To 3-Year Low
Tesla

Tesla’s Giga Shanghai Hits 5 Million Battery Pack Milestone As China Sales Crater To 3-Year Low

Tesla’s Shanghai Gigafactory reached a significant manufacturing milestone on November 12, 2025, producing its 5 millionth battery pack since operations began in late 2019. The achievement highlights the factory’s role as Tesla’s highest-volume manufacturing complex, yet it arrives amid the company’s worst domestic sales performance in China in three years. The milestone celebration at Giga…

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…

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…

Tesla Cybertruck Prices Plummet as New Models Hit the Market
Model Y

Tesla Loses Model Y And Cybertruck Program Managers On Same Day, Completing Vehicle Leadership Exodus

Tesla lost two of its most critical vehicle program managers on the same day, with Model Y chief Emmanuel Lamacchia and Cybertruck lead Siddhant Awasthi both announcing their departures Sunday. The double exit marks the final collapse of Tesla’s vehicle program leadership structure—a team that once successfully launched the world’s best-selling car and the company’s…

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