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Model Y

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

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Hybrids Take Lead as Electric Vehicle Sales Plummet in California—A Wake-Up Call for EV Industry
Ford

Flood of Affordable Used EVs Hits Market as Lease Returns Surge

A wave of affordable used electric vehicles (EVs) is flooding the market as leases signed under a 2022 tax loophole begin to mature, offering budget-conscious buyers unprecedented access to EVs. According to Cox Automotive, nearly 1 million EVs were leased from early 2022 through March 2025, driven by incentives that made leasing more attractive than…

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

Lucid’s Q2 2025 Deliveries Climb 38% but Fall Short of Expectations Amid EV Market Shifts

On July 2, 2025, Lucid Group, Inc. reported a 38% increase in second-quarter vehicle deliveries, reaching 3,309 electric vehicles (EVs), up from 2,394 in Q2 2024. However, the figures missed Wall Street’s expectations of 3,611 units, reflecting challenges in the luxury EV market as economic pressures push consumers toward cheaper hybrids and gas-powered cars, according…

Tesla

Tesla’s Q2 2025 Deliveries Drop 14%, Yet Stock Rises on Better-Than-Expected Results

Tesla’s second-quarter 2025 deliveries declined by 14% compared to last year, but the numbers proved less severe than anticipated, boosting the company’s stock price. According to a post on X by Sawyer Merritt on July 2, 2025, Tesla delivered 384,122 vehicles, including 373,728 Model 3 and Model Y units, and 10,394 other models like the…

Mustang Mach-E

Ford’s EV Sales Plummet 31% in Q2 2025 Due to Mustang Mach-E Safety Recall

Ford Motor Co.’s electric vehicle (EV) sales dropped sharply by 31.4% in the second quarter of 2025, largely due to a safety-related stop-sale of its popular Mustang Mach-E. The recall, affecting over 317,000 vehicles globally, stems from a software glitch in the electronic door latches that could trap occupants inside, posing serious risks. This setback,…

Tesla

Tesla’s China-Made EV Sales Rise in June 2025, Breaking 8-Month Decline Amid BYD Rivalry

In a notable shift, Tesla’s China-made electric vehicle (EV) sales climbed 0.8% year-over-year in June 2025, reaching 71,599 units and halting an eight-month downward trend, according to Reuters. Despite this uptick, fierce competition from Chinese rivals like BYD, whose global sales soared 11% to 377,628 vehicles last month, continues to challenge Tesla’s foothold in the…

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

Tesla Model Y Drives Sales Surge in Norway and Spain Amid European Challenges

In June 2025, Tesla’s revamped Model Y sparked a significant sales boost in Norway and Spain, signaling strong demand for the updated electric SUV despite broader market struggles. According to Reuters, Tesla’s registrations in these countries surged, driven by the Model Y’s appeal, even as the company faces competition and backlash over CEO Elon Musk’s…

Xiaomi

Xiaomi YU7 Delivery Delays Frustrate 240,000 EV Buyers in China

China’s electric vehicle (EV) market is electrified by Xiaomi’s YU7 SUV, but delivery waits of up to 60 weeks have sparked backlash among eager buyers. The smartphone-turned-EV maker secured 240,000 orders within 18 hours of the YU7’s launch on June 26, 2025, overwhelming its production capacity, with only a few vehicles ready for immediate delivery,…

Cybertruck

Tesla Cybertruck Surges to Lead U.S. EV Pickup Market in 2024

A Barron’s opinion piece by analyst Ben Z. Rose argues that Tesla’s Cybertruck, despite early setbacks, has become the top-selling electric vehicle (EV) pickup truck in the U.S., with an estimated 39,000 units sold in 2024, according to Cox Automotive. The truck’s bold design and Tesla’s software updates have driven its rise, surpassing competitors like…

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