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Every delivery number, every FSD build, every factory move, every filing. Tesla is the most-covered manufacturer on EVXL — this is the desk that watches them.

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v14.3.2
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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…

i3

Public EV Charging Has More Chargers Than Ever. The Experience Is Still a Mess.

A 320-mile road trip to Ohio in a BMW iX xDrive40 reminded Axios reporter Joann Muller of something the growing charger count doesn’t fix: actually using a public fast charger in 2026 is still a test of patience, physical stamina, and app tolerance. Her report, published April 8, is a useful reality check on where…

Tesla Q3 Earnings: Record Deliveries Hide Looming Post-Tax Credit Reality
Tesla

Tesla’s Free Cash Flow Collapsed $44 Billion. The Stock Went Up.

Tesla faces a $43.9 billion shift in free cash flow expectations, yet its stock remains resilient at 178x forward earnings. We break down the Q1 2026 delivery miss, the $20 billion AI capex cycle, and why the valuation disconnect is reaching a breaking point.

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…

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FSD builds, factory moves, deliveries, filings — the Tesla desk is the busiest one in the EVXL newsroom.

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