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China

China Bans Concealed Door Handles, Forcing Tesla, BMW, and Xiaomi Into Costly EV Redesigns

A door that won’t open in a crash isn’t a design quirk. It’s a death trap. China’s government just codified that reality into law, and the ripple effects will hit EV design studios from Munich to Fremont. China’s Ministry of Industry and Information Technology published rules banning concealed, electrically operated door handles on vehicles sold…

Tesla's Major Recall Over 2 Million Vehicles for Autopilot Safety Upgrade Model 3 Performance
Model Y

Tesla’s Door Handle Crisis Hits Congress: SAFE Exit Act Clears First Vote as Death Toll Mounts

Six months of covering Tesla’s door handle safety crisis. Six EVXL articles documenting trapped children, fatal crashes, and a design flaw Elon Musk insisted on despite engineer objections. On Tuesday, Congress finally moved, Bloomberg reports. The House Committee on Energy and Commerce forwarded the Securing Accessible Functional Emergency Exit Act, or SAFE Exit Act, to the…

Tesla Faces Q2 Delivery Shortfall but Retains Deutsche Bank’s Buy Rating
Tesla

Tesla’s Fourth Sales Chief In 18 Months Comes From Its Worst-Performing Region

Joe Ward started at Tesla as a logistics intern in the UK back in 2010. Fifteen years later, he’s been handed the keys to the entire global sales operation. The timing tells you everything about where Tesla’s automotive business stands right now. Bloomberg reported today that Tesla has tapped Ward, its vice president for Europe,…

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

Tesla Bucks China’s January Slump With 9% Growth While BYD Bleeds 30%

The 5% purchase tax that was supposed to hurt all EV makers equally in China? It hit BYD like a freight train and barely grazed Tesla. That asymmetry tells you everything about what’s really happening in the world’s largest EV market right now. Tesla shipped 69,129 vehicles from its Shanghai factory in January, a 9.3%…

Tesla Adjusts Pricing on Model Y in China Amidst Economic Flux
Model Y

Tesla Model Y 7-Seater Returns, But Families Should Know What They’re Actually Getting

After nearly a year of waiting, the seven-seat option is finally back on Tesla’s US configurator for the 2026 Model Y. But before you start planning road trips with the entire extended family, there’s a critical detail buried in the marketing: this isn’t the stretched Model YL that Chinese buyers have been enjoying since August…

Tesla Hits 9 Million Vehicles as Shanghai Builds Faster Than the World Wants to Buy
Tesla

Tesla Hits 9 Million Vehicles as Shanghai Builds Faster Than the World Wants to Buy

Tesla’s 9 millionth vehicle—a white Model Y—rolled off the line at Giga Shanghai today, and the timing says everything about where this company stands heading into 2026. The milestone took just 207 days to reach from the 8 millionth car, which was an Ultra Red Model Y produced at Giga Berlin on June 6, 2025.…

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

Tesla Publishes Pessimistic Q4 Delivery Forecast, Confirming Tax Credit Hangover

I’ve been warning about this moment since September. Tesla just made it official: the tax credit pull-forward we documented is now showing up in the company’s own numbers, and even Tesla’s unprecedented promotional blitz couldn’t fill the demand vacuum. In a first-of-its-kind move, Tesla publicly posted a consensus of 20 analyst delivery estimates directly on…

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