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China's EV Trade Tussle: A Rocky Road Ahead in Europe
China

China Says EU Talks on EV Minimum Price Plan Have Resumed

China’s commerce ministry confirmed Thursday that negotiations with the European Union over a minimum price plan for Chinese electric vehicles have restarted. Why it matters: A successful deal could replace the EU’s 45.3% tariffs with price commitments, reshaping how Chinese EVs enter Europe. The Details By the Numbers What China Said “China welcomes the EU’s…

Ford F-150 Lightning Outpaces Tesla Cybertruck in Q1 2025 EV Pickup Race
Ford

SK On, Ford End $11.4 Billion U.S. Battery Joint Venture

South Korean battery maker SK On is dissolving its joint venture with Ford Motor, splitting ownership of three U.S. battery plants as slowing EV demand reshapes the industry. Why it matters: The breakup marks the collapse of one of America’s largest EV battery partnerships, a direct casualty of the post-subsidy market downturn. The Details By…

2027 BMW 3 Series and i3 EV Spy Shots Reveal Subtle Design Differences
i3

2027 BMW 3 Series and i3 EV Spy Shots Reveal Subtle Design Differences

New spy shots from Germany show the next-generation BMW 3 Series and its electric i3 twin testing side-by-side, revealing subtle but distinct differences between the ICE and EV versions. Why it matters: BMW is taking a unified design approach across different platforms, making it harder than ever to spot an EV in the wild. The…

Saudi EV Maker Ceer Partners with Rimac for High-Performance Electric Powertrains
Rimac

Rimac Developing Solid-State Battery for 2030 Bugatti Hypercar

Rimac Technology is building solid-state batteries with ProLogium and Mitsubishi, targeting a new Bugatti model by 2030. Why it matters: The Croatian EV tech powerhouse is betting that next-gen batteries will define the hypercar segment before the technology reaches mainstream vehicles. The Details Solid-State Battery Specs E-Axle Developments EVXL’s Take Rimac’s solid-state ambitions put them…

Waymo Launches Autonomous Employee Rides At SFO Airport
Tesla

Waymo Launches Autonomous Employee Rides At SFO Airport

Waymo’s robotaxis now shuttle employees to and from San Francisco International Airport without a human driver. Why it matters: This Phase 2 milestone puts Waymo one step closer to offering public robotaxi service at the Bay Area’s busiest airport. The Details By The Numbers EVXL’s Take Waymo’s SFO expansion represents the company’s methodical approach to…

Tesla Robotaxi Mishaps Spark Safety Concerns in Austin Trials
Elon Musk

Musk Claims FSD Unsupervised ‘Pretty Much Solved,’ Robotaxi Without Safety Monitors In 3 Weeks

Elon Musk announced Tesla’s Full Self-Driving Unsupervised is “pretty much solved at this point” and confirmed Robotaxis without safety monitors will launch in Austin within three weeks. Why it matters: This marks Tesla’s first truly driverless commercial service, eliminating the human backup that has supervised Austin operations since June. The Details Key Specs EVXL’s Take…

Subaru Prices 2026 Uncharted EV at $34,995 With 300+ Mile Range
Subaru

Subaru Prices 2026 Uncharted EV at $34,995 With 300+ Mile Range

Subaru has announced pricing for the 2026 Uncharted EV, starting at $34,995 before destination fees. Why it matters: The Uncharted becomes Subaru’s most affordable EV as competitors slash prices and automakers abandon electric models amid post-subsidy market pressures. The Details Specs By Trim Premium FWD ($34,995) Sport ($39,795) GT ($43,795) All Trims Include: EVXL’s Take…

Tesla's California market share fell to 9.9% in 2025 as Toyota rose to No. 2. Discover why registrations dropped 11% despite Model Y’s segment dominance. - NHTSA Launches Investigation into Deadly Tesla Incident
Tesla

Morgan Stanley Downgrades Tesla Stock, Cites ‘Full Valuation’

Morgan Stanley cut Tesla to hold for the first time since June 2023, warning the stock fully prices in AI and robotics ambitions. Why it matters: The downgrade from Wall Street’s most influential Tesla analyst signals growing unease with the stock trading at 210x forward earnings. The Details By The Numbers EVXL’s Take Morgan Stanley’s…

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