Every EVXL story tagged “Stellantis” — newest first.
I’ve been covering the EV transition for years, and this week’s headlines declaring the electric revolution is “unraveling” miss the point entirely. What we’re actually watching is the predictable collapse of subsidy-dependent strategies by legacy automakers who never figured out how to build affordable EVs without government life support. The carnage is staggering. Bloomberg reports…
Ford, GM, and Stellantis collectively control less than 5% of the global electric vehicle market while Chinese automakers BYD, Geely, and Chery dominate, according to new BloombergNEF data reported by The Wall Street Journal. Why it matters: The gap exposes how far behind American automakers have fallen in the EV race they once claimed to…
The European Union is preparing to delay or weaken its landmark 2035 combustion engine ban after automakers warned of billion-dollar fines and mass layoffs. Why it matters: The move signals Europe is prioritizing short-term industry relief over long-term EV competitiveness against China. The Details By The Numbers EVXL’s Take This confirms exactly what we warned…
Tesla will expand its Japan Supercharger network by more than 40%, targeting over 1,000 stalls by 2027 as the automaker capitalizes on surging demand. Why it matters: The infrastructure push arrives as Japanese automakers adopt Tesla’s charging standard, potentially reshaping the country’s EV landscape. The Details By The Numbers EVXL’s Take Japan represents a rare…
Mary Barra just said the quiet part out loud. At the New York Times Dealbook Summit on Wednesday, the GM CEO revealed she privately told President Biden that Tesla and Elon Musk deserved the credit he was heaping on her and General Motors for leading America’s electric vehicle revolution. “He was crediting me and I…
The world’s largest Tesla Supercharger is now fully operational in Lost Hills, California, delivering 164 charging stalls powered almost entirely by the sun. Tesla confirmed the completion of its “Oasis” Supercharger station via X, marking a major infrastructure milestone just in time for Thanksgiving travel on one of America’s busiest EV corridors. The station operates…
BMW is weighing the addition of range-extending engines to some of its vehicles in China, including the X5 SUV and 7-Series sedan, according to people familiar with the matter. The move would make BMW the first German automaker to embrace technology popularized by Chinese competitors like BYD and Li Auto. This isn’t innovation. It’s adaptation…
Toyota announced a $912 million investment across five U.S. manufacturing plants to expand hybrid vehicle production capacity, creating 252 new jobs and marking the first U.S. production of hybrid-electric Corollas. The investment, revealed Tuesday, comes just six weeks after the federal EV tax credit expiration sent competitors’ pure-electric strategies into freefall. The timing couldn’t be…
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