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Every EVXL story tagged “Tesla” — newest first.

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India’s EV Market Doubles as Tata’s Dominance Collapses and Global Rivals Circle
India

India’s EV Market Doubles as Tata’s Dominance Collapses and Global Rivals Circle

Tata Motors predicts India will reach EV-gasoline price parity by 2030, but the company is watching its market share get sliced in half as Tesla, VinFast, and Chinese competitors pile into one of the world’s last remaining growth markets, Bloomberg reports. The timing could not be more brutal. As China’s EV market drowns in overcapacity…

BMW Mulls Chinese-Style Range Extenders For X5 And 7-Series As China Sales Crater
BMW

BMW Mulls Chinese-Style Range Extenders For X5 And 7-Series As China Sales Crater

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…

EU Plans December Announcement For Affordable Small EVs To Counter Chinese Competition
F-150 Lightning

UK Extends EV Subsidies While Planning Mileage Tax to Recover Lost Fuel Revenue

Britain’s government unveiled a £1.3 billion ($1.7 billion) extension of electric vehicle purchase subsidies on Friday, just hours before confirming plans to impose a per-mile tax on EV drivers starting in 2028—a policy contradiction that exposes the fundamental revenue crisis governments face as electrification eliminates fuel duty income. Chancellor Rachel Reeves will announce the subsidy…

BMW iX3 Shatters Range Expectations With 626-Mile Real-World Test Drive
F-150 Lightning

EV Sales Surge Masks Manufacturing Collapse As Q3 Data Reveals Subsidy Cliff Reality

US clean-energy investments hit a record $75 billion in the third quarter of 2025, driven almost entirely by consumers scrambling to buy electric vehicles before federal tax credits expired on September 30, according to new data from Rhodium Group and MIT. But the headline number conceals a brutal truth: EV manufacturing investments collapsed 30% compared…

VinFast's Second-Quarter Loss Deepens Amid Aggressive Expansion
VinFast

VinFast Losses Nearly Double to $911M as Premium EV Strategy Collapses Against Chinese Competition

Vietnamese EV maker VinFast reported staggering third-quarter losses of $910.85 million, nearly double the $503 million lost in the same period last year, as the company’s premium pricing strategy crumbles under pressure from cost-efficient Chinese competitors. Despite achieving 47% revenue growth, VinFast’s gross margins deteriorated to negative 56.2%, meaning the company loses more than half…

Ford UK Chief Warns Against EV Tax As Company Loses $1.4 Billion Per Quarter
Ford

Ford UK Chief Warns Against EV Tax As Company Loses $1.4 Billion Per Quarter

Ford’s UK managing director is pushing back against proposed electric vehicle taxation just weeks after the U.S. federal tax credit expiration triggered the exact market collapse she’s warning about—exposing how legacy automakers built EV strategies dependent on perpetual government subsidies rather than genuine competitiveness. Lisa Brankin, Ford UK’s chair and managing director, told the BBC’s…

Toyota Invests $912 Million In U.S. Hybrid Production As Competitors Abandon EVs Post-Tax Credit
Toyota

Toyota Invests $912 Million In U.S. Hybrid Production As Competitors Abandon EVs Post-Tax Credit

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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