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Tesla

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Jul 21
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Honda's Bold Leap into the U.S. EV Market: The Prologue Unveiled
Ohio

Honda Takes Full Control of Ohio Battery Plant as Korean Suppliers Flee America

I’ve been tracking the collapse of America’s EV battery boom for months, and this week’s news confirms the pattern: Korean battery makers are retreating while Honda quietly positions itself for the post-subsidy era. Honda is buying out LG Energy Solution’s share of their Ohio battery joint venture for $2.9 billion, Bloomberg reports. The deal, expected to close…

Porsche 718 EV Strategy Collapses: Automaker Now Reverse-Engineering Platform It Spent Billions Building
Porsche

Porsche 718 EV Strategy Collapses: Automaker Now Reverse-Engineering Platform It Spent Billions Building

Porsche just confirmed the most expensive engineering admission of defeat in automotive history. The German automaker is now paying to reverse-engineer the PPE Sport platform it paid billions to develop as EV-only, adding combustion engine capability across the entire next-generation 718 Boxster and Cayman lineup. This isn’t just a product strategy pivot. This is a…

BYD Recalls Nearly 97,000 EVs Over Potential Fire Risk
F-150 Lightning

Detroit 3 Hold Less Than 5% Global EV Market Share

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…

Audi E5 Sportback China Price Sparks European Buyer Fury
Audi

Audi E5 Sportback China Price Sparks European Buyer Fury

A viral YouTube video exposing the Audi E5 Sportback’s €40,000 ($47,000) China price tag has ignited outrage among European buyers. Why it matters: German consumers are learning they pay at least double for equivalent Audi EVs built in their own country. The Details By The Numbers EVXL’s Take This viral moment exposes the uncomfortable reality…

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

Ford Kills F-150 Lightning, Takes $19.5 Billion EV Writedown

Ford announced a $19.5 billion charge on its electric vehicle business, the largest EV impairment in U.S. auto industry history. Why it matters: The Detroit automaker is abandoning its all-electric pickup strategy and pivoting to hybrids, signaling the post-subsidy EV collapse has forced a fundamental retreat. The Details By The Numbers EVXL’s Take This is…

EV Tensions Rise: EU Launches Subsidy Probe, China Reacts Strongly
BYD

European Luxury Cars Collapse in China as BYD Steals Market

European luxury automakers are bleeding market share in China as consumers abandon six-figure German sedans for cheaper domestic brands led by BYD. Why it matters: China’s premium segment has shrunk for the third straight year while Chinese brands now control nearly 70% of the world’s largest auto market. The Details By The Numbers EVXL’s Take…

Nissan Banks on Tennessee for 2026 Recovery With Hybrid Push
Tennessee

Nissan Banks on Tennessee for 2026 Recovery With Hybrid Push

Nissan Americas Chairman Christian Meunier says Tennessee manufacturing will anchor the automaker’s turnaround after a disastrous fiscal year that ended with a $1.39 billion operating loss. Why it matters: Nissan is betting on U.S.-built hybrids to compete with Toyota while tariffs reshape the industry. The Details By the Numbers EVXL’s Take Meunier’s back-to-basics approach shows…

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