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Toyota

Every EVXL story tagged “Toyota” — newest first.

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Tesla's Grünheide Battery Promise Returns: Real Investment or PR Rescue?
Stellantis

Toyota and Stellantis Exit Tesla’s EU CO₂ Pool, Cutting Two of Its Biggest European Credit Buyers

Tesla’s European CO₂ pool just got smaller. Both Toyota and Stellantis are withdrawing from the pooling arrangement for 2026, according to automotive analyst Matthias Schmidt and a newly published EU document listing the pool’s remaining members. That leaves Tesla, Ford, Honda, Mazda, and Suzuki as the active participants. The departures remove what have likely been…

Tesla Spain Sales Drop 8.75% in November While EV Market Doubles - Hybrids Take Lead as Electric Vehicle Sales Plummet in California—A Wake-Up Call for EV Industry
Autopilot

Tesla Renames Navigate on Autopilot and FSD Computer in Software Update 2026.2.9

Tesla’s latest over-the-air push, software update 2026.2.9, is a substantial release. It includes FSD (Supervised) v14.2.2.5 with functional changes to the neural network vision encoder, new Speed Profiles, and Arrival Options, among other additions. But buried inside is one section that has nothing to do with how any feature works: two names are gone, and…

Morgan Stanley Downgrades Lucid, Rivian to Sell, Warns of 'EV Winter' Into 2026
Lucid

Lucid Q4 2025: Revenue and Production Guidance Both Beat Analyst Expectations — So Why Did the Stock Drop 6%?

Three beats, one brutal miss, and a stock that fell anyway. Lucid Group (NASDAQ: LCID) reported Q4 2025 results today that cleared the bar on revenue, beat FactSet’s production guidance consensus for 2026, and delivered its eighth consecutive quarter of record deliveries. The market’s response: shares dropped 6.4% to $9.33 in after-hours trading. That tells…

BYD

BYD Sues the US Government Over Tariffs, But the Real Target Is the American Car Market

China’s largest automaker just filed the first tariff lawsuit by a Chinese car company against the United States government. The legal argument is about import duties on bus parts and batteries. The strategic play is about something bigger. BYD’s four American subsidiaries filed suit at the US Court of International Trade on January 26, arguing…

BYD Recalls Nearly 97,000 EVs Over Potential Fire Risk
BYD

BYD Outsold Tesla by 620,000 EVs in 2025, and the Gap Is Still Growing

The final 2025 scorecard is brutal for Tesla. BYD sold 2.26 million battery-electric vehicles last year. Tesla delivered 1.64 million. That’s a 620,000-unit gap that grew every quarter, and it happened while BYD was locked out of the world’s second-largest auto market entirely. The damage extends far beyond the headline numbers. In the countries where…

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