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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…
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…
Chinese automaker Changan Automobile is launching its Deepal electric SUVs in Italy and Spain as part of a major European expansion. Why it matters: This marks the second wave of Chinese EV brands entering Southern Europe, where interest in pure electrics has historically lagged. The Details By The Numbers EVXL’s Take Changan’s timing is notable.…
Chinese automaker Xpeng will launch its heavily-revised G6 electric SUV in the UK in early 2026, priced from £39,990. Why it matters: The refreshed G6 charges faster than any Tesla while costing up to £12,000 less than its Model Y rival. The Details Xpeng G6 Specs Tesla Model Y Comparison EVXL’s Take Xpeng’s UK pricing…
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…
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…
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…
Polestar slashes the 2025 Polestar 3 by up to $18,000 through its Clean Vehicle Incentive, dropping the base price to $49,500. Why it matters: The discount makes Polestar’s luxury SUV cheaper than the average new car in America and significantly undercuts German rivals. The Details Polestar 3 Pricing After Discount Competitor Pricing EVXL’s Take Polestar…
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