Haye Kesteloo is the Editor in Chief and Founder of EVXL.co, where he covers all electric vehicle-related news, covering brands such as Tesla, Ford, GM, BMW, Nissan and others. He fulfills a similar role at the drone news site DroneXL.co. Haye can be reached at haye @ evxl.co or @hayekesteloo.
Full-year 2025 registration data from the California New Car Dealers Association confirms what quarterly reports suggested all year: Tesla suffered the steepest market share decline of any automaker in America’s largest EV market. The company’s share of all vehicles registered in California fell from 11.6% in 2024 to 9.9% in 2025, a 1.7-percentage-point drop that…
A $60,000 BYD Sealion 7 caught Julian Scot-Smith’s attention at a London Porsche dealership last December. The British couple had come to browse German luxury SUVs in Mayfair. They left considering a Chinese alternative. That moment, captured in a new Wall Street Journal analysis, distills everything happening in the global auto industry right now. BYD…
The internal documents tell one story. Tesla’s press statement tells another. According to works council election records obtained by German business daily Handelsblatt, Giga Berlin’s headcount dropped from 12,415 in 2024 to 10,703 today. That’s 1,712 fewer workers. A 14% decline. Tesla’s response? “Compared to 2024, there has been no significant reduction in the number…
Renault SA plans to reintegrate its Ampere electric vehicle and software operations back into the parent company, reversing a strategy that never delivered the €10 billion valuation former CEO Luca de Meo once promised investors. The French automaker is meeting with labor unions today to discuss the reorganization. Bloomberg reports that CEO François Provost is…
Volvo has officially unveiled its all-electric EX60 mid-size SUV, and the specifications tell a story the Swedish automaker desperately needed to tell. After months of declining EV sales and workforce cuts, today’s reveal in Stockholm delivers a vehicle that directly challenges everything BMW and Mercedes are bringing to market this year. The numbers speak for…
Two months after demanding Brussels weaken the 2035 combustion engine ban, Chancellor Friedrich Merz’s government is now pledging billions in taxpayer money to boost EV sales. The contradiction reveals Germany’s auto industry isn’t facing a policy problem. It’s facing a competitiveness crisis that no subsidy can fix. The Fact: Germany will offer families with small…
Five months ago, Elon Musk called Dojo an “evolutionary dead end” and disbanded the entire team. Now he wants to put it in orbit. The whiplash is real. Over the long weekend, Musk announced on X that Tesla aims to restart work on Dojo3, its previously abandoned third-generation AI chip. The twist? This time it…
Canada’s new China-EV tariff agreement lands just days after BYD officially dethroned Tesla as the world’s largest EV manufacturer, creating an unexpected lifeline for the American automaker in a market where it already has boots on the ground. The deal announced last Friday slashes import duties from a prohibitive 100% to just 6.1% for up…
One email. Six stories. Filed each morning before the world is. Read by Tesla owners, Rivian preorder holders, dealer GMs, and the analysts that move EV stocks.
