Every delivery number, every FSD build, every factory move, every filing. Tesla is the most-covered manufacturer on EVXL — this is the desk that watches them.
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…
China’s commerce ministry confirmed Thursday that negotiations with the European Union over a minimum price plan for Chinese electric vehicles have restarted. Why it matters: A successful deal could replace the EU’s 45.3% tariffs with price commitments, reshaping how Chinese EVs enter Europe. The Details By the Numbers What China Said “China welcomes the EU’s…
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…
Elon Musk announced Tesla’s Full Self-Driving Unsupervised is “pretty much solved at this point” and confirmed Robotaxis without safety monitors will launch in Austin within three weeks. Why it matters: This marks Tesla’s first truly driverless commercial service, eliminating the human backup that has supervised Austin operations since June. The Details Key Specs 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…
Nearly 200 electric vehicle industry leaders sent an open letter to EU Commission President Ursula von der Leyen on Wednesday, demanding Brussels maintain its 2035 zero-emission target for new cars. Why it matters: The letter arrives six days before the Commission unveils an automotive package that could weaken the ban under pressure from German automakers.…
Consumer Reports places Tesla at the bottom of its 26-brand used-car reliability rankings. Why it matters: Buyers shopping for 5-10 year old Teslas now face the worst long-term dependability scores in the industry. The Details By The Numbers Bottom Five (Used-Car Reliability): Top Five (Used-Car Reliability): New-Car Reliability (Tesla vs. Rivian): EVXL’s Take The timing…
Battery pack prices will fall to $105 per kilowatt-hour next year as Chinese overcapacity and LFP adoption continue driving costs down. Why it matters: Cheaper batteries make EVs more affordable and accelerate grid-scale energy storage deployment worldwide. The Details By the Numbers What They’re Saying “Cutthroat competition is making batteries cheaper every year. This is…
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