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.
Thatcham Research, the UK’s only automotive risk intelligence body, has published its New Electric Vehicle Blueprint, calling on automakers to redesign EVs so that battery packs, charge ports, and high-voltage systems can be repaired rather than written off after minor accidents. A Thatcham survey conducted with the Centre for Economics and Business Research (CEBR) found…
Environmental groups are publicly calling out Tesla for what they describe as years of silence on a promised riverfront restoration project at Gigafactory Texas — and a site plan filed with the City of Austin late last month suggests the company may finally be moving, at least on paper. Andrea Guzmán reported on April 8…
In February 2022, analysts expected Tesla to generate $38.8 billion in free cash flow in 2026. The current consensus for that same year: negative $5.1 billion. That $43.9 billion swing, documented this week by Bloomberg Opinion columnist Liam Denning (paywalled), is not a rounding error or a bad quarter. It equals almost exactly the total…
Tesla has pushed Full Self-Driving (Supervised) v14.3 to owners via an over-the-air update, shipping inside software version 2026.2.9.6. The release notes, published on NotATeslaApp and flagged by Tesla reporter Sawyer Merritt on X, is one of the larger FSD point releases in recent memory. The headline change is a ground-up rewrite of the AI compiler…
Tesla registrations in Germany more than quadrupled in March 2026 compared to a year earlier, according to data published Tuesday by Germany’s federal road traffic authority, the KBA (Kraftfahrt-Bundesamt). Reuters reported (paywalled; KBA monthly registration data available at kba.de) that newly registered Tesla vehicles jumped 315.1% year-on-year to 9,252 units in March. For context: that…
JP Morgan analyst Ryan Brinkman is reiterating his Sell rating on Tesla (TSLA) with a $145 price target, implying roughly 60% downside from the stock’s current trading level near $367. The call, circulated Monday in a research note flagged by Yahoo Finance anchor Brian Sozzi on X, lands four days after Tesla reported Q1 2026…
The national average price of gasoline in the United States crossed $4 per gallon on March 31, 2026, according to AAA data reported by CNBC, up 35% from $2.98 the day before the Iran war began on February 28. Diesel climbed to $5.45 per gallon, a 45% rise. Across the Atlantic, British drivers hit even…
California’s top ride-hailing regulator confirmed Tesla’s “Robotaxi” service holds only a limousine permit and is exempt from all autonomous vehicle reporting requirements.
The Tesla Watch newsletter — drops Friday morning. Builds, factory moves, filings, sources. Free, for now.
