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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…
After spending a decade covering the EV market, one stat in a new 61-page Fraunhofer Institute study stopped me cold: the average Porsche PHEV driver charged their battery to less than 50% capacity exactly once over two years. That’s 7 kilowatt-hours total. You’d use more electricity running a space heater for an afternoon. The study,…
The 400-kilometer range threshold that European fleet drivers say they need before switching to electric? BMW’s newest models just happen to clear it. That timing is worth examining. A new survey of 655 Dutch company car drivers, commissioned by BMW and conducted by research firm Kien Onderzoek, found that 60% would choose an EV to…
The first Tesla robotaxi crash in Austin happened just weeks after the service launched. The most recent batch of five happened in a single month. In between, the pattern stayed consistent: federal data shows Tesla’s autonomous fleet is hitting things at a rate that would get a teenage driver’s insurance canceled. Bloomberg’s Kara Carlson reported…
The same auto industry lobby that represents GM, Stellantis, and Ford in Canada just told Prime Minister Mark Carney his Chinese EV deal is making an already brutal US trade negotiation worse. Brian Kingston, President and CEO of the Canadian Vehicle Manufacturers’ Association (CVMA), made the comments at the Canadian International Auto Show in Toronto…
The last time Rivian beat earnings expectations, in November 2025, October EV sales were already in freefall. The stock popped, the headlines cheered, and then reality showed up in the form of a 31% Q4 delivery plunge. Today’s Q4 report reads differently. Not because the backward-looking numbers are pretty, but because the forward-looking guidance just…
Six months of covering Tesla’s door handle safety crisis. Six EVXL articles documenting trapped children, fatal crashes, and a design flaw Elon Musk insisted on despite engineer objections. On Tuesday, Congress finally moved, Bloomberg reports. The House Committee on Energy and Commerce forwarded the Securing Accessible Functional Emergency Exit Act, or SAFE Exit Act, to the…
Three months after the federal EV tax credit expired, a collector car fintech CEO told WardsAuto what we’ve been reporting since last summer: legacy automakers bet billions on government subsidies instead of building EVs people would buy without them. The combined damage now totals $53 billion across Ford, GM, and Stellantis. The write-downs keep getting…
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.
