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The 5% purchase tax that was supposed to hurt all EV makers equally in China? It hit BYD like a freight train and barely grazed Tesla. That asymmetry tells you everything about what’s really happening in the world’s largest EV market right now. Tesla shipped 69,129 vehicles from its Shanghai factory in January, a 9.3%…
Six days after announcing the death of the Model S and Model X, Tesla quietly dropped a new Model Y variant into its U.S. configurator that tells you everything about where the company is headed. The Model Y All-Wheel Drive, priced at $41,990, fills a $7,000 hole that existed in Tesla’s lineup since the stripped-down…
Ford CEO Jim Farley has been driving a Xiaomi SU7 for over a year and openly admits he doesn’t want to give it up. Now the Financial Times reports Ford and Xiaomi held actual talks about building EVs together on American soil. Ford says the report is “completely false.” Ford’s denial came directly from the…
Less than two weeks after Prime Minister Mark Carney opened Canada’s doors to Chinese electric vehicles, General Motors CEO Mary Barra has broken her silence. She doesn’t like what she sees. “I can’t explain why the decision was made in Canada,” Barra told employees during an all-hands meeting Tuesday, according to The Wall Street Journal.…
Tesla will stop building the Model S and Model X after Q2 2026. The Fremont, California production lines that built the two vehicles for over a decade will be retooled to manufacture Optimus humanoid robots instead. The Model S Helped Make Electric Cars Mainstream The Model S launched in 2012 as a luxury sedan that…
Tesla beat Wall Street expectations on earnings and margins in Q4 2025, even as net income dropped 61% and annual profit fell to less than a third of its 2022 peak. Investors shrugged off the decline and pushed shares higher after hours, betting on CEO Elon Musk’s promises of robotaxis, humanoid robots, and a $20…
Tesla has quietly updated its support website with the full terms of its Full Self-Driving (Supervised) Transfer Program. For owners who paid $8,000 (or more) for FSD on their current vehicle, this is the fine print that determines whether that investment carries forward—or stays behind. The Fact: Tesla allows one-time FSD transfers from a current…
The numbers finally flipped. Battery electric vehicles (BEVs) outsold petrol cars in the European Union for the first time ever in December 2025, according to fresh data from ACEA released today. But before you call it a tipping point, look closer at the breakdown. The milestone: BEVs captured 22.6% of EU registrations in December, narrowly…
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