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South Korean battery maker SK On is dissolving its joint venture with Ford Motor, splitting ownership of three U.S. battery plants as slowing EV demand reshapes the industry. Why it matters: The breakup marks the collapse of one of America’s largest EV battery partnerships, a direct casualty of the post-subsidy market downturn. The Details By…
New spy shots from Germany show the next-generation BMW 3 Series and its electric i3 twin testing side-by-side, revealing subtle but distinct differences between the ICE and EV versions. Why it matters: BMW is taking a unified design approach across different platforms, making it harder than ever to spot an EV in the wild. The…
Rimac Technology is building solid-state batteries with ProLogium and Mitsubishi, targeting a new Bugatti model by 2030. Why it matters: The Croatian EV tech powerhouse is betting that next-gen batteries will define the hypercar segment before the technology reaches mainstream vehicles. The Details Solid-State Battery Specs E-Axle Developments EVXL’s Take Rimac’s solid-state ambitions put them…
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…
Subaru has announced pricing for the 2026 Uncharted EV, starting at $34,995 before destination fees. Why it matters: The Uncharted becomes Subaru’s most affordable EV as competitors slash prices and automakers abandon electric models amid post-subsidy market pressures. The Details Specs By Trim Premium FWD ($34,995) Sport ($39,795) GT ($43,795) All Trims Include: 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.…
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