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Every EVXL story tagged “GM” — newest first.

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BMW i4 Gets Final Power Boost Before Neue Klasse Arrives With 593-HP M60 and 300+ Mile Range
Ford

Deloitte Survey Reveals Incentives Rank Dead Last Among EV Purchase Motivations

I’ve spent the past year documenting what happens when you build an industry on government subsidies. Now we have the data to prove what we suspected all along: the $7,500 federal tax credit never drove genuine EV demand. Deloitte’s 2026 Global Automotive Consumer Study, released today, surveyed more than 28,500 consumers across 27 countries between…

Ford CEO Jim Farley
Ford

Ford Promises Level 3 Autonomy on $30K EV While Taking $19.5 Billion in Writedowns

I’ve been tracking Ford’s EV pivot for over a year now, and today’s CES announcement is either the most ambitious course correction in automotive history or another promise the company can’t keep. Ford says it will bring Level 3 eyes-off driving to a $30,000 electric pickup truck in 2028. That’s the same company that just…

Tesla Faces Major Lawsuit Over Full Self-Driving Promises—Are EV Buyers Misled?
Tesla

Tesla Sales Slide Signals Buyers Are No Longer the Priority

I’ve spent a year documenting Tesla’s sales collapse across every major market, and this week’s numbers crystallize something prospective buyers need to understand: Tesla has told Wall Street it doesn’t need to sell more cars. For anyone shopping for an EV in 2026, that’s the most important signal in this entire earnings preview. Tesla is…

DJI Spinoff ZYT Takes on Autonomous Trucking with Drone-Derived Tech
Tesla

DJI Spinoff ZYT Takes on Autonomous Trucking with Drone-Derived Tech

ZYT is betting that the same computer vision approach that made DJI drones dominant can now disrupt the autonomous trucking race – and they’re targeting the same H1 2026 mass production timeline as Pony.ai, but with a fraction of the computing power. The Shenzhen-based company, formerly DJI’s autonomous driving division, announced Tuesday that it will…

China's EV Market Now Belongs to Chinese Brands, and Detroit Just Took a $25 Billion Hit to Prove It - BYD's Price Cuts Under Fire: China's Bold Move Against EV Overcapacity
BYD

China’s ‘No Fire’ Battery Mandate Validates BYD, Challenges Tesla

I’ve been covering the EV battery fire saga for months, from Li Auto’s 11,000-vehicle recall to cargo ships sinking with burning EVs. Now China has done something no other country has attempted: mandating that EV batteries simply cannot catch fire or explode under any test conditions. This isn’t incremental regulation. It’s Beijing declaring that Chinese…

Tesla's Major Recall Over 2 Million Vehicles for Autopilot Safety Upgrade Model 3 Performance
Ford

EV Consumer Interest Holds Steady Despite 2025’s Policy Chaos and Sales Collapse

I’ve spent the last year documenting the collapse, the layoffs, and the cancellations. But here’s the number everyone missed: 94% of current EV owners say they’ll buy another EV. After everything that happened this year, that’s the story that actually matters. NPR’s year-end EV retrospective published today runs through the familiar litany of 2025 disasters:…

Porsche 718 EV Strategy Collapses: Automaker Now Reverse-Engineering Platform It Spent Billions Building
Porsche

Porsche 718 EV Strategy Collapses: Automaker Now Reverse-Engineering Platform It Spent Billions Building

Porsche just confirmed the most expensive engineering admission of defeat in automotive history. The German automaker is now paying to reverse-engineer the PPE Sport platform it paid billions to develop as EV-only, adding combustion engine capability across the entire next-generation 718 Boxster and Cayman lineup. This isn’t just a product strategy pivot. This is a…

Ford F-150 Lightning Outpaces Tesla Cybertruck in Q1 2025 EV Pickup Race
Ford

EV Transition ‘Unraveling’? No, Legacy Automaker Strategies Are Failing

I’ve been covering the EV transition for years, and this week’s headlines declaring the electric revolution is “unraveling” miss the point entirely. What we’re actually watching is the predictable collapse of subsidy-dependent strategies by legacy automakers who never figured out how to build affordable EVs without government life support. The carnage is staggering. Bloomberg reports…

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