Every EVXL story tagged “Model 3” — newest first.
Tesla’s 9 millionth vehicle—a white Model Y—rolled off the line at Giga Shanghai today, and the timing says everything about where this company stands heading into 2026. The milestone took just 207 days to reach from the 8 millionth car, which was an Ultra Red Model Y produced at Giga Berlin on June 6, 2025.…
I’ve been warning about this moment since September. Tesla just made it official: the tax credit pull-forward we documented is now showing up in the company’s own numbers, and even Tesla’s unprecedented promotional blitz couldn’t fill the demand vacuum. In a first-of-its-kind move, Tesla publicly posted a consensus of 20 analyst delivery estimates directly on…
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…
I’ve been covering Tesla’s door handle safety crisis since September, and with NHTSA now opening a probe into 179,071 Model 3 sedans, the pattern we’ve documented has officially become a regulatory priority. The real story here isn’t another investigation headline. It’s that if you own a 2022 Model 3, you may have no idea that…
I’ve been documenting Tesla’s European decline all year, and the final numbers are in: it’s worse than even I expected. While the broader European EV market surged 27% in 2025, Tesla’s sales cratered 38.8% to just 129,000 units. That’s not missing a trend. That’s a market share collapse from 2.2% to 1.3% in 11 months while Chinese…
I’ve been reporting Tesla’s German battery promises since 2020. Every year brings a new announcement. Every year, the cells don’t materialize. Today’s €1 billion battery investment news comes with the same hedged language we’ve heard before, and it drops on the exact day the European Union formally abandoned its 2035 EV mandate. The timing tells…
BMW has officially unlocked Tesla Supercharger access for its electric vehicle owners in the United States. Why it matters: The German automaker joins 18 other brands now tapping into Tesla’s 75,000-stall global network, but current owners will need an adapter. The Details By The Numbers EVXL’s Take BMW arrives fashionably late to the Supercharger party.…
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…
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.
