Every EVXL story tagged “Toyota” — newest first.
Tesla’s European CO₂ pool just got smaller. Both Toyota and Stellantis are withdrawing from the pooling arrangement for 2026, according to automotive analyst Matthias Schmidt and a newly published EU document listing the pool’s remaining members. That leaves Tesla, Ford, Honda, Mazda, and Suzuki as the active participants. The departures remove what have likely been…
Tesla’s latest over-the-air push, software update 2026.2.9, is a substantial release. It includes FSD (Supervised) v14.2.2.5 with functional changes to the neural network vision encoder, new Speed Profiles, and Arrival Options, among other additions. But buried inside is one section that has nothing to do with how any feature works: two names are gone, and…
Washington state’s Senate Transportation Committee has scheduled an executive session on SB 6354 for February 27 — a bill that would open the state’s auto market to direct sales by Rivian, Lucid, and other battery electric vehicle manufacturers that have never operated through a franchised dealer network. If it clears committee, passes the full Senate,…
The VTT Technical Research Centre of Finland has independently verified that a Donut Lab solid-state cell charged from 0 to 80% in 4.5 minutes at an 11C rate — a result that legitimately puts the Finnish startup ahead of every other solid-state developer on raw charging speed. Having tracked solid-state battery announcements for years, I’ve…
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,…
China’s largest automaker just filed the first tariff lawsuit by a Chinese car company against the United States government. The legal argument is about import duties on bus parts and batteries. The strategic play is about something bigger. BYD’s four American subsidiaries filed suit at the US Court of International Trade on January 26, arguing…
The final 2025 scorecard is brutal for Tesla. BYD sold 2.26 million battery-electric vehicles last year. Tesla delivered 1.64 million. That’s a 620,000-unit gap that grew every quarter, and it happened while BYD was locked out of the world’s second-largest auto market entirely. The damage extends far beyond the headline numbers. In the countries where…
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.
