EV Industry News & Market Trends
Electric vehicle industry news, market trends, and competitor analysis. From global EV sales data to new model launches from Rivian, Lucid, BYD, and legacy automakers going electric.
U.S. EV Registrations March 2025: Tesla Holds 42% Share
U.S. EV sales hit 107,594 units in March 2025, up 18.5% MoM. Tesla leads at 42% share but slipped 5 points. Here's what the data means for the market.
Panasonic Raises Battery Outlook on Tesla Market Share Recovery
Panasonic forecasts 19% US battery demand growth to 46 GWh, citing Tesla's market share recovery. Here's what the numbers reveal about Tesla's sales momentum.
The Robotaxi Price Tipping Point: When Adoption Explodes
Autonomous rides are pricey now — but that's about to change. Here's the economics behind robotaxi adoption and what it means for Tesla's Cybercab rollout.
1X Opens Neo Factory in Hayward: America's First High-Volume Humanoid Robot Plant
1X's 58,000 sq ft Neo Factory in Hayward, CA is now producing humanoid robots at scale. Here's what the facility means for the robotics race.
How Autonomous Cars Could Unlock More Urban Housing
Self-driving cars may eliminate the need for massive parking lots — freeing up city land for housing. Here's what that shift could mean for urban owners.
Tesla's Goal: Not the Best EV — the Best Car, Period
Tesla reaffirmed its core mission: build the best car in the world, not just the best EV. Here's what that means for the lineup today.
Starlink Has Wiped Out 57% of Hughesnet's Subscribers
Hughesnet has lost 880,000 broadband subscribers — 57% of its base — since Starlink launched in 2020. Now the company is warning it may not survive. Full breakdown.
Covenant Logistics Kicks Off 3-Week Tesla Semi Demo in California
Covenant Logistics has begun a 3-week Tesla Semi demo in California, running the 500-mile variant on a 200-mile round trip with a full freight load. Here's what it means.
Covington, KY Adds 7 Tesla Model Y Police Cars, Saves $23K/Year
Covington, Kentucky is deploying 7 Tesla Model Y patrol vehicles, projecting $23K in annual savings and $123K over 8 years. Here's what the city found.
Tesla Dominates South Korea in April: #1 Import Brand, Model Y #2 Overall
Tesla sold 13,190 vehicles in South Korea in April 2026 — a record month. Model Y hit 10,086 units, the first imported model to break 10K in a single month.
Bloomberg Now Sees Tesla as a Real Threat to Waymo
Bloomberg has acknowledged Tesla's growing competition with Waymo in autonomous driving. Here's what the shift in narrative means for the self-driving race.
Ron Baron: Tesla Stock Could Hit $2,500 Within a Decade
Billionaire investor Ron Baron predicts Tesla stock reaches $2,000–$2,500 in 10 years — implying an $8.3T company. Here's what's behind the call.
