#EV

Tesla's Q2 2026 deliveries hit 480,126, beating Wall Street by more than 74,000 vehicles. Yet shares slid roughly 7% the same day — the worst drop in over a year. Here's why the beat and the sell-off tell the same story.

Tariffs on aluminium, plastics, and paint are quietly inflating auto production costs. Here's who pays, who profits, and what it means for the EV transition.

Elon Musk confirmed on Tesla's Q1 2026 earnings call that Hardware 3 vehicles will never receive unsupervised Full Self-Driving — locking out millions who paid for the feature.

CATL's third-gen Shenxing LFP battery claims charging speeds nearly 5x faster than Hyundai or Porsche's best 800V systems. Here's what that really means.

The Netherlands became the first European country to officially approve Tesla's FSD Supervised. With EU's type-approval framework, this could ripple across 27 member states fast.

Finnish startup Donut Lab has cleared its biggest credibility hurdle: independent testing by state-owned VTT confirms its solid-state battery is the real thing. What does this mean for the race to commercialize next-gen batteries?

Oil doubled in two months. A weapons maker built the best Game Boy ever. Everything moved in the wrong direction.

Mar 9, 2026·

Jeong Jin Lee

Rivian's R2 SUV launches in June with a target of 20,000–25,000 units by year-end. If it hits even the low end, it would outsell every EV under $60K except the Tesla Model Y. Here's what's really at stake.

Mercedes-Benz brings S-Class autonomy to the masses. The new CLA EV, priced under $50,000, features the advanced Drive Assist Pro for city streets.

BYD launches the world's first BYD Brazil flex-fuel plug-in hybrid, blending gasoline and ethanol flexibility with electric efficiency to lead the South American market.

The EV euphoria in the U.S. auto industry is over. Automakers like GM and Ford are pulling back on EV investments after billions in losses, pivoting back to profitable gas trucks and hybrids as consumer demand stalls.

An intense EV price war, fueled by massive overcapacity in China, is now hitting global automakers like Tesla and Ford, squeezing profits and forcing strategic retreats. Here's what it means for your portfolio.