Uploaded March 2026 | Updated September 2026, 2 weeks ago
Gas prices surged to nearly $4/gallon after Iran conflict, driving 20% increase in online EV searches globally from London to Manila
A wave of affordable used EVs from expiring leases could accelerate adoption in the coming months
Long-term growth still depends on stable policies and incentives - the "gas price bump" alone won't sustain momentum without infrastructure support
Changan's Nevo A06 is the first mass-produced EV with sodium-ion battery (CATL Naxtra) - 400km range, 170+ Wh/kg density
BAIC's "Aurora" prototype operates from -40°C to +60°C, retains 92% capacity at -20°C, and charges to 80% in 11 minutes
Could undercut LFP batteries by 15-30% in cost, perfect for city cars, delivery fleets, and cold-weather markets - expected in Western markets by 2028-2030
Rivian secured $1.5B investment from Uber for 10,000 R2 SUVs (potentially 40,000 by 2030) for robotaxi fleet - R2 starts under $60,000
Lucid's Q4 revenue jumped 122% to $522.7M on Gravity SUV success, but operating losses rose 45% to $1.06B
Rivian has clearer path to profitability through software/services business (35% of Q4 revenue) while Ford canceled F-150 Lightning and Tesla's Cybertruck sales dropped 48%
Model Y "Juniper" refresh now delivering with refined suspension, acoustic glass, ambient lighting, and rear entertainment screen
FSD v13 is game-changer but requires AI4 (Hardware 4) - older HW3 vehicles getting optimized v12.x branches, creating performance gap
Software update 2026.8 adds "Comfort Braking" feature that smooths final deceleration at red lights for more human-like stops
BofA projects Tesla stock could reach $460 (from $401), citing leadership in "Auto 2.0 landscape" and robotaxi scalability
Tesla has 1.1M FSD subscriptions (12% of fleet) with goal of 10M subscriptions tied to Musk's compensation package
Tesla's sales dropped to 1.63M in 2025 (down from 1.79M in 2024), losing global #1 spot to BYD's 2.25M vehicles
Gas prices surged to nearly $4/gallon after Iran conflict, driving 20% increase in online EV searches globally from London to Manila
A wave of affordable used EVs from expiring leases could accelerate adoption in the coming months
Long-term growth still depends on stable policies and incentives - the "gas price bump" alone won't sustain momentum without infrastructure support
Changan's Nevo A06 is the first mass-produced EV with sodium-ion battery (CATL Naxtra) - 400km range, 170+ Wh/kg density
BAIC's "Aurora" prototype operates from -40°C to +60°C, retains 92% capacity at -20°C, and charges to 80% in 11 minutes
Could undercut LFP batteries by 15-30% in cost, perfect for city cars, delivery fleets, and cold-weather markets - expected in Western markets by 2028-2030
Rivian secured $1.5B investment from Uber for 10,000 R2 SUVs (potentially 40,000 by 2030) for robotaxi fleet - R2 starts under $60,000
Lucid's Q4 revenue jumped 122% to $522.7M on Gravity SUV success, but operating losses rose 45% to $1.06B
Rivian has clearer path to profitability through software/services business (35% of Q4 revenue) while Ford canceled F-150 Lightning and Tesla's Cybertruck sales dropped 48%
Model Y "Juniper" refresh now delivering with refined suspension, acoustic glass, ambient lighting, and rear entertainment screen
FSD v13 is game-changer but requires AI4 (Hardware 4) - older HW3 vehicles getting optimized v12.x branches, creating performance gap
Software update 2026.8 adds "Comfort Braking" feature that smooths final deceleration at red lights for more human-like stops
BofA projects Tesla stock could reach $460 (from $401), citing leadership in "Auto 2.0 landscape" and robotaxi scalability
Tesla has 1.1M FSD subscriptions (12% of fleet) with goal of 10M subscriptions tied to Musk's compensation package
Tesla's sales dropped to 1.63M in 2025 (down from 1.79M in 2024), losing global #1 spot to BYD's 2.25M vehicles
