In this articleFTSLAGMA large number of new energy vehicles for export park at a car terminal on the Hangzhou section of the Beijing-Hangzhou Grand Canal in Hangzhou, Zhejiang Province, China, on June 2, 2025. Costfoto | Nurphoto | Getty ImagesDETROIT — The unraveling of the U.S. electric vehicle push is increasingly raising concerns of an existential crisis for the American auto industry, as Chinese carmakers surge ahead in the technologies that many still believe will define the next era of cars.The lates ...

Core Insights - Tesla is introducing a new, more affordable Model Y variant, starting at $43,630, which is $7,000 less than the Premium AWD version [1] - The new Model Y AWD trim has a range of 294 miles, making it the shortest range among Model Y options, while the recently introduced Standard RWD trim starts at $41,630 with a range of 321 miles [2] - The AWD version accelerates from 0 to 60 mph in 4.6 seconds, which is 2.2 seconds faster than the RWD model [3] Product Line Adjustments - Tesla has removed the "Standard" label from its entry-level Model 3 and Model Y, now referring to them as "Rear-Wheel Drive," while higher trims retain "Premium" and "Performance" designations [4] - The company is discontinuing the Model S and Model X, which have been the weakest sellers in its lineup, as part of a strategy to focus on future technologies like autonomy and robotics [5] Sales Performance - Tesla's overall vehicle sales have declined by 9%, with the company losing its global EV sales leadership to BYD and being surpassed by Volkswagen in Europe [6] - In 2024, Tesla sold a combined total of 50,850 units of the Cybertruck, Model S, and Model X, accounting for just over 3% of its total sales of 1,636,129 vehicles [6]

Samuel Tremblett pleaded with a 911 operator to be rescued from his burning Tesla Inc. Model Y SUV after a crash in October: “I can’t get out, please help me.”The transcript of the 20-year-old’s emergency call was included in a lawsuit filed Wednesday, the latest to allege that a driver or passenger died after they were unable to open the electrically powered doors on their Tesla vehicle after a crash. “It’s on fire. Help please,” Tremblett said, according to the lawsuit. “I am going to die.”Details of the ...

Tesla Stock: EV Giant Begins 2026 With Solid China Sales As Musk Appears To Shift Focus | Investor's Business DailyBREAKING: [Eli Lilly Surges As Obesity Drugs Fuel Strong Earnings, Guidance]---Tesla (TSLA) sales of China-made electric vehicles in January increased more than 9% compared to a year ago, representing a decent start to the year even as CEO Elon Musk seems to be shifting focus away from EV manufacturing to focus more on autonomous vehicles and humanoid robots. China-made Tesla Model 3 and Model ...

Core Viewpoint - Lucid Group, despite producing impressive electric vehicles, is struggling financially and has not been able to compete effectively with Tesla in the American EV market [3][10]. Financial Performance - In Q3 2025, Lucid reported revenue of $337 million, a 68.5% increase compared to Q3 2024, driven by a 47% year-over-year rise in new vehicle deliveries [5]. - The company experienced a significant cash burn, starting the year with over $5 billion and ending Q3 2025 with $2.9 billion, alongside total debt of $2.8 billion, which increased by 2% year-over-year [6]. - Despite a revenue increase of $136 million, costs rose by $257.7 million, leading to a net loss reduction from $992.5 million in Q3 2024 to $978.4 million in Q3 2025 [7]. - Free cash flow losses deepened from -$622.5 million in Q3 2024 to -$955.5 million in Q3 2025, with a gross margin of -99.12% [8]. Market Position and Competition - Lucid's pricing strategy shows the Air is cheaper than Tesla's Model S, but the Gravity SUV is more expensive than the Model Y, limiting its appeal to price-sensitive consumers [9]. - The discontinuation of the Model S by Tesla may not significantly benefit Lucid, as it lacks a competitor to the Model 3 priced at $36,990 [10].

China has moved to ban one of the most iconic Tesla vehicle features in order to get a handle on vehicle safety. New safety regulations published by China’s Ministry of Industry and Information Technology state that cars sold in China will be required to have mechanical releases on their door handles, according to TechCrunch. The outlet added that the rules, which go into effect on Jan. 1, 2027, will ban hidden, electronically activated door handles. Under the new rules, each vehicle door, except for the ta ...

China banned concealed door handles on electric vehicles, the first country in the world to outlaw a design popularized by Tesla Inc. that is now facing global regulatory scrutiny due to a spate of deadly incidents.Cars sold in China will be required to have mechanical release both on the inside and outside, according to new safety rules issued by the Ministry of Industry and Information Technology on Monday. The ruling will take effect on Jan. 1, 2027, the ministry said. Models that have already been appro ...

Core Insights - Rivian Automotive has experienced significant stock decline, dropping over 90% from its all-time high, despite initial success with its R1T electric truck [1] - The upcoming R2 vehicle launch is anticipated to be a pivotal moment for the company, potentially transforming its market position [2][6] Financial Performance - Rivian's gross margin has improved alongside sales growth, indicating progress towards financial sustainability [3] - The company has successfully reengineered its R1T and R1S models to lower manufacturing costs and has increased revenue from higher-margin EV regulatory credit sales and software services [4] - Free cash flow losses have decreased to less than $500 million over the past four quarters, with the company holding $7 billion in cash as a financial buffer [5] Future Projections - Analysts project Rivian's revenue to reach approximately $6.8 billion by the end of the year, with an expected increase to $11.2 billion in fiscal 2026 following the R2 launch [7] - The R2 is priced at $45,000, significantly lower than the R1S's starting price of around $78,000, which could help Rivian penetrate the mainstream automotive market [6] Investment Considerations - The stock is currently trading at a price-to-sales (P/S) ratio of 3, which is considered a bargain compared to Tesla but higher than traditional automotive companies [7] - Investing in Rivian before the R2 launch may be seen as a speculative opportunity, with potential for increased market confidence and valuation if the launch is successful [8]

Core Viewpoint - Tesla stock rose 1% to $435 per share ahead of the fourth-quarter earnings report, following a three-day decline of approximately 4% [1] Group 1: Stock Performance - Tesla shares experienced a 1% increase in morning trading, reaching $435 [1] - Prior to this rise, Tesla stock had declined for three consecutive days, losing about 4% [1] Group 2: Market Sentiment - Investor sentiment appears to be cautious, as the recent stock drop may indicate nervousness regarding the company's upcoming earnings report [1] - Expectations for sales and earnings in Tesla's electric vehicle business are projected to be down year over year [1]

Core Insights - Bank of America analyst John Murphy warned in mid-2024 that General Motors and Ford should consider exiting the Chinese market due to the rapid advancement of subsidized Chinese automakers in technology and pricing for electric vehicles [1] - The current state of China's automotive market is characterized by a severe price war, which is negatively impacting foreign automakers [2] Group 1: Market Dynamics - Chinese brands are intensifying their competition and expanding beyond their borders, with full-electric vehicle exports increasing by 67% to 1.65 million vehicles in 2025 [4] - The global automotive industry is witnessing a shift, as Tesla has lost its position as the largest seller of EVs, facing challenges such as the end of the federal EV tax credit and an aging product lineup [5] - BYD, a leading Chinese EV manufacturer, reported selling 2.26 million EVs globally in 2025, marking a 28% increase from 2024, with a growing share of sales occurring outside China [6] Group 2: Strategic Responses - U.S. automakers are aware that Chinese vehicles will eventually enter the U.S. market, and they are preparing by adjusting their offerings, such as Tesla's introduction of a more affordable Model 3 sedan priced at approximately $37,000 [7] - The rise in Chinese vehicle exports is accompanied by a fierce price war domestically, indicating a challenging environment for both local and foreign competitors [8]