Group 1 - A US lawmaker is proposing the SAFE Exit Act, which would mandate manual door releases in new cars to enhance safety amid concerns over electrically powered door handles, particularly those used by Tesla [1][3][5] - The proposed legislation requires that electric door systems include a clearly labeled mechanical latch that is intuitive and accessible for occupants, as well as a means for first responders to access vehicles when power is lost [2][5] - The bill has emerged in response to safety risks highlighted by incidents where individuals were trapped in vehicles due to power loss, with at least 15 deaths reported in crashes involving Tesla vehicles [3][4] Group 2 - The National Highway Traffic Safety Administration has initiated investigations into potential defects in Tesla's door systems, particularly in Model Y SUVs and Model 3 vehicles, following claims that emergency releases are not intuitive [6] - In China, transport authorities are proposing new safety standards for electrically powered door handles, which have been linked to fatal crashes involving electric vehicles, including those made by Xiaomi Corp [6] - Tesla has updated its website to indicate that after a serious collision, hazard lights will activate and doors will automatically unlock for emergency access, reflecting an effort to address safety concerns [7]

Key Takeaways Tesla logged its strongest month ever in December as the Shanghai plant delivered 97,171 vehicles.Despite December strength, Tesla's Shanghai shipments fell about 7% in 2025 to roughly 851,732 vehicles.Mainland China sales slipped nearly 5% for Tesla in 2025, even as Shanghai marked major production milestones.Tesla’s (TSLA) Shanghai plant delivered 97,171 vehicles in December, making it the company’s strongest delivery month of 2025, per the China Passenger Car Association (CPCA) data. The de ...

Tesla lost its crown as the world’s bestselling electric vehicle maker on Friday as a customer revolt over Elon Musk’s right-wing politics, expiring U.S. tax breaks for buyers and stiff overseas competition pushed sales down for a second year in a row. Tesla said that it delivered 1.64 million vehicles in 2025, down 9% from a year earlier. Chinese rival BYD, which sold 2.26 million vehicles last year, is now the biggest EV maker. It’s a stunning reversal for a car company whose rise once seemed unstoppa ...

Core Insights - Battery X Metals Inc. has made significant progress in developing its next-generation lithium-ion battery rebalancing technology, focusing on compatibility with widely adopted electric vehicle platforms, particularly the Tesla Model 3 [2][3][5] Group 1: Technological Advancements - The company completed a high-resolution 3D scan of a Tesla Model 3 battery pack, which is crucial for designing custom connectors and adaptors for its rebalancing platform [3][4] - This scan provides essential geometric and structural data necessary for the development of battery-interface solutions, supporting the company's strategy for adaptor compatibility [4][5] - The rebalancing technology aims to correct cell-level imbalances in lithium-ion batteries, potentially extending their lifespan and improving performance [9][14] Group 2: Market Context and Demand - Tesla accounted for approximately 45% of U.S. electric vehicle sales in 2024, highlighting the strategic importance of developing compatibility with Tesla's battery architecture [3][6] - By 2031, nearly 40 million electric vehicles are expected to fall outside their original warranty coverage, increasing the demand for technologies that extend battery life and reduce ownership costs [12] - The growing number of out-of-warranty electric vehicles presents a significant market opportunity for advanced battery diagnostics and rebalancing solutions [9][12] Group 3: Long-term Strategy - The company plans to collaborate with Beijing Pengneng Science & Technology Ltd. to further develop adaptor and connector designs based on the 3D scan data [5] - Advancing compatibility with high-volume EV platforms like the Tesla Model 3 is seen as a critical step in positioning the company's rebalancing technology within a growing market [10] - The company's long-term strategy focuses on enhancing the sustainability of electric transportation and providing a cost-effective ownership experience for EV owners [13][15]

Core Viewpoint - The future of the electric vehicle (EV) industry is being debated, with Elon Musk advocating for robotaxis and autonomous driving, while competitors like Ford and General Motors focus on developing low-cost models [2][11][12]. Group 1: Tesla's Position - Tesla's management emphasizes that the future lies in autonomous electric vehicles, arguing that a regular $25,000 model is "pointless" compared to the cost efficiency of robotaxis [4][10]. - Musk claims that the cost per mile for a Cybercab robotaxi could be as low as $0.30, significantly cheaper than the average cost of over $2 for an internal combustion engine (ICE) taxi [8][9]. - Tesla is strategically positioned to benefit from both the robotaxi development and the production of lower-cost models, making it well-prepared for various market conditions [16][17]. Group 2: Competitors' Strategies - Ford is investing $5 billion in a universal EV platform to produce a $30,000 electric pickup truck by 2027, reflecting a focus on affordability in the EV market [11]. - General Motors has scaled back its EV plans due to disappointing sales and losses, indicating a shift towards more affordable EV options that Musk considers "pointless" [12]. - The sales performance of Tesla's Model 3 has grown nearly 18% through 2025, while competitors like Ford's F-150 Lightning have underperformed, highlighting differing market strategies [13]. Group 3: Market Dynamics - The debate on the future of EVs suggests that both low-cost models and robotaxis may coexist, with the timing of robotaxi rollouts and regulatory approvals being uncertain [14][13]. - Tesla's profitability in its EV business allows it to adapt to market conditions more effectively than its competitors, which may give it an edge in the evolving landscape of the EV industry [16][17].

Gary Black, managing director at The Future Fund LLC, thinks that Tesla Inc. (NASDAQ:TSLA) releasing delivery estimates preemptively is an atypical move on the Elon Musk-led EV giant's part. ‘Highly Unusual,' Says Gary Black On Monday, the investor, sharing his thoughts in a post on X, said that it was "highly unusual" for the EV giant to share "quarterly consensus delivery estimates" via a press release. He shared that delivery consensus among analysts for the fourth quarter hovered around the 445k-mark, ...

Stellantis-backed Zhejiang Leapmotor Technology has become the first Chinese electric vehicle (EV) manufacturer to receive investment from a state-owned enterprise amid the strong popularity of its affordable intelligent cars. FAW Group, mainland China's oldest carmaker, has agreed to acquire a 5 per cent stake in the Hong Kong-listed EV assembler for 3.74 billion yuan (US$534 million) by buying an additional 74.8 million shares at HK$55.29 apiece, according to a stock exchange filing by Leapmotor. The la ...

Core Insights - Tesla, Inc. is facing scrutiny from the U.S. auto safety regulator due to a defect investigation into Model 3 vehicles, focusing on the accessibility of emergency door release controls [1][2] Group 1: Investigation Details - The National Highway Traffic Safety Administration (NHTSA) has initiated a probe covering approximately 179,071 Model 3 vehicles from the 2022 model year, following a defect petition that claims the mechanical door release is concealed and not intuitive to locate during emergencies [2][9] - The investigation was launched on December 23, indicating regulatory concern over the safety of the vehicle's door release mechanism [2] Group 2: Safety Concerns - Tesla primarily utilizes electronic door latches that operate via buttons, which safety experts have criticized for not being consistently visible or clearly labeled, particularly for rear-seat passengers [3] - Although manual door releases are available for emergencies, their visibility and accessibility have been questioned, raising safety concerns [3] Group 3: Previous Investigations - This investigation marks the second probe into Tesla's door handles in 2023, with a previous investigation into the 2021 Model Y SUV affecting around 174,000 vehicles due to reports of parents being unable to open the electric doors to rescue their children [5][9] - In some instances, parents resorted to breaking vehicle windows to reach their children, highlighting the urgency of the safety issue [5] Group 4: Company Ranking and Comparisons - Tesla currently holds a Zacks Rank of 3 (Hold), while competitors such as General Motors, OPENLANE, and Garrett Motion have higher rankings of 1 (Strong Buy) [6] - The Zacks Consensus Estimate for General Motors' 2025 and 2026 EPS has seen improvements of 8 cents and 47 cents, respectively, over the past 30 days [6]

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.matejmo/iStock via Getty Images Good morning! Here is the latest in trending on Seeking Alpha:'Hard technology': The world's second-largest economy has launched three venture capital funds to invest in what it calls "hard technology" areas, Reuters reported, citing state broadcaster CCTV.Asia rebounds: Markets in the region are ending the week on a positive note, including China (SHCO ...

The National Highway Traffic Safety Administration (NHTSA) has launched a probe into Tesla Inc. (NASDAQ:TSLA) Model 3 vehicles, focusing on emergency door release issues.Check out the current price of TSLA here.This investigation follows a defect petition highlighting concerns about the accessibility of the mechanical door release during emergencies.Nearly 180,000 Vehicles Under ProbeThe Office of Defects Investigation is scrutinizing around 179,071 Tesla Model 3 sedans from the 2022 model year. The investi ...