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Electric Cars

The future of transportation is electric. Tesla proved with the Model S that customers would want to buy luxury vehicles powered by lithium-ion batteries. Other EV startups like Faraday Future, Byton, Lucid Motors, and SF Motors are chasing after Elon Musk. And major automakers like Jaguar, Audi, and Mercedes-Benz have each released their own Tesla challengers. There are obstacles, such as the need for a more robust charging network. But battery-powered cars are here to stay.

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Andrew J. Hawkins
Tesla’s stock had one of its worst days since the pandemic.

Did something happen today?

Image: Screenshot
Image: Screenshot
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Andrew J. Hawkins
Another cargo ship carrying EVs caught fire.

The ship, operated by UK-based Zodiac Maritime, was abandoned off the coast of Alaska after sailors were unable to contain the blaze. According to The Register, the ship was loaded with around 3,000 vehicles, 800 of which were EVs. Nearly two dozen sailors were rescued by the US Coast Guard. I’m reminded the last time this exact thing happened in 2022.

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Elizabeth Lopatto
Are we watching a public breakup?

Yesterday I wrote about Elon Musk’s fall from power. Today he is beefing with the president on X, instead of picking up his phone to make a call. Hm!

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Andrew J. Hawkins
The new Nissan Leaf will have ‘seamless Plug and Charge capability.’

It will also be able to add 250 kilometers (155 miles) of charge in just 15 minutes of DC fast-charging, according to a new video from the Japanese automaker. Nissan already revealed that the new Leaf will come with a native NACS charging port, enabling it to charge at Tesla Superchargers. The addition of Plug and Charge appears to fit in with the narrative that Nissan aims to address charging headaches with the new Leaf.

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Andrew J. Hawkins
Ford’s spoiler-ific Super Mustang Mach-E will tackle Pikes Peak next month.

The Blue Oval aims to tackle America’s mountain with a new Mustang Mach-E derived demonstrator with French racing impresario Romain Dumas behind the wheel. This is the third consecutive year that Ford is competing with an electric demonstrator at Pikes Peak, following the SuperVan 4.2 and F-150 Lightning SuperTruck.

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Hyundai’s new EV factory is teeming with robots — and wariness about the future

The South Korean automaker’s new $7.6 billion factory is a bulwark against tariffs and EV-hostile policies.

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Dominic Preston
Driverless Teslas are actually driverless now.

Elon Musk says the company has been testing self-driving Model Y cars around Austin without anyone in the driver’s seat for the “past several days.” That’s good news for the company’s fledgling robotaxi business, which may launch as soon as June 12th. Though as Electrek points out, a few weeks of driverless testing is a far cry from the six months Waymo worked through before its Austin launch this year.

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Justine Calma
California says it’ll sue after Congress revoked its plans to mandate more EV sales.

Republicans fast-tracked passage of the resolutions using a maneuver that nonpartisan watchdogs said should be barred, and that Governor Gavin Newsom calls illegal. The Clean Air Act gives California authority to set state pollution limits that are more stringent than federal regulation.

So long, EV tax creditsSo long, EV tax credits
Electric Cars
Electric Cars
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Andrew J. Hawkins
‘R2 is coming.’

Rivian’s smaller, more affordable electric SUV may not arrive until the end of 2026, but the company is getting geared up to start testing development versions of the R2. But before they get released into the wild, they need to disguise themselves in camouflage so prying eyes (and phone cameras) can’t perceive their full awesomeness. To that effect, the company was eager to show off its custom wrap, which looks a bit different from the industry standard black-and-white design. Yes, there’s a Yeti in there.

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Dominic Preston
BYD overtakes Tesla in Europe.

After outdoing Tesla’s global revenue last year, Chinese auto manufacturer BYD just outsold it in Europe for the first time too.

BYD sold 7,231 battery-electric cars in Europe in April — up 169 percent over the same month last year — which was enough to just overtake Tesla, which once led Europe’s market but now sits in tenth. Tesla sales of 7,165 are 49 percent down on 2024.

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Andrew J. Hawkins
Tesla is being ‘extremely paranoid’ about robotaxi launch, Musk says

During an interview with CNBC, Elon Musk laid out some of the details for next month’s robotaxi launch in Austin, Texas, most of which was already known. It will be a small number of vehicles, only 10-20, in the first week, but will increase in size week by week. It will be geofenced to the parts of Austin “that we consider to be the safest,” Musk said. And the vehicles will be monitored by remote operators who can intervene in case of emergency. “We’re going to be extremely paranoid about the deployment as we should be,” he added. “It would be foolish not to be so we’ll be watching what the cars are doing very carefully.” The rest was the standard bluster about “over a million Teslas doing self-driving in the US” and why he thinks Waymo’s use of lidar is fundamentally flawed.

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Dominic Preston
Honda takes the EV out.

The company is walking back some of its long-term electrification plans, cutting 3 trillion yen (about $20.8 billion) from its investment in electric cars over the next six years. Instead, it’s shifting focus to hybrids, though still plans to be selling only EVs by 2040.

It’s not just them: Toyota is in the midst of a similar reassessment, while last year Volvo gave up on its plan to be fully electric by 2030.

A new cold war is brewing over rare earth minerals

China has implemented new export controls for rare earth minerals and magnets. The changes could upend the shift to electric vehicles.

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Thomas Ricker
What is real?

Tesla’s Optimus robot has been plagued by fakery since it launched with a dancer in a suit followed by remote manipulation at the cybercab event. So what is this? Generative AI? A man behind the curtain in a mocap suit?

Does it even matter if Tesla can’t mass produce them without China’s rare earth magnets?

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Wes Davis
Slate’s cheap EV truck has already hit 100,000 reservations.

The paintless, affordable EV pickup truck started taking reservations just over two weeks ago and crossed the 100,000 mark this past weekend, reports TechCrunch.

It’s a good showing, though as the outlet notes, Slate Auto is only asking $50, and reservations are fully refundable.