Battery and Components
WA government offers support for paused lithium midstream project
Subdued prices had seen demonstration plant plans mothballed
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Corporate Strategy
Tesla investment case lies in AI and robotics – Musk
While Tesla valuation has long given credence to future AI prospects, Musk signals a decisive shifting of priorities at the firm
Tesla
Less ambitious Model 2 set to come earlier
Unboxed production might come eventually. But next Tesla vehicles will be more incremental than revolutionary
Corporate Strategy
GM hails Ultium economies of scale
Battery platform close to cresting a wave on scale and ongoing material cost reductions
Renault
Renault nears 50pc electrified sales mix
French OEM "very optimistic" about upcoming BEV launches
Chinese OEMs
BYD teases PHEV pickup for foreign markets
Chinese automaker is stepping up export ambitions
Tesla
Tesla's AD without sales volume vision fails to compel – analyst
Autonomy looks more attractive as an optionality, not a core business, Deutsche Bank says
Elon Musk
Tesla board recommends $56bn Musk compensation deal
Proposed pay for the CEO was deemed unlawful in February
Ford
Ford cuts prices on 2024 Lightning pickups
2024 model year goes back on sale after February stop-sale
Corporate Strategy
Tesla 'efficiency' drive confounds analysts
EV leader faces the more pressing problem of a delayed product renewal and Musk's autonomy tunnel vision
Charging and Grid
Fastned calls on EU to support EV fleet uptake
European EV demand growth slowdown sounds warning for the charging industry
Corporate Strategy
Fisker secures further dealer partnerships
OEM also expands its European dealer network as drastic price cuts continue
Battery and Components
Nissan targets solid-state vehicles in 2028
OEM says ambitious timeline will make its EV range more competitive