Vehicle Sales
Stellantis’ German BEV horror show
The Amsterdam-headquartered conglomerate joins Renault and Tesla in Teutonic turmoil
Tesla
Tesla is the original and most successful e-mobility company. Beginning with the Roadster, moving onto the Model S, X, 3, and Y; Tesla continues to produce market-leading EV's Tesla's market cap has grown to dwarf incumbent OEMs through advantaged gigafactory production and software excellence. https://www.tesla.com
107 articles
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Corporate Strategy
Tesla hints at long wait for Mexico plant
Construction will not start until the firm has learning from making next-gen vehicle in Texas
Corporate Strategy
Musk fears potential ousting by activists
The Tesla chief says protection from being exited, rather than financial reward, is behind his demands for more control
Vehicle Sales
Tesla aims to be big in Japan
The US EV pure play sees opportunity in the Land of the Rising Sun
Tesla
Musk backs Tesla to face down Chinese without legislators' help
Musk acknowledges the threat from 'extremely good' Chinese competitors and predicts doom for fellow Western OEMs
Corporate Strategy
Musk full of caveats about next wave of Tesla growth
Firm's projections light on detail as Musk hedges his bets on next-gen EV timeline
Tesla
Tesla 'Model 2' set for 1mn annual sales - BNEF
No inevitability that Tesla will lose its global BEV leader status, consultancy projects
Battery and Components
Panasonic to revamp Tesla-supplied battery in US
Improved energy density for cell that Japanese firm sells to Tesla
Battery and Components
Energy storage key plank of Tesla success
Losing Q4 sales crown to BYD will not dampen Tesla's industry leader status
Charging and Grid
VW Group joins Tesla charging system
Electrify America owner waves white flag on CCS
Elon Musk
Tesla chargers officially become industry standard
But OEMs remains wary of Tesla control of a charging technology monopoly
Elon Musk
Tesla receives $152mn incentive package for Mexico gigafactory
Tesla will bring affordable new model to the facility once operational post-2026
Policy and Regulation
Cheapest Tesla Model 3s to lose all tax credits
Analysts diverge on whether the US EV pure play has hit a foreseeable hurdle