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Sales Slip Shows Rivian Needs Affordable Models Now

  • The electric automaker delivered a total of 10,661 vehicles in the second quarter of the year.
  • Rivian expects to end 2025 having delivered between 40,000 and 46,000 vehicles.
  • Last quarter, the company received a $1 billion equity investment from the Volkswagen Group.

The Rivian R1S and R1T are both great EVs, but it appears the carmaker is starting to learn that there are only so many people willing to spend over $70,000 for one. Recently released sales data show that Rivian’s deliveries of new vehicles declined significantly in the second quarter of the year, and signal that the company needs the smaller R2 and R3 to enter production.

Rivian has stated that during the April-June period, it produced 5,979 vehicles at its plant in Normal, Illinois, and subsequently delivered 10,661 cars. This represents a 22.7 percent decline from the same quarter in 2024. The 5,979 EVs built by Rivian this quarter were also significantly less than the previous year’s 9,612.

Read: Rivian Recalls Thousands Of Cars For A BMW Feature No One Asked For

It must be noted, though, that the company itself cut down production as it prepared its factory to start building the 2026MY R1T and R1S.

Goodbye Tax Credits

Things could get harder for Rivian before they get better. The federal EV tax credit of $7,500 will officially end on September 30, effectively increasing pumping up prices for all eligible EVs by that amount. While Rivian’s had not been eligible for this credit, customers didn’t buy one outright but leased it could benefit from the full $7,500. With the new legislation going into effect, this credit loophole is being closed. In any case, the American EV maker expects to deliver between 40,000 and 46,000 vehicles by the end of 2025.

 Sales Slip Shows Rivian Needs Affordable Models Now

If there’s a small bit of good news for the brand it’s that on June 30 it received a $1 billion equity investment from the Volkswagen Group. That’s part of their $5.8 billion agreement to collaborate on a joint technology venture and to roll out Rivian systems across the VW range.

The company will hope to grow production and deliveries in 2026. The smaller R2 series is scheduled to hit the production line next year and promises to bring the company’s models within reach of many more shoppers.

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Gas Mustang Roars Back To Outsell Mach-E As Ford’s EV Sales Stall

  • Ford’s electric vehicle sales dropped 31.4 percent in the second quarter.
  • Mustang Mach-E sales fell 19.5 percent in Q2 compared to last year.
  • The group’s Hybrid vehicle sales grew 27.4 percent year-to-date.

While many still expect President Trump’s tariffs and the accompanying price increases to drag down new car sales across the U.S. this year, Ford’s latest data tells a different story. The company posted a strong first half, following the general market trend that saw sales increases across most major car makers.

Ford’s total U.S. deliveries climbed 6.6 percent year-over-year in the first half. However, this upward trend doesn’t extend to Ford’s electric vehicle lineup, which has seen a sharp drop in demand across several key models.

Electric Sales Lose Ground

Through the first six months of the year, Ford sold 21,785 units of the Mustang Mach-E in the States, a 2 percent decline from the 22,234 sold during the same period last year. More concerning is the model’s second-quarter performance. Between April and June, Ford delivered 10,178 Mach-Es, down 19.5 percent from the 12,645 sold in Q2 of the previous year.

Read: Ford Pulls Mustang Mach-E From Sale Over Dangerous Door Lock Flaw

The gas-powered Mustang hasn’t been immune to slowing demand either. Sales fell 14.2 percent in the first half of the year, totaling 23,551 units. However, in the second quarter, it regained some ground, with 14,174 units sold, an increase of 3.2 percent compared to the same period last year.

That uptick allowed the gas-powered Mustang to outsell its electric counterpart in Q2, even though it still trails in year-to-date totals.

 Gas Mustang Roars Back To Outsell Mach-E As Ford’s EV Sales Stall

Lightning and E-Transit See Steep Declines

Interest in the E-Transit has also dropped off a cliff. In the first half, sales are down 33.8 percent to 4,174, while in Q2, things were even worse. Ford sold just 418 E-Transits during Q2, down 87.7 percent from the year prior. Sales of the all-electric Ford F-150 Lightning are also down, with 13,029 units sold this year, a drop of 16.7 percent. Sales declined by 26.1 percent in Q2 to 5,842 units sold, compared to 7,902 last year.

In total, Ford’s electric vehicle sales dropped 31.4 percent in the second quarter and 11.8 percent through the first half of the year. The good news for the company lies with hybrids, which are moving in the opposite direction. Hybrid sales rose 23.5 percent in Q2 to 66,448 units and are up 27.4 percent year-to-date, totaling 117,521.

Lincoln Sees Steady Growth

 Gas Mustang Roars Back To Outsell Mach-E As Ford’s EV Sales Stall

Lincoln also posted solid gains in the first half of the year, driven by strong demand for its SUV lineup. Total brand sales rose 12.8 percent year-over-year to 55,063 units, with a particularly strong showing in the second quarter, where sales climbed 31 percent to 31,332.

The Navigator stood out with an impressive 114.9 percent jump in Q2 sales, while the Aviator, Nautilus, and Corsair also posted double-digit increases. While Lincoln’s overall volume is modest compared to the Ford brand, its steady upward trend suggests growing interest in its premium offerings.

Strong Combustion and Hybrid Growth Balances Out EV Dip

Despite the sharp drop in EV sales, Ford and its Lincoln brand powered through, selling 1,113,386 vehicles in the US during the first half, a solid 6.6 percent increase over last year. The second quarter stood out with 612,095 new Ford and Lincolns finding buyers, marking a 14.2 percent jump from the previous year’s 536,050.

Ford USA Sales
CategoryQ2-25Q2-24% DiffYTD-25YTD-24% Diff
SALES BY PROPULSION
Total Electrified Vehicles82,88677,7796.6%156,509136,42314.7%
Electric Vehicles16,43823,957-31.4%38,98844,180-11.8%
Hybrid Vehicles66,44853,82223.4%117,52192,24327.4%
Internal Combustion529,209458,27115.5%956,877907,7105.4%
Total Vehicles612,095536,05014.2%1,113,3861,044,1336.6%
SALES BY TYPE
SUVs255,160213,39319.6%456,687455,2840.3%
Trucks342,761308,92011.0%633,148561,40512.8%
Cars14,17413,7373.2%23,55127,444-14.2%
FORD BRAND
Bronco Sport39,07528,18938.6%72,43859,75421.2%
Escape45,23237,94319.2%82,58974,53810.8%
Bronco39,46826,08651.3%72,06350,15243.7%
Mustang Mach-E10,17812,645-19.5%25,78522,23416.0%
Edge96216,522-94.1%3,04051,396-94.1%
Explorer57,61546,33824.3%104,929104,8030.1%
Expedition31,29821,74743.9%44,78043,3073.4%
Ford SUVs223,828189,47018.1%401,624406,467-1.2%
F-Series222,459199,46311.5%412,848352,40617.2%
F-150 Lightning (EV)5,8427,902-26.1%13,02915,645-16.7%
Ranger18,06413,25736.3%32,97715,175117.2%
Maverick48,04138,05226.3%86,05677,11311.6%
E-Series9,7859,828-0.4%20,76421,641-4.0%
Transit41,47742,274-1.9%76,05782,164-7.4%
Memo: E-Transit4183,410-87.7%6,3016,3010.0%
Transit Connect02,462-100.0%7,42710,300-27.9%
Heavy Trucks2,9353,584-18.1%5,7466,852-16.1%
Ford Trucks342,761308,92011.0%633,148561,40512.8%
Mustang14,17413,7373.2%23,55127,444-14.2%
Ford Cars14,17413,7373.2%23,55127,444-14.2%
Ford Brand Total580,763512,12713.4%1,058,323995,3166.3%
LINCOLN BRAND
Corsair6,8566,5634.5%13,09612,8491.9%
Nautilus9,8698,27319.3%18,53317,5045.9%
Aviator7,4596,26419.1%12,02111,1927.4%
Navigator7,3553,423114.9%11,4136,55074.2%
Lincoln SUVs31,33223,92331.0%55,06348,81712.8%
Lincoln Brand Total31,33223,92331.0%55,06348,81712.8%
SWIPE

Sales Of Honda’s Only American EV Soar 963%

  • The carmaker has sold 16,318 Prologues through the first half of the year.
  • In June alone, Honda sold 2,799 Prologues, a huge spike from last year.
  • Buyers also appear to be flocking to the recently updated Passport and Odyssey.

Honda saw its sales increase in the United States through the first six months of the year. Sales data shows that some of the brand’s long-standing models are continuing to sell well, while some newer additions to the Honda range are also proving popular, including the updated Odyssey, Passport, and the all-electric Prologue.

Starting with the Prologue, a total of 2,799 examples found new homes in June. This represented a massive 237.2 percent spike from the 830 sold in June 2024. Year-to-date sales have also jumped by a huge 963 percent from 1,535 examples to 16,318 through the first half of 2025.

Read: 2025 Honda Prologue Gains Strength And Endurance, Can Now Travel 308 Miles

However, while the Prologue is selling well compared to the same period last year, it’s not smashing monthly sales records. In fact, in November 2024 alone, Honda sold 6,823 Prologues in the United States as shoppers rushed to get their hands on the new model. Additionally, the Prologue has been Honda’s lowest-selling model through the first half of 2025. Evidently, a large proportion of Honda buyers remains uninterested in an electric SUV, but the trend is still positive.

 Sales Of Honda’s Only American EV Soar 963%

Sales of the Honda Passport are proving particularly strong this year. 4,433 were sold this June, a 67.7 percent rise from the 2,644 sold in June 2024. Year-to-date sales are also up 66.1 percent to 27,068 from 16,293. Honda didn’t break down how many of the Passports sold were the older model, and how many were for the 2026 version, which started to arrive at dealerships in February.

Honda USA Sales
 Sales Of Honda’s Only American EV Soar 963%

Honda’s Odyssey is also performing well. It was updated roughly twelve months ago, and through the first half, 50,033 were sold, a 27.4 percent rise from last year. Sales soared 38.1 percent in June to 9,542.

In total, Honda managed to sell 670,765 vehicles in the first half of 2025, a 7.1 percent rise. In June, it sold 103,574, a 1.2 percent rise. Over at Acura, its year-to-date sales increased by 6.8 percent to 68,386, while in June, 10,912 new Acura models were sold, equating to a 5.4 percent rise.

 Sales Of Honda’s Only American EV Soar 963%

Toyota Puts New Electric SUV On Ice As Demand For One Gas Model Soars

  • Toyota has delayed the introduction of a new large electric SUV to 2028, reports say.
  • The move is a response to slow EV sales and strong demand for the Grand Highlander.
  • The brand will now build the delayed EV alongside another electric SUV in 2026.

As demand patterns shift in the auto industry, the tension between future-focused electric vehicles and proven combustion models continues to shape manufacturing plans.

Toyota has always been a strong believer in that a multi-energy approach is best, which is why you’ll find EVs, hydrogen fuel-cell cars and combustion models in its showrooms. But the brand is experiencing such a massive demand for one particular ICE SUV it was forced to press pause on a planned new EV to make room.

Related: Akio Toyoda Says EVs Are Dirtier Than You Think

An electric SUV that was to be built at the automaker’s Princeton, Indiana, plant from 2027 now won’t start rolling off the line until 2028, according to a Bloomberg report. And that line has been switched to Toyota’s Georgetown site, where another EV will start production in the back end of 2026, around six months later than planned.

This is bad news for EV fans, but could be good news for anyone looking to buy a Grand Highlander in the next couple of years.

There are a couple of reasons for the delay and switcheroo, one of which is that EV sales haven’t taken off in the way Toyota – and every other automaker – thought they might. Although the brand’s own bZ4X had a great first quarter, and the facelifted model, now called simply bZ, is a much stronger proposition, the overall US EV market is growing at a slower rate than in previous years.

Hybrids and Gas Models Are Still Pulling Ahead

And going hand-in-hand with that is the much faster growth being experienced by the hybrid segment and the continued appeal of simple gas cars, trucks and SUVs. Toyota’s Grand Highlander – which is available in gas and hybrid forms – has proved such a hit with buyers that the automaker desperately needs to make more of them.

 Toyota Puts New Electric SUV On Ice As Demand For One Gas Model Soars
Toyota

The Grand Highlander was Toyota’s second-best-selling non-truck model in June, deliveries jumping 92 percent when, at the same time, even the number one spot RAV4 was down 4.5 percent.

The rush to pick up one of the midsize SUVs left dealers with just a three-day supply at the end of that month, Bloomberg reports, and switching production of the delayed-to-’28 EV will ensure Toyota has plenty of spare Grand Highlander capacity at Georgetown going forward.

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Toyota

Kia’s EV Sales Collapse As Shocking Drop Hits Key Models

  • Kia’s EV9 and EV6 sales dropped nearly 50 percent in the first half of 2025.
  • The K5 sedan’s deliveries nearly tripled compared to the same period last year.
  • Overall, Kia sales in the US increased by 8 percent through June this year.

Electric models play a growing role in Kia’s global strategy, and the company has built a reputation for crafting some of the most compelling EVs in the business. But in the States, that reputation isn’t quite translating to strong sales this year.

Read: Kia Sold Just 37 EV9s In May, But A Gas Sedan Is On Fire

While Kia’s overall numbers are up, its two flagship electric models are moving in the opposite direction. Both the EV6 and EV9 saw steep drops in sales. The absence of the smaller EV5 and EV3 from North American showrooms may be starting to feel like a missed opportunity.

Electric Sales Hit a Wall

The latest sales data reveal that Kia sold 4,938 examples of the EV9 in the United States in the first six months of the year. That’s a massive drop of nearly 49% from the 9,671 sold over the same period in 2024. Things were no better in June, with just 913 new EV9s finding homes across the country, down 52% compared to the 1,905 sold in June 2024.

The EV6’s performance is also on a downward spiral. Year-to-date, sales are down 46%, with 5,875 units sold compared to 10,941 in H1 2024. Things were particularly bad in June. While 2,171 Kia EV6s were sold in June 2024, only 680 were delivered the same month this year, a devastating decline of 69%.

While we suspect some Kia executives may be worried about these numbers, especially given the looming end of the federal tax credits at the end of September, they can at least celebrate a strong start to 2025 across the rest of its range.

 Kia’s EV Sales Collapse As Shocking Drop Hits Key Models

Gasoline Models Pick Up the Slack

Despite the dip in EV sales, Kia’s broader lineup has helped the brand start 2025 on a high note. Total U.S. sales reached 416,511 units through June, up 8 percent from 386,460 in the first half of 2024. That momentum slowed slightly in June itself, with 63,849 vehicles sold compared to 65,929 a year ago.

The standout so far has been the K5 sedan. Kia has moved 34,565 K5s this year, up from 12,807 cars sold in the first half of 2024. That’s a nearly threefold increase, giving the once-overlooked midsize sedan some well-deserved attention.

The Carnival minivan also got a sizable boost. Sales are up 57 percent to 33,152 units, from 21,083 at this point last year. The Telluride, one of Kia’s most in-demand models, has climbed 15 percent to 61,502 units from 53,700. And the Sportage continues to hold its title as Kia’s top seller in the United States, with sales growing 9 percent year-over-year, reaching 87,172 units.

KIA US SALES
ModelJun-25Jun-24YTD-25YTD-24
EV99131,9054,9389,671
EV66802,1715,87510,941
K4/Forte11,56411,35875,53570,473
K55,6133,77134,56512,807
Soul4,7374,56526,12628,465
Niro1,9663,38111,78818,102
Seltos4,2595,87124,93932,786
Sportage12,63013,31687,17279,853
Sorento7,0506,92550,91946,663
Telluride9,2398,85861,50253,700
Carnival5,1983,80633,15221,083
Total63,84965,929416,511386,460
SWIPE

The American Hypercar With Porsche Genes Is A Lot More Powerful Than We Thought

  • The lightweight mid-engined supercar will be offered with two flat-six engines and up to 1,200 hp.
  • Customers will also be able to order the HF-11 with an all-electric powertrain with 850 hp.
  • Oilstainlab equips the car with a six-speed manual and seven-speed sequential gearbox.

How does an almost unknown brand launch a supercar in 2025? Well, Oilstainlab thinks it has the answer with its HF-11, a mid-engined beast to be sold as an ICE and an EV, complete with a design that looks like a mix between a Porsche 911 and an Aston Martin Valkyrie. Several months after the car was first announced, some enticing powertrain specs have seen the light of day.

Oilstainlab names the likes of the Porsche Carrera GT, Sauber C9, and Gordon Murray T.50 as competitors for the HF-11. So, it’s no surprise that it’s working on some very exciting powertrains for it. Those who want an ICE will have a choice between a 4.6-liter flat-six or a larger 5.0-liter flat-six, both of which will be mid-mounted right behind the carbon fiber passenger cell.

Read: See Photos Of The $2.3M Oilstainlab Half-11 That Looks Like A Porsche Gone Wild

The “entry-level” 4.6-liter model will pump out 600 hp, a very solid figure considering the car only weighs 2,000 lbs or 910 kg. But, 600 hp is nothing compared to what the 5.0-liter model will have. According to the firm, it’ll have a whopping 1,200 hp, presumably achieved through a pair of turbochargers bolted to the flat-six.

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Despite the flagship engine’s big displacement, considering it only has six cylinders, it’ll reportedly rev all the way to 12,000 rpm. When combined with either a six-speed manual or a seven-speed sequential, this engine should make the HF-11 an absolute animal capable of proper hypercar speeds. Both ICE versions will be rear-wheel drive.

Oilstainlab is also developing an all-electric version. It will pack around 850 hp, and customers will be able to order both the ICE and electric powertrains, as they’re switchable via a subframe swap.

The small American company plans to build just 25 examples of the HF-11. The standard model will cost around $1.85 million, but those wanting both the ICE and electric powertrains will need to cough up $2.3 million.

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Jim Farley: “If We Lose This, We Do Not Have A Future Ford”

  • Ford CEO Jim Farley warns that China’s EV dominance could jeopardize the company’s future.
  • He says Chinese EVs lead in tech, cost, and quality, and the West is falling behind.
  • Ford is now pivoting from EVs to hybrids, but that may not be enough to stay in the race.

The EV race isn’t just heating up, it’s turning existential for legacy automakers. At the Aspen Ideas Festival last Friday, Ford CEO Jim Farley made that reality clear. If American car companies can’t keep up with China’s EV momentum, he warned, Ford’s future may be in jeopardy.

“We’re in a global competition with China, and it’s not just EVs,” he said before dropping the hammer. “If we lose this, we do not have a future Ford,” he said. This man isn’t speaking from hearsay either. He’s speaking from experience.

More: Thousands Of Chinese Cars Sank With This Ship And The Bill Keeps Climbing

His warning comes after a string of trips to China, six or seven in the past year, he says. There, he saw firsthand how fast Chinese automakers are outpacing the West. It’s the most humbling thing I have ever seen,” he explained.” Why be so blown away by a nation that can’t sell cars in the USA? It comes down to production.

Chinese EVs: High Volume, High Quality

According to Farley, not only is China making more EVs than anybody else, but their quality isn’t lacking either. “Seventy percent of all EVs in the world, electric vehicles, are made in China,” Farley said. That statement comes not long after Xiaomi launched the YU7, a $35,000 luxury SUV that allegedly has 200,000 orders already.

“They have far superior in-vehicle technology. Huawei and Xiaomi are in every car. You get in, you don’t have to pair your phone. Automatically, your whole digital life is mirrored in the car. Beyond that, their cost, the quality of their vehicles is far superior to what I see in the West,” Farley says.

So the message is clear. Farley wants to see the U.S. catch up with China as quickly as possible. Despite that, Ford is adapting its strategy to produce fewer EVs, not more. That’s because the markets Ford caters to seem more interested in hybrids right now. Business Insider points out that Ford’s shares are up by more than 9 percent so far this year.

Still, the larger question lingers: will adjusting course be enough to compete long-term in a global EV market increasingly defined by China’s dominance? Farley isn’t waiting for the answer; he’s already sounding the alarm.

 Jim Farley: “If We Lose This, We Do Not Have A Future Ford”

Federal EV Tax Credits Could End Sooner Than We Thought

  • Buying a new or used EV could get much more expensive in just a few months.
  • The National Automobile Dealers Association wants advanced notice of tax credit cuts.
  • President Donald Trump’s One Big Beautiful Bill Act proposed axing the credit in 2026.

The days of generous federal tax credits for electric vehicles may be numbered, and the countdown is moving faster than expected. Lawmakers in the Senate are now pushing to end the $7,500 tax credit for new EV purchases even earlier than previously proposed, potentially phasing it out by September 30, 2025.

Read: Republican Senators Are After Your EV Tax Credit

If the bill passes, the cost of buying a new EV could rise significantly once the credit disappears. And it’s not just new vehicles facing changes. The same Senate budget proposal also targets the $4,000 tax credit for used EVs, which may be eliminated as part of the legislation.

A Rapidly Accelerating Timeline

As we reported in mid-June, President Donald Trump’s “One Big Beautiful Bill Act” first proposed cutting the EV tax credit, and more recently, Republican Senators aimed to axe the EV credit within 180 days of legislation being passed. They also proposed ending the used EV credit within 90 days, and wanted to immediately cancel it for leased vehicles not manufactured in the United States. This timeline could be accelerated.

Now, under the latest revisions, both credits could vanish as soon as late September, less than three months from now. Lawmakers are aiming to finalize the legislation by July 4, so a decision may come sooner than expected.

A Double-Edged Bill for Automakers

If the credits do disappear, it’s likely to affect demand, at least in the short term. Fewer incentives usually mean fewer buyers, and many automakers could see EV sales take a hit. Yet in a somewhat contradictory move, the same bill also proposes eliminating penalties for manufacturers that fall short of federal fuel economy targets. That change could ease regulatory pressure on automakers, potentially softening the financial blow from declining EV sales.

 Federal EV Tax Credits Could End Sooner Than We Thought

Dealers Ask for a Grace Period

Auto retailers are already bracing for disruption. Speaking with Auto News, the National Automobile Dealers Association (NADA) urged lawmakers to allow for a smoother transition.

“Dealers are still carrying a high EV inventory with approximately 140,000 EVs currently on dealer lots,” NADA said. “If EV tax credits are going to be repealed, NADA urges Congress to include a reasonable transition period.”

Even if the final cutoff date shifts slightly, it’s increasingly likely that both new and used EV credits will disappear before the end of 2025. So if you’re thinking about buying or leasing an electric vehicle, you may want to move sooner rather than later.

 Federal EV Tax Credits Could End Sooner Than We Thought

Geely Could Make Lotus Great Again By Moving Production To America

  • Lotus could cease production in the United Kingdom and shift assembly to America.
  • Closing the Hethel plant could result in approximately 1,300 people becoming unemployed.
  • Lotus’ first plug-in hybrid is coming later this year as customers turn their backs on EVs.

Update: Lotus released a statement saying: “Lotus Cars is continuing normal operations, and there are no plans to close the factory. We are actively exploring strategic options to enhance efficiency and ensure global competitiveness in the evolving market.” They added, “Lotus remains committed to the UK, and its customers, employees, dealers, suppliers, as well as its proud British heritage.”

Lotus had a tough first quarter as they delivered 1,274 vehicles, which was a 42% decline from a year ago. The bad news continued with revenues of just $93 (£67.8 / €79.4) million, which was a year-over-year decline of 46%. The company also posted a net loss of $183 (£133.4 / €156.2) million.

That’s a bad showing, but Lotus confirmed their first plug-in hybrid model is coming later this year. It will have their 900V Hyper Hybrid EV technology, which was originally announced last November.

More: We Drove Lotus’ Electric SUV To See If It Can Silence Its Haters

At the time, the company said the Hyper Hybrid powertrain would deliver a combined driving range in excess of 684 miles (1,100 km). That’s a huge improvement over the Eletre, which has a WLTP range of between 254 and 373 miles (409 – 600 km) in the UK.

Besides talking about Hyper Hybrids, Lotus CEO Qingfeng Feng said “We remain closely attuned to evolving dynamics in key markets such as the U.S. and are actively evaluating strategic pathways as well as localization opportunities to further strengthen our presence and expand sales operations in the global markets.” That seems to have been a huge hint about the future of Lotus production.

 Geely Could Make Lotus Great Again By Moving Production To America

In fact, Autocar is now reporting that production will end in Hethel and be moved to the United States. That would likely be the final nail in the coffin for claims about being a ‘British’ automaker.

The publication suggests Lotus production could be moved to Volvo’s plant in Ridgeville, South Carolina which currently builds the EX90 and Polestar 3. This would help the company get around Trump’s tariffs, even though the US and UK have already reached a trade deal. Despite that, Lotus told the publication Emira production has been paused since the middle of May as part of the “fallout from the increase in tariffs in its key market of the US.”

 Geely Could Make Lotus Great Again By Moving Production To America

BBC News says the move is only under consideration at this point, but it could result in approximately 1,300 people losing their jobs. However, the Financial Times suggests the decision has already been made and implies the situation is dire as the company has reportedly “struggled to pay its suppliers in recent weeks.”

While Lotus has a lot of problems, one of the biggest appears to be that their customers aren’t interested in EVs. As Feng noted, “We … understand that a pure-electric sports car is not going to attract a lot of attention.” To get around this, the aforementioned Hyper Hybrid powertrain will be found in both lifestyle cars – like the Eletre and Emeya – as well as sports cars.

 Geely Could Make Lotus Great Again By Moving Production To America

Tesla Admits A Flaw In Some Of Its New Cars Could Pose A Safety Risk

  • Certain Tesla models may have seat fasteners that are not correctly torqued.
  • The company became aware of the issue after a customer complaint in May.

Tesla is no stranger to recalls in the United States, but more often than not, its vehicles can be fixed with a simple over-the-air software update. However, that’s not the case with their latest recall, which will require owners to return their cars to a store or service center to be fixed. Making things worse for Tesla is the fact that the recall is for the brand-new 2026 Model Y and Model 3.

A safety report reveals that one or more fasteners joining the seat back to the seat base may not have been torqued correctly during assembly. Owners of vehicles with the defect may now have a loose or rattling seat. Unsurprisingly, the NHTSA and Tesla have determined this poses a safety risk in the event of a crash, prompting a recall.

Read: Tesla Starts 2025 With Recall For 240,000 EVs, Some May Need New Computers

Fortunately for Tesla, the recall only impacts 48 vehicles in the United States, of which just 2.1% are estimated to contain the defect. Cars being recalled include 30 Tesla Model Ys built between April 3, 2025, and May 7, 2025, as well as 18 Model 3s manufactured from Apr 3, 2025, to April 16, 2025.

The NHTSA recall reveals the fault could affect either the driver or front passenger seat, or both. Tesla became aware of an issue on May 12 after it received a customer complaint. It was quickly determined that 2 of the 4 fasteners used to secure the seat back to the seat bottom on the driver’s seat were completely missing.

 Tesla Admits A Flaw In Some Of Its New Cars Could Pose A Safety Risk

Tesla claims to have pinpointed the root cause of the issue. It states that on April 2, 2025, a production change at the factory made it possible to manually advance the seat assembly from the backup manual assembly station without the system having to verify that the fasteners were present or torqued correctly.

Owners impacted by the recall will be notified on August 16. Dealers have been instructed to inspect the seat assemblies and, if necessary, replace any missing or incorrectly tightened fasteners.

 Tesla Admits A Flaw In Some Of Its New Cars Could Pose A Safety Risk

Trump’s Attack On EV Charging Just Suffered A Major Setback

  • Several states have prevailed in a lawsuit against the Trump administration over EV charger funding.
  • Congress approved billions of dollars in funding, but it was eventually paused earlier this year.
  • A preliminary injunction could go into effect next month, but the federal government may appeal.

The Trump administration has suffered another blow, this time from a U.S. District Judge in Washington. She ordered the government to release billions in funding for new electric vehicle charging stations.

In a lengthy ruling, which started off with a reference to a Simpsons episode, the judge noted Congress appropriated $5 billion to fund a National Electric Vehicle Infrastructure program to “strategically deploy electric vehicle charging infrastructure and to establish an interconnected network to facilitate data collection, access, and reliability.”

Despite the ruling, several states argued the Trump administration and his Secretary of Transportation decided they “would disregard Congress’s mandate.”

More: Trump Administration Hits Pause On EV Charger Funding

As part of this effort, the Federal Highway Administration rescinded its administrative guidance on the program, revoked state deployment plans, and stopped distributing funds. Sixteen states and the District of Columbia cried foul as the program was approved by Congress during the Biden administration.

They argued the move “represented an unlawful seizure of legislative authority under the separation-of-powers doctrine enshrined in the United States Constitution and an overextension of executive authority beyond what is permitted by law.”

 Trump’s Attack On EV Charging Just Suffered A Major Setback

While that’s the gist of the argument, Judge Tana Lin sided with Arizona, California, Colorado, Delaware, Hawaii, Illinois, Maryland, New Jersey, New Mexico, New York, Oregon, Rhode Island, Washington, and Wisconsin. As a result, she ordered a preliminary injunction that prevents the government from suspending or revoking any previously-approved electric vehicle infrastructure deployment plans from the aforementioned states.

The government also can’t withhold previously approved funding. However, the injunction was stayed and won’t go into effect until July 2. That being said, if the government appeals, the injunction won’t take place.

What happens next remains to be seen, but ABC News noted the Trump administration argued that the program was simply paused until new guidance was developed. Regardless, the delays and lawsuits will likely continue to slow the growth of America’s charging network.

 Trump’s Attack On EV Charging Just Suffered A Major Setback

White House

Tesla Says It’s Driverless But Someone’s Always Watching

  • Tesla launched its robotaxi service in Austin with vetted users and influencers only.
  • The new service runs daily from 6 a.m. to midnight and charges a flat fee of $4.20.
  • Early users access rides through a dedicated app and control features from the screen.

While some Democratic lawmakers urged Tesla to delay the rollout of its robotaxi service in Austin, Texas, the program officially kicked off on Sunday. It’s believed that around 12 Tesla Model Y robotaxis have hit the city streets and are operating in a small, geofenced area. And while the vehicles are indeed driving themselves, the company is keeping a light foot on the accelerator when it comes to public exposure.

Read: Tesla’s Robotaxi Launch Comes With Strict Rules And A ‘Safety Monitor’

Videos from early users, mostly influencers, reveal that each Robotaxi comes with a “safety driver” seated in the passenger seat. Yes, the passenger seat. It’s not entirely clear why Tesla made that choice, except maybe to reinforce the optics of a driverless experience.

After all, someone behind the wheel would be a dead giveaway that the system still needs supervision. Putting them in the passenger seat keeps up appearance, technically driverless, but not totally.

Among the first people to use the service were vetted customers who received early-access invitations from Tesla. As reported by TechCrunch, many of these are strong supporters of the Tesla brand. Evidently, the electric car manufacturer doesn’t yet want the general public to experience the service, obviously aware that mistakes or hiccups with the service could instantly draw a lot of criticism.

A $4.20 Ride with a Side of Caution

Early rides are priced at a very on-brand $4.20 flat rate, and the service runs from 6:00 a.m. to midnight, seven days a week, unless bad weather rolls in. In that case, the robotaxis are grounded. Probably a wise move considering even humans struggle with Texas thunderstorms.

The service appears to operate in a very similar way to Waymo’s. Users need to download a specific Robotaxi app and can then order a ride. Once inside, the vehicle’s rear passenger display will display navigation details and the expected arrival time. Additionally, passengers can control the audio through the rear screen.  

For the most part, the system appears to perform quite well, navigating certain roads in South Austin with relative ease. However, one video shared to YouTube by a TechCrunch reporter shows a Model Y Robotaxi unnecessarily braking and coming to a stop twice, after passing several parked police cars at a nearby crime scene.

The $20K EV Bargain That Might Be Watching Your Every Move

  • China’s EV price war has created domestic bargains the West can only dream about.
  • Models like the Mazda EZ-6 sedan and Toyota bZ5 SUV cost less than $25k in China.
  • Security professionals are concerned about the spying opportunities for China’s govt.

Shopping around for insurance quotes for my 17-year-old learner driver son here in the UK, I found several companies offering cover at half the price of the big names. But when I re-ran the quotes again to see how much the premiums would change when he’d passed his test, the ‘bargain’ policies had ballooned to 10 times the price of the other initially more expensive rivals.

Also: Mazda’s Sportier 6e Sedan Launches With A Price Tag That Feels Like A Typo

Now some experts claim that China’s bargain EVs might also come with a hidden cost buyers won’t discover until much later – or until it’s too late.

Experts Worry About Compromising Security

The difference is that the claimed cost wouldn’t be financial, but made up of data and control. Some security professionals have raised concerns that the modern generation of ‘smart’ Chinese EVs could potentially allow carmakers and hackers, or more specifically China’s ruling forces, to spy on drivers, monitoring where they go, what they do, who they communicate with and about what.

A few experts have gone further, warning that smart EVs could even be remotely controlled, which could cause chaos in busy cities if they were immobilized, or even enable bad actors to use cars as remotely-operated weapons. It’s concerns like these – and not just fears for the longevity of America’s domestic auto industry – that prompted the Biden Administration to increase tariffs on China’s EVs.

In the UK, military and intelligence bosses were ordered this year not to discuss any sensitive work issues while riding in EVs, and vehicles containing Chinese components are now banned from some military facilities, BBC News reports.

When In Rome (Or Beijing)…

But it’s easy to see how buyers, particularly in China, would be seduced by the bargain prices of a modern EV. While the People Republic’s EVs look good value in Europe, a big chunk of their advantage has been nixed by import tariffs. But in their home market, which is in the grip of an aggressive price war, buyers must think it’s Christmas every time they check out a local dealership.

 The $20K EV Bargain That Might Be Watching Your Every Move
Mazda

Mazda’s stylish new EZ-6, is a BMW 3-Series rival but is priced from only ¥161,800 ($22,500), and Toyota’s bZ5 SUV starts at just ¥129,800 ($18,100) – half the price of Tesla Model Y . Cars like these offer a huge bang for the buck if you’re willing to take the chance on the security risk.

Also: Chinese EVs Banned From Military Sites Amid Fears They’re Watching Every Move

The Chinese government claims there is no risk, telling BBC News that accusations of espionage were “absurd” and made without any supporting evidence, and that businesses operating abroad are required to comply with local laws. That view is supported by some independent security experts who suggest China and its carmakers want to maximize economic growth and aren’t Bond-level bad guys obsessed with surveillance.

Would security concerns put you off buying a Chinese EV, or would the lure of a $20k price be too much to overlook?

 The $20K EV Bargain That Might Be Watching Your Every Move
Toyota

This $110K EV Refuses To Let Its Owner In And That’s Not Even The Worst Part

  • The owner of this Lucid Air says the phone app, key fob, or key card can’t open the car.
  • Some fellow owners suspect that the EV’s 12-volt battery may have been drained.
  • What could have been a simple fix in most other cars is anything but in the complex EV.

The Lucid Air has earned its reputation as one of the best electric vehicles on the market, blending luxury, performance, and efficiency in a way that few EVs can match, especially outside of China. However, as is the case with most modern cars, the Air is basically a high-tech gadget on wheels, and like any laptop or smartphone these days, it comes with its fair share of tech troubles.

Read: Lucid Promised Luxury But All This Owner Got Was Regret And Nightmares

To make matters worse, getting a Lucid technician to fix a stranded Air seems to be more difficult than contacting tech support to help you troubleshoot your (much cheaper) phone.

A Familiar EV Saga

Recently, a member of the Lucid Owners Club on Facebook shared the saga of his Air GT, the flagship variant of the EV that starts at $110,000. According to the owner, “We have been locked out of our Lucid GT since Monday evening. Have tried phone, fob and Key Card”. And, of course, the issues don’t end there.

The owner pointed out that he’s been in contact with customer service from Lucid and they’ve tried, and failed, to get access to the car remotely. Apparently, they couldn’t connect to it or get it to wake up. That’s annoying, but it may not seem like the end of the world, right? Lucid should be able to get the car towed and fixed quickly, right? Wrong.

According to the owner, the local Minneapolis mobile service tech was on vacation until the following week, so they aren’t around to try and remedy the non-responsive Air. Not all hope is lost, however.

 This $110K EV Refuses To Let Its Owner In And That’s Not Even The Worst Part

Lucid has gotten in contact with me and we have tried everything but jumping 12v,” the owner added in the comments. “They are having towed to a partner collision center and it sounds like they will try to jump it. If that doesn’t work, we will see what happens.

If it doesn’t, the owner may be left without the golf clubs he so desperately needs by Saturday. What a predicament…

Are Modern Cars Too Complicated For Their Own Good?

Jokes aside, the issue does raise an interesting question: are cars too complicated nowadays? Do they feature too many fancy electronics that can go wrong, potentially leaving owners stranded like this? Without even a physical key slot for emergency cases, it appears this Air is useless if the 12-volt battery runs flat.

It’s not just Lucid, of course. Just earlier this week, Ford had to recall nearly 200,000 Mustang Mach-E EVs in the U.S. and another 100,000 overseas due to a problem where the doors could get stuck if the 12-volt battery fails.

More: Ford Pulls Mustang Mach-E From Sale Over Dangerous Door Lock Flaw

Call us old-fashioned, but this would never happen with a good ol’ internal combustion engine vehicle. In the past, you’d simply jump-start the car or swap out the battery, and off you’d go. Sure, every new technology has growing pains, and it’s only fair to give automakers time to work out the bugs. Electric vehicles are still relatively new, and there’s a learning curve. The truth is, the tech has made incredible strides in just a few short years.

Nevertheless, most end users expect everything to run smoothly and glitches to be fixed in heartbeat, especially if they’ve paid big money in the first place. Otherwise, they may lose their patience and steer clear of EVs until they’re damn good and ready.

 This $110K EV Refuses To Let Its Owner In And That’s Not Even The Worst Part

Nissan Says We Made A Mistake With New Leaf’s Taillights

  • Nissan has launched the configurator for the 2026 Leaf on its American website.
  • Entry- and mid-spec trims feature different taillights compared to other grades.
  • These trims also lack the 19-inch alloy wheels and the dimming panoramic roof.

Update: Nissan informed Carscoops that “The Leaf visualizer on the NissanUSA.com consumer website initially launched with incorrect assets.” They clarified that “all trims will feature a black back panel, but the integrated holographic taillights within the black panel are only available on the Platinum+ trim. We’ve updated the story to reflect this.

In short, every 2026 Nissan Leaf trim will come with a black panel on the tailgate instead of a body-colored finish. However, the flagship Platinum+ trim is the only one to feature the expanded “3D holographic” taillights with Z-inspired LED graphics.

Original story continues below.

 Nissan Says We Made A Mistake With New Leaf’s Taillights

Nissan’s third-generation Leaf is here, and it’s stirring up some interesting discussions. Gone is the humble hatchback, replaced by a more modern crossover design. However, when the configurator for the 2026 Leaf went live on Nissan’s US website, we quickly noticed something a bit puzzling: the entry- and mid-level trims are missing some of the coolest features that come standard in the flagship model.

More: Nissan Takes A Leaf From The Z For Its New Mass Market EV

For the American market, the 2026 Leaf will come in three grades: S+, SV+, and Platinum+. Of those, it’s the Platinum+ trim that gets all the love in the press photos. Think 19-inch alloy wheels, Nissan Z-inspired “3D Holographic Taillights”, and a panoramic roof that dims at the touch of a button.

Unfortunately, all these bells and whistles are exclusive to the Platinum+, leaving the other trims looking a little underwhelming by comparison.

The S+ and SV+ trims take a significant hit on the rear end design. While the Platinum+ flaunts its futuristic taillights, the lower trims settle for a more traditional, plain look with conventional LED graphics. Thankfully, all grades feature a black panel on the tailgate, which looks a lot better than a plain body-colored finish.

Wheels, Roofs, and Other Slight Disappointments

The entry-level Leaf S+ comes with 18-inch steel wheels topped off with black aero covers, while the SV+ steps up to 18-inch aluminum alloy wheels with a more futuristic design. As for the body, it looks pretty similar to the Platinum+, minus a few key differences: no LED bar between the headlights and, of course, the absence of roof rails.

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Predictably, there are some differences in the interior design among the available grades. The entry-level S+ comes standard with dual 12.3-inch displays, while the SV+ and Platinum+ get the fancier dual 14.3-inch screens with Google Built-in.

More: This Isn’t The New Sentra Or Altima, It’s Something Else

Finally, the most expensive Leaf is fitted with the new Bose Personal Plus Audio system featuring extra speakers mounted on the front headrests. It is also the only one that gets the panoramic electrochromic roof with a dimming function.

Range And Power

As for performance, Nissan has yet to drop full specs for the US, but we know the Leaf will come in two powertrain configurations: one with a 52 kWh battery and 174 hp (130 kW / 176 PS), and another with a larger 75 kWh battery and a punchier 214 hp (160 kW / 218 PS).

Performance figures for the US-spec Leaf remain under wraps. However, the European-spec model accelerates from 0-100 km/h (0-62 mph) in 8.6 seconds and 7.6 seconds respectively, with a top speed limited to 160 km/h (99 mph). Note that all versions of the EV are fitted with an independent multi-link rear suspension.

As for the range figures, the EPA estimate for the larger 75 kWh battery is 303 miles (488 km). The more optimistic WLTP estimates in Europe are 271 miles (436 km) for the 52 kWh battery and up to 375 miles (604 km) for the 75 kWh battery. Both represent a healthy boost compared to the previous generation.

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Market-Specific Differences

While the Leaf may be a global car, Nissan has made sure to tweak it a bit for different regions. The US-spec Leaf measures 4,405 mm (173.4 inches) long, 1,810 mm (71.3 inches) wide, and 1,557 mm (61.3 inches) tall, giving it a slight edge in length and height compared to the European version. The weight ranges between 3,955 and 4,370 pounds, depending on the configuration, which isn’t exactly featherlight, but then again, it’s an EV.

More: Here’s What’s Coming To The 2026 Nissan Rogue

Aerodynamics are another area where the US-spec Leaf takes a slight hit. With a drag coefficient of 0.26, it’s a little less slippery than its European counterpart, which boasts a more impressive 0.25 cd rating, thanks to different wheels and tires. On the plus side, the American version gets amber indicators, while the European model features a more refined metal-style rear bumper trim.

Different markets also get their own charging options. The US will see a NACS-compatible charging port, Europe sticks with the traditional CCS port, and Japan gets the familiar CHAdeMO port. However, all regions will get 150 kW DC fast charging capability for the 75 kWh battery pack, so that’s one feature we can all agree on.

When Will It Arrive?

The 2026 Nissan Leaf is expected to hit US dealers in the fall of 2025, with a gradual rollout to other markets, including Europe, Japan, and Australia. Pricing for the US market will be announced closer to that launch date.

 Nissan Says We Made A Mistake With New Leaf’s Taillights
The Nissan Leaf S+ (left) with the black panel compared to the “incorrect” version that originally appeared on the configurator with a body-colored tailgate (right).
 Nissan Says We Made A Mistake With New Leaf’s Taillights

Fastest Electric Porsche Ever Just Annihilated a Track Record

  • The Taycan Turbo GT annihilated Porsche’s previous record by almost 7 seconds.
  • Porsche’s electric four-door is less than 1 second slower than the 911 GT3 RS.
  • A set of sticky Pirelli P Zero Trofeo RS tires funnels all 1,019 hp to the ground.

Porsche’s Taycan Turbo GT is on a mission to claim back some bragging rights in the electric car arena. After Xiaomi’s recent announcements about snatching the record at the Nurburgring and Shanghai, Porsche has wasted no time making sure its own electric sedan gets the spotlight.

Also: There’s A Porsche Program Even Rarer Than Paint To Sample

Last month, the all-electric sedan was taken to Road Atlanta and, with Patrick Long behind the wheel, set a storming best lap of 1:27.15. That easily toppled the Taycan Turbo S that had once held the EV record, and proves just how focused the Turbo GT is.

For the record run, Porsche used a Taycan Turbo GT with the optional Weissach Package, which removes the rear seats, transforming the four-door sedan into a four-door two-seater. The car was also fitted with ultra-sticky Pirelli P Zero Trofeo RS NF0 performance tires developed specifically for it.

In recording a best lap of 1:27.15, the Turbo GT smashed the Turbo S’s previous record of 1:33.88 by a massive 6.73 seconds – an age around a circuit. Porsche says the lap was recorded with the tire pressures set at 37 psi, the battery charged at 97%, and most of the track dry, although there were a few damp patches.

The Taycan Turbo GT is still some way off the production car lap record of 1:22.80 set by the new 2025 Chevy Corvette ZR1 earlier this year, but no one in their right mind would expect an electric sedan to get close to that. The Taycan’s time is a little closer to the Porsche 911 GT2 RS’s 2019 1:24.88 run, which, at the time, was a record. Porsche’s EV also came close to upsetting the 991 GT3 RS which has posted a 1:26.24 lap at the same track.

 Fastest Electric Porsche Ever Just Annihilated a Track Record

Speaking after the record run, Long said, “I expected the steering feel, connection, and feedback, but I didn’t expect how powerful the Active Ride suspension would be in counteracting pitch, roll, and squat.”

Read: Porsche Orders UK Dealers To Stop Selling Some Taycans

Earlier this year, the Taycan Turbo GT set a new EV lap record at Interlagos and, in 2024, did the same at the WeatherTech Raceway Laguna Seca track and the Shanghai International Circuit. It also previously held a record at the Nurburgring Nordschleife.

However, in recent months, Xiaomi’s SU7 Ultra has snatched away the Taycan’s records in Shanghai and at the ‘Ring. It seems like Porsche is not happy with the Chinese stealing the limelight and is on a mission to show just how quick the Taycan can be.

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Rivian Recalls Thousands Of Cars For A BMW Feature No One Asked For

  • Rivian recalled 28,000 R1T and R1S EVs due to faulty front turn signals.
  • The faulty turn signals fail to illuminate, creating a potential safety risk.
  • The company isn’t aware of any accidents or injuries caused by the issue.

The owners of 2025 Rivian R1T and R1S models in the US may start being confused with BMW drivers after it was revealed that some of the brand’s EVs may have faulty turn signals. This problem has forced the automaker to issue a recall in the United States for almost 28,000 vehicles.

According to Rivian, the issue lies in one or both of the front turn signals failing to light up or flash as they should, which, unsurprisingly, isn’t exactly up to Federal Motor Vehicle Safety Standards. The culprit? Turn signals sourced from Myotek in Farmington Hills, Michigan, which may have been improperly manufactured.

Read: VW’s Future EVs Might Run On A Platform It Didn’t Even Build

It’s unclear what may have been done wrong during the manufacturing of the turn signals, but they could suffer some kind of “internal failure.” If one or both of the turn signals stop working, a message will be displayed on the instrument cluster. The remaining turn signals will also start blinking twice as fast as they should, and the turn signal sound will accelerate.

A total of 27,882 vehicles are involved in the recall. These consist of R1S models manufactured between April 29, 2024, and May 13, 2025, as well as R1Ts that were built from July 10, 2024, to May 13, 2025. Rivian says it stopped using the suspect front turn signals on May 13.

 Rivian Recalls Thousands Of Cars For A BMW Feature No One Asked For

An investigation into the problem was initiated in February before Rivian decided a recall was necessary at the start of June. It isn’t aware of any accident or injuries caused by the fault, but it could prove to be a nuisance for both owners and other motorists.

Owners will be notified of the recall starting July 25, and dealerships will inspect the affected vehicles, replacing the turn signals if needed.

It’s the sort of issue that’s unlikely to cause major headaches, but one that’s definitely irritating enough to warrant a fix. Let’s just hope it doesn’t turn into a flash of trouble.

 Rivian Recalls Thousands Of Cars For A BMW Feature No One Asked For

America’s EV Boom Suddenly Took Its First Hit After 14 Months Of Growth

  • In April, 97,833 new EVs were registered in the US, capturing 6.6 percent of the market.
  • Analysts believe Trump’s anti-EV stance may be pushing consumers toward other options.
  • Most brands including Tesla, Ford, Hyundai, and Kia reported EV sales decline in April.

While EVs have generally been gaining popularity across the United States over the past couple of years, April wasn’t such a good month for them. New EV registrations fell 4.4 percent, marking the first dip after 14 consecutive months of growth. The slide was led by notable declines from several automakers, including Tesla, Ford, and Hyundai.

Read: Kia Sold Just 37 EV9s In May, But A Gas Sedan Is On Fire

According to data from S&P Global Mobility, which excludes gasoline-electric hybrid models, a total of 97,833 new EVs were registered in the US in April. This means that EVs accounted for 6.6 percent of total registrations, falling from the 7.4 percent share they had in April 2024. A number of factors could be at play here.

At the same time, overall light vehicle sales, regardless of powertrain, grew by 7.2 percent in April to approximately 1.5 million units.

Speaking to Autonews, S&P Global Mobility analyst Tom Libby, said that beyond the usual range anxiety and charging concerns, “consumers are seeing media reports that government support for EVs is on the chopping block and automaker investments in the technology are slowing, undermining confidence in a product that doesn’t yet have significant organic demand”.

“The increases in the prior months have been weak, so I think there is an ongoing trend of weakening in the EV market,” Libby told Auto News. “We’ll have to watch where it goes, but there’s a lot of influences working against EVs right now.”

 America’s EV Boom Suddenly Took Its First Hit After 14 Months Of Growth

The Winners And Losers

Tesla remains the largest seller of EVs in the United States. In April, 39,913 new Tesla models were registered across the country, representing a 16 percent decline from April 2024. In second place was Chevrolet with a total of 9,160 registrations. It bucked the trend with a massive 215 percent spike, increasing its share of the EV market to 9.4 percent. This was primarily thanks to the Equinox EV with 5,424 registrations, trailing only the Tesla Model 3 and Model Y.

Ford came in third with 5,534 registrations, down 33 percent from April 2024. BMW edged out Hyundai for fourth place, logging 4,812 registrations, an 8.7 percent uptick. Hyundai fell to fifth after a 25 percent drop, totaling 4,796 units.

A number of other brands saw declines, including Rivian (down 30 percent), Mercedes (down 19 percent), and Kia (down a steep 68 percent). Cadillac and Honda posted big gains, up 104 percent and 2,359 percent respectively, while Volvo jumped 263 percent. Some smaller players, like Porsche and Fiat, also recorded substantial percentage increases, albeit from far smaller volumes.

US EV SALES APRIL 2025
BRANDAPR-25Diff. vs
APR-24
Tesla39,913-16%
Chevrolet9,160215%
Ford5,534-33%
BMW4,8128.70%
Hyundai4,796-25%
Cadillac3,829104%
Nissan3,31652%
Rivian3,109-30%
Mercedes2,392-19%
Acura2,315
GMC2,083152%
Audi2,04210%
Honda1,9182,359%
Kia1,714-68%
Volvo1,277263%
Jeep1,261
Porsche1,146157%
Toyota1,083-77%
VW1,006-46%
Subaru984-29%
Dodge972
Lucid745-2.7%
Lexus649-53%
Polestar540105%
Genesis386-44%
Mini3366.7%
VinFast179-54%
Fiat158464%
BrightDrop73-46%
Jaguar43-85%
Rolls-Royce32-41%
Fisker25-94%
Lotus2
Maserati2
Ram1-67%
TOTAL97,833-4.4%
S&P Global via Autonews
SWIPE

Massive US Battery Plant Grinds To A Halt After Trump’s Tariffs

  • AESC halted construction at its nearly finished battery plant in South Carolina.
  • The company blames economic uncertainty and tariff risks for the sudden pause.
  • The site that’s set to supply BMW with EV batteries is expected to create 1,600 jobs.

Rising tariffs are doing more than sparking political arguments, as hey’re reshaping where, how, and even if some companies build their next-generation manufacturing hubs. While former President Trump’s trade policies have nudged a few automakers toward building more vehicles in the United States, they’ve also sent car prices climbing and stirred chaos in the global auto market.

One of the latest casualties? A $1.6 billion battery factory in South Carolina, where construction is on hold before production has even begun.

Read: EV Support In America Is Falling Faster Than Anyone Predicted

In 2023, Automotive Energy Supply Corp., better known as AESC, began constructing a battery plant in South Carolina to supply BMW with cells for its electric vehicles, including the upcoming production models based on the Neue Klasse Vision concepts, the iX3 SUV and i3 sedan..Work on the physical buildings at the site is almost complete, but efforts to install equipment and establish assembly lines have been halted.

 Massive US Battery Plant Grinds To A Halt After Trump’s Tariffs
BMW’s Neue Klasse Vision concepts

In a memo addressed to employees that was seen by The Wall Street Journal, AESC’s chief executive for the US and Europe, Knudt Flor, said work was being paused because of “economic uncertainty arising from current federal policy and tax issues.” However, he added that “Our intent is to finish construction of the facility once stability and predictability have returned to the market.”

According to the WSJ, AESC would face a substantial tariff bill if it were to import the necessary machinery from China. Additionally, separate tariffs on steel and aluminum could hurt the battery giant.

AESC announced its South Carolina plant while Joe Biden was still President and the administration was providing huge subsidies to attract battery manufacturers to the United States. Through the Inflation Reduction Act, the Biden administration helped attract more than $130 billion in investments across the automotive sector, with many focusing on batteries for electric vehicles.

Now, many subsidies are in the firing line of Republicans. A new bill proposes ending EV battery production subsidies a year early and making them unavailable to companies with ties to certain countries, like China. Although AESC is headquartered in Japan, it is majority-owned by the Envision Group in China.

AESC has invested over $1 billion into the Florence facility, and we anticipate being able to resume construction once circumstances stabilize,” the company told the news outlet in a statement. “AESC fully intends to meet our commitments to invest $1.6 billion and create 1,600 jobs in the coming years.”

 Massive US Battery Plant Grinds To A Halt After Trump’s Tariffs

Stellantis Exec Isn’t Buying The Hype Around Slate’s Cheap Truck

  • The promising all-electric Slate truck is expected to start at around $20,500 after incentives.
  • Unfortunately for the automaker, the Trump administration plans to ditch the EV credit.
  • Ram chief executive Tim Kuniskis worries that the Slate truck could top $35,000 with options.

Building an electric vehicle that’s affordable, customizable, and actually something people want to drive has become the holy grail of the modern car industry. Slate Auto, a startup in the EV world, has been generating plenty of hype over the past few months by claiming it can deliver exactly that.

But beneath the viral videos and slick promises, the reality is a back-to-basics vehicle that skips many modern comforts and might not end up costing much less than a Ford Maverick. And according to one Stellantis executive, Slate’s wallet-friendly image could unravel pretty quickly.

Read: Slate Shakes Up EVs With $28,000 Pickup That Turns Into An SUV

The startup has adopted a novel approach with its EV. Known simply as The Truck, as the company wants buyers to name their pickups, all of Slate’s vehicles will leave the factory looking exactly the same. Shoppers will then be able to select options and special features to make their Slate stand out.

Want it to resemble more of an SUV? Just check the box for the optional roof. Want an exterior wrap or speakers for the optional audio system? Those are on the list too. Just check the boxes and build it out from there. Slate says pricing will start under $28,000, or around $20,500 after applying the $7,500 federal EV tax credit.

 Stellantis Exec Isn’t Buying The Hype Around Slate’s Cheap Truck

However, as part of the Trump administration’s proposed One Big Beautiful Bill Act, this incentive could be phased out after 2026. In practice, it might disappear even sooner, by the end of 2025, since it would only apply to vehicles from automakers that have sold fewer than 200,000 EVs.

Kuniskis Reacts

Ram chief executive Tim Kuniskis thinks that prices of the Slate electric truck will be much higher than advertised. “I think it’s super interesting,” he told CNBC. “The idea behind it, we’ve talked about that idea a million times. Now, what’s it going to actually transact at in the marketplace … when people start to option them up, it’s not going to be $20,000. It’s going to be $35,000, and by the time you get to $35,000, you’re in midsize truck territory.”

Kuniskis has a point. The starting price of the Slate may be compelling, but it’s important to note that it lacks many of the features you’d expect from a modern car. It doesn’t have an infotainment system, there are no speakers, and there are manual window winders. Option in some of those things, like Bluetooth speakers, and the price will rise. Once the tax credit is gone, the Slate may not seem so appealing.

Affordability Still Elusive

“Slate is an example of why and how hard it is to produce a cheap EV,” iSeeCars auto analyst Karl Brauer told CNBC. “They are producing an electric vehicle with only two seats, 140-mile range, manual windows, no touch screen, and it’s still $27,500 … To me, it’s not a competitive vehicle at that point.”

For now, Slate is chasing a compelling idea of an EV that’s simple, customizable, and affordable. But unless costs stay low without the help of government incentives, it risks becoming yet another example of how tough it really is to build an electric car for the everyman.

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