Today's Automotive Pulse
Waymo suspends driverless rides in Atlanta and Texas amid severe storms
Waymo announced a temporary suspension of its driverless‑car services in Atlanta, Georgia, and multiple Texas cities after a vehicle became stranded in flood‑water. The company said the pause is an "abundance of caution" as flash‑flood warnings, severe thunderstorms, hail and gusty winds threaten safety.
Also developing:
By the numbers: LTM Ltd acquires Randstad’s Europe and Australia units for $186M
SP Mobility, ComfortDelGro Engie Bag Contracts to Deploy EV Fast-Charging Hubs in HDB Towns
Singapore’s Land Transport Authority subsidiary EVe awarded contracts to SP Mobility and ComfortDelGro Engie to install eight electric‑vehicle fast‑charging hubs across HDB towns. Each site will host six to eight 50 kW fast chargers, with one location also offering three 7.4 kW slow chargers. The rollout follows earlier March contracts and aligns with the government’s goal of a fast‑charging hub in every HDB town by the end of 2027. The new hubs will add roughly 20 fast chargers, nearly doubling the city‑state’s public fast‑charging capacity.

Yemen Q1 2026: Toyota Back up to 93% Share
Yemen's new‑car market grew 27.5% in Q1 2026, reaching 3,312 units sold. Toyota captured 93% of the market, up 35% year‑on‑year, while Lexus held the only other notable share at 4.5%. The Toyota Hilux led model sales with a 38.9% share,...

Geely Q1 Profit Falls 27% as Currency Fluctuations Weigh on Results
Geely Auto reported a 27% drop in profit attributable to shareholders, falling to 4.17 billion yuan ($609 million) in Q1, largely because of adverse foreign‑exchange movements. Excluding FX, core profit surged 31% to 4.56 billion yuan, underscoring strong operating performance. Revenue rose 15%...

Hong Kong Expands Charging Infrastructure Planning for Electric Public Transport
Hong Kong’s government announced expanded charging infrastructure guidelines for electric public transport, requiring new transport interchanges to reserve space and power for fast chargers. The first interchange with ten 100 kW+ chargers opened in March 2026, supporting up to 21 electric buses...

Syria Q1 2026: Kia Topples Hyundai in Reviving Market
The Syrian new‑car market rebounded dramatically in Q1 2026, climbing from just 103 units in the same period a year earlier to an estimated 1,828 sales annually. Six manufacturers have re‑entered the market, with Kia seizing the lead at a 43.5%...

Hong Kong Outlines Strategy To Accelerate Autonomous Vehicle Development And Trials
Hong Kong’s Transport Department unveiled a comprehensive plan to speed autonomous vehicle (AV) development, moving from pilot projects toward commercial services. A dedicated regulatory framework and a new Code of Practice, effective March 2024, set safety, data and insurance standards...
How AI Is Powering the Next Generation of Robotaxis
Waymo’s fifth‑generation driver, built on Google’s Gemini AI foundation model, recently demonstrated the ability to predict a pedestrian hidden behind a bus, showcasing a leap in perception and safety. The AI‑driven system integrates a visual language model, a decoder for...

XPENG Releases World Model Technical Report, Powering VLA 2.0 Model R&D And Verification
XPeng (NYSE: XPEV) released its X‑World technical report, detailing a controllable, multi‑view generative world model built on video diffusion technology. The model powers the company’s VLA 2.0 autonomous‑driving stack, enabling real‑time, cross‑view video simulation for closed‑loop testing, online reinforcement learning, and...

Hong Kong Expands Electric Vehicle Adoption Across Government Fleet
Hong Kong’s government has mandated that all new or replacement private cars for the public sector be electric, unless specific operational constraints apply. The policy, outlined in the updated Roadmap on Popularisation of Electric Vehicles, also signals a possible future...
Tesla’s Make-or-Break Play
Tesla has sold only 347 vehicles in India nine months after its market entry, far behind rivals like BYD, which moved 1,100 units in the same period. To boost sales, the company launched the Model Y L, a six‑seat SUV priced at...
E-Fuels in Cars: Unaffordable for Drivers
An independent study commissioned by Transport & Environment finds that producing e‑petrol by 2030 will cost about €4 per litre (≈$4.40) and sell at roughly €7 per litre (≈$7.70), four times the price of fossil gasoline. The analysis shows that...

Tesla Promises FSD V14 Lite for HW3 Cars Internationally to Appease Growing Tensions
Tesla announced it will extend the stripped‑down FSD V14 Lite to HW3 vehicles outside the United States, but only after the U.S. rollout is finished and without a firm timeline. The move follows a wave of European backlash after the...
It’s Official: EV Tax Breaks Are Upper-Class Welfare
The Australian government’s Fringe Benefits Tax exemption for battery electric vehicles is projected to cost the Treasury about $0.9 billion USD in the 2025‑26 fiscal year, up from roughly $60 million USD. Officials claim the benefit supports middle‑income earners, yet Australian Tax...
Chinese Automakers Turn to Buffer‑Route Supply Chains as Beijing Cracks Down on Offshoring
Chinese automakers are rerouting vehicle shipments through Canada and Mexico to sidestep U.S. trade barriers, a shift dubbed the “buffer‑route” strategy. At the same time, Beijing is expanding punitive measures against companies that relocate supply chains, intensifying the geopolitical tug‑of‑war...

Ministers Setting an EV Example? Public Chargers Nationwide Essential for Adoption – MITI’s Johari
Malaysia’s Investment, Trade and Industry Minister Datuk Seri Johari Abdul Ghani said the government can lead by adopting electric vehicles, but only if a nationwide public charging network is built. He highlighted that the lack of chargers, especially in rural...
Volvo Boosts Robot-Heavy Truck Assembly at New River Valley Plant
Volvo Trucks has expanded robot use at its New River Valley plant in Dublin, Virginia, deploying 170 collaborative robots for paint and door‑attachment tasks after a $500 million investment. The move, described by Volvo’s Magnus Koeck as a step toward full...
XPENG Unveils Full‑Stack Physical AI Ecosystem at Auto China 2026
XPENG showcased a complete physical‑AI ecosystem at the 19th Beijing International Automotive Exhibition, unveiling new EV models, a humanoid robot and a flying car while reporting a 118% month‑over‑month rise in Ultra series orders. The rollout of VLA 2.0 and upcoming...

Meet the YouTuber Showcasing China’s EV Revolution
At the Beijing Auto Show, American YouTuber Ethan Robertson led international visitors through a showcase of Chinese electric SUVs, pickups and concept cars, emphasizing low prices and advanced tech. His Wheelsboy channel, with 210,000 subscribers, highlighted a $30,000 fully‑loaded Leapmotor...
The U.S. Wants to Ban China’s High-Tech Cars, but They’re Already Here in El Paso
Chinese automakers Geely, BYD and Great Wall are selling affordable high‑tech vehicles in Ciudad Juárez, just five miles from El Paso, where U.S. consumers can easily cross the border to purchase them. The Geely EX2 electric compact starts around $20,000 and the...

From VW to Nissan, Automakers Bet on “in China, for Global” Strategies
Foreign automakers are shifting to an “in China, for global” model, debuting China‑developed EVs and software at the Beijing Auto Show. Volkswagen, with a 5% stake in Xpeng and a joint venture with Horizon Robotics, unveiled four new models and...
No Public Data Proves Waymo Is Safer than Human Drivers
a "detailed and confidential overview" is not public information. Again, despite the tech uber alles crowd cheering them on, there is no objective, publicly available raw data indicating that Waymo is safer, or less safe, than a dense city's safest...

China’s Clean Shift Spares Saudi a Year’s Oil Output
China’s clean energy transition has already - alone - saved 1 entire year of oil production of Saudi Arabia, led by a domestic market where EVs captured 50% of new car sales in 2025 https://t.co/duBuQqX0vX
Ford and TXU Energy Launch Free Overnight EV Charging Miles for Texas Drivers
Ford and TXU Energy have rolled out a free overnight charging program for Texas electric‑vehicle owners, granting credit for electricity used between 10 p.m. and 1 a.m. The initiative offers a $100 sign‑up card, $250 anniversary credit, and could save participants $800‑$1,200...
Tesla to Extend FSD V14 Lite Globally for HW3
Tesla confirms V14 Lite will be coming to international vehicles as well, pending regulatory approval This will allow international customers with HW3 to run FSD on their cars.

Capital Is King: How Wall Street Is Funding the Autonomy Economy
Wall Street is re‑investing billions into the emerging autonomy economy as the Physical AI tailwind redirects capital from pure software to hardware that interacts with the real world. Investors are favoring dual‑use startups that can monetize defense, mining or other...
Electric Cars Dominate Singapore’s New Registrations
Electric vehicles captured 57.6% of Singapore’s new car registrations in Q1 2026, overtaking combustion‑engine and hybrid models for the first time. BYD led the market with 3,239 units, representing a 24% share, while three other Chinese brands broke into the...
Chinese EVs Can Now Project Entire Movies From Their Headlights
Chinese electric vehicles are now equipped with Huawei's XPixel headlights that can project full‑color movies, turning the front of a car into a rolling drive‑in theater. The projection capability is tightly linked to driver‑assistance systems, offering lane‑change guidance, pedestrian signals,...

Leapmotor B05 First Drive: China's Golf Shows Signs of Promise
Chinese EV maker Leapmotor unveiled the B05, a mid‑size electric hatchback positioned as a sub‑£30,000 alternative to the Cupra Born and VW ID.3 Neo. The UK‑spec model will deliver 215 bhp, 0‑62 mph in 6.7 seconds, a 67.1 kWh pack offering roughly 300 miles WLTP...

Have You Ever Bought A Car From An Online Car Dealership?
The auto market is increasingly shifting to fully digital transactions, with companies like Carvana, Vroom and CarMax allowing consumers to browse, finance, and sign for a vehicle without ever stepping into a showroom. The model draws on Saturn’s legacy of...

Toyota’s New bZ Electric SUV Delivers More Driving Range than Expected
Toyota’s 2026 bZ electric SUV upgrades the previous bZ4X with a larger 74.7 kWh battery and a native NACS charging port, boosting its EPA‑rated range to 314 miles—a 25% increase. Real‑world testing by Edmunds recorded 331 miles on a single charge,...

Walmart + ABB Roll Out 400 kW EV Chargers – Starting in Phoenix
Walmart has teamed with ABB E‑mobility to install its A400 All‑in‑One DC fast chargers at seven Phoenix‑area stores, marking the first phase of a nationwide rollout that will eventually span locations in Colorado, Florida and Georgia. The 400 kW units can deliver...
LG Electronics Unveils Hybrid eCall Solution for 2G‑5G Networks Ahead of Europe’s 2027 NG eCall Rule
LG Electronics demonstrated its Hybrid eCall platform at the 5G Automotive Association meeting in Gothenburg, a system that can switch automatically between 2G, 3G, 4G and 5G networks. The technology is designed to satisfy Europe’s upcoming Next‑Generation eCall requirement that...

Tesla’s Biggest Rivals Fights Charging Wait Times with a Modern Approach
Tesla introduced a virtual‑queue system that assigns Supercharger turns using geofencing, aiming to curb driver disputes during peak demand. BYD, Tesla’s chief Chinese rival, is tackling the same bottleneck by rolling out 1,500‑kW Flash Charging paired with its second‑generation Blade...

GM Looks to Boost Inventory of Full-Size Pickups
General Motors announced plans to raise full‑size pickup inventories after ending Q1 with only 47 days of supply, down 6% YoY to 516,000 vehicles. The automaker targets 50‑60 days of stock and expects next‑generation truck production to ramp in Q3...
GM Forecasts $500M Tariff Refund, Plans Further Mitigation Efforts
General Motors announced it anticipates receiving about $500 million in refunds for tariffs imposed under the former Trump administration, as disclosed during its Q1 earnings call. The refund will be recorded as a receivable, but the company did not adjust its...

Accelerating the EV Transition on the Path to Net-Zero
A cross‑industry roundtable highlighted that fleet electrification is strategically vital but hampered by grid capacity, slow connection timelines, and fragmented policy. While passenger cars and light commercial vehicles demonstrate clear total‑cost‑of‑ownership benefits, heavy‑duty trucks still struggle with range and payload...

Nio’s Onvo L80 Undercuts Tesla Model Y in China with $36,000 Starting Price
Nio’s budget sub‑brand Onvo launched the L80, a five‑seat electric SUV priced at 245,800 yuan (~$36,020), undercutting Tesla’s Model Y by about 17,700 yuan (~$2,400). The L80 shares the NT 3.0 platform and an 85 kWh battery with the larger L90, offering a 340 kW rear‑wheel‑drive...

Capital Is King: How Wall Street Is Funding the Autonomy Economy
In a recent Road to Autonomy podcast, TD Cowen’s technology investment banking director Taylor Brownstein explained how Wall Street is channeling capital into the autonomy economy. After a 2021‑2023 hype cycle, autonomous vehicle and truck markets are rebounding thanks to genuine...
Waymo in Portland
Waymo announced the start of manual‑driving operations in Portland, marking the first step toward a full autonomous ride‑hail service. The company is collaborating with city officials, state regulators, and community partners to forge a regulatory pathway. By manually piloting its...

Waymo Begins Tests in Portland
Waymo announced the start of autonomous‑vehicle testing in Portland, Oregon, marking its presence in more than 20 U.S. cities. The initial phase still requires a safety driver behind the wheel, allowing the company to collect data in a region that...

Alaska Rivian Owners Are Getting Screwed Out of Warranty Work by EV Shipping Restrictions
Alaskan Rivian owners needing warranty repairs must ship their trucks to Seattle, the nearest authorized service center, because local options are nonexistent. Following a 2025 battery fire on the cargo ship Morning Midas, commercial barges have banned EV transport, leaving...
Gemini to Replace Google Assistant in 4M GM Cars
Big for Gemini. 4M+ cars -> Gemini replacing Google Assistant on Android Automotive for 4 million GM cars "Specifically, Gemini will soon roll out to model year 2022 and newer Buick, Cadillac, Chevrolet, and GMC vehicles. GM says there are...
Apollo Global Management to Acquire Forvia's Interiors Business in Carve‑Out Deal
Apollo Global Management said its funds will acquire the Interiors Business Group of Forvia SE, a supplier of automotive interior systems. The carve‑out, expected to close in the second half of 2026, adds to Apollo’s existing automotive platform that already...
Cars.com Deploys AI‑Generated VIN‑Specific Video Ads, Boosting Sales by 47%
Cars.com rolled out its AI‑powered VIN‑specific video advertising platform in March, delivering nearly 10,000 unique video assets to shoppers. Early data show a 35% rise in dealer website visits, a 45% jump in foot traffic and a 47% lift in...

Tesla FSD Spots Illegal Pedestrian Crossing in Harsh Lighting
Even when it's dark and there are glaring lights, Tesla's FSD still sees the pedestrian crossing the street ... against the walk sign, and not even in the crosswalk, I might add.
Cheap, Long‑range EVs Poised to End Gasoline Era
This could transform the grid. And the final death-knell for the internal combustion engine. Really cheap electric cars, with decent range coming in a few years.
Kakao Mobility Rolls Out South Korea’s First Level‑4 Robotaxi Service in Seoul
Kakao Mobility has launched a Level‑4 robotaxi service in Seoul, marking the first fully autonomous ride‑hailing operation in South Korea. The rollout is a cornerstone of the company’s “physical AI” strategy that links driverless vehicles, robotics and a cloud‑based platform....
Beyond ADAS: Tesla Must Upgrade Sunglass‑Proof Driver Monitoring
It’s not “just ADAS” anymore (Sounds like Tesla needs to also improve sleeping driver detection while sunglasses are on)
Beijing Pushes BYD to Speed Supplier Payments, Exposing Financing Tactic
“BYD has also come under pressure from Beijing to pay thousands of suppliers faster, raising questions over its longstanding practice of using money owed to suppliers as a form of low-cost finance to fund its growth” — FT
Stellantis CEO Antonio Filosa Shifts Investment to Jeep, Ram, Peugeot and Fiat
Stellantis CEO Antonio Filosa told investors the automaker will concentrate funding on four core marques—Jeep and Ram in North America, Peugeot and Fiat in Europe—while the remaining ten brands become regional players. Backed by top shareholder Exor, the plan follows...