Standard Lithium (SLI) Initiated at Outperform as Evercore Highlights DLE Progress
Evercore ISI analyst Eric Boyes initiated coverage of Standard Lithium Ltd. (SLI) with an Outperform rating and a $4.75 price target. The firm’s direct lithium extraction (DLE) technology, demonstrated in Arkansas’s Smackover Formation, achieved over 95% lithium recovery and 99% contaminant rejection in a five‑year pilot. A strategic partnership with Equinor and a $225 million U.S. Department of Energy grant underpin the commercial case, lowering financing risk. The coverage positions SLI as a leading EV‑battery lithium play for 2026.
Solid Power (SLDP) Q1 Revenue Falls, But EV Battery Milestones Keep Growth Story Alive
Solid Power reported Q1 2026 revenue of $3.1 million, a roughly 50% year‑over‑year decline after the SK On line‑installation agreement hit its final milestone and closed the associated revenue stream. Net loss narrowed to $13.0 million, or $0.06 per share, helped by a...
SES AI (SES): Revenue Up 929% in a Year and Cantor Still Sees More Room to Run
SES AI Corp., a lithium‑metal battery developer, posted Q1 FY2026 revenue of $6.7 million, up 47% from the prior quarter and 929% year‑over‑year to $21 million. The surge was powered by its Energy Storage Systems (ESS) segment and a new three‑year North...
Toyota And Honda See Sharp Declines In Profit Amidst Iran War Pressures, Spiking EV Costs
Toyota warned that operating income for the fiscal year ending March 2027 will fall to ¥3 trillion (about $20 billion), well under analyst forecasts of ¥4.6 trillion and last year’s ¥3.8 trillion. The Iran‑related supply‑chain shock is inflating aluminum, resin and shipping costs, shaving...
The Beginning of American Motors Corporation: Ep1: The Last Independent Automaker
The documentary "The Last Independent Automaker" chronicles how Nash‑Kelvinator merged with Hudson in 1954 to form American Motors Corp., the biggest U.S. corporate merger of its era. George Romney, recruited from Packard, coined the term “compact car” and refocused AMC...
100 Free EV Chargers Installed In Saudi Arabia
Lucid Motors has installed 100 free public electric‑vehicle chargers across Saudi Arabia, joining a growing network of complimentary charging points at malls, workplaces, and supermarkets. The rollout leverages billions of dollars of Saudi Public Investment Fund backing and aligns with...
This Autonomous Vehicle Firm Is Being Investigated For Crashes With Safety Drivers At The Wheel
Avride, a Texas‑based autonomous‑vehicle startup spun out of Yandex, is under NHTSA investigation after a series of crashes occurred while its self‑driving system was active. The preliminary report cites lane‑changing errors, failure to stop for obstacles and collisions with stationary...
240 New Electric Buses Coming To German City
Hamburg announced a purchase of 240 additional electric buses slated for delivery by 2031, adding to an earlier order of 350 units due by 2030. The city already operates 432 electric buses, which represent 39% of its fleet, and the...
Trudeau’s Big EV Bet Is Officially a Flop – by John Ivison (National Post – May 6, 2026)
Canada’s high‑profile push to become North‑America’s EV hub hit a setback when Honda announced the indefinite suspension of its $15 billion (≈ $11 bn USD) electric‑vehicle plant in Ontario. The move underscores the fragility of Prime Minister Justin Trudeau’s strategy, which hinged on...
CPCA Preliminary Data Shows China April Passenger NEV Retail Sales at 883,000
China's passenger new‑energy vehicle (NEV) retail sales reached 883,000 units in April, a 5% year‑on‑year drop but a 4% rise from March, surpassing CPCA’s forecast. The NEV share of total passenger‑car sales hit a record 62.8%, while overall vehicle retail...
Stellantis Deepens Leapmotor Tie-Up with New Opel EV, Spanish Plant Transfer
Stellantis announced it will deepen its partnership with Chinese EV maker Leapmotor by adding a new production line at its Figueruelas plant in Zaragoza to build an all‑new Opel C‑segment electric SUV, with production slated for 2028, and by commencing...
South Africa April 2026: Market up 13%, Jetour T2 Just Outside Top 10
South Africa’s passenger‑vehicle market surged 13% in April, delivering 47,979 units and lifting the year‑to‑date total 12.5% to 209,925. Toyota remained the dominant brand with a 21.2% share, while Suzuki fell 10.3% yet stayed second. Chinese manufacturers posted spectacular gains...
Tesla Semi’s Official Battery Capacity Leaked by California Regulators
A California Air Resources Board filing released in April 2026 confirms that Tesla’s Semi trucks use two battery sizes: an 822 kWh pack for the Long‑Range model and a 548 kWh pack for the Standard‑Range version. Both variants share the same lithium‑ion...
BYD’s Fang Cheng Bao Titanium 7 Launched: All-Electric Toyota Prado Rival Shapes up for Aussie Arrival as a Denza
BYD unveiled the Fang Cheng Bao Titanium 7 (Ti7) at the Beijing motor show, offering both a pure‑electric version and a plug‑in hybrid with a 1.5‑litre turbo engine. The all‑electric model features a 106 kWh battery, delivering up to 755 km (RWD) or...
Zeekr Sets May 19 Launch for Revamped 009 MPV
Zeekr, Geely's premium EV brand, announced the May 19 launch of its revamped 009 MPV after opening pre‑sales on April 24 and test drives on May 9. The new 009 offers three luxury configurations, with the base Ultra version built on an 800‑volt...
Baidu-Backed EV Truck Maker DeepWay Files for Hong Kong IPO
DeepWay, the Baidu‑backed electric‑truck maker, filed for a Hong Kong IPO after delivering 8,020 trucks in 2025 and ranking ninth in China’s new‑energy heavy‑duty market. Revenue surged 101% to ¥3.96 bn (≈$582 m), but the firm posted a ¥649 m (≈$95 m) loss due to...
Prices of Used EVs Spike, From Already Lofty Levels, as Gasoline Prices Spike. But Electricity Prices Also Soared
U.S. gasoline prices have surged 57% to $4.58 per gallon, prompting a rebound in demand for used electric vehicles. At auction, wholesale prices for used EVs climbed 3.4% in April to $29,453, marking a 7.8% year‑over‑year increase and widening the...
Tesla Semi and Megachargers Costs Versus Diesel
Tesla unveiled two charging solutions for its Semi: the $40,000 Basecharger for modest fleet needs and the $188,000 Megacharger capable of 1,200 kW output. A hardware‑only cost analysis shows a 4‑truck electric fleet costs $1.23‑$1.35 M versus $760,000 for comparable diesel Cascadias,...
California’s New AV Rules: Weekly Connected and Autonomous Vehicle News
California’s Department of Motor Vehicles released a unified set of regulations governing autonomous‑vehicle testing and deployment, aiming to streamline permitting across the state. The move arrives as the industry hits milestones, with GM’s Super Cruise fleet logging a billion hands‑free...
HERE Technologies Expands China Partnerships to Drive Global Automated Driving
HERE Technologies announced a suite of strategic agreements at Auto China 2026, highlighted by a memorandum of understanding with Baidu Maps to fuse global and domestic map data for automakers. The company also unveiled an integrated Highway Navigation on Autopilot...
Tesla to Fix 219k Vehicles in Recall with Simple Software Update
Tesla is recalling 218,868 U.S. vehicles because a software glitch can delay the rear‑view camera image by up to 11 seconds. The defect affects certain 2023‑2025 Model S, Model X, 2024‑2025 Model 3 and Model Y equipped with Hardware 3 and...
Tesla Is Seeing Record Sales Rebounds in Key Markets Globally
Tesla posted a strong sales rebound in April 2026, highlighted by a 36% year‑over‑year increase at its Shanghai Gigafactory and double‑digit registration gains across several European markets. China shipments reached 79,478 Model 3 and Model Y units, while France, Sweden, Denmark and...
Visteon SmartCore: The Cockpit Is No Longer a Collection of Systems. It’s a Platform Decision.
Visteon’s SmartCore platform is reshaping cockpit architecture by consolidating clusters, infotainment and displays into a single compute platform. OEMs are moving platform decisions earlier in the development cycle, effectively locking most of the software stack and shifting control upstream. Visteon...
CATL Strikes Bedrock Chassis Deal with Turkey's Togg for 2027 EVs
Chinese battery giant CATL has signed a cross‑border supply agreement with Turkey’s EV maker Togg to deliver its Bedrock Chassis for three B‑segment models, with the first vehicle slated for mass production in 2027. The Bedrock Chassis integrates battery cells...
Tesla China April Wholesale Sales Jump Year-on-Year but Slip From March
Tesla China reported wholesale deliveries of 79,478 vehicles in April, a 35.96% year‑on‑year increase but a 7.23% drop from March. The broader Chinese NEV market grew 7% both YoY and MoM, outpacing Tesla's month‑on‑month decline. From January through April, Tesla’s...
BYD Sub-Brand Linghui to Launch E9 Sedan on May 9
BYD’s new sub‑brand Linghui will launch the e9 sedan on May 9, targeting commercial mobility services. The e9, built on the BYD Han platform, offers two front‑mounted motor outputs (135 kW and 150 kW) and two range options (535 km or 605 km). It features...
Tesla Semi Hauls Fresh Cybercab Batch as Robotaxi Era Takes Hold
Tesla filmed a production Semi hauling a fresh batch of Cybercabs out of Gigafactory Texas, marking the first documented delivery of the autonomous two‑seater. The sighting follows recent drone footage of over 60 Cybercabs staged in the plant’s outbound lot,...
Poland April 2026: Audi Q5 Breaks Into Top 10
In April 2026 Poland’s passenger‑car market expanded 10.3% year‑on‑year, with 51,827 new registrations. Audi’s Q5 cracked the Top 10 for the first time, landing at #9 with 831 units. Volkswagen posted the strongest brand growth (+16.6%) while Hyundai, Mercedes and Hyundai...
T-Systems Brings Ford’s Suppliers in Catena-X
T‑Systems has connected roughly 70 of Ford’s global suppliers to Catena‑X, the automotive industry’s trusted data ecosystem. The rollout supports tier‑1 suppliers of any size, offering end‑to‑end services from consultation to data exchange. Ford’s objective is to provide reliable, standardized...
Australia Has a New PHEV Ute Price-Leader: JAC Hunter Will Start Sub-$50K with 1000km Range and Competitive Towing and Payload...
JAC confirmed its Hunter plug‑in hybrid dual‑cab ute will launch in Australia mid‑2026 with a sub‑AU$50,000 starting price (about US$33,000), 3500 kg towing capacity and 915 kg payload. The model pairs a 2.0‑litre turbo petrol engine with dual electric motors for a...
Opinion: We Must Price and Manage The Curb Before Robo-Taxis and Other AVs Scale Up
Autonomous vehicles are already cruising in 103 cities, adding about 6% more vehicle‑miles traveled as they idle, search for parking, or travel empty. Cities lack the tools to see, price, or ticket these robo‑taxis, creating a looming curb‑management crisis. The...
Canada Weighs Specific EV Caps for Tesla, BYD to Prevent Market Dominance
Canada is finalizing a low‑tariff quota that permits up to 49,000 China‑made electric vehicles annually, representing less than 3% of the country’s total new‑car market. The quota offers a 6.1% MFN tariff, a sharp cut from the previous 106.1% punitive...
Croatia April 2026: Opel Frontera up to Record 2nd Place
New car registrations in Croatia fell 5.8% year‑on‑year in April to 8,465 units, yet the year‑to‑date total stays 5.2% above the prior year at 25,203. Opel surged 82.1% YoY, climbing to second place among brands behind Skoda, and its newly...
Vienna’s Hydrogen Bus Failure Is A Warning To Transit Agencies
Vienna’s transit agency found seven of its ten newly delivered hydrogen buses out of service by May 2026 because the Portuguese OEM CaetanoBus could not provide ordinary spare parts such as door compressors and blind‑spot monitors. The buses, which entered service...
Nissan’s Canton Reversal Shows Where the EV Reset Hits First
Nissan has scrapped plans to turn its Canton, Mississippi plant into a battery‑electric SUV hub, opting instead for conventional and hybrid trucks and SUVs. The pivot reflects a broader reassessment of EV program assumptions across North America, as Ford, GM...
QNX May Be the Most Underpriced Control Point in Automotive Software
QNX is shifting from the visible infotainment layer to the safety‑critical control tier of modern automotive architectures. As manufacturers adopt centralized compute and mixed‑criticality designs, QNX enables multiple operating systems to coexist on shared hardware without compromising reliability. This deeper...
The FMC Elektron Is Now Beyond The Prototyping Stage
Francisco Motors Corp (FMC) is moving its Elektron electric crossover beyond the prototype stage by adapting a proven EV platform already operating in Turkey and the UAE. The company aims to launch a battery‑electric model with a target range of...
Tesla Unveils Mysterious Prototype at Giga Texas: Is the Model Y L Coming to America?
Tesla covered a mystery prototype at its Texas Gigafactory, sparking speculation that it is the long‑rumored Model Y L—a longer‑wheelbase version already sold in China. The shrouded vehicle sits between a standard Model Y and a Cybertruck, matching the Chinese model’s 4.98‑meter length...
Tesla Roadster Gets an Update, but Not the One Fans Were Looking For
Tesla filed a new trademark on February 3, 2026 for its next‑generation Roadster, revealing a fresh badge design that hints at the supercar’s aerodynamic identity. The filing shows four vertical lines representing speed, propulsion, heat or wind, alongside an inverted triangular logo....
Tesla Unsupervised Robotaxi Houston Field Report
Tesla’s unsupervised robotaxi pilot in Houston revealed distinct operational traits compared with Austin. Keeping the Tesla app open dramatically increases the chance of being matched, while the vehicle adopts a more aggressive, “Houstonian” driving style. A navigation bug caused the...
CPCA Head Calls for China to Establish Budget EV Standards to Boost Sales
China's Passenger Car Association (CPCA) chief Cui Dongshu urged the government to create unified standards for budget electric vehicles, citing weak auto sales and an aging, rural population. He pointed to the EU’s E‑Car rules and Japan’s K‑Car ecosystem as...
The Chinese EV Standard Winning Globally Is Banned in the U.S.
On March 17 the United States prohibited any vehicle with Chinese‑developed software from being sold domestically, a rule that takes effect for new models arriving in July 2025. Chinese EV makers, led by BYD, dominate global markets by integrating batteries, chips...
Why Li Auto Doesn't Make Sedans: CEO Explains
Li Auto CEO Li Xiang explained the company will not produce sedans because doing so would compromise interior space and the brand’s “home‑centric” design ethos, which emphasizes generous proportions and comfort. Instead, Li Auto is focusing on its SUV lineup,...
2 Million BEVs Registered in the UK
April marked a watershed for the UK auto market as the number of battery‑electric vehicles (BEVs) on the road topped two million. BEVs captured 26% of all new registrations in the month, a 55.6% year‑on‑year surge, while petrol and diesel...
USA April 2026: Accord Helps Honda up, Sales Off -6.7%
U.S. light‑vehicle sales slipped 6.7% year‑over‑year in April 2026, falling to 1.367 million units, as higher fuel prices, the loss of federal EV tax credits and lingering tariff pressures bite. Imports plunged 16% while North‑American production declined only 3.9%, highlighting the...
Lithium Demand to Surge Sixfold by 2040, but Zimbabwe’s Role Limited by Refining Constraints
The OECD projects global lithium demand will rise almost sixfold by 2040, driven by electric‑vehicle sales and grid‑scale battery storage. Zimbabwe, Africa’s top lithium producer, currently accounts for about 9% of world output but is expected to fall to 6%...
Port of Brunswick the Busiest Auto Terminal
The Port of Brunswick retained its title as the United States' busiest automobile terminal in 2025, moving 779,000 vehicle units and more than 53,000 heavy‑machinery units across 731 ship calls. State and port leaders unveiled a $100 million, 30%‑complete fourth berth...
Mercedes to Make Cars that Are “More AMG than Ever”, V8 to Return
Mercedes‑AMG announced a strategic shift back to its performance roots, unveiling a new flat‑plane‑crank V8 that complies with modern emissions standards. The brand promises cars that are “more AMG than ever,” emphasizing emotional driving experiences alongside continued hybrid and electric...
Balancing Truck Safety with Fleet ROI & Tech
At the ACT Expo, top executives from Cummins, Mack Trucks, International Motors and Volvo Trucks highlighted a rapid shift toward software‑defined trucks, emphasizing connectivity, AI and over‑the‑air updates. Mack’s OTA compliance surged from 35% to 88% in four months, while...
Tesla Begins Factoring International Designs in Full Self-Driving Visualization
Tesla’s Spring Update 2026.14 introduced region‑specific vehicle visualizations to its Full Self‑Driving (FSD) system, adding European cab‑over semi‑truck models alongside the traditional North American long‑nose trucks. The change appears automatically for all European owners and does not require an additional...