Carmakers, the EV transition, battery supply chains and autonomy.
5 report(s) in the archive
Automakers including Tesla began pulling vehicles from Chinese roads after regulators flagged a door-handle safety flaw, triggering a broad selloff in EV shares.
Tesla and other automakers began a record vehicle recall in China over door-handle safety, and EV shares fell in response.
Reports of an August Cybercab debut in Austin sent Uber and Lyft lower as investors reprice the terminal value of human-driver networks against Tesla's autonomous fleet ambitions.
A report that Tesla will launch its purpose-built Cybercab robotaxi in Austin this month pressured Uber and Lyft shares, reviving the structural bear case around driver-based ride-hailing economics.
Pony.ai and Uber will deploy more than 2,000 robotaxis across Europe as the White House orders a Navy shipbuilding overhaul and a new shipyard, redirecting industrial capital toward autonomy and hard assets.
Two industrial policy and mobility catalysts landed simultaneously: a 2,000-plus vehicle robotaxi rollout in Europe from Pony.ai and Uber, and a presidential directive to overhaul U.S. Navy shipbuilding including construction of a new shipyard. Both channel capital into physical infrastructure with multi-year visibility.
Regional divergence deepens across the electrification cycle even as Ford commits to repatriating Lincoln production from China by 2030, underscoring the tariff-driven redrawing of automotive supply chains.
July global electric vehicle registrations rose, but the composition was lopsided: European strength compensated for softness in China and North America. Separately, Ford plans to move Lincoln manufacturing to the United States from China by the end of the decade.
Volkswagen is preparing to rework its US product range and has appointed a new head of the region, according to a report.