electric vehicles

Micro partners with AMFI and CEiiA to industrialize electric micro-vehicles in Turin, combining consumer Microlino and commercial BEN platforms.

Rivian stock down 91% since 2021 shows potential turnarounds via R2 SUV launch, software partnerships, and oil prices—but significant execution and profitability risks remain.

LOBO Technologies prices $2M public offering of 3.9M units at $0.51 each, with proceeds for EV development and working capital.

Ford's $5B EV push targets 2027 profitability after $14.5B three-year losses, but Tesla's autonomous driving vision and existing cost competitiveness pose formidable barriers.

Leapmotor turned profitable in 2025 with 596,555 deliveries, but razor-thin margins and debt surge raise sustainability questions amid intense EV competition.

GM discontinues affordable Chevy Bolt EV revival due to eliminated federal tax credits, new tariffs, and emissions policy changes under Trump administration.

Global automotive logistics market to grow from $282.9B in 2025 to $386.9B by 2031, driven by EV demand and supply chain digitization.

Tesla faces competition from scaled-up EV makers like Rivian while Ford and GM retreat from electric vehicles amid demand slowdown.

Rivian's 2026 R2 SUV at $45,000 could challenge Tesla's Model Y dominance by 2029, though production scaling remains a critical execution risk.

Rivian launches R2 SUV next month to challenge Tesla's Model Y, which drives over 70% of Tesla's sales. Both companies may coexist as Tesla pivots toward AI and autonomous vehicles.

EV sector offers 25% annual growth through 2030, but VinFast's $11B in losses since 2021 warns investors against indiscriminately buying EV stocks without evaluating company fundamentals.

General Motors becomes second-largest U.S. EV seller with strong growth, but Tesla's valuation rests on energy storage, robotaxis, and humanoid robots beyond vehicle sales.

Tesla's 58.9% U.S. EV market dominance and emerging Robotaxi and Optimus robot initiatives position the stock for potential S&P 500 outperformance in 2026 despite 2025 sales declines.

Uber commits $1.25B to deploy 50,000 Rivian autonomous vehicles by 2031. Partnership validates autonomous ride-hailing but reveals divergent investor risk profiles between capital-light Uber and cash-burning Rivian.

Chinese EV maker $XPEV reports Q4 earnings with $3.32B revenue expected but faces delivery declines in 2026. Stock down 20% YoY as company bets on humanoid robots and VW partnership.

Global fluoropolymers market to grow from $10.32B in 2025 to $14.13B by 2030 at 6.5% CAGR, driven by EV adoption, semiconductor expansion, and renewable energy investments.

Puget Sound Energy and ChargeScape debut V2H technology in Washington, enabling EVs to power homes during outages and support grid stability.

Geely Auto reports record CNY 345.2B revenue and 3M vehicle deliveries in 2025, driven by 1.68M NEV sales and global expansion across 88 countries.

Iran conflict risks disrupting global auto sales, with Chinese automakers facing direct Middle East exposure. Oil supply concerns could boost EV demand if prices spike significantly.

BYD surpassed Tesla in 2025 with 1M international exports. Forward P/E of 17 and 80% in-house component production suggest undervaluation ahead of March earnings, though tariffs and competition pose risks.