Fred Lambert

XPeng (XPEV) is in talks with Volkswagen about acquiring a factory in Europe as the Chinese EV maker’s contract production in Austria runs out of capacity. The company’s exports hit a record 6,006 vehicles in April, up 62% year-over-year.

The move comes just one day after BYD revealed it is also pursuing European factory deals with Stellantis and other automakers, signaling a broader wave of Chinese automakers moving to localize production on the continent.

China’s top auto industry group is calling for the creation of a standardized budget electric vehicle category — modeled on Japan’s wildly popular K-car ecosystem — to revive sluggish domestic car sales and bring millions of new buyers into the EV market.

The proposal, from the head of the China Passenger Car Association (CPCA), would target elderly consumers and rural markets where cheap, unregulated electric vehicles have flourished dangerously for years.

A Nevada utility just told 49,000 Lake Tahoe residents that it’s redirecting 75% of their electricity supply to data centers — and they have less than a year to find a new power source. It’s one of the starkest examples yet of the AI boom’s impact on everyday Americans.

The case is extreme, but the pattern is not. Across the country, data center electricity demand is reshaping the grid, driving up rates, and pushing a growing number of homeowners toward solar and battery systems — not as complementary power, but as essential infrastructure.

Waymo announced a major expansion of its autonomous robotaxi service area, growing to over 1,400 square miles across 11 US cities. That’s an estimated 27% increase from its previous coverage and more territory than the entire state of Rhode Island.

The expansion starts in Miami, with Austin, Atlanta, Houston, and the San Francisco Bay Area up next for broader coverage.

BYD has overtaken Tesla to become the world’s largest battery energy storage system (BESS) integrator, capturing 13% of the global market in 2025 compared to Tesla’s 10%, according to new data from Benchmark Mineral Intelligence.

The shift marks the end of Tesla’s reign as the top energy storage deployer — a position it held in 2023 and 2024 — as Chinese manufacturers now dominate the rapidly growing stationary storage market.

Rivian is rolling out its new AI-powered voice assistant to all Gen 1 and Gen 2 R1 owners as part of its latest over-the-air software update. The feature, activated by saying “Hey Rivian” or holding the left steering wheel button, requires an active Connect+ subscription.

The assistant is notable because it can actually control your vehicle’s core functions — something that Tesla’s competing Grok assistant still cannot do months after its own launch.

Tesla has quietly removed Basic Autopilot from its online configurator in the Netherlands. New orders now only offer Full Self-Driving (Supervised) — no free driver-assistance tier at all.

The change makes the Netherlands the first European market where Tesla has stripped Basic Autopilot from the buying experience, mirroring the controversial move it made in North America back in January.

Tesla is now testing a virtual waitlist feature at five Supercharger locations, allowing drivers to join a queue through the Tesla app instead of physically lining up at crowded stations.

The pilot comes over a year after Tesla promised the feature following a viral video of a fight between Tesla owners at a full Supercharger station.

Waymo has filed a voluntary recall with the National Highway Traffic Safety Administration (NHTSA) covering 3,791 robotaxis after one of its vehicles drove into a flooded road in San Antonio last month. No one was injured.

The key detail: the recall is a software fix that will be deployed over the air to Waymo’s entire fleet — no vehicles need to visit a service center. Waymo has already implemented interim constraints while the full remedy is finalized.

Tesla announced today that it will invest almost $250 million more in battery cell production at its Grünheide factory outside Berlin, more than doubling planned capacity to 18 gigawatt hours per year and creating over 1,500 battery-related jobs.

The investment comes just two months after the automaker successfully scared workers away from IG Metall in a contentious works council election — a vote where CEO Elon Musk explicitly threatened to halt expansion if the union gained control.

A new Reuters investigation documents long wait times, surface-street-only routing, and near-zero vehicle availability across Tesla’s three-city “Robotaxi” service. These all look like convenience problems — but they’re really symptoms of a safety system that can’t scale.

Elon Musk himself told investors at the Q1 2026 earnings call that safety validation is the limiting factor. The “convenience issues” riders are experiencing are the direct result of those safety constraints manifesting as a degraded user experience.

Ford has officially unveiled Ford Energy, a wholly owned subsidiary that will manufacture and sell U.S.-assembled battery energy storage systems (BESS) for utilities, data centers, and large industrial customers. The new unit plans to produce 20 GWh of energy storage annually from its Kentucky gigafactory.

The move formalizes what has been months in the making — Ford’s pivot from struggling EV battery overcapacity to the booming grid-scale energy storage market, where demand is surging thanks to AI data centers and renewable energy buildout.

Deepak Ahuja, who served as Tesla’s chief financial officer for 11 years across two separate stints, is joining Redwood Materials as CFO. The move reunites him with Tesla co-founder and former CTO JB Straubel.

The hire comes at a pivotal moment for Redwood, which recently laid off 10% of its workforce and lost several senior executives as it restructures around a fast-growing energy storage business.

XPeng (XPEV) is expanding its hit Mona budget EV lineup with the L03, the sub-brand’s first SUV, which surfaced in Chinese regulatory filings with up to 650 km of CLTC range, a 183 kW motor, and LFP battery options up to 69 kWh.

Chinese automotive media reports indicate the Mona L03 will start at approximately 150,000 yuan (~$20,500), making it one of the most aggressively priced electric SUVs on the market. XPeng also filed for two additional SUVs — the larger Mona L05 and flagship G9L — signaling a massive product offensive for the second half of 2026.

Tesla’s actual retail sales in China fell 10% year-over-year in April to just 25,956 vehicles, according to new data from the China Passenger Car Association (CPCA) — despite widespread reports last week that Tesla’s China sales had surged 36%.

The discrepancy is the same one we’ve been flagging for months: the 36% figure is based on wholesale numbers from Giga Shanghai, which include exports. The retail figure, which reflects what Chinese consumers actually bought, tells a very different story.

Tesla has postponed its highly anticipated Signature Edition delivery event that was scheduled for May 12 at the Fremont factory. The company sent a brief email to attendees today — just three days before the event — offering no explanation and no new date.

The last-minute postponement is leaving buyers who already spent thousands of dollars on plane tickets and hotel reservations holding the bag.

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss Tesla Semi, the 4680 battery cell, BMW iX3 price, Rivian R2 pickup, and more.

Today’s episode is sponsored by GM Energy. If you want to experience more resilience and control over your home energy, the GM Energy Home System adds stationary battery power for always-ready backup energy for your home, and the GM Energy PowerBank takes in energy from the grid and stores it for when you need it most. Learn more at gmenergy.gm.com

We are also sponsored by NeuroHUD: Check out the NeuroHUD PRO featuring a true Tesla-focused HUD experience with navigation, blind-spot alerts, Autopilot status, and freely switchable display modes now on Kickstarter or Trantor Vision.com

California’s Air Resources Board has officially confirmed the Tesla Semi’s battery capacities through a regulatory filing — and they’re smaller than what Elon Musk originally suggested back in 2022.

The CARB Executive Order A-374-0095, signed on April 15, reveals that the Long Range Semi carries an 822 kWh usable battery pack while the Standard Range comes in at 548 kWh, both using NCMA lithium-ion chemistry with Tesla’s 4680 cells.

Nuro has received a permit from the California Department of Motor Vehicles (DMV) to test its Lucid Gravity SUVs without a human safety driver on public roads — a critical milestone before the company can launch Uber’s planned robotaxi service later this year.

The updated permit covers testing in Santa Clara and San Mateo counties at speeds up to 45 mph, day or night, clearing the way for fully driverless testing of the vehicles that Uber plans to deploy in a fleet of at least 35,000 robotaxis.

NHTSA announced today that the 2026 Tesla Model Y is the first vehicle to pass its new advanced driver assistance system (ADAS) benchmark tests under the updated New Car Assessment Program. The agency framed it as a milestone for vehicle safety.

The announcement is real progress, and credit where credit is due — Tesla passed all eight ADAS evaluations. But the context around this news is important, and it paints a more nuanced picture than the press release suggests.

Five years after Tesla (TSLA) unveiled its 4680 battery cell at Battery Day with promises of 5x the energy, 6x the power, and 16% more range, the data tells a very different story. Tesla’s homemade cells consistently deliver worse energy density, worse charging performance, and less range than the supplier cells they are meant to replace.

The problem is getting harder to ignore now that Tesla is quietly swapping supplier batteries for its own 4680 cells in European Model Y vehicles — and owners are noticing the downgrade.

Porsche has set a new Nürburgring Nordschleife lap record for “production” electric vehicles. A Taycan Turbo GT with Weissach Package equipped with the new Manthey Kit lapped the 12.94-mile circuit in 6:55.553 minutes.

The time, set by Porsche development driver Lars Kern, is 12 seconds faster than his own previous record in the standard Taycan Turbo GT with Weissach Package set in October 2023 — and more than nine seconds faster than the previous record in the “Electric Executive Cars” category.

Tesla has filed two new trademark applications for the Roadster with the United States Patent and Trademark Office, revealing a stylized wordmark and a distinctive triangular badge that departs from the automaker’s standard branding approach.

The filings are the clearest signal yet that Tesla is preparing to bring the long-delayed electric supercar to market — nearly nine years after the prototype was first unveiled.

Three major Chinese automakers — BYD, Chery, and Geely — are actively hiring staff, scouting dealership locations, and registering trademarks in Canada following the country’s landmark decision to slash tariffs on Chinese-built EVs from 100% to 6.1%. But none of them have actually started selling cars yet.

The biggest beneficiaries of the new quota system so far are Tesla and, to a lesser extent, Polestar — companies that already have established brands and existing sales infrastructure in Canada.