EV Market Pulse

California's new MyFirstEV program offers $3,500 instant rebates for first-time buyers of new zero-emission vehicles under $50,000, plus $1,750 for...

Autonomous driving advances differently across EV segments.

• China leads passenger robotaxis with 17M+ rides, full driverless ops, and 96% 5G...

Major automakers are targeting budget buyers with new affordable electrified models.

• Volkswagen launches a China-only PHEV sedan at just $17,175...

Australia's EV market is forecast to grow from USD 4.96 billion in 2026 to USD 20.83 billion by 2031 at a 33.24% CAGR.

The new Vehicle Efficiency...

Arcfox's Beta T1 pairs CATL's swapping tech with a 62,800 yuan ($9,310) entry price by leasing LFP batteries instead of buying them upfront,...

What do GM's charging push and SpaceX fossil fuel bets reveal about Tesla's direction?

• Charging competition intensifies: GM's new unified access...

GM is exiting its U.S. battery joint venture by selling its 49.99% stake in Synergy Cells to Samsung SDI, shifting away from direct manufacturing...

Tesla retail sales in China fell 32% in July, outpacing the broader battery EV market's decline while overall passenger vehicle sales dropped 21%. This highlights Tesla's underperformance amid competitive pressures.

Used EV prices have risen over 5 percent since February even as ex-lease supply increases, driven by Middle East tensions. Sales remain strong, up...

Massachusetts' new Vehicle-to-Grid program lets EV owners earn money by sending electricity back to the grid during peak demand, delivering both financial incentives and grid stability benefits.

• Rapid expansion: Market projected to reach USD 375.35 million by 2031 at 21.1% CAGR, fueled by 600,000 annual EV target.
• Archipelagic edge: Unique...

Rising gas prices are driving demand for practical EVs with strong value. Key standouts include:

• Affordability: Hyundai Ioniq 5 at $35,000 with 245...

Semiconductors are key to optimizing EV performance and cutting costs through smarter battery and power systems.

• Advanced MCUs in BMS: Multi-core...

• Tough standards: China’s first mandatory L3/L4 rules, effective July 2027, hold makers liable for accidents and demand a 10-second driver takeover...

Average EV prices fell to $37,000 in 2025, below the $39,000 hybrid average, after battery costs dropped 37 percent from China's capacity glut....

China and US EV markets decelerated sharply in early 2026, but Europe and emerging markets are filling the gap.

• China: H1 deliveries fell 9.5% as...

Tesla exhausted its entire share of California's new MyFirstEV rebates in just five days despite the $50,000 price cap that put it at a disadvantage....

Operating hours alone fail to predict battery life in off-highway EVs, as they ignore actual energy throughput and conditions.

• Energy factors: Load...

• MyFirstEV program delivers instant $3,500 rebate on new EVs under $50k for first-time buyers
• Launched after federal credits ended, with $270M...

Global EV adoption has soared, with China jumping from 6% in 2020 to 52% today.

• US hybrid consideration hits 22% versus just 10% for EVs in 2026...