EV Market Pulse

Record 21% gas price jump—largest since 1967—drives everyday buyers to EVs.

• New EV sales up 20% MoM, used +28% YoY
• Huge savings: 300mi costs $33...

• Public and commercial charging rapidly expanding as a key shaper of electric mobility's future
• Cities must build at scale and encourage...

• Massive surge: Europe EV sales rose 42% to 343,230 in March, up 26% to 722,473 for Q1
• Tesla rebound: Model Y recovery continues amid the boom
• Chinese shift: Market tilting toward Chinese brands in Europe
  Dataforce figures signal strong EV momentum.

Third-gen LEAF wins U.S. News Best Subcompact Electric SUV for its unbeatable quality, efficiency, and value.

• Efficiency edge: Up to 303-mile EPA...

Key VW strategy pivot: Exporting China-made EVs to leverage lower costs and local tech amid domestic slowdown.

• Targets: Middle East, Vietnam, SE...

Prime time for used EV deals as prices at major retailers fell 30-40% on average from early 2022 to early 2025.

• Popular models dropped even more, softening the market further into 2026.
• Watch for trends and buying guides to snag bargains now.

Quick roundup of hands-on EV performance tests:

• Dodge Charger Daytona Scat Pack: Long-term owner video review & road test
• Kia EV6 GT-Line AWD:...

• Lexus NX hybrid surge: 75% of 2026 sales are hybrids/PHEVs; non-hybrid discontinued, 2027 model may go hybrid-only like RAV4 with 40 mpg...

Battle heats up: Tesla edged BYD with 336,681 deliveries vs 310,389, but margins pressured. Watch $22.34B revenue, $0.36 EPS.

• Energy/Autonomy: Real...

Solidion's breakthrough patent allows solid-state battery production by converting liquid electrolytes in situ on standard lithium-ion lines,...

EV/AV boom creates investment edges beyond Tesla:

• NIO (Zacks #2 Buy): Q4 2025 first profit, Q1 2026 deliveries doubled YoY to 326k+ in 2025;...

Global heavy-duty electric trucks market set to skyrocket from $14.84 billion in 2026 to $101.02 billion by 2034, fueled by a 27.1% CAGR. Massive growth ahead for commercial EV trucking.

Key pre-earnings context:

• Tesla reports Q1 tonight: Seen as equity space's big story and quarter's top event, with options pricing 6% move.
• Oil...

• Global EV sales fell 16.5% YoY in Feb to 1M units, with 12.6% cumulative drop; China PHEVs down 37.9% amid subsidy cuts.
• Aggressive EV ramps by...

CATL's 3rd-gen Shenxing battery redefines EV charging:

• 10-98% in 6:27 – faster than BYD blade or Geely tech, beats gas stops
• Cold-proof: 20-98% in...

Kia's EV5 hit 10,000+ units in first month, boosting brand in EVs.

• New high-volume SUV aims for 50,000 units/year in first two years, targeting...

2026 brings electrified options for every buyer: from hybrid minivans and compact cars to luxury EVs boasting 500 miles of range.

OEM Strategy Shifts

• 🔥 GM Cancellations: General Motors canceled the next-generation Chevrolet Silverado EV, GMC Hummer EV, and Cadillac...

Dual Tesla Push in Autonomy:

• FSD Gamification: New app adds streaks, stats, and one-tap $99 subs to hook users on self-driving.
• Robotaxi Rollout:...

Audi confirms pricing and specs for the all-new RS 5, introducing plug-in hybrid tech in a significant shift for the performance brand.