Electric Vehicles 13 February 2026 - 11 May 2026

Subaru Slashes Profit Outlook as EV Write-Down and Middle East Shipping Delays Bite
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Subaru Slashes Profit Outlook as EV Write-Down and Middle East Shipping Delays Bite

Subaru slashed its operating profit forecast for the year ended March 31 to 40 billion yen from 130 billion yen, citing U.S. weather disruption, Middle East shipping delays, and a battery-EV asset write-down. Shares closed down 1.63% in Tokyo, hitting a year-to-date low. Net profit is now expected at 90 billion yen, down 73% from last year. Revenue was also trimmed to 4.78 trillion yen.
May 11, 2026
Tata Motors April 2026 Sales: Punch, Nexon And EVs Turn India’s Auto Race
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Tata Motors April 2026 Sales: Punch, Nexon And EVs Turn India’s Auto Race

Tata Motors reported April domestic passenger-vehicle sales of 59,000 units, up 31% year-on-year, led by Punch and Nexon SUVs. India registered about 415,000 passenger vehicles in April, an 11.2% increase from last year, according to JATO Dynamics. Electric two-wheeler sales reached 148,740 units, with TVS Motor leading the segment. Maruti Suzuki remained the top automaker, followed by Tata and Mahindra.
May 11, 2026
TotalEnergies Opens 400-kW Berlin EV Hub as Germany’s Charging Race Speeds Up
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TotalEnergies Opens 400-kW Berlin EV Hub as Germany’s Charging Race Speeds Up

TotalEnergies opened an 18-point ultra-fast EV charging hub near Berlin Central Station, offering 400-kilowatt renewable-powered chargers. Germany counted 51,253 fast-charging points as of April 1, while battery-electric car registrations jumped 41% in April to 64,350. EnBW and public programs are expanding fast-charging networks, intensifying competition in urban and highway locations.
May 8, 2026
Geely-Ford Spain Plant Deal Could Give Chinese EVs a Faster Route Into Europe
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Geely-Ford Spain Plant Deal Could Give Chinese EVs a Faster Route Into Europe

Geely has agreed to buy Ford’s idle Body 3 assembly hall at the Almussafes plant near Valencia, according to La Tribuna de Automoción, giving the Chinese automaker a European production base. Ford has not confirmed the deal. The hall previously built Mondeo, S-Max, and Galaxy models, but now sits unused as Valencia output fell 18% last year. EU tariffs on Chinese EVs reach up to 35.3%.
May 7, 2026
BYD’s Reported VW Dresden Plant Move Hits a Hard Denial — And a Bigger EV Question
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BYD’s Reported VW Dresden Plant Move Hits a Hard Denial — And a Bigger EV Question

Volkswagen has denied reports that China’s BYD is in talks to take over part of its Gläserne Manufaktur in Dresden, after German media cited a CarNewsChina story. The Dresden plant stopped car production in December 2025, with Volkswagen planning an innovation campus on the site. BYD declined to comment. EU tariffs on Chinese EVs and slow BYD market growth in Germany add pressure to localize production.
May 5, 2026
Porsche Patent Reveals Disappearing Racing Stripes That Appear in Sport Mode and Show EV Charge
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Porsche Patent Reveals Disappearing Racing Stripes That Appear in Sport Mode and Show EV Charge

Porsche has filed a German patent for car bodywork that can display, hide, or change the color of exterior stripes based on drive mode, and show battery charge on electric models. The application, published March 26, 2026, lists Porsche AG as applicant and names three inventors. The move comes after Porsche reported a 15% drop in first-quarter deliveries and increased focus on customization.
April 14, 2026
Stellantis, Leapmotor Explore Brampton EV Production as C10 “Leap Mode” Proves Fictional
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Stellantis, Leapmotor Explore Brampton EV Production as C10 “Leap Mode” Proves Fictional

Stellantis is in early talks with China’s Leapmotor to build electric vehicles at its idled Brampton, Ontario, plant, Bloomberg reported Thursday. Stellantis shares rose 4.1% in Milan after the news. The discussions follow Canada’s recent move to lower tariffs on some Chinese EVs and seek joint-venture investment. Stellantis holds a 21% stake in Leapmotor and controls Leapmotor International.
April 2, 2026
Commonwealth Bank of Australia Says EV Loan Demand Soars 161% as Fuel Crunch Drives Buyers Electric
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Commonwealth Bank of Australia Says EV Loan Demand Soars 161% as Fuel Crunch Drives Buyers Electric

Commonwealth Bank of Australia reported a 161.5% surge in battery electric vehicle loan demand in March, driven by record fuel prices and supply concerns. Inquiries on its car-buying portal rose 136%, and business applications for Tesla vehicles jumped 268% from a year earlier. Canberra halved fuel excise for three months as diesel topped A$3 a litre. National Australia Bank also saw EV loan demand double since early March.
March 30, 2026
Polestar Turns Arctic Tromso Into Test Case for EV Growth in Cold Climates
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Polestar Turns Arctic Tromso Into Test Case for EV Growth in Cold Climates

Polestar highlighted Tromso, Norway, as proof its electric cars can handle deep winter, citing its Polestar 4’s 590 km WLTP range and fast charging. Battery-electric cars made up 95.9% of Norway’s new car registrations in 2025, Reuters reported. A winter test found EV range dropped 38% in -32°C, but most vehicles remained reliable. Used EV sales are rising across Europe as petrol prices climb.
March 27, 2026
Tesla’s EU carbon-credit pool thins out for 2026 as Toyota and Stellantis hold back
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Tesla’s EU carbon-credit pool thins out for 2026 as Toyota and Stellantis hold back

Stellantis, Toyota, and Subaru are absent from Tesla’s carbon-credit pool for 2026, according to an EU filing, after joining the group last year. The European Commission now allows automakers to average fleet emissions over 2025-2027, easing compliance. Tesla could face reduced demand for its regulatory credits as a result. Stellantis and Toyota said they may still join later.
March 4, 2026
NIO stock steadies in premarket after million battery swaps; ES9 SUV timing in focus
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NIO stock steadies in premarket after million battery swaps; ES9 SUV timing in focus

Nio’s U.S.-listed shares slipped 0.2% to $5.28 in premarket trading Tuesday after jumping 4.34% the previous session. The company reported one million battery swaps in less than a week during the Lunar New Year, hitting a daily record of 175,976 swaps on Feb. 21. Nio is recalling 246,229 vehicles in China for a software issue, with fixes via remote updates where possible. Next earnings are due March 19.
February 24, 2026
Ford stock slips premarket as $30,000 electric pickup plan gets fresh detail
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Ford stock slips premarket as $30,000 electric pickup plan gets fresh detail

Ford shares fell about 2% to $13.85 in premarket trading Thursday after the company detailed engineering changes for an electric pickup it aims to price at $30,000. The truck will use lighter materials, new casting methods, and a reduced wiring harness. Key specs and a launch date remain undisclosed. Investors await Ford’s next earnings report on April 28.
February 19, 2026
Ford stock barely budges premarket as $30,000 EV pickup plan draws a closer look
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Ford stock barely budges premarket as $30,000 EV pickup plan draws a closer look

Ford shares edged up 0.1% to $14.13 in premarket trading as investors reviewed details of a $30,000 electric pickup planned for 2027. Ford Motor Credit raised €1.5 billion in euro-denominated notes. The company reported an $11.1 billion fourth-quarter net loss after EV writedowns and forecast 2026 EBIT of $8–10 billion. No final specs or design for the new pickup have been released.
February 18, 2026
Tesla stock slips in premarket as Full Self-Driving shifts to subscription-only; Fed minutes ahead
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Tesla stock slips in premarket as Full Self-Driving shifts to subscription-only; Fed minutes ahead

Tesla shares fell 1.1% to $413.05 in premarket trading Tuesday after the company dropped its $8,000 Full Self-Driving package in the U.S., leaving only a $99 monthly subscription. The move comes ahead of Federal Reserve minutes and an inflation report due this week. U.S. stock futures also edged lower, led by weakness in the Nasdaq 100.
February 17, 2026
Rivian (RIVN) stock jumps more than 20% as cheaper R2 SUV plan sharpens 2026 outlook
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Rivian (RIVN) stock jumps more than 20% as cheaper R2 SUV plan sharpens 2026 outlook

Rivian shares surged 22% to $17.03 Friday after the company beat earnings estimates and forecast 2026 deliveries of up to 67,000 vehicles. Rivian reported $1.286 billion in fourth-quarter revenue, a $120 million gross profit, and a net loss of $811 million. The company plans to launch its lower-cost R2 SUV in the second quarter. Over 50 million shares changed hands by late morning.
February 13, 2026
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