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Electrek
• Peter Johnson
Volkswagen is launching its most affordable EV yet in 2027, starting at around €20,000

Volkswagen’s upcoming electric car will be smaller and lower-priced than the ID. Polo, starting at around €20,000 ($22,500).
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Electrek
• Jo Borrás
Scania speeds up switch to silent semi trucks with Chinese production

Record fuel prices driven by the dumb oil war in Iran are fueling a faster-than-expected switch to electric trucks in the world’s biggest freight markets – and Swedish heavy truck brand Scania is scrambling to meet demand with a new factory in China.
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Electrek
• Fred Lambert
Tesla pushes Optimus deliveries to late 2027, says hands still a problem

Elon Musk now says Tesla will start delivering Optimus humanoid robots to outside customers around the end of 2027. On Tesla’s Q3 2026 earnings call, he said the hands, the robot’s durability and its AI all still need work before then.
Those are the same three problems every humanoid robot company is fighting. And despite Musk’s claim that nobody is close to Tesla, XPeng and Hyundai’s Boston Dynamics look at least as far along.
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Electrek
• Micah Toll
New Jersey may finally reverse its draconian e-bike law after massive backlash

New Jersey lawmakers are already looking to walk back one of the country’s most controversial e-bike laws, just months after the sweeping new regulations took effect and sparked widespread backlash from riders, bicycle shops, and advocacy groups.
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Electrek
• Peter Johnson
Kia’s EV6 GT beat out the Tesla Model Y and BYD Sealion 7 in a German EV comparison test
Electrek
• Jo Borrás
Fortescue is using KUKA welding robots to handle 6 MW charging cables [video]

Humanoid robots aren’t ready to juice up the massive, 240-tonne electric haul trucks Fortescue is putting to work in Australia’s punishing Pilbara. Instead, the company is using specially modified and massively powerful automotive assembly-line robots from KUKA to wrangle the massive cables needed to deliver a mind-bending 6 MW of power to its trucks’ batteries.
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Electrek
• Fred Lambert
Tesla (TSLA) quietly cuts 2026 capex guidance to $20B

Tesla has lowered its 2026 capital spending forecast. In its Q3 10-Q, the company now says it expects capital expenditures “to be in excess of $20 billion in 2026,” down from the “more than $25 billion” it had guided since April.
The change was in the 10-Q Tesla filed Wednesday, not in the shareholder letter it released the same day. And it lands in a quarter where Tesla reported $1.53 billion of positive free cash flow, a number that depends a lot on timing.
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Electrek
• Peter Johnson
The 2027 Ford Mustang Mach-E gains a standard long-range battery and starts at $40,000

Ford opened orders for the 2027 Mustang Mach-E, which now offers a standard extended-range battery for under $40,000. A new Trail model is also joining the lineup.
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Electrek
• Jo Borrás
Redwood and Rivian set to expand their EV battery recycling partnership

Redwood Materials and Rivian are expanding their existing EV battery partnership, adding a fresh battery material recycling effort to the EV startup’s Normal, Illinois, vehicle factory and, potentially, other Rivian-owned sites.
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Electrek
• Michelle Lewis
Rio Tinto eyes a giant hot-brick battery to cut fossil fuel use

Rio Tinto wants to put Australia’s cheap midday electricity to work at its Yarwun alumina refinery – by storing it in hot bricks and using that heat battery to make steam after the sun sets.
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Electrek
• Jameson Dow
Tesla wants to sell you a useless car with no steering wheel this year

Tesla said today it will sell Cybercab to consumers by the end of this year, raising questions of what end users would do with a vehicle with no steering wheel and no self-driving software.
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Electrek
• Fred Lambert
Tesla pushes unsupervised FSD to Q2 2027, and only inside Robotaxi zones

Tesla now says unsupervised “Full Self-Driving” in customer-owned cars will arrive in Q2 2027. It’s the latest date on a promise Elon Musk has been making to FSD buyers for the better part of a decade.
But there’s a catch. On Tesla’s Q3 2026 earnings call today, AI chief Ashok Elluswamy described it as owners adding their own vehicles to Tesla’s managed Robotaxi fleet, not owners getting a car that drives them anywhere they want to go.
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Electrek
• Fred Lambert
Tesla energy revenue drops 16% as it refunds customers over tariffs

Tesla’s energy business deployed more batteries in Q3 2026 but brought in less money. Energy generation and storage revenue fell 16% year-over-year to $2.88 billion, even though storage deployments rose 10% to 13.7 GWh.
Tesla’s shareholder letter blames the drop “partially” on “tariff-related customer refunds.” It doesn’t say how much it refunded, to which customers, or why it was accounted for as reduced revenue.
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Electrek
• Peter Johnson
BYD is about to launch this luxury electric SUV with 623 miles of range
Electrek
• Fred Lambert
Tesla FSD ‘subscriptions’ hit 1.74M, counted the way Musk’s pay package wants

Tesla says it now has 1.74 million active “Full Self-Driving” subscriptions, up 67% from a year ago. A footnote in its Q3 2026 shareholder letter explains how it gets there: the metric follows “our 2025 CEO Performance Award” and “includes both upfront payment and monthly subscriptions.”
So owners who bought FSD outright, some of them years ago, count as subscribers. That matters because 10 million active FSD subscriptions is one of the milestones Elon Musk has to hit to earn his 2025 pay package. It also matters because hundred of thousands of those FSD “subscribers” were sold unsupervised self-driving, which Tesla has yet to deliver.
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Electrek
• Fred Lambert
Tesla blames battery supply for flat sales, but its prices keep falling

Tesla says battery supply, not demand, is what’s holding back its car sales. In its Q3 2026 shareholder letter, the automaker wrote that “battery availability continued to be the limiting factor in increasing auto volumes in the quarter.”
It also claims it ended Q3 with “the largest backlog for our passenger vehicles in four years.” But the numbers in the same letter don’t line up with a company that has more buyers than cars.
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Electrek
• Fred Lambert
Tesla (TSLA) releases Q3 2026 financial results: margins rebound, profit still falls

Tesla (TSLA) released its financial results and shareholders’ letter for the third quarter (Q3) 2026 after market close today. We’re updating this post with all the details from the financial results, shareholders’ letter, and the conference call later tonight.
The earnings call with management is scheduled for 5:30 p.m. ET.
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Electrek
• Peter Johnson
BMW’s first three-row electric SUV is almost here: Here’s an early look at the iX7
Electrek
• Reinette LeJeune
Save up to $389 on Heybike Mars 2.5 + Ranger S 2.0 e-bikes at exclusive new lows from $799, Segway E2 Pro e-scooter, more
Electrek
• Peter Johnson
Kia’s electric SUV and van are getting a new job as police cars
Electrek
• Fred Lambert
Lucid’s 25,000 Bolt robotaxis will run on Nvidia’s self-driving software

Lucid’s European robotaxi deal now has a driver. Bolt announced today that its fleet of at least 25,000 autonomous Lucid vehicles will run Nvidia’s Alpamayo Stack self-driving software, starting with a data-collection program in Madrid in 2027.
That gives Lucid two robotaxi customers on two different autonomy systems: Nuro’s software for Uber’s Gravity robotaxis in the US, and now Nvidia’s for Bolt in Europe.
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Electrek
• Peter Johnson
Lexus announces prices for its first 3-row electric SUV in Europe and the US
Electrek
• Peter Johnson
Volkswagen recalls nearly 73,000 EVs due to faulty batteries

Volkswagen issued a recall affecting nearly 73,000 EVs globally. Until a remedy is available, VW will limit charging on impacted vehicles to 80% of their maximum battery capacity.
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Electrek
• Jo Borrás
Construction Carnaval: electric equipment comes to Brazil with SDLG

SDLG Brasil has completed its first sale in the South American country, delivering an order of six heavy-duty electric wheel loaders to Brazilian mining, construction, and infrastructure company Grupo Base.
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Electrek
• Micah Toll
LiveWire set to show off several new electric motorcycles next month

LiveWire is preparing to bring its biggest electric two-wheeler lineup yet to EICMA (Milan Motorcycle Show) next month, including a pair of previously unseen models that will offer a preview of where the electric motorcycle company is headed in 2027.
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Electrek
• Micah Toll
Segway launches the $1,999 Xyber Air, bringing its futuristic moped-style e-bike to the masses

When Segway launched the original Xyber last year, it was one of those e-bikes that immediately turned heads. With its futuristic styling, oversized frame, and high-performance off-road ambitions, it looked more like a concept vehicle than something you could actually buy.
Now the company is hoping to capture a much wider audience with the new Segway Xyber Air, a lighter, street-legal version that keeps much of the original’s aggressive styling while fitting neatly into the familiar Class 1, 2, and 3 e-bike categories.
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Electrek
• Jameson Dow
Tesla and SpaceX take first step towards merger, would dilute all shareholders

Tesla and SpaceX have both formed special committees within their corporate boards to explore the possibility of merging the two companies according to Elon Musk, who is CEO of both companies.
The merger could have big consequences not just for Tesla and SpaceX shareholders, but could dilute the retirement savings of everyone with exposure to major stock indices.
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Electrek
• Peter Johnson
Mercedes’ new GLC 400 EV crushes range estimates, driving nearly 400 miles

The new 2027 Mercedes-Benz GLC 400 4Matic EV has an EPA-estimated range of up to 331 miles, but in the real world, it will likely go even farther.
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Electrek
• Michelle Lewis
A parking giant with 5,700 sites is taking on apartment EV charging

Apartment and condo residents could get more places to plug in their EVs without their buildings needing a costly electrical upgrade. LAZ Parking and EverCharge are launching a charging service that shares available power among vehicles – an approach the companies say can support up to five times as many charging ports on the same power supply.
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