EDITOR’S PICK
‘Ten Times Bigger To Me:’ Why Ford’s CEO Thinks Software Is A Bigger Challenge Than EVs or China
14 Mar 2026 | Synopsis
Ford CEO Jim Farley says software poses a bigger threat than EVs or China because it reshapes how vehicles are designed, updated, and monetized. Tesla and Chinese brands already build cars around unified software stacks, while Ford still relies on legacy architectures. Without mastering software, Ford risks losing the customer experience, recurring revenue, and long‑term competitiveness.
“The Chinese Will Eat Our Lunch”: Europe’s EV Trucking Industry Is Scared As Hell
14 Mar 2026 | Synopsis
Chinese firms are entering Europe’s heavy‑duty electric truck market with models up to 30% cheaper than European EVs. Manufacturers include BYD, Farizon, Sany, Sinotruk, Windrose, and SuperPanther. Battery‑swap capability is being explored mainly through CATL for commercial trucks, while NIO’s swap system applies only to passenger cars. Europe faces pressure to accelerate its own electrification strategy.
Things I Wish I’d Known Before Buying an EV
14 Mar 2026 | Synopsis
WSJ columnist Dan Neil, who drives a Tesla Model Y in North Carolina, describes the real‑world learning curve of EV ownership. He notes that charging times, public‑charger reliability, and cold‑weather range can require more planning than buyers expect. Yet he also finds EVs smooth, quiet, and well‑suited to daily driving. His takeaway: EVs work best when matched to the right lifestyle.
Tesla Opens Orders For Its Biggest Model Y, With Lower Than Expected Price And V2L
14 Mar 2026 | Synopsis
Tesla has opened orders for its long‑wheelbase Model Y L, adding more cabin space, extended range, and new V2L power‑out capability. Built at Giga Shanghai, the model launches in China and Asia‑Pacific markets, including Australia, but not in the U.S. The variant reflects Tesla’s regional strategy, with no plans to offer this larger V2L‑equipped Model Y to American buyers.
First VW-XPeng Cooperation Model ID.UNYX 08 Rolls Off Assembly Line
14 Mar 2026 | Synopsis
VW and XPeng’s first co‑developed EV, the ID.UNYX 08, has entered production in Hefei. The 5‑meter SUV offers single‑ and dual‑motor setups up to 370 kW, 800V architecture, and 630–730 km CLTC range. Battery options run ~82–95 kWh. Built on the new CEA platform, the model will be sold exclusively in China, supporting VW’s “In China, For China” strategy.
EVWorld Exclusive
The EV Slowdown Is American – And It’s a Strategic Unforced Error
14 Mar 2026 | 
Global EV sales are surging while the U.S. alone is slowing, undermining its industrial and energy security as China and Europe race ahead in batteries, software, and EV manufacturing. A wave of used EVs and oil at $100–$120 per barrel only sharpens the stakes. Automakers aren’t abandoning electrification; they’re abandoning U.S. policy uncertainty – and America risks ceding the future of mobility.
Why Chery’s Strategy Matters to the EV World
13 Mar 2026 | 
Chery CEO Yin Tongyue rejects EV price wars, opting to compete through tech, quality, and management. While rivals slash prices, Chery raises EXEED ET5 pricing to protect R&D. Backed by a 32B yuan 2026 R&D budget and deep investment in AI, batteries, chips, and smart driving systems, Chery signals a shift toward value-based competition. Its strategy reflects a maturing EV market where innovation – not discounts – defines leadership.
Why Grid-Enhancing Technologies Matter More Than Ever
12 Mar 2026 | 
Buffering batteries placed near transmission bottlenecks aren’t normally labeled as Grid‑Enhancing Technologies (GETs), which traditionally include dynamic line ratings, advanced conductors, and power‑flow controllers. Those tools raise a line’s instantaneous capacity. Batteries don’t – but by storing excess energy and releasing it later, they increase a line’s usable throughput, making the GET definition too narrow.
Comma 4: The Aftermarket Autonomy Kit That’s Suddenly Everywhere
09 Mar 2026 | 
Comma 4 is an aftermarket Level 2 driver‑assistance system from comma.ai that adds advanced lane‑centering and adaptive cruise to more than 300 vehicles. It offers smoother highway performance than many OEM systems but is not self‑driving and requires full driver supervision. Costing about $1,200–$1,500 installed, it gives older EVs and hybrids a modern ADAS upgrade without subscriptions.
VinFast Enters the Ultra-Luxury EV Arena With the Lac Hong Line
06 Mar 2026 | 
VinFast is entering the ultra‑luxury EV market with its new Lac Hong brand, launching the 800S SUV and 900S sedan. Both use a 460 kW tri‑motor system and target buyers of Rolls‑Royce, Maybach, and Lucid. The shift reflects VinFast’s move away from mass‑market struggles toward higher‑margin luxury segments, blending Vietnamese design identity with global EV performance benchmarks.
