July global EV sales data is in, GM and LG restarted their shuttered Ohio battery line, and Jaguar showed an interior that replaces a rear window with a camera.
Monthly data from EV sales trackers shows global sales up 23% year-on-year in July, but the United States, Canada, and Mexico contracted as tariff uncertainty suppressed fleet buyer commitments.
The Ultium Cells plant in Lordstown, Ohio, which was idled in early 2025 amid weaker-than-forecast EV demand, has resumed production following a revised supply agreement between GM and LG Energy Solution.
Average transaction prices for EVs in the United States rose for the third consecutive month in July as manufacturers pulled back incentives. Analysts attribute the shift to improved order flow and a desire to protect margin.
Waymo opened a dedicated assembly facility in Mesa, Arizona, capable of producing up to 1,000 autonomous vehicles per year — a ten-fold increase in its prior manufacturing capacity.
Jaguar revealed interior details of its upcoming Type 01 EV showing a camera-based rear-view system replacing the traditional rear window. The design is intended to improve aerodynamics and rear-passenger headroom.
Lucid's forthcoming Cosmos sedan has been EPA-certified at 518 miles of range, placing it above the longest-range Tesla Model S variant by 63 miles — the widest range gap between any two premium EVs.