/daily ·02 OCT 2026 ·FRIDAY ·2 MIN READ ·5 STORIES

Friday EV: US Model 3 upgraded, Equinox craters

Tesla backtracked on 'US waits' and extended the Model 3 upgrade domestically; Chevy Equinox EV sales collapsed 92% as Cadillac took over GM electric output; and FedEx placed one of the largest electric fleet orders yet.

01 / The Day

FRIDAY 02 OCT 2026, ranked

Tesla reverses course: US Model 3 gets 16-inch screen and 528hp

Tesla extended the Model 3 refresh to US buyers, delivering the 16-inch touchscreen already rolled out in China and APAC alongside a new 528-horsepower Performance variant — the same upgrade US customers were told to wait for when China received the screen on October 1.

16-inch display replaces the 15.4-inch unit across US Model 3 trims; Performance variant is rated at 528 hp
V2L availability in the US was not confirmed in the announcement, leaving a gap versus the China specification
Rollout corrects the optics from yesterday brief that described US buyers as left out

Why it mattersGlobal EV buyers compare spec sheets across markets; Tesla moving quickly to close the US-China gap limits the reputational cost of a two-speed rollout.

01 electrek.co↗

Chevy Equinox EV sales plunge 92% as Cadillac takes over GM electric lineup

General Motors Q3 figures show the Chevy Equinox EV down 92% year-on-year while Cadillac LYRIQ and Escalade IQ electric SUVs partially absorbed the gap — a sharp internal reshuffling that moves GM EV growth up-market and away from the mass-market segment the Equinox was meant to anchor.

Equinox EV was GM best-hope for high-volume affordable EV sales; 92% decline represents a near-collapse of that thesis
Cadillac EVs are gaining share within GM at two to three times the Equinox price point
Overall GM EV sales declined year-on-year; luxury growth cushions the headline but does not replace volume

Why it mattersIf GM EV growth is now concentrated in premium Cadillac rather than mass-market Chevy, the economics of its multi-billion-dollar EV investment become harder to justify.

02 electrek.co↗

Toyota Q3: over 60% of global sales were electrified vehicles

Toyota reported that more than 60% of its global Q3 2026 unit sales were electrified vehicles — primarily hybrids and plug-in hybrids — with new BEV launches contributing growing volumes and the company outpacing most Western OEMs on electrification rate without heavy reliance on battery-only platforms.

Electrified includes hybrid and PHEV, not battery-electric only; Toyota hybrid mix drives the volume
Toyota electrification rate exceeds most Western OEMs without the infrastructure dependency of battery-only vehicles
60-plus percent electrification rate alongside continued ICE volume demonstrates a different path to fleet decarbonisation

Why it mattersToyota hitting 60%+ electrification via hybrids illustrates a path to decarbonisation that does not require rapid consumer charging-infrastructure expansion.

03 electrek.co↗

FedEx orders 2,000 electric trucks, projects $40M annual fuel savings

FedEx signed an order for 2,000 medium-duty electric delivery trucks from Harbinger, projecting approximately $40 million in annual fuel savings across US and Canadian routes — one of the largest single commercial EV fleet commitments by a logistics operator.

Harbinger is a purpose-built medium-duty EV maker; the order validates its commercial vehicle positioning
FedEx projects $40M per year in fuel savings from the fleet at current energy prices
Logistics operators have an operating-cost advantage case for electric trucks that is independent of consumer EV adoption

Why it mattersLarge-scale fleet orders from major logistics operators confirm that commercial EV economics — not just consumer demand — are beginning to drive fleet-level buying decisions.

04 insideevs.com↗

Aston Martin delays its first pure EV to at least 2033

CEO Adrian Hallmark confirmed the company first battery-electric vehicle will not arrive until 2033 at the earliest, pushing back from prior targets of 2027 and then 2030, citing unchanged consumer preferences in the ultra-luxury segment and the continued viability of combustion and plug-in hybrid platforms at premium price points.

Prior EV targets: 2027, then revised to 2030, now 2033 or later — a consistent pattern of revision
Ultra-luxury ICE and PHEV remain commercially viable far longer than mass-market equivalents
Consistent with Bentley, Ferrari, and Lamborghini extending hybrid-ICE timelines while mass-market OEMs accelerate

Why it mattersThe ultra-luxury EV transition is running on a decade-longer timeline than the mass market — the economics of combustion at high price points eliminate urgency.

05 thesupercarblog.com↗

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Past days

The Daily Archive

/FRI 02 OCTFriday EV: US Model 3 upgraded, Equinox craters /THU 01 OCTEV Daily — Thursday, 1 October 2026 /WED 30 SEPTTesla bets $30B on AI; EVgo scales to 750 kW /TUE 29 SEPTStandards finalised, bestseller electrified, count incoming /MON 28 SEPTBattery Swap Goes Mainstream and FSD Speeds in Brussels /SUN 27 SEPTCAFE rollback, 5-minute charging, and a rare-earth supply break /SAT 26 SEPTSemis move, Waymo proves itself, Europe breaks 29%/THU 24 SEPTThe Corolla goes electric, Bentley enters, VW cuts ICE /WED 23 SEPTTesla Semi's Record Order, 4-Minute Charges, and the Robotaxi Pivot /TUE 22 SEPTThe Four-Minute Car /MON 21 SEPTTesla's Roadster gets a date, diesel hits $10, and flash charging arrives /SAT 19 SEPTWireless in Zuffenhausen, Worried in Seoul /FRI 18 SEPTFrom Singapore to open-source semis /THU 17 SEPTThe Price Floor Drops Again /WED 16 SEPTTesla's Regulatory Reckoning, CATL's Megawatt Truck, and the $20K BYD /TUE 15 SEPTIAA and the Cybercab detour /MON 14 SEPTThe Drag Coefficient Race /SUN 13 SEPTWeekend Shift /FRI 11 SEPTDiverging Markets /THU 10 SEPTTrump's China EV Gambit /WED 09 SEPTBYD Breaks Records, PHEVs Fail Tests