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Electric Vehicles — briefly, then briefly again · tbb.ceo
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/daily ·09 OCT 2026 ·FRIDAY ·2 MIN READ ·7 STORIES

Recalls, Debuts, and Soft Policy

A fire-risk recall grounds 22,000 ID.4s at 80%, BMW drops two new electrics above $66K, and France and Germany quietly renegotiate the terms of the 2035 combustion exit.

01 / The Day

FRIDAY 09 OCT 2026, ranked

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VW Recalls 22,500 ID.4s, Caps Charging at 80%

Volkswagen is recalling 22,524 model-year 2023-26 ID.4 SUVs over thermal propagation risk in the SK Battery America cells. Until a fix is ready, owners must cap charging at 80%.

  • 22,524 units affected, model years 2023-2026, NHTSA docket open
  • Root cause: SK Battery cells can overheat above 80% state of charge
  • No software fix timeline given; affected trim levels span multiple configs
Why it mattersA charging restriction with no end date is a real-world range cut for tens of thousands of drivers.

Tesla Megachargers Land at Pilot Flying J Truck Stops

Tesla and Pilot Travel Centers are deploying up to 1.2 MW Megachargers for the Semi at interstate locations truckers already use. The first public site is live in Ellabell, Georgia.

  • First site operational: Ellabell, GA; over a dozen corridors under construction
  • Up to 1.2 MW per stall, enough to add hundreds of miles in under 30 minutes
  • Tesla also filed a Las Vegas permit for a dedicated Semi service center
Why it mattersCharging and service infrastructure are the two missing pieces for commercial Semi adoption—now both are moving simultaneously.

BMW iX4 Debuts: 428 Miles of Range, Starts Above $66K

BMW officially unveiled the 2027 iX4 coupe-SUV on its Neue Klasse platform alongside the performance iX3 M60. The iX4 targets 428 miles of WLTP range at a starting price just above $66,000.

  • iX4 50 xDrive: 468 hp, 428 mi WLTP range, sales begin early 2027
  • iX3 M60 xDrive: 603 hp, 0-60 mph in 3.9 sec, with full M Sport package
  • Both models ride the Neue Klasse dedicated EV architecture
Why it matters428 miles at $66K sets a credible new benchmark for premium range while signaling how fast the Neue Klasse platform is scaling.

Reuters Emails: Tesla Pressured Dutch Regulator on FSD Review

Reuters obtained internal emails showing Tesla lobbied the Dutch vehicle authority RDW to narrow the scope of its FSD safety audit. RDW approved FSD Supervised and is now urging other EU states to follow.

  • Tesla contacted RDW directly to limit the breadth of its own FSD safety review
  • Germany backed approval this week; eight EU nations now permit FSD Supervised
  • Independent researchers contest the crash-reduction statistics Tesla submitted
Why it mattersA regulator nudged to narrow its review, then championing EU-wide rollout, is the sort of detail that comes up in post-incident inquiries.

France and Germany Weaken EU 2035 ICE Phaseout

Paris and Berlin struck a deal to push for an 80% fleet CO2 reduction target by 2035 instead of 90%, preserving more runway for hybrids and combustion sales. The compromise breaks months of EU deadlock.

  • New joint target: 80% CO2 fleet reduction by 2035, down from the 90% proposal
  • Germany receives Buy European rules on EV subsidies in exchange
  • Final EU vote still pending; pure-BEV mandate further diluted
Why it mattersThe two largest EU auto markets just agreed to slow the transition—which will show up in what carmakers prioritize building through the end of the decade.

Kia EV2 Posts 3,386 UK Registrations, Leads September Sales

The entry-level Kia EV2 logged 3,386 UK registrations since launch, with 1,753 delivered in September alone—enough to top the retail EV chart for the month.

  • 1,753 UK units in September, best-selling retail EV in Britain for the month
  • Built at Kia Zilina plant in Slovakia; sub-$30K starting price
  • Hyundai Inster cut prices today to compete directly in the same segment
Why it mattersAffordable EVs under $30K are finally showing the monthly volumes that prove mass-market demand exists when the price is right.

Dodge Charger Daytona EV: Under 800 Deliveries All Year

The electric Dodge Charger Daytona moved fewer than 800 units in the US through three quarters of 2026—a steep miss for a muscle-car nameplate that carried years of brand investment.

  • Fewer than 800 US deliveries year-to-date through Q3 2026
  • Peak gas Charger years saw over 40,000 annual US sales
  • Pricing, range anxiety, and brand identity cited as key buyer hesitations
Why it mattersHeritage nameplate, heritage expectations—the gap between both is shaping up as a case study in what EV brand extensions get wrong.
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