/daily ·05 NOV 2026 ·THURSDAY ·3 MIN READ ·7 STORIES

Germany's Record Month, Ford's Cheap Truck, Uber Cuts Waymo Loose

Germany records its highest-ever EV market share as BEVs outsell gas and diesel combined, Ford prices a sub-$30K electric pickup, and Uber's robotaxi deal with Waymo unravels — all in a 24-hour window that also extended Australia's EV milestone to three straight months.

01 / The Day

THURSDAY 05 NOV 2026, ranked

Germany's EV share hits record 37%; BEVs beat gas and diesel

Germany recorded a 37% electric vehicle market share in October — its highest ever — with BEVs surpassing the combined sales of petrol and diesel passenger cars for the first time, driven by expanded subsidy eligibility and a VW ID.2s entry-price delivery push.

37% EV share in October; BEVs alone outsell petrol plus diesel — a first in German automotive history
VW ID.2s and updated Skoda Enyaq drove volume at the entry price point
Germany had been among Europe's slowest major EV markets as recently as mid-2025

Why it mattersGermany flipping from EV laggard to record market share in roughly 18 months is the clearest signal yet that European mass-market EV adoption has reached an inflection point.

01 electrek.co↗

Ford Fathom EV pickup prices start at $28,350

Ford confirmed pricing for the Fathom electric pickup at $28,350 for the base work-truck trim — the first time a full-size American EV truck has started below $30,000 and the most direct price competition the category has seen with combustion alternatives.

Base $28,350 competes directly with entry-level F-150 and Ram 1500 combustion trucks
Range and towing figures not yet disclosed; production starts Q2 2027 at Ford's BlueOval City
Full Section 179 deductibility applies for commercial buyers — effective sub-$17K purchase price with max deduction

Why it mattersThe price ceiling for affordable electric trucks just fell below $30K — removing the last major consumer objection after range and charging infrastructure.

02 electrek.co↗

Waymo-Uber robotaxi partnership is ending

Waymo and Uber confirmed the end of their commercial robotaxi partnership, under which Uber passengers accessed Waymo vehicles through the Uber app across San Francisco, Phoenix, and Austin — Waymo will now operate exclusively through its own standalone Waymo One app.

Partnership officially ends; Waymo leaves Uber's platform across all three current deployment cities
Waymo One standalone app absorbs all bookings; no other platform partnerships announced
Uber's same-day announcement it wants 2,000 third-party robotaxis by 2027 signals it needs new suppliers fast

Why it mattersWaymo going standalone removes its largest distribution channel just as Uber is seeking alternative robotaxi suppliers — the robotaxi industry is bifurcating into own-platform and OS models.

03 insideevs.com↗

EVs outsell petrol for third straight month in Australia

October was the third consecutive month that electric vehicles outsold pure-petrol passenger cars in Australia, with BEVs reaching 23.1% market share — the highest single-month share recorded — with the BYD Atto 2 entering the top-five fastest-selling models for the first time.

23.1% BEV share in October; Tesla Model Y led volume, BYD Atto 2 broke into the top five
BYD simultaneously expanded its Australian parts network following 150,000 total national deliveries
Three consecutive months of EV outselling petrol is now a trend, not an anomaly

Why it mattersAustralia sustaining three consecutive months of EV dominance over petrol is the clearest proof that the transition survives range anxiety as a barrier.

04 thedriven.io↗

99% of Teslas in South Korea cannot use FSD — complaint filed

A South Korean consumer group filed a formal KFTC complaint after finding that 99% of Teslas imported in the past year include Full Self-Driving in the purchase price but cannot activate it due to pending domestic regulatory approval, with no refund or credit offered to affected buyers.

FSD sold as a standard feature on new Tesla purchases in South Korea since late 2025
Regulatory approval from MOLIT for FSD Supervised is still pending with no confirmed timeline
KFTC complaint cites unfair commercial practice and requests customer remediation

Why it mattersIt crystallises the cross-border regulatory asymmetry problem: Tesla prices globally for its most permissive market and leaves local buyers in slower-moving regulatory environments holding an unusable feature.

05 insideevs.com↗

Nio completes 10 million battery swaps in 88 days

Nio reached 130 million cumulative battery swaps, completing its most recent 10-million-swap tranche in just 88 days — its fastest pace ever — as the company operates 2,800+ swap stations across China and begins international deployments in Norway and Germany.

10M swaps in 88 days is Nio's fastest tranche; prior 10M-swap records took 120+ days
2,800+ swap stations in China; European rollout underway in Norway and Germany
Average swap time is under 3 minutes — faster than a full fast-charge at any currently available charging speed

Why it mattersBattery swap scaling at this velocity makes the technology a credible alternative charging model — not just a differentiator — and pressures charging-only networks on convenience in dense markets.

06 thedriven.io↗

High gas prices send used EVs flying off lots

Used EV inventory is turning over at record speed in the US as sustained fuel prices above $4.50/gallon direct value-conscious buyers toward off-lease electrics under $25,000 — with days-to-sale at used EV lots reaching an all-time low in October.

Days-to-sale for used EVs hit a category record low in October; driven by sub-$25K off-lease supply
Gas above $4.50 nationally is the primary motivation cited by used-EV buyers in dealer surveys
Fastest-moving models are non-Tesla: Chevy Equinox EV, Hyundai IONIQ 6, and Kia EV6

Why it mattersThe used EV market accelerating independently of incentives is the signal the industry has been waiting for — mainstream buyers seeking value, not ideology.

07 electrek.co↗

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The Daily Archive

/THU 05 NOVGermany's Record Month, Ford's Cheap Truck, Uber Cuts Waymo Loose /WED 04 NOVNovember 4 — The Quiet Pivot /TUE 03 NOVRecord-setter Tuesday /MON 02 NOVCybercab under the knife /SUN 01 NOVOctober delivery day /SAT 31 OCTHalloween Harvest: VW shelves the Golf EV, LiveWire flags survival doubts /FRI 30 OCTBudget Day in Britain; Foxconn Adds Three /THU 29 OCTEurope crosses the threshold and GM bets on a new chemistry /WED 28 OCTWednesday: Waymo Sprawls, Ford Gets Cheap, Korea Cracks Down /TUE 27 OCTTuro Deals, Tax Credit Hope, and a Luxury Arms Race /MON 26 OCT2026-10-26 /SUN 25 OCTUnder $12K and over budget /SAT 24 OCTRange Rover reviewers want the electric one /FRI 23 OCTFriday charge: maps, megawatts, and €20K /THU 22 OCTTesla's quarter, Musk's merger, Lucid's robots /WED 21 OCTWednesday: BYD Goes Below $10K, Rivian Goes to #2, GM Closes a Plant /TUE 20 OCTCorolla electrifies in China, Tesla eyes SpaceX /MON 19 OCTThe $30K Test /SUN 18 OCTThe 67% Line /SAT 17 OCTPost-Reveal Saturday /FRI 16 OCTSafety Cracks and Market Splits