BYD outsold Ford, launched megawatt charging on two continents, and threatened to sue the US government — all in the same week that American EV sales hit a post-subsidy high and solid-state batteries reached public roads. The bottom line: the EV market no longer needs policy crutches to grow, but who controls the charging infrastructure and the price curve will determine who profits from the growth.
BYD surpassed Ford in global vehicle deliveries, with overseas delivery growth running at 76% year-on-year.
BYD activated ultra-rapid 1500kW stations across Europe and the UK with prices reportedly below Tesla Superchargers, and confirmed plans to extend the network to Canada.
May data showed US new EV sales reaching their highest volume since federal credits expired, suggesting demand is growing on consumer economics rather than government subsidy.
Stellantis and Factorial Energy commenced on-road testing of solid-state cells in a Dodge Charger Daytona, with FEST cells demonstrating 375 Wh/kg and 15%-to-90% charging in 18 minutes.
Rivian started public deliveries of the R2, its more accessible electric SUV, with the Performance variant shipping first.
A monthly membership with priority pickups, 10% cashback, and early city access converts Waymo from per-trip model to recurring subscription with retention economics.
A Nature study quantified the public health impact, finding displaced ICE emissions prevented approximately 260,000 premature deaths.
The 2026 BMW iX3 covered 485 miles in Norway's standardised real-world testing, the longest distance in the NAF evaluation series.
Tesla's own promotional materials include footage of drivers not supervising FSD, potentially providing direct evidence for personal injury suits.
The average new EV transaction price in May fell to $54,532, down 4% year-on-year — extending monthly declines to a full year.
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