10-14
Electric cars displaced $20B in oil as US falls behind in EV adoption
Electric vehicle fleets in oil-importing countries displaced about 200 million barrels of crude oil between March and August, worth roughly $20 billion, according to an analysis by energy think tank Ember. China accounted for the largest share, avoiding an estimated $14 billion in crude oil consumption, while EU countries displaced another $3.1 billion, led by Germany and France. The study covers 56 countries that represent more than 90% of global electric car sales. It also found that the US trails 15 countries in the share of new vehicles sold that are fully electric.
10-14
10-2
GM’s Chevy Equinox EV deliveries slide 92% in Q3 as Cadillac electric SUVs account for nearly half of sales
General Motors reported broad declines in U.S. EV sales in Q3, led by the Chevy Equinox EV with 1,905 deliveries, down 92% year over year. The Chevy Blazer EV fell 84% to 5,199 and the Silverado EV dropped 58% to 1,655. GM attributed the slide to a much smaller EV market and discontinued vehicles, while Cadillac’s Lyriq, Optiq and other electric SUVs also posted double-digit declines.
10-2
9-25
Tesla begins volume production of Semi in Nevada with 50,000-truck annual capacity
Tesla has started volume production of its Semi electric truck at a dedicated factory in Nevada, saying the site can build 50,000 trucks per year across Standard, Long Range and a European-spec variant. The company says its Semi fleet has logged over 98% uptime so far in 2026 and can recover up to 60% of range in 30 minutes using a Megacharger. It also points to operating economics, with diesel fuel costs rising to roughly $0.80 per mile while electricity remains in the $0.20 to $0.30 range.
9-25
9-22
Tesla’s active robotaxi fleet in Austin drops to 8 vehicles after Cybercab-driven spike
Tesla’s active robotaxi fleet in Austin has fallen to just 8 vehicles over the past seven days, back to roughly the level seen when the service launched in June 2025. The count contrasts with early September, when activity surged above 100 following the Cybercab event. The pullback points to a sharp contraction in the operating footprint for Tesla’s autonomous ride-hailing effort, according to community tracker Robotaxi Tracker.
9-22
9-16
NHTSA orders Tesla to certify under oath that its no-controls Cybercab meets federal safety rules by Sept. 30
The U.S. National Highway Traffic Safety Administration has issued a Special Order directing Tesla to provide a sworn explanation by Sept. 30 for how its Cybercab—built without a steering wheel, pedals or mirrors—complies with federal safety standards. The order contains 21 detailed requests and warns that incomplete or untruthful responses could draw penalties of up to $139 million. The regulator escalated its review within hours of Tesla beginning commercial Cybercab service in Austin on Sept. 3, according to Electrek.
9-16