mrlloyd.net's Tech Brief

Tesla & Electric Vehicles

Tesla, autonomy, charging and the wider EV market.

Department of War drafts EV battery factory into military drone duty with $75M grant

The US Department of War has awarded a $75 million grant to Amprius to convert a civilian EV battery production line to manufacture high-energy-density batteries for military drones. The grant will support the establishment of a domestic, commercially viable US manufacturing capability for advanced battery systems. The modified line is expected to produce 12 million Amprius cells annually.

Why it matters: This development highlights the growing demand for high-performance batteries in the military sector and the government's efforts to support domestic manufacturing capabilities.

BYD’s flagship electric SUV has now topped 10,000 sales for 3 months straight

BYD's flagship electric SUV, the Great Tang, has sold over 10,000 units for the third consecutive month since its launch in China. The SUV has received strong preorders, with over 150,000 orders before its launch and over 40,000 units sold in total. The Great Tang is available in pure electric and plug-in hybrid powertrains and features a range of up to 950 km.

Why it matters: This sales performance suggests strong demand for electric SUVs in the Chinese market and BYD's ability to meet that demand with its luxury offerings.

Score a FREE $1,500 Amazon gift card with Amazon Autos purchase during Prime Day

Amazon is offering a free $1,500 gift card to Prime members who purchase a new car through Amazon Autos by October 7. The gift card will be sent via email within two weeks of the purchase. The promotion is available to Prime members nationwide.

Why it matters: This promotion can help offset the cost of purchasing a new vehicle for Prime members.

Lucid (LCID) Q3 deliveries drop 7% as it slashes production by 38%

Lucid delivered 3,806 vehicles in Q3, a 7% decrease from the same period last year, and built 2,954 vehicles, a 38% drop from the previous quarter. The company's new CEO, Silvio Napoli, is selling down unsold inventory, which has been a major issue for Lucid. Deliveries slipped 4% from Q2, while production fell 24% from a year ago, or 40% when counting the same quarter in 2025 the same way.

Why it matters: The inventory sell-off is a key part of Lucid's plan to improve its cash flow by $1.4 billion in 2026.

Tesla Hits 85,000 Superchargers at 9,000 Locations Worldwide

Tesla's Supercharger network has reached 9,000 locations and 85,000 stalls worldwide, with 98.8% of sites being Tesla's own and 1.2% from the Supercharger for Business program. The network has grown by 6,500 sites and over 60,000 stalls since the start of 2021. Tesla has added around 5,000 new stalls since hitting 80,000 in April.

Why it matters: This expansion of Tesla's Supercharger network is significant for electric vehicle owners, providing more convenient and widespread access to fast-charging infrastructure.

Hyundai is testing a smaller electric SUV — could it be the IONIQ 4? [Video]

A Hyundai SUV has been spotted testing in South Korea, believed to be the IONIQ 4 or IONIQ 1, with a boxy SUV design unlike the IONIQ 3. The vehicle is expected to be similar to the Kia EV3 and have similar battery packs. The exact size and details of the vehicle are unclear.

Why it matters: This development provides insight into Hyundai's plans for its electric vehicle lineup and potential offerings in the compact SUV segment.

Elon Musk teases TSMC as potential Terafab partner

Elon Musk has confirmed that early discussions are underway with Taiwan Semiconductor Manufacturing Company (TSMC) regarding a potential partnership for the Terafab semiconductor project. TSMC is the world's leading contract chipmaker. The talks are described as 'just discussions' with no confirmation of a deal or dismissal of the possibility of one.

Why it matters: A partnership with TSMC could bring industry-leading strategies and manufacturing expertise to the Terafab project, addressing the projected shortfall in chip supply for Tesla's future products.

Musk: SpaceXAI Will Be Renamed SpaceXSI, Dropping 'AI'

Elon Musk announced that SpaceXAI will be renamed to SpaceXSI, short for SpaceX Super Intelligence, after posting on X that he prefers the term 'SI'. The change comes after President Trump signed an executive order directing government agencies to use 'Super Intelligence' and 'SI' instead of 'Artificial Intelligence' and 'AI'. The rename is the second for SpaceXAI this year, following its acquisition by SpaceX and rebranding from xAI.

Why it matters: The change may signal a shift in the way companies and governments refer to and approach AI technology.

Tesla Robotaxi App Now Available in Many More Countries

Tesla's Robotaxi app is now available for download in many more countries, including the UK, Australia, Germany, Italy, Sweden, and Singapore, with more on the list. The app allows international travelers to hail a ride in the US while they're visiting. The app is available on both iOS and Android devices.

Why it matters: This expansion makes it easier for international travelers to use Tesla's Robotaxi service while visiting the US.

This Chinese SUV Was The UK's Best Selling Car Last Month

The Jaecoo 7 SUV was the best-selling new car in the UK in September. It is available as a plug-in hybrid. The Jaecoo 7 SUV outsold other models in the UK market last month.

Why it matters: This information may be of interest to UK car buyers considering purchasing a plug-in hybrid vehicle.

Velotric Summit 2 mixed-terrain e-bike first discount, Lectric XPeak 2 off-road e-bike new $1,299 low, Segway e-bikes $2,200 savings, more

Velotric's Summit 2 Hybrid Mixed-Terrain e-bike is discounted to $1,999, a $100 markdown from its original price. Lectric's XPeak2 Off-Road Fat Tire e-bike is now $1,299, a $336 bundle discount. EcoFlow's 3,072Wh DELTA 3 Ultra Power Station is $1,199, a $400 discount. Segway e-bikes are also discounted, with up to $2,200 total savings.

Why it matters: These deals offer significant discounts on popular e-bikes and power stations, making them more affordable for consumers.

The Kia PV5 makes for a ridiculously cool dump truck

Kia showcased a PV5 dump truck conversion at SOLUTRANS 2025, featuring a lightweight aluminum tipper trailer. The PV5 Chassis Cab can be converted into various vehicles, including a camper and a food truck. The vehicle has a 71.2 kWh battery and a WLTP range of up to 258 miles.

Why it matters: The PV5 Chassis Cab's versatility and payload capacity make it a practical option for industries such as construction and landscaping.

Cheaper EVs Are Helping Fuel Europe’s Electric Car Boom

Electric car sales are increasing in the EU, with more affordable models contributing to the growth. The shift is not solely driven by lower prices. Various factors are influencing the rise in electric vehicle adoption.

Why it matters: This trend may have implications for the European automotive market and the environment.

Tesla reveals early Robotaxi charging strategy, showing scrappy DNA

Tesla's Robotaxi charging strategy involves a Tesla employee manually plugging in vehicles at a Supercharger station, with the company still working on a wireless charging system. The employee adjusts the parking of the vehicles if necessary. This approach is a reflection of Tesla's scrappy DNA from its early days. Tesla is also expanding its Robotaxi service hours by one hour, allowing it to operate until 11 p.m. The expansion is due to the system still needing to avoid small pets that are difficult to see after dark. The service previously operated from 6 a.m. to 2 a.m. and was later reduced to 6 a.m. to 11 p.m.

Why it matters: This approach highlights the practical challenges and limitations of implementing a robotaxi service, and the need for a reliable and efficient charging system.

Tesla Robotaxi expands hours, Musk explains why it’s been a challenge

Tesla has expanded its Robotaxi service hours in Austin by one hour, from 10 p.m. to 11 p.m., due to challenges in detecting small pets at night. The expansion is a gradual step towards 24/7 operation. The service was initially available from 6 a.m. to midnight when it launched in 2025, but hours were reduced in August 2026 to 6 a.m. to 10 p.m. before the latest change.

Why it matters: The expansion of Robotaxi hours may provide more convenience for riders, but it also highlights the ongoing development challenges Tesla faces in its autonomous driving technology.

Toyota gets the green light for a new EV built to take on China

Toyota will invest $1.3 billion in its Argentine plant to produce a new electric vehicle, creating 3,600 jobs during construction and 2,600 permanent positions. The investment is the largest in Argentina's automotive industry. The new vehicle is likely to be the electric Hilux pickup, which is already produced in Thailand and exported to various markets.

Why it matters: This investment highlights Toyota's efforts to adapt to the growing demand for electric vehicles and compete with Chinese brands in key markets.

Gas cars fall below 50% of global new car sales for the first time

Gasoline-only vehicles made up 49% of global new-vehicle sales in the first half of 2026, down from 73% in 2021. Battery-electric vehicles took 17% of the market, growing 12% to 6.87 million units. The global car market shrank about 5% in the first half.

Why it matters: This shift in global car sales highlights the growing demand for electric vehicles and the decreasing popularity of gasoline-only cars.

Tesla snags Semi supply deal with major logistics firm

Tesla has secured a deal with IMC Logistics to supply 50 Semi units for the company's logistics operations. IMC Logistics handles drayage and landside logistics and has over 2,700 asset trucks in its fleet. The Semi units will help IMC move towards a 'zero-emission service for long-haul lanes'.

Why it matters: This deal highlights the growing adoption of electric trucks in the logistics industry, which could lead to reduced emissions and lower operating costs for companies.

Lucid’s $50,000 Cosmos spotted testing in California after 2027 delay

A camouflaged prototype of the Lucid Cosmos midsize SUV was spotted testing on Highway 101 in California, two months after the company pushed its launch back to the second half of 2027. The prototype was photographed from the rear and side, showing its design features, including a sharply dropping roofline and thin red light strips on the tailgate. The car is expected to have a 69 kWh battery pack, 300 miles of range, and a starting price under $50,000.

Why it matters: The success of the Lucid Cosmos is crucial for the company's survival, as it needs to sell the car in volume to turn a profit and stay competitive in the market.

Hyundai’s electric hatch goes on sale with up to 308 miles of range, starting at about $25,000

Hyundai's IONIQ 3 electric hatchback is now available for order in the UK and Europe, starting at around $25,000. The vehicle offers up to 308 miles of range and is eligible for a £3,750 Electric Car Grant. The IONIQ 3 is available in two trim levels, with a base model starting at £18,495 and an extended-range model starting at £21,995.

Why it matters: The IONIQ 3 is one of the most affordable, long-range EVs on the market, making it a significant option for those considering an electric vehicle.

It’s now easier than ever to get your motorcycle license on an electric bike

The LiveWire S4 Honcho electric motorcycle has met the Motorcycle Safety Foundation's criteria for use in rider training programs, making it easier for new riders to learn and earn their motorcycle endorsement without learning a gas-powered motorcycle. The bike's design and features make it well-suited for training, with a low weight, low seat height, and electric drivetrain with no clutch or gearbox. The S4 Honcho will join the MSF RiderCoach Tour and may be adopted by training programs in the future.

Why it matters: This development could increase access to motorcycle training and licensing for new riders, particularly those who are already familiar with e-bikes and electric two-wheelers.

The BMW M3 EV Is Almost Done Hiding

BMW has released a new teaser image of the upcoming electric M3, showing the car in its lightest camouflage yet. The image provides a clearer view of the production-bound sports sedan's design. The car is expected to be an electric version of the M3.

Why it matters: The new M3 EV will be a significant addition to BMW's electric lineup, offering a high-performance option for customers.

The Jeep Recon Was Driven On The Highway Until It Died. Its Range Fell Short

The Jeep Recon was driven on the highway until it ran out of battery, demonstrating its limited range. The vehicle's boxy body and short wheelbase are designed for off-roading, but it still requires highway driving to reach trails. The Recon's range fell short of expectations during the test drive.

Why it matters: This highlights the importance of considering real-world driving scenarios when evaluating electric vehicle range.

Mazda’s New EV SUV Can Tell Pedestrians Whatever You Want—Even Naughty Words

Mazda has developed an electric vehicle (EV) SUV that can display messages to pedestrians through its headlights, but the feature lacks safeguards to prevent misuse. The feature is intended to improve safety by warning pedestrians of the vehicle's approach. The messages can be customized by the driver, including potentially explicit content.

Why it matters: This feature may raise concerns about the potential for misuse and the need for adequate safeguards.

Tesla wins over Netflix’s Selling Sunset star, who’s now ditching his Bentley

Jason Oppenheim, a real estate broker and star of Netflix's Selling Sunset, has switched from driving a Bentley to a Tesla Model Y, citing the safety benefits of Tesla's Full Self-Driving (FSD) feature. He has also announced that he will buy 10 Teslas with FSD for his employees. The video of his experience with FSD has been shared by Tesla on its main account on X.

Why it matters: This endorsement highlights the potential of FSD to appeal to high-profile individuals and businesses, potentially increasing its adoption and revenue for Tesla.

Elon Musk follows Trump’s lead, says a SpaceX name change is coming

Elon Musk announced that SpaceXAI will be renamed to SpaceXSI, following a trend set by the US government to use the term 'Super Intelligence' instead of 'Artificial Intelligence'. The change is not yet clear if it will be a legal name change or a branding update. The company's AI division houses various projects, including Grok and the orbital compute effort.

Why it matters: This change may reflect a shift in the industry's language and terminology, potentially influencing how companies and governments refer to AI in the future.

Tough times for Audi, VW, and Porsche could make October a great time to buy

Audi, Porsche, and Volkswagen are offering rebates and incentives on their electric vehicles in October, with some models eligible for up to $20,000 in customer cash and $4,500 in savings on the Porsche Macan. Volkswagen is also offering a $12,500 customer cash rebate on leftover 2025 ID.4 EVs. The incentives are available through November 3rd.

Why it matters: These incentives can help buyers save thousands of dollars on the purchase of a new electric vehicle from a major automaker.

Tesla Extends Robotaxi Hours in Austin, Adds 111 Cybercabs

Tesla extended its Robotaxi operating hours in Austin to 11 p.m., up from 10 p.m., and the Cybercab fleet has grown to 169 vehicles, with 111 added in the past two weeks. The fleet is growing faster than the hours, with no major issues reported since rides began a month ago. Tesla is targeting 24/7 Robotaxi operations, but is still working on identifying and avoiding pets and animals on the road at night.

Why it matters: This development is significant for those interested in the expansion of autonomous ride-hailing services in the US.

Autonomous Orange: YMX adds Outrider self-driving tech to its electric yard trucks

YMX, a 3PL provider, has partnered with Outrider to deploy self-driving, electric yard trucks at customer sites. The trucks, equipped with Outrider's AI-powered system, will operate on YMX's fleet of Orange EV yard dogs. The partnership aims to improve safety and productivity in supply chain operations.

Why it matters: This partnership demonstrates the growing adoption of autonomous technology in the logistics industry, which can lead to increased efficiency and reduced labor costs.