EV Daily | Tesla's Cybertruck Inventory Surges; BYD Expands Globally; Rivian Ramps Production

【Tesla】

Tesla's Cybertruck inventory in the US has surged to over 10,000 units, as the company slows production and offers discounts. Despite a record-high inventory, demand remains low, potentially curbing sales to about 20,000 units annually. Tesla's Model 3 retains a $7,500 EV rebate, with competitive lease terms. Meanwhile, the Tesla Semi, showcased at ACT Expo, is "on track" for 2026 production despite delays and price increases, with a network of public megachargers announced.

【BYD】

BYD is expanding its EV and battery sales globally, with its new Super e-platform offering ultra-fast charging. The company’s overseas sales are surging, and its "Gods Eye" driver-assistance system is being integrated into its models.

【Others】

Kia's EV models, particularly the EV3 and EV5, are climbing sales charts globally, with plans to expand EV4 and EV3 to the US market. Blue Bird is launching an all-electric medium-duty truck chassis, leveraging its manufacturing experience. Chery Automotive, with its Mornine humanoid robots, is enhancing customer engagement and exploring new markets. Rivian is ramping up production with a new supplier park in Illinois and introducing the Maximus drive unit for its upcoming R2 models. Waymo plans a significant expansion of its autonomous I-PACE fleet, while E-Cells, a US e-bike brand, ceases operations due to tariffs. Toyota acknowledges China's lead in hydrogen vehicles, warning of China's dominance in emerging technologies.