EV Daily | NY Moves to Revoke Tesla Direct Sales Waiver Amid Push for Fair EV Market Access

【Tesla】

New York lawmakers are working to revoke Tesla's waiver for direct sales, aiming to redistribute licenses to other EV manufacturers like Rivian and Lucid. Despite past support, Senator Patricia Fahy now sees Tesla's exemption as an unfair advantage. Tesla has used loopholes to open stores on native land and faces similar challenges in other states. There is a push for direct sales to be allowed for all automakers without franchise dealers.

Tesla Semi factory in Nevada is progressing, aiming for volume production by 2026 after delays. Ryder, an early customer, has scaled back its order due to price increases. Tesla Semi prices have been speculated but not officially updated.

Tesla solar roofs and Powerwalls are featured in new developments like a Houston neighborhood and a large project in Austin. These systems offer energy security but have proven more expensive than initially presented.

【BYD】

BYD's largest car transport ship, the Shenzhen, is making its maiden voyage to Brazil with over 7,000 NEVs, marking the largest export from China. It is part of BYD's aggressive overseas expansion, targeting markets like Europe, Southeast Asia, Japan, and South Korea. BYD's sales overseas are expected to double in 2025.

Toyota plans to launch the bZ7, competing with BYD's Han L, Tesla Model S, and other premium models in China. The new electric vehicles aim to regain market share from domestic leaders like BYD.

【Others】

The redesigned Genesis GV70 EV offers significant discounts in the US, with improvements in design and range. It is powered by an 84 kWh battery and offers a range of 263 miles.

Windrose has delivered the first all-electric sleeper truck to a US fleet, deploying in Arizona, California, and Nevada, with plans for nationwide expansion. The trucks feature a 729 kWh battery with a range of 420 miles.

Vision Marine launches new electric pontoon boats, V24 and V30, featuring up to 90 nautical miles of range with its E-Motion powertrain. The boats support seamless charging and are available for order.

Nissan's new N7 EV sedan, priced under $17,000, offers a 388-mile range, smart driving tech, and a Snapdragon-powered OS. It was launched in China and aims to compete with domestic leaders like BYD.

Sandvik secures a $100 million order for electric mining equipment at South32's Hermosa project in Arizona, including cable bolters and loaders. Deliveries are expected to begin in 2026, supporting efficient and sustainable mining operations.