EV Daily | Tesla Faces Challenges Amid Policy Chaos While GM and Nissan Revamp EV Strategies

【Tesla】

Tesla's adoption of the NACS standard for its chargers has positioned it as a leader in EV charging infrastructure. However, recent chaos in policy changes could disrupt this progress and harm related businesses. Tesla executives, including CFO Taneja Vaibhav and Chairwoman Robyn Denholm, have sold significant shares due to stock option plan settlements. The board settled an excessive compensation lawsuit for nearly $1 billion. Tesla faces declining sales outside China, with a significant drop in Australia. Elon Musk's political involvement and misinformation are affecting sales. Tesla's Full Self-Driving program has a crowdsourced dataset showing progress but still requires significant improvement to meet regulatory standards. Despite challenges, Tesla is attempting to launch unsupervised self-driving services in Austin by June.

【Others】

GM is set to reintroduce its Chevy Bolt EV with upgrades as part of a "family of Bolts," featuring improved driving and charging experiences. The new models will use LFP batteries for a lower price point.

The Trump administration has issued a memo suspending all new state EV infrastructure plans under the NEVI program, causing delays and potential legal challenges.

The ChargeX Consortium has introduced a "seamless retry" feature for EV chargers, automatically restarting failed charging sessions for a smoother user experience.

Ford's EV division faces financial losses, with plans to compete against rising Chinese EV manufacturers despite potential tariffs. Ford's CEO, Jim Farley, highlights the threat from Chinese automakers and insists on competitive strategies.

Nissan is seeking a new partner for EV development after ending its merger talks with Honda, with potential interest from Apple supplier Foxconn. The carmaker is undergoing a restructuring plan to improve production and workforce efficiency.