EV Daily | Tesla Halts Model S/X Orders in Europe; Ford's EV Struggles; Lucid Air Adds Hands-Free Driving

【Tesla】

Tesla stopped taking new orders for the Model S and Model X in Europe following a recent refresh, citing production difficulties and declining demand. They aim to ramp up production to meet North American demand before reopening orders in Europe. The automaker faces challenges in predicting costs due to fluctuating tariffs. The expiration of the federal tax credit in 2025 poses a significant threat to Tesla's sales in the US. Tesla plans to counter this with price cuts and the launch of a stripped-down Model Y variant. Additionally, Tesla is rumored to have placed a large order for LFP battery cells from LG Energy Solution, indicating expansion plans for energy storage products.

【BYD】

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【Others】

Ford posted strong Q2 earnings but warns of profit impacts from tariffs. Its EV business continues to struggle despite new launches in Europe. The company plans to build "breakthrough" EVs in the US starting with a mid-size pickup truck in 2027. Cadillac's Lyriq-V electric SUV offers high performance with features like V-Mode and Competitive Mode, demonstrating agility and luxury with a 3.3-second 0-60 acceleration. Lucid's Air sedan gains hands-free driving features through a software update enhancing its ADAS capabilities. Kia's EV4 sedan and hatchback offer impressive battery durability and range, aiming to capture the affordable EV market. Hyundai's Elexio SUV shows promising global test results, slated for launch in China with impressive safety and performance capabilities. Windrose plans to supply electric semi trucks, expanding into South America. Honda hints at a new electric street bike, signaling serious entry into motorcycle electrification. DJI launches its e-bike subsidiary Amflow in the US, showcasing tech-heavy mountain bikes. SolarEdge partners with Solar Landscape to deploy solar technology across commercial rooftops. LG Energy Solution secures a large US order for LFP battery cells, navigating tariff impacts. Peak Energy introduces a grid-scale sodium-ion battery storage system, emphasizing passive cooling and cost efficiency.