EV Daily | Tesla Ramps NACS Adapter Production Amid Internal Turmoil; BYD Eyes Canada Expansion Despite Tariffs

【Tesla】

Tesla has increased NACS adapter production to 8,000 units per week, aiming to open its Supercharger network to other automakers, simplifying the EV charging experience. However, Elon Musk's firing of Tesla's charging team has slowed the onboarding of other automakers. Tesla has also announced the development of a supercomputer named Cortex, intended to train AI for self-driving technology. However, the project has faced delays and controversy. Tesla shareholders are suing Musk for misappropriating NVIDIA processors meant for Tesla to his private company, xAI. Additionally, Tesla's import tariff in Canada has dropped significantly, easing market access for its Chinese-made EVs.



【BYD】

BYD is preparing to enter the Canadian market amid new 100% tariffs on Chinese EVs by Canada. BYD's Dolphin and Atto 3 models are part of this push. The company is also looking to open retail locations with dealers in Canada. In Mexico, BYD launched its Shark PHEV pickup truck and is considering a new plant to expand its North American footprint. Despite not planning to sell passenger EVs in the US, BYD has topped Honda and Nissan to become the seventh-largest automaker globally, bolstered by low-cost EVs like the Seagull.

【Others】

Ford has shifted its focus to more affordable EVs, praising BYD’s Seagull model. Ford canceled plans for its three-row electric SUV due to competition from overseas automakers like Kia and Hyundai. Volt Mobility has ordered 3,000 electric trucks from Mullen, marking a significant expansion of its EV fleet. Hyundai's IONIQ 6 is undergoing a facelift with new N branding and improved features. Porsche will not incorporate fake EV shifting in its electric sports cars and is focusing on launching new models including the electric Macan and Taycan updates. Honda is contemplating the electrification of its best-selling CR-V and Civic models as it watches rival brands for naming strategies. Fisker is liquidating its inventory, including Wallbox Pulsar Plus EV chargers, following its bankruptcy filing.