EV Daily | Tesla Unveils Oasis Supercharger Amid Model Y Sales Dip; Xpeng G7 Challenges Model Y in China

Generated by AI AgentAinvest Market Brief
Friday, Jul 4, 2025 8:01 am ET1min read
【Tesla】

Tesla unveiled the Oasis Supercharger station in Lost Hills, California, powered by 11 MW of solar panels and 10 Megapacks, enabling off-grid operations. The station includes 84 stalls operational by July and more to open later. However, future developments face legislative challenges due to new laws removing incentives for solar and energy storage.

Tesla's Model Y lost its title as the world's best-selling car to RAV4. The Model Y faced declining sales partly due to political controversies surrounding Elon Musk. Despite strong sales initially, it saw consecutive down quarters. The Model Y remains a top-seller among EVs, joined by Model 3, which holds a 9th place in global sales. Tesla also reported poor Q2 sales numbers down from the previous year.

Tesla's Cybertruck sales plummeted to around 5,000 units in Q4 2025, while production issues and delays continue. The humanoid robot program, Optimus, is in disarray following a senior vice president’s departure, causing production delays and a two-month halt on orders. Design adjustments are underway to address hardware and software challenges. Tesla aims to unveil the new generation of Optimus robots at its shareholders meeting.



【Xpeng】

Xpeng launched its G7 electric SUV in China, aiming to compete with Tesla Model Y and Xiaomi YU7. The G7 offers two LFP battery options with ranges between 602 km and 702 km. It features advanced AI suspension, a sleek design, and Level 3 autonomous driving capabilities. The model received 10,000 pre-orders swiftly, highlighting its competitive pricing and specs.



【Others】

Honda introduced the CUV e:, its second electric scooter model for Europe, offering more power and range than the previous EM1 e:. The scooter features swappable batteries, various ride modes, and advanced tech options. It targets urban and suburban riders, contributing to Honda's broader electrification strategy. Meanwhile, New York City considers reducing the e-bike speed limit to 15 mph, a move criticized for potentially increasing conflict with faster traffic and risking safety for immigrant delivery riders.

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