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	<title type="text">Lawrence Ulrich | The Verge</title>
	<subtitle type="text">The Verge is about technology and how it makes us feel. Founded in 2011, we offer our audience everything from breaking news to reviews to award-winning features and investigations, on our site, in video, and in podcasts.</subtitle>

	<updated>2026-04-02T13:20:33+00:00</updated>

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		<entry>
			
			<author>
				<name>Lawrence Ulrich</name>
			</author>
			
			<title type="html"><![CDATA[Rising gas prices are good news for EV sales, for now]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/transportation/905309/rising-gas-prices-are-good-news-for-ev-sales-for-now" />
			<id>https://www.theverge.com/?p=905309</id>
			<updated>2026-04-02T09:20:33-04:00</updated>
			<published>2026-04-02T09:20:33-04:00</published>
			<category scheme="https://www.theverge.com" term="Electric Cars" /><category scheme="https://www.theverge.com" term="Policy" /><category scheme="https://www.theverge.com" term="Transportation" />
							<summary type="html"><![CDATA[It’s become an American truism: Once you buy an SUV, there’s no going back. And our love affair with pickups has been documented in a million country songs and TV commercials. But a brutal spike in gasoline prices — nipping $4 nationwide for a gallon of unleaded, up from $3 when the bombs first began [&#8230;]]]></summary>
			
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<img alt="Chevron gas price sign" data-caption="" data-portal-copyright="Getty Images" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/04/gettyimages-2269122124.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
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<p class="has-text-align-none">It’s become an American truism: Once you buy an SUV, there’s no going back. And our love affair with pickups has been documented in a million country songs and TV commercials.</p>

<p class="has-text-align-none">But a brutal spike in gasoline prices — nipping $4 nationwide for a gallon of unleaded, up from $3 when the bombs first began to fall on Iran — has some car shoppers considering energy-saving alternatives.</p>

<p class="has-text-align-none">Tomi Mikula is the founder of <a href="https://www.delivrdto.me/">Delivrd</a>, a car-buying consultancy that’s built a following through <a href="https://www.wsj.com/business/autos/tomi-mikula-youtube-car-buying-negotiations-4a4c3d63?gaa_at=eafs&amp;gaa_n=AWEtsqeKS7_SsxFxSZ5txJBcd6YDYz5FP1PQ0pU5OxouM6KGERwTGqnEiA7HdxyaUaU%3D&amp;gaa_ts=69c6e58e&amp;gaa_sig=j_7e9igVuCOrD_K7FMIPNtcKngJNMfd2EoDTURs4hoawg07f4J1D3rbI3Uw-2xmeta2HFhOshzNFWXRcPSuLdg%3D%3D">hardball negotiations</a> with dealers on behalf of buyers.&nbsp;Among customers, “We’ve seen a big transition to hybrids especially in just the past few weeks,” Mikula says. “There’s definitely a heightened awareness of fuel economy; way more conversations about it than when gas was $2 a gallon.”&nbsp;</p>

<p class="has-text-align-none">Just before I spoke with Mikula, he closed a deal on a <a href="https://www.theverge.com/2024/11/20/24301740/hyundai-ioniq-9-three-row-electric-suv-laas">Hyundai Ioniq 9 Calligraphy</a>, the brand’s top-shelf, three-row electric SUV. Mikula managed to knock $12,000 off the roughly $77,000 price, on behalf of a Michigan family that was trading in a gasoline Toyota SUV.</p>

<p class="has-text-align-none">“They needed a three-row SUV, and really wanted to get into an EV, because they were so sick of these rising gas prices,” Mikula says.&nbsp;It typically takes four to six months of sustained high fuel prices to spark a real exodus to economical models.</p>

<figure class="wp-block-pullquote"><blockquote><p>“There’s definitely a heightened awareness of fuel economy; way more conversations about it than when gas was $2 a gallon.”</p><cite>Tomi Mikula, founder of Delivrd</cite></blockquote></figure>

<p class="has-text-align-none">Mikula says shoppers are focusing more on the fuel-efficient versions of various models, such as the Toyota RAV4 hybrid.</p>

<p class="has-text-align-none">Toyota had taken a beating from the media and environmental groups for resisting the EV transition. But its crystal ball now appears in solid working order. Toyota embarked on a strategy to build several models —&nbsp;including the Land Cruiser, Sienna, Camry and RAV4 — in exclusively hybrid form. The Camry and RAV4, respectively, are America’s perennially bestselling sedan and SUV, which made that strategy a potential risk. Now, Mikula says that hybrid-only 2026 RAV4 is already in unusually short supply, which he attributes in part to consumers seeking a hedge against fuel prices.</p>

<p class="has-text-align-none">“Dealerships are getting slim on hybrid inventory” for some other models as well, Mikula says.&nbsp;</p>

<p class="has-text-align-none">Soaring gasoline prices threaten to spike Americans’ fuel bills by $9.4 billion a month, according to an analysis by the Institute on Taxation and Economic Policy. That’s an average of $34 in added monthly costs for every person of driving age. Californians are in a special class of hurt, shelling out $5.84 a gallon on average, and $6.27 for premium.&nbsp;</p>

<p class="has-text-align-none">Ivan Drury, director of insights at Edmunds, says that even owners of typical SUVs are seeing fill-ups of $100 or more in California. Drury’s colleague recently hit that magic $100 number when she filled her BMW X3 with premium fuel. There’s something about those spinning pump dials that hits consumers hard, in ways that other inflationary purchases do not.&nbsp;</p>
<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/04/gettyimages-2269134749.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" alt="" title="" data-has-syndication-rights="1" data-caption="&lt;p&gt;&lt;em&gt;In an aerial view, an electric vehicle charges at an EVgo electric charger on March 30, 2026, in Monrovia, California.&lt;/em&gt;&lt;/p&gt;&lt;br&gt; | Justin Sullivan/Getty Images" data-portal-copyright="Justin Sullivan/Getty Images" />
<p class="has-text-align-none">“There’s the price of eggs and the price of gas,” Drury says. “You want to light the American consumer on fire, mess with the price of those things.”&nbsp;</p>

<p class="has-text-align-none">Before the price spike, 9.5 percent of car shoppers on Edmunds were considering buying an EV. That has risen to 12 percent of shoppers, a nearly 20-percent gain. Drury cautions it typically takes four to six months of sustained high fuel prices to spark a real exodus to economical models.</p>

<p class="has-text-align-none">“The seeds are planted, but they haven’t sprouted yet,” Drury says. “A crisis has to be long enough, high enough, and sharp enough to make people say, ‘No more ICE for me,’” a reference to internal combustion engines.</p>

<p class="has-text-align-none">Many car owners, he says, are better off riding out this storm, rather than overreacting by trading to a new car — especially because they’ll face both high prices and interest rates. Fuel savings won’t offset that.&nbsp;</p>

<p class="has-text-align-none">“The answer to $5-a-gallon gas is never a $50,000 purchase,” Drury says. “If you have a low-APR car loan today, be happy with that.”&nbsp;</p>

<p class="has-text-align-none">Yet for owners coming off leases, or otherwise already in the market, “Gas prices could definitely push people off the fence to a hybrid or EV,” he says.<strong>&nbsp;</strong></p>

<p class="has-text-align-none">Experts see some silver linings in today’s crisis, versus previous eras. Thanks in part to fuel-economy regulations, today’s car-based SUVs and even pickups return noticeably better mileage. That can help owners and commuters tough it out during a price jump, without ditching a thirsty model that threatens to blow their budget.&nbsp;</p>

<p class="has-text-align-none">Many legacy automakers have cancelled EV projects and written off tens of billions of dollars in EV losses. They planned on making some of that back via windfall profits on big, gasoline-powered SUVs and trucks, driven by the Trump administration’s anti-EV, pro-petroleum policies. Detroit automakers are not alone here.&nbsp;</p>

<figure class="wp-block-pullquote"><blockquote><p>“The answer to $5-a-gallon gas is never a $50,000 purchase.”</p><cite>Ivan Drury, director of insights at Edmunds</cite></blockquote></figure>

<p class="has-text-align-none">Yet Drury agrees a sustained run of high gas prices would leave Detroit especially vulnerable. Stellantis, Ford, and General Motors have virtually abandoned passenger cars, including frugal sedans, hatchbacks, and hybrids.</p>

<p class="has-text-align-none">Ford’s impressive Maverick hybrid might weather any fuel crisis with its real-world, 40-mpg economy, though that’s a compact pickup. GM, to its credit, offers several affordable EVs, including the Chevrolet Equinox, Blazer, and reborn 2027 Bolt. </p>

<p class="has-text-align-none">Yet brands such as Toyota, Honda, Hyundai, and Kia could steal market share if gas prices don’t ease up. Those Japanese and Korean automakers have kept the faith with traditional passenger cars, whose lighter weights and smoother aerodynamic profiles will always beat the fuel economy of a comparable, taller SUV. These brands have also steadily expanded their hybrid offerings. </p>

<p class="has-text-align-none">Experts say buyers looking for relief might consider economical used cars, including EVs that offer a triple whammy: massive savings versus a new car (at an average $49,300), instant immunity from volatile gasoline prices, and energy bills that whip anything that slurps from an unleaded nozzle. A half-dozen worthy used EVs are selling for $21,000 to $32,000 on average, according to <a href="http://cargurus.com">CarGurus.com</a>. They include the underrated Nissan Ariya ($22,474), a Tesla Model 3 or Model Y (at $25,014 and $27,734), and a Ford Mustang Mach-E for $31,960. </p>

<p class="has-text-align-none">A brand-new 2026 Nissan Leaf starts from $31,485. The third-generation Leaf is markedly improved versus previous frumpy iterations, including up to 303 miles of driving range, doubling the maximum 151 miles of its previous version. Like the Leaf, the 2027 Chevy Bolt is utilitarian rather than exciting. But it’s smartly engineered and in showrooms for $28,995, with a respectable 256-mile driving range, a 150-kilowatt charging rate (tripling its previous dawdling pace), and a standard NACS port to access Tesla’s peerless Supercharger network. </p>

<p class="has-text-align-none">Get the Bolt while it’s hot. Chevrolet plans to build it for just 18 months, before converting its Fairfax, Kansas, factory to churn out compact gasoline SUVs from Chevy and Buick. That pretty much sums up the situation. For many legacy automakers, the response to unleaded inflation will be “This too, shall pass.” Many consumers will echo that sentiment.</p>

<p class="has-text-align-none">Americans love to complain about high gas prices, but they’ve also cooled toward EVs and shown little love for small cars.</p>

<p class="has-text-align-none">Drury notes that, following previous price spikes or brief dalliances with small cars, Americans immediately went back to tried-and-true trucks and SUVs. But perhaps there’s a lesson in here somewhere. </p>

<p class="has-text-align-none">“It’s good to remind yourself that gasoline is a cost, and it is variable, unlike so many things associated with your car,” Drury says.&nbsp;</p>
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			<title type="html"><![CDATA[The Corvette ZR1X hybrid can outpace million-dollar sports cars for a fraction of the cost]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/transportation/888573/chevy-corvette-zr1x-hybrid-racing-performance" />
			<id>https://www.theverge.com/?p=888573</id>
			<updated>2026-03-05T13:06:12-05:00</updated>
			<published>2026-03-07T07:00:00-05:00</published>
			<category scheme="https://www.theverge.com" term="Chevy" /><category scheme="https://www.theverge.com" term="Electric Cars" /><category scheme="https://www.theverge.com" term="GM" /><category scheme="https://www.theverge.com" term="Reviews" /><category scheme="https://www.theverge.com" term="Tech" /><category scheme="https://www.theverge.com" term="Transportation" />
							<summary type="html"><![CDATA[When Elon Musk burst onto the scene in his little Tesla Roadster, it seemed a matter of time before electricity rendered gas-powered sports cars obsolete.&#160; It hasn’t worked out that way. Automakers have struggled to bring purely electric two-seaters to market. The ones that managed to emerge have been flatly rejected by consumers. Porsche has [&#8230;]]]></summary>
			
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<p class="has-drop-cap has-text-align-none">When Elon Musk burst onto the scene in his little <a href="https://www.theverge.com/2017/11/17/16669024/tesla-roadster-2017-fastest-car-world">Tesla Roadster</a>, it seemed a matter of time before electricity rendered gas-powered sports cars obsolete.&nbsp;</p>

<p class="has-text-align-none">It hasn’t worked out that way. Automakers have struggled to bring purely electric two-seaters to market. The ones that managed to emerge have been flatly rejected by consumers. Porsche has walked back plans for an all-electric lineup of Boxster and Cayman models, seemingly spooked by technical hurdles and tepid response from its fanatical customers. Lamborghini last week scrapped plans for its first all-electric model, with the CEO saying the brand’s customers have almost “zero interest” in a car without a gas engine.&nbsp;</p>

<p class="has-text-align-none">And yet, the Corvette ZR1X hybrid —&nbsp;surreal, spectacular, and a screaming bargain versus rivals —&nbsp;demonstrates how electrification is revolutionizing the highest ranks of performance, just not in the way people expected. That includes Formula 1 racing, where 50 percent of power this season comes from hybrid electricity. Among supercars and hypercars especially, if you don’t have a hybrid boost, you can no longer compete.</p>

<p class="has-text-align-none">My test of the ZR1X, at Sonoma Raceway and on roads in Napa Valley, underscores the inevitability of that electric helping hand. Read these numbers, and feel free to weep: 1,250 hybrid horsepower, up from 1,064 in the gasoline-only ZR1. A 0–60mph moonshot in 1.67 seconds, nose-to-nose with a <a href="https://www.theverge.com/2024/8/17/24222466/rimacs-nevera-r-fastest-ev-supercar">$2.5 million Rimac Nevera R EV</a>, and quicker than any Tesla or Lucid.&nbsp;</p>

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<p class="has-text-align-none">A storming lap of Germany’s benchmark Nürburgring circuit took 6 minutes, 49 seconds and change. That set a new American production-car record, beat the Rimac by 16 seconds, and just nipped Porsche’s track-specialist 911 GT3 RS. It also handily beat <a href="https://www.theverge.com/2024/2/26/24083439/chinese-automaker-byd-has-revealed-its-first-all-electric-supercar">the Yangwang U9 extreme</a>, the 3,000-horsepower, roughly $235,000 Chinese EV that’s more a prototype than a legitimate “production car,” since no more than 30 will ever be built. That Yangwang clocked an impressive 6 minute, 59-second lap, the first EV in history to run below seven minutes at the ’ring.&nbsp;</p>

<p class="has-text-align-none">Yet here’s where the Corvette’s 73 years of racing, cultural, and engineering history comes in, including nine production-class wins at the 24 Hours of Le Mans since 2020: The ZR1X, with less than half the horsepower of the Yangwang, whipped the world’s fastest EV by 10 full seconds, an eternity by track standards. And the Corvette’s own speedy engineers —&nbsp;including chassis engineer Drew Cattell, who I find myself chasing around Sonoma Raceway —&nbsp;have been the ones barnstorming the ZR1X to track records across North America and Europe, versus the usual pro-racing ringers hired by other automakers.</p>

<p class="has-text-align-none">While top speeds are more about bragging rights than real-world scenarios, the Corvette’s 233mph peak also tops any number of hybrid hypercars, whether the forthcoming $3.7 million, 1,184hp Ferrari F80 or a $2.1 million, 1,258hp McLaren W1. Even the <a href="https://www.theverge.com/2024/8/19/24223478/lamborghini-temerario-supercar-plugin-hybrid-ev-specs">Lamborghini Temerario hybrid</a> I recently drove in Italy, with its vivid 10,000rpm V8, topped $500,000 with options. And where many Faberge-rare models require both wealth and insider connections to acquire, this one comes straight from your neighborhood Chevy dealer, for $207,395 to start or $10,000 more for a ZR1X convertible.</p>

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<p class="has-text-align-none">Sure, a lot of money for a Corvette, but a sweet deal compared to the usual billionaire’s brigade. For barely half that price, a <a href="https://www.theverge.com/23554163/chevy-corvette-e-ray-hybrid-awd-price-specs-photos">Corvette E-Ray hybrid</a> starts from $110,195, with an ample 655 horsepower. A standard Corvette C8 coupe with 495 horsepower starts from $71,995. But some people will always want the top-shelf model in performance or exclusivity.</p>

<p class="has-text-align-none">On the devilish road course at Sonoma Raceway, the ZR1X’s power and g-forces threatened to rearrange my molecular structure. If the performance seemed a bit unreal, I have proof: a memory card from the Corvette’s ingenious Performance Data Recorder filled with video, lap times, and other telemetry data that I can analyze to improve my times.</p>

<figure class="wp-block-pullquote"><blockquote><p>On the devilish road course at Sonoma Raceway, the ZR1X’s power and g-forces threatened to rearrange my molecular structure</p></blockquote></figure>

<p class="has-text-align-none">The ZR1X adopts the 5.5-liter engine from the non-hybrid ZR1, mated to an eight-speed, dual-clutch automated gearbox with shapely carbon-fiber paddle shifters. This “Gemini” V8 is peak ICE, with its Ferrari-esque flat crankshaft, titanium connecting rods, 1,064 horsepower, and a howling 8,000-rpm redline. The&nbsp;hand-built, twin-turbocharged engine sits behind my helmeted noggin and spine-protecting HANS device. That racing V8 is displayed below a vented, transparent panel that pays homage to the fabled split-window Sting Ray of 1963.</p>

<p class="has-text-align-none">Up front, a beefed-up electric motor provides supplementary squirts of up to 186 horsepower and 145 pound-feet of torque, a gain of 26 horses and 20 pound-feet from the E-Ray. As in the E-Ray, there’s no physical connection between gasoline and electric power sources. Instead, software and sensors monitor vehicle parameters and driver inputs. They conduct and coordinate power and traction between fossil-fueled rear wheels and the independent front axle, in tandem with the Corvette’s brilliant electronic limited-slip differential.&nbsp;</p>

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<p class="has-text-align-none">The other party trick is torque-vectoring controls that help the Corvette dig out of Sonoma’s corners with near-indescribable pace and control that no rear-wheel-drive car— <a href="https://www.theverge.com/cars/676708/chevrolet-corvette-zr1-first-drive-track-ztk-trim">including the standard ZR1</a> — could match. I’m not constantly trying to square off corners as with the ZR1 I drove at Circuit of the Americas in Austin, hurrying to unwind the steering wheel so I could lay down that monstrous power. It’s the ZR1X that ends up feeling more balanced and fluid in corners.&nbsp;&nbsp;</p>

<p class="has-text-align-none">Even the Corvette’s hot-shoe engineers have been debating which car is “best”: the rear-drive ZR1 or AWD hybrid ZR1X? But they remind us that driver confidence is a critical part of the speed equation. If you’re spooked, you’re not going fast.&nbsp;</p>

<p class="has-text-align-none">“There’s a tameness to the ZR1X, but in a good way,” says Aaron Link, Chevy’s global performance manager. “You can go just as fast without being on the ragged edge and white-knuckling it everywhere.”&nbsp;&nbsp;</p>

<p class="has-text-align-none">The motor can provide nitrous-like shots of electricity at speeds up to 160mph, versus 150mph in the E-Ray. The heightened cutoff speed burnishes drag-racing bona fides, since the ZR1X can dash to nearly 160mph in the space of a quarter mile. Automated launch control allows drivers to adjust both engine speed and the amount of wheel slip to maximize thrust.</p>

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<p class="has-text-align-none">On a prepped, sticky dragstrip surface adjacent to Sonoma’s road course, I engage the Corvette’s burnout mode, emitting clouds of rubber as I approach the start line to clean schmutz from fat Michelin tires. I manage a quarter mile in 9.1 seconds. Not bad. But in Michigan, Corvette engineers clocked a quarter mile in a ludicrous 8.65 seconds at 159.5mph.</p>

<p class="has-text-align-none">A lithium-ion battery pack provides the juice, mounted low and centrally along the car’s rigid aluminum spine. At the track, a fascinating full-size cutaway model reveals the battery packaged within the center console, and other technical goodies. The petite pack has a capacity of 1.9 kilowatts, with useable energy of about 1.6 kilowatt-hours, up 25 percent versus the E-Ray. Eighteen radiators keep track temperatures in check.&nbsp;</p>

<p class="has-text-align-none">Like a standard Toyota Prius, there’s no plug required. But the goal here is exhilaration, not efficiency or electric-only driving. The battery and motor are designed for one job: to slurp up massive quantities of regenerative braking juice, then spit it back out in 188-horsepower jolts.&nbsp;</p>

<p class="has-text-align-none">Kinetic-energy returns are even more generous on racetracks, where brakes get a bootcamp-level workout. Beyond that electric assist, gargantuan physical brakes — the largest ever fitted to a GM car, with bespoke 10-piston calipers and carbon-ceramic rotors — haul the ZR1X down from epic speeds. The Corvette can achieve 1.9 g’s of neck-twisting deceleration from 180 to 120mph.</p>

<p class="has-text-align-none">Even with its 495-horsepower V8, a standard Corvette can approach 30mpg on a mellow highway cruise. The ZR1X, on a drive through the green-velvet hills of Napa Valley, shows me 11mpg in spirited driving, with a 15.5mpg average over the car’s last 1,800 miles. But who’s counting? On track, you’re looking at closer to 4mpg, with the Corvette able to consume two gallons of fuel per minute under full throttle. (The ZR1X could really use a bigger fuel tank).&nbsp;</p>

<p class="has-text-align-none">On public roads, you can’t knock the rapid-response battery below roughly 50 percent of charge, no matter how aggressively you drive. Press a “Charge +” button on the steering wheel — part of a smartly upgraded interior found on all 2026 Corvettes — and the ZR1X quickly replenishes its battery over just a few miles of normal cruising.&nbsp;</p>

<p class="has-text-align-none">A range of specialized energy strategies squeezes the most out of the hybrid tech. An Endurance mode monitors and adjusts energy storage to ensure those electrified front wheels can deliver consistent power and AWD handling over a full tank of fuel; you wouldn’t want to run out of either during a track lap, or in the middle of a tricky corner. A Qualifying mode elicits a full-bore, tag-team assault of fossil and electric fuel for the fastest possible time over a single lap.&nbsp;</p>

<figure class="wp-block-pullquote"><blockquote><p>“There’s a tameness to the ZR1X, but in a good way.”</p><cite>Aaron Link, Chevy’s global performance manager</cite></blockquote></figure>

<p class="has-text-align-none">That handsome interior now features three high-resolution screens, including a new display wedged to the left of the hex-shaped, carbon-fiber-rimmed steering wheel. The previous “waterfall” of switches between driver and passenger, the C8 Corvette’s most try-hard feature, is replaced by a carbon-fiber grab handle that terrified shotgun passengers will appreciate. The left-hand touchscreen offers intuitive access to launch control, performance readouts, and the sophisticated Performance Traction Management (PTM) system. That’s essentially a gamified setup that adjusts stability and safety oversight based on a driver’s relative level of skill and daring. The system toggles through Wet, Dry, Sport, Race 1, Race 2, and a new PTM Pro mode that promises the purest, most unmediated experience. PTM Pro disables all stability and traction controls, but maintains brake-based energy recovery, electric torque-vectoring, and automatic applications of inside front brakes to maximize corner-exit traction.&nbsp;</p>

<p class="has-text-align-none">Aerodynamics and cooling play a huge role in speed and stamina, from those 18 heat exchangers to scoops, vents, and skyscraping rear wing. That wing, part of an optional ZTK Performance Package, can generate 1,200 pounds of downforce at top speed to keep the ’vette planted to the pavement.&nbsp;</p>

<p class="has-text-align-none">And while I’ve never been a fan of red Corvettes, I’d make an exception for the red mist paint, a knockout shade that’s more Sonoma pinot noir, less fire-engine red.&nbsp;&nbsp;</p>

<p class="has-text-align-none">Even beyond the fantasy-car set, drivers of more attainable sports cars have shown precious little interest in EVs. Ask a typical Mazda Miata driver if he would trade that underpowered yet joyful roadster for a “faster” Tesla. Prepare for an earful. EV acolytes tend to wave away or even gaslight the issues, but sports car enthusiasts know they’re real: Hefty EV batteries and overstuffed curb weights hamper agility. Small, low-slung sports cars don’t have great places to fit batteries, forcing a tradeoff between reasonable range and agility. Then there’s the absence of analog sound and/or physical sensations, which has led EV makers to simulate engine sounds and now even “fake” gear changes.&nbsp;</p>

<p class="has-text-align-none">EV batteries and systems that quickly run out of juice during spirited driving — or overheat and give up entirely after a handful of laps — are another engineering challenge. Those challenges will be steadily overcome, but we’re not fully there yet. Instead, performance hybrids, from these Corvettes to the latest Porsche 911, Lamborghini Temerario, and Ferrari 296 GTB, are beginning to win over even electric skeptics. These models can romp all day on racetracks or in lonely canyons, replenish fuel tanks in two to three minutes, and keep on going.&nbsp;</p>

<p class="has-text-align-none">For the ZR1X, the final electric edge is an F1-style push-to-pass button that combines every joule and kilowatt into a screaming ball of power. That electric joy buzzer will come in handy if certain competitors pull up at a stoplight or an adjacent lane. When those snootier supercars finally catch up, ZR1 owners can deliver a coup de grace: Just tell them what you paid.&nbsp;</p>

<p class="has-text-align-none"><em>Photography by Chevrolet</em></p>
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									</content>
			
					</entry>
			<entry>
			
			<author>
				<name>Lawrence Ulrich</name>
			</author>
			
			<title type="html"><![CDATA[Stellantis is in a crisis of its own making]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/transportation/881987/stellantis-crisis-ev-loss-sales-regulations" />
			<id>https://www.theverge.com/?p=881987</id>
			<updated>2026-03-03T12:01:17-05:00</updated>
			<published>2026-02-21T08:00:00-05:00</published>
			<category scheme="https://www.theverge.com" term="Cars" /><category scheme="https://www.theverge.com" term="Electric Cars" /><category scheme="https://www.theverge.com" term="Report" /><category scheme="https://www.theverge.com" term="Transportation" />
							<summary type="html"><![CDATA[Demand for EVs has gone glacial, and one automaker after another is running aground: General Motors threw $7.6 billion overboard. Ford washed $19.5 billion off its books. Leave it to Stellantis to face the most titanic charge yet, a $26.5 billion bill for its own misplaced bet on EVs.&#160; The Jeep, Dodge, and Chrysler parent [&#8230;]]]></summary>
			
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<img alt="" data-caption="Antonio Filosa attends the presentation of the new Fiat 500 Hybrid at the Stellantis FIAT Mirafiori plant in Turin, Italy, in November of 2025. | Elisa Marchina/NurPhoto via Getty Images" data-portal-copyright="Elisa Marchina/NurPhoto via Getty Images" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/02/gettyimages-2247870135.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
	<figcaption>
	Antonio Filosa attends the presentation of the new Fiat 500 Hybrid at the Stellantis FIAT Mirafiori plant in Turin, Italy, in November of 2025. | Elisa Marchina/NurPhoto via Getty Images	</figcaption>
</figure>
<p class="has-text-align-none">Demand for EVs has gone glacial, and one automaker after another is running aground: <a href="https://www.theverge.com/transportation/859574/gm-takes-a-6-billion-hit-on-evs">General Motors</a> threw $7.6 billion overboard. <a href="https://www.theverge.com/news/844813/ford-hybrid-erev-f150-energy-storage-jobs">Ford</a> washed $19.5 billion off its books. Leave it to <a href="https://www.theverge.com/transportation/874759/stellantis-takes-a-26-billion-hit-on-evs">Stellantis</a> to face the most titanic charge yet, a $26.5 billion bill for its own misplaced bet on EVs.&nbsp;</p>

<p class="has-text-align-none">The Jeep, Dodge, and Chrysler parent company hasn’t said how much of that unfathomable sum is explicitly due to EV losses, as the write-down wiped away about 25 percent of the company’s stock value overnight. Every automaker faces the same cooling EV demand and whipsawing political climate, yet Stellantis appears the most exposed, due in part to longstanding failures to keep up with evolving tech or consumer tastes. Don’t forget quality. An additional $16.7 billion charge for <a href="https://www.bloomberg.com/opinion/articles/2026-02-17/jeep-owner-stellantis-has-a-17-billion-problem-on-warranties">warranty and recall claims</a>, including <a href="https://www.reuters.com/business/stellantis-recalls-over-320000-us-vehicles-over-battery-fire-risk-says-nhtsa-2025-11-04/">a recall of 320,000 Jeep 4xe plug-in hybrids</a> for battery-fire risks, adds insult to financial injury. </p>

<p class="has-text-align-none">The names may change — Stellantis, Fiat Chrysler, DaimlerChrysler, Chrysler Corp. — but the company stays frustratingly familiar. It’s the slightly off-key sister in the Motown trio. It’s an automaker enamored of the quick fix, the low-hanging fruit.&nbsp;</p>

<p class="has-text-align-none">In America, that low-hanging fruit tends to come in bunches of eight, with Hemi V8s below the hood of a thirsty pickup, SUV, or muscle car. Now it’s déjà vu all over again. Stellantis plans to ship 100,000 Hemi engines from its Saltillo, Mexico, factory in 2026, tripling output to power Ram 1500 pickups, Jeep Wranglers, and other models. For now, the demand appears there, and executives intend to give the people what they want.</p>

<p class="has-text-align-none">During an analysts’ call last year, Stellantis CEO Antonio Filosa said the so-called Big Beautiful Bill — making sure to give President Trump credit — allows the company &#8220;more flexibility in choosing… a mix between ICE and electric versions that we sell. And this will mean, to us, a lot of additional profit.” </p>
<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2026/02/gettyimages-2259855953.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" alt="" title="" data-has-syndication-rights="1" data-caption="&lt;em&gt;A driver from Stellantis takes a journalist on a drive in a 2026 Jeep Gladiator Rubicon during the 2026 Chicago Auto Show Media Preview at McCormick Place in Chicago in February of 2026. &lt;/em&gt; | Photo by Joel Lerner/Xinhua via Getty Images" data-portal-copyright="Photo by Joel Lerner/Xinhua via Getty Images" />
<h2 class="wp-block-heading"><strong>After a bad EV bet, automakers hope for an ICE winning streak</strong></h2>

<p class="has-text-align-none">It’s hard to blame automakers for wanting to make back these brutal EV losses. Like GM, Ford, or Toyota, Stellantis is forecasting a financial windfall from the Trump administration’s blank check on pollution and mileage rules. But the pendulum will inevitably swing, and if this automaker doesn’t invest in affordable passenger cars and tech, it’s going to get its head lopped off. </p>

<p class="has-text-align-none">Certainly, Stellantis’ EVs weren’t getting it done in America. The hunky <a href="https://www.theverge.com/2024/3/5/24087633/dodge-charger-daytona-ev-specs-photos-muscle">Dodge Charger Daytona</a> was a valiant-but-failed attempt at updating Mopar muscle for an electric age. Dodge was forced to add a gasoline version. <a href="https://www.thedrive.com/news/2025-jeep-wagoneer-s-review-unfortunately-unfinished">A half-baked</a> <a href="https://www.theverge.com/2024/5/30/24166498/jeep-wagoneer-s-ev-price-photos-specs-range">Jeep Wagoneer S EV</a>, at more than $70,000 with options, fell flat in showrooms. The 2026 Jeep Recon is the company’s next shot at luring Tesla Model Y buyers, though the Mexico-built SUV will also start from $67,000, and with no $7,500 consumer tax credit to soften the blow.&nbsp;</p>

<figure class="wp-block-pullquote"><blockquote><p>The names may change — Stellantis, Fiat Chrysler, DaimlerChrysler, Chrysler Corp. — but the company stays frustratingly familiar</p></blockquote></figure>

<p class="has-text-align-none">Those models aren’t what the Trump administration has in mind to “assist” the industry, as it <a href="https://www.theverge.com/news/837575/trump-rollback-fuel-economy-standards">locks fuel-economy and emissions rules</a> into a time machine, seemingly bound for the Eisenhower administration. A yearlong spree against regulations culminated with <a href="https://www.theverge.com/science/877371/trump-carbon-pollution-endangerment-finding-repeal-climate-change">last week’s killing of the “endangerment finding,”</a> the historic ruling that required the Environmental Protection Agency to regulate greenhouse gases as a threat to public health and safety. </p>

<p class="has-text-align-none">Automakers will no longer face fines for failing to meet tailpipe pollution or fuel-economy standards. They will no longer be required to buy pricey climate credits from the likes of Tesla, or spend billions developing EVs that weren’t boosting the bottom line.</p>

<p class="has-text-align-none">In the face of such regulatory monkey business, the Detroit Three are naturally tempted to play see no evil, hear no evil. Automakers are free to make whatever cars they like, at least until the next sheriff rides into Washington. &#8220;Choice&#8221; is their new mantra. Unsurprisingly, their choice is to make hay and haul it in fossil-fueled SUVs and pickup trucks that generate virtually all its profits. </p>

<p class="has-text-align-none">Washington insists this is all about making cars more affordable. That includes a vindictive axing of fuel-saving stop/start technology, which the EPA calculated was trimming owners’ gasoline bills between 7.3 and 26.4 percent. (Wait, doesn’t gasoline cost money?) And it’s precisely those feature-stuffed trucks and SUVs that drove the price of the average new car past $50,000 in the first place. Today’s cheap gasoline also encourages automakers to party now and pay later. Longer memories will recall the old Chrysler getting caught with its pants down whenever fuel prices spiked, its showrooms overflowing with unsold, guzzling trucks. Churlish types may even recall Chrysler’s 2009 bankruptcy and subsequent federal bailout.&nbsp;</p>

<h2 class="wp-block-heading"><strong>Still Top-Heavy with Trucks</strong></h2>

<p class="has-text-align-none">Like its automaking peers, Stellantis insists it won’t walk away from EVs. But it remains more reliant on trucks and SUVs than any rival. Stellantis would at least try to own its area of expertise. Yet sales of its bread-and-butter Ram pickup, after briefly nosing past the mighty Ford F-150, have fallen off a cliff. Sure, some of that drop came from Ram’s controversial decision to drop a V-8 in favor of a more-efficient “Hurricane” inline V-6. But it’s more related to the botched rollout of a redesigned 2025 Ram, with production bottlenecks, quality glitches, and the elimination of an affordable “Classic” model in favor of moneymakers like the $87,000 Tungsten edition.&nbsp;</p>

<p class="has-text-align-none">Try this for market malpractice: Prior to the launch of the 2026 Jeep Cherokee, a critical hybrid SUV that revives a storied Jeep nameplate, Stellantis didn’t even have a straight-up rival for the Toyota RAV4, Honda CR-V, or other wildly popular compact SUVs. (The Jeep Compass is much smaller and not up for that fight). </p>

<p class="has-text-align-none">“That’s really where the market is, and the Koreans and Japanese are all over those segments,” says Tom Libby, director of industry analysis for S&amp;P Global Mobility.&nbsp;</p>

<figure class="wp-block-pullquote"><blockquote><p>Like its automaking peers, Stellantis insists it won’t walk away from EVs. But it remains more reliant on trucks and SUVs than any rival</p></blockquote></figure>

<p class="has-text-align-none">Compact SUVs are one of 33 market segments, by S&amp;P’s count, yet those models account for 21 percent of all US sales. Stellantis, in effect, “was only competing in four-fifths of the market,” Libby says.   </p>

<p class="has-text-align-none">A revolving door of management hasn’t helped. Filosa is the latest CEO following the abrupt resignation of Carlos Tavares in December 2024, with Tavares facing pressure from all sides. Dealers, suppliers, the UAW, key shareholders, and the managing board were in near-revolt over slumping sales and Tavares’ relentless cost-cutting. Like a perpetually rebuilding sports franchise, each new company chief arrives with high hopes and fresh strategies, then gets replaced before he or she can see it through.</p>

<p class="has-text-align-none">“You can’t keep changing course and expect things to improve,” Libby says.&nbsp;</p>

<p class="has-text-align-none">In Europe, Stellantis’ Peugeot and Citroen brands were doing solid EV sales. Now the EU is <a href="https://www.theverge.com/transportation/820398/eu-gas-car-ban-2035-weaken-climate">watering down an EV mandate for 2035</a>. So Stellantis plans to resurrect diesel engines in at least seven European models. Some analysts see this as smart business, with Chinese automakers having no diesels to sell. But this is also Stellantis at its blast-from-the-past best. In Europe, diesels have fallen from more than half the market in 2015 to 7.7 percent today. EVs are at nearly 20 percent and rising fast, driven by the arrival of Chinese models from BYD and others.&nbsp;</p>
<img src="https://platform.theverge.com/wp-content/uploads/sites/2/chorus/uploads/chorus_asset/file/24338651/CN023_034RM.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" alt="Ram 1500 Revolution concept truck" title="Ram 1500 Revolution concept truck" data-has-syndication-rights="1" data-caption="" data-portal-copyright="Image: Stellantis" />
<h2 class="wp-block-heading"><strong>Too Many Brands, Not Enough Stars</strong></h2>

<p class="has-text-align-none">Notoriously, Stellantis has too many underperforming brands, with 14 core outfits including a superfluous Lancia, Vauxhall, and DS in Europe. (I’ll leave Maserati off that list, hoping this once-glorious brand can survive). By this point, a boss-baby CEO would realize he has too many toys to play with. Yet each new chief  has resisted making tough calls on which brands to cut loose. As brands such as Chrysler wither, executives publicly proclaim their love and commitment, only to neglect them. </p>

<p class="has-text-align-none">Attempts to reestablish Fiat and Alfa Romeo in America were noble, especially for enthusiasts who crave some la dolce vita<em> </em>in their cars. But Alfa Romeo sold 5,600 cars here last year and a paltry 1,300 for Fiat. Sorry, but the experiment has failed. And despite having seven brands in America, none is the kind of mainstream anchor provided by GM’s Chevrolet, Ford, Toyota, or Honda.</p>

<p class="has-text-align-none">Yet for all that, Stellantis doesn’t have a mainstream domestic car brand to take on Toyota, Honda, or Hyundai. It doesn’t have a high-margin luxury brand akin to Cadillac, whose thriving EV sales (prior to the kibosh on consumer credits) saw it pass a stumbling Audi in the US luxury ranks. </p>

<figure class="wp-block-pullquote"><blockquote><p>“You can’t keep changing course and expect things to improve.”</p><cite>Tom Libby, director of industry analysis for S&amp;P Global Mobility</cite></blockquote></figure>

<p class="has-text-align-none">Things hit bottom in August, when Stellantis’ share of the US retail market reached a record-low 5.4-percent, according to S&amp;P Global. The company has begun to turn things around, with retail share rising to 6.3 percent in November. But after shedding market share to Toyota or Honda for decades, the company is now losing it to Hyundai and Kia, whose sales have exploded. Not coincidentally, those Korean brands have invested in full lineups that encompass affordable sedans, SUVs, and smartly designed EVs. </p>

<p class="has-text-align-none">One ominous number illustrates the depth of the problem. Stellantis’ percentage of repeat customers, which S&amp;P calls its manufacturer loyalty measure, sunk to around 41 percent in August, before recovering to 47 percent for the fourth quarter. In other words, fewer than half of current owners are buying another Stellantis model, and that’s with seven brands to choose from. Among automakers that offer at least two brands here, only Volkswagen was lower at 44 percent.</p>

<p class="has-text-align-none">At GM, a healthy 66 percent of owners end up buying another GM model, followed by Toyota and Ford at a respective 64 and 61 percent. That loyalty has become a critical indicator of long-term success, as a growing number of automakers fight over a limited (or shrinking) pie of new-car buyers. The winners are those who can steal customers from rivals, win over younger generations, and ideally keep them for life. </p>

<h2 class="wp-block-heading"><strong>Can Stellantis Turn Things Around?&nbsp;</strong></h2>

<p class="has-text-align-none">The frustrating part is that Stellantis, when it’s on its game, can deliver compelling cars and trucks, full of charm and personality.&nbsp;</p>

<p class="has-text-align-none">The plush-and-powerful Ram. The Jeep Wrangler, which experienced a massive sales renaissance as Americans rediscovered the joys of authentic off-roaders. The Dodge Challenger and its Hellcat and Demon offshoots. The overlooked Maserati GranTurismo Folgore, a sweet-driving, 202-mph electric indulgence that makes a Lucid look like a Hertz rental. </p>

<p class="has-text-align-none">Stellantis has little choice but to lean into its traditional customer base for now. But Stellantis must keep investing in electrification and other advanced tech, before the winds change again. Chinese EVs already have a foothold in Europe and a coming toehold in Canada and will inevitably blow into America as well. </p>

<p class="has-text-align-none">The Ram 1500 REV pickup, serially delayed, remains an intriguing tech play. This type of “extended range electric vehicle,” or EREV, uses an ICE engine solely to generate electricity for a battery, which then efficiently powers the wheels. With much longer electric ranges than today’s plug-in hybrids, and the ability to fill a gas tank when needed, EREVs could prove popular with Americans who are leery over EV range or long charging times. Ram says the REV can cover 145 miles on plug-in electricity alone, with 690 miles of total range.&nbsp;</p>

<p class="has-text-align-none">Filosa intends to revitalize a near-dormant Chrysler brand, including an actual sedan (possibly electric) based on the Halcyon concept, and perhaps a sporty small car priced below $30,000. The company is also readying a demo fleet of Charger Daytonas, powered by semi-solid-state batteries — from the Massachusetts-based Factorial Energy — that helped a lightly modified Mercedes EQS sedan cover 749 miles from Stuttgart to Sweden, with 85 miles of range to spare.&nbsp;</p>

<p class="has-text-align-none">If Stellantis can get in on the ground floor of crazy-ranging, rapid-charging solid-state batteries, it and other homegrown automakers could leapfrog the best lithium-ion technology in all of China. Stellantis would be viewed as a tech leader, not a follower. Show them 500 miles of range and a 15-minute charge, and EV fans might consider a Dodge, Chrysler, or Ram for the first time in their lives. Don’t laugh. Remember how Tesla was going to drive every legacy automaker out of business? The clock may be ticking on Stellantis, but it’s not too late to change. </p>
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									</content>
			
					</entry>
			<entry>
			
			<author>
				<name>Lawrence Ulrich</name>
			</author>
			
			<title type="html"><![CDATA[The lab where GM is cooking up new EV batteries to beat China]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/transportation/801780/gm-ev-battery-lab-lmr-range-cost" />
			<id>https://www.theverge.com/?p=801780</id>
			<updated>2025-10-20T09:43:00-04:00</updated>
			<published>2025-10-18T07:00:00-04:00</published>
			<category scheme="https://www.theverge.com" term="Electric Cars" /><category scheme="https://www.theverge.com" term="GM" /><category scheme="https://www.theverge.com" term="Transportation" />
							<summary type="html"><![CDATA[Inside General Motors’ fast-growing battery labs in suburban Detroit, scientists and engineers are analyzing stresses on lithium-ion cells: desert heat, arctic cold, jungle humidity, enough charging and discharging for a half-dozen Frankenstein reboots.&#160; For The Verge’s exclusive tour of these secretive labs, I watch researchers peer at cell chemistries down to the atomistic level, using [&#8230;]]]></summary>
			
							<content type="html">
											<![CDATA[

						
<figure>

<img alt="image of an EV battery" data-caption="Battery development in the GM Wallace Battery Cell Innovation Center. | Image: Steve Fecht / General Motors" data-portal-copyright="Image: Steve Fecht / General Motors" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/10/GMBatteries01-1.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
	<figcaption>
	Battery development in the GM Wallace Battery Cell Innovation Center. | Image: Steve Fecht / General Motors	</figcaption>
</figure>
<p class="has-text-align-none">Inside General Motors’ fast-growing battery labs in suburban Detroit, scientists and engineers are analyzing stresses on lithium-ion cells: desert heat, arctic cold, jungle humidity, enough charging and discharging for a half-dozen Frankenstein reboots.&nbsp;</p>

<p class="has-text-align-none">For <em>The Verge</em>’s exclusive tour of these secretive labs, I watch researchers peer at cell chemistries down to the atomistic level, using electron microscopes. Others work at a larger scale, all the way up to the Megashaker. Inside a cavernous hall, an enormous sliding test chamber envelops one of GM’s double-stacked, 205-kilowatt-hour battery packs — the type that powers hulking models like <a href="https://www.theverge.com/2023/8/9/23822742/cadillac-escalade-iq-ev-reveal">the Cadillac Escalade IQ</a>.</p>

<p class="has-text-align-none">The 2,900-pound pack is suspended in midair from a ceiling-mounted crane, bolted to a surrounding structure to mimic its connection to a moving vehicle. Like a lithium-soaked smoothie, the battery is hydraulically shaken in the atmospherically controlled chamber, simulating anything from potholes to low-speed collisions. With dozens of test chambers for individual cells, modules, or entire packs, GM can simulate 10 years and 250,000 miles of real-world battery use and abuse in about six months.</p>

<figure class="wp-block-pullquote"><blockquote><p>GM can simulate 10 years and 250,000 miles of real-world battery use and abuse in about six months</p></blockquote></figure>

<p class="has-text-align-none">That real world has become especially abusive to EVs. Some consumers have grown ambivalent, in part due to stubbornly high prices. <a href="https://www.theverge.com/news/789136/ev-fuel-costs-poll-greenhouse-gas-endangerment-repeal">Pollution and fuel-economy rules</a> face an anachronistic rollback, encouraging automakers to lean into fossil-fueled cars. In the latest indignity, the $7,500 federal clean-car credits, beloved by EV buyers and a wellspring of sales for GM and other automakers, <a href="https://www.theverge.com/transportation/787281/ev-tax-credit-sales-lease-trump-climate">have been choked off by the Trump administration</a>. All that took a $1.6 billion toll on GM’s bottom line this week, in the form of a writedown on third-quarter earnings.&nbsp;</p>

<p class="has-text-align-none">GM directly attributed that $1.6 billion loss to the Trump administration eliminating credits and loosening emissions rules. The dirty ripples from those moves will surely be more polluting internal combustion engine (ICE) cars on the roads, and fewer EVs, as GM and other automakers scale back production to match lowered expectations for consumer demand. For all their sleek new models and multibillion-dollar investments, GM and other automakers continue to lose money on the electric side of the business. And this was <em>before </em>all<em> </em>these new headwinds began to blow.&nbsp;</p>

<p class="has-text-align-none">GM must somehow withstand these industry shake-ups and stresses. But even as it plays defense by shoring up its ICE business, GM plans to keep on the EV offensive. Inside its sprawling Technical Center, the classic midcentury campus designed by Eero Saarinen, GM brings a 21st-century weapon to light: lithium manganese rich batteries, or LMR.</p>
<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/10/Shaker-Table.png?quality=90&#038;strip=all&#038;crop=0,0,100,100" alt="" title="" data-has-syndication-rights="1" data-caption="&lt;em&gt;The Megashaker, which tests EV battery durability.&lt;/em&gt; | Image: GM" data-portal-copyright="Image: GM" />
<h2 class="wp-block-heading">Is <strong>LMR the real deal</strong>?</h2>

<p class="has-text-align-none">Some analysts and investors keep saying Detroit has little chance of competing with China on the global EV stage. GM executives and engineers beg to differ, even as the Trump administration kneecaps the top-down energy and manufacturing policies and government supports that China used to go from automotive also-ran to a dominant force in EVs and batteries.&nbsp;&nbsp;</p>

<p class="has-text-align-none">GM says its affordable, more sustainable LMR batteries will decisively outperform China’s best lithium iron phosphate (LFP) specimens — currently the world’s favored low-cost solution. The company’s new cells should deliver one-third more driving range than LFP, at virtually identical cost. All things equal, that’s the difference between an EV that can cover 300 miles and one that can keep going for 100 miles more. Indeed, GM promises better than 400 miles of EPA-rated range from their largest SUVs and pickups when these batteries arrive in 2028. They’ll also save GM at least $6,000 per battery pack, versus today’s pricey high-nickel cells. That’s nearly enough, by itself, to offset the loss of those $7,500 credits and bring EVs closer toward elusive price parity with gasoline models.</p>

<figure class="wp-block-pullquote"><blockquote><p>GM plans to keep on the EV offensive</p></blockquote></figure>

<p class="has-text-align-none">“This unlocks premium long-distance range at an affordable cost,” says Andy Oury, a lead GM battery engineer.&nbsp;</p>

<p class="has-text-align-none">Kurt Kelty, who helped transform the global industry as Tesla’s battery cell development chief, says these cells — unlike solid-state chemistries — aren’t the usual battery clickbait, promising on the page yet perennially stuck in the lab. Talking with more than a dozen battery executives, engineers, researchers, and scientists, their confidence was palpable: These batteries, they say, are tested, proven, and ready for mass production. GM is spending $900 million to build a pair of sprawling new battery centers here, on top of more than $5 billion already invested in US battery operations.&nbsp;&nbsp;</p>

<p class="has-text-align-none">Kelty, GM’s vice president of battery, propulsion and sustainability, has spent a lifetime in the field. He was at Panasonic in the early &#8217;90s when the company developed its first lithium-ion batteries for its camcorders. He spent 11 years guiding Tesla’s battery tech as roughly Employee No. 50 at Elon’s fledgling outfit, then worked on the anode side for Sila Nanotechnologies before coming to GM.  </p>

<p class="has-text-align-none">“I&#8217;ve kind of seen it all at this point,” Kelty tells me. “So when I say this a game-changer, well, I&#8217;ve seen a lot of technologies come and go. Or usually <em>not</em> come. They have an announcement, and then they disappear. That&#8217;s kind of the standard for the battery industry.”&nbsp;</p>

<p class="has-text-align-none">Where batteries tend to be about incremental improvement — a superior coating here, a better copper foil there — Kelty says these prismatic LMR cells represent a serious step change. One without the usual tradeoffs.</p>

<p class="has-text-align-none">“That’s why we’re excited about it,” he says. “You can typically get high energy but kill your cycle life, kill your cost, or whatever. But in this case, it’s a really balanced chemistry.”</p>

<p class="has-text-align-none">These batteries could stage an end-run around China in another way, relying more on a US-based supply chain that’s just getting off the ground. Asked about China’s current dominance, Kelty says GM knows what it’s up against. In a bitter irony for American innovation and manufacturing, that Nobel-winning LFP tech was developed right here at the University of Texas. But as American companies dithered, China helped itself to the patented technology and built itself an LFP empire.</p>

<p class="has-text-align-none">“They violated the IP for years and years, but they only sold within China, so it was never an issue,” Kelty says. “Now those patents have expired, so they don’t have any problems exporting [LFP].”&nbsp;</p>

<p class="has-text-align-none">“So you’ve got to keep in mind who your competitors are. And by using LMR, we can now actually exceed their LFP performance, but give it a similar cost.”&nbsp;</p>
<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/10/Wallace-exterior.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" alt="" title="" data-has-syndication-rights="1" data-caption="&lt;em&gt;A rendering of GM’s Wallace Battery Cell Innovation Center&lt;/em&gt;. | Image: GM" data-portal-copyright="Image: GM" />
<h2 class="wp-block-heading">A hot ticket in batteries</h2>

<p class="has-text-align-none">Oury says LMR has been around for a decade, but researchers couldn’t overcome issues with voltage that petered out over time. Accelerating its development five years ago, starting with coin-size cells, GM solved the durability issues and steadily worked its way up to a larger prismatic form factor —&nbsp;stacks of thin cells, roughly the size of a laptop case —&nbsp;that will go into vehicles.</p>

<p class="has-text-align-none">“We got the confidence to scale up to larger designs,” Oury says.</p>

<p class="has-text-align-none">Among North American automakers, GM placed early bets on building its own “high nickel” or “nickel rich” batteries. That NCM (for nickel-cobalt-manganese) chemistry is the most energy-dense and currently powers nearly every EV sold in America. The automaker initially struggled to build those pouch batteries at scale, bringing production of some EVs to a crawl. But now those bets are paying off, giving GM a potential edge against EV latecomers, including tariff-tossed import brands with no domestic EV or battery factories. GM is now producing more lithium-ion cells than any automaker in North America, in partnership with LG Energy Solution at plants in Ohio and Tennessee.&nbsp;</p>

<figure class="wp-block-pullquote"><blockquote><p><br><br>“So when I say this a game-changer, well, I&#8217;ve seen a lot of technologies come and go.”</p></blockquote></figure>

<p class="has-text-align-none">Kelty says GM can produce those cells at lower cost than any domestic rival. Based in part on teardowns of roughly two dozen competitors’ packs here, Kelty says GM isn’t yet the lowest-cost producer at the pack level — but will reach that milestone with its next-generation EVs. For one, prismatic LMR packs will require 50 percent fewer parts.</p>

<p class="has-text-align-none">High-nickel may be the long-distance champ, but it’s expensive, heavy on pricey nickel and cobalt.&nbsp;Cobalt is also ethically fraught, including sourcing from African mines where children perform hazardous work for meager wages. Those battery costs, roughly 30 percent of a typical vehicle’s cost, remain the number one factor in making EVs unaffordable for many Americans. It’s the reason Cadillac’s impressive Lyriq-V, the 615-horsepower SUV, starts at over $81,000. It’s why a Cadillac Escalade IQ costs $130,000, or a Chevy Silverado EV pickup starts at $75,000.&nbsp;</p>

<p class="has-text-align-none">China’s answer was those LFP batteries, which sparked that nation’s EV revolution, especially for small budget models that dominate that market. Safe and durable, those batteries replaced cobalt and nickel with cheap, plentiful iron and phosphate. <a href="https://www.theverge.com/2024/10/8/24265416/gm-ultium-ev-battery-platform-discontinued-lfp">GM</a>, <a href="https://www.theverge.com/2023/2/13/23597622/ford-ev-battery-factory-lfp-chemistry">Ford</a>, and <a href="https://www.stellantis.com/en/news/press-releases/2024/december/stellantis-and-calt-to-invest-up-to-4-1-billion-in-joint-venture-for-large-scale-lfp-battery-plant-in-spain">Stellantis</a> are among Western automakers now looking to build their own LFPs. The tradeoff is mediocre driving range and performance. The newest “Blade” LFP battery from China’s BYD delivers roughly 350 watt-hours per liter of volume. That compares with more than 600 watt-hours for GM’s high-nickel batteries, or Tesla’s 4680 cylindrical cells.&nbsp;</p>

<p class="has-text-align-none">LMR’s innovation finds a middle ground through a healthy dose of manganese, the abundant silver-gray transition metal. The cells sacrifice only modest range versus the most powerful high-nickel designs. But they could be vastly cheaper and whip LFP’s driving range or performance. Ford has announced its own breakthrough in LMR.&nbsp;</p>

<p class="has-text-align-none">In this chemistry competition, the action here is mainly in the cathode. That’s the positive battery electrode that generates electricity for a car or smartphone, and accepts electrons in a chemical reaction as the battery discharges.&nbsp;</p>

<p class="has-text-align-none">Today’s NCM batteries contain up to 85 percent nickel in those cathodes, 10 percent manganese, and 5 percent cobalt. LMR batteries flip that. Their cathodes contain up to 70 percent manganese, about 30 percent nickel, and 2 percent or less of cobalt.&nbsp;</p>

<p class="has-text-align-none">“Manganese is dirt cheap, so at a raw materials level, it gives you that benefit to start with,” says Kushal Narayanaswamy, GM’s director of advanced battery cell engineering.</p>

<div class="image-slider">
	<div class="image-slider">
		
<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/10/gbs-3.jpg?quality=90&#038;strip=all&#038;crop=0,16.470125786164,100,67.059748427673" alt="" title="" data-has-syndication-rights="1" data-caption="" data-portal-copyright="Image: GM" />

<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/10/gbs-4.jpg?quality=90&#038;strip=all&#038;crop=0,16.666666666667,100,66.666666666667" alt="" title="" data-has-syndication-rights="1" data-caption="&lt;p&gt;&lt;em&gt;A full-size prototype LMR battery cell at the General Motors Wallace Battery Cell Innovation Center.&lt;/em&gt;&lt;/p&gt; | Image: GM" data-portal-copyright="Image: GM" />

<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/10/gbs-5.jpg?quality=90&#038;strip=all&#038;crop=0.01953125,0,99.9609375,100" alt="" title="" data-has-syndication-rights="1" data-caption="&lt;em&gt;&lt;p&gt;General Motors battery technician focuses on aligning electrodes on an anode sample for a prototype LMR battery cell in the making.&lt;/p&gt;&lt;br&gt;&lt;/em&gt; | Image: GM" data-portal-copyright="Image: GM" />

<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/10/gbs.jpg?quality=90&#038;strip=all&#038;crop=0.01953125,0,99.9609375,100" alt="" title="" data-has-syndication-rights="1" data-caption="" data-portal-copyright="Image: GM" />
	</div>
</div>

<h2 class="wp-block-heading"><strong>GM in the house</strong></h2>

<p class="has-text-align-none">Cheaper materials are only a start. Analysts say some Chinese companies are bringing new cars or batteries to market in as little as two years. That unrivaled pace may be China’s biggest advantage, more than the technology onboard their EVs.<strong> </strong>GM says its in-house operations could cut the time it takes to bring new batteries to showrooms by a full year, at lower costs and with higher quality.&nbsp;</p>

<p class="has-text-align-none">I meet Narayanaswamy at the Wallace Battery Cell Innovation Center, a linchpin of GM’s DIY approach to batteries. It’s taking a page from the vertical integration that characterizes China’s BYD, the world’s largest maker of EVs <em>and </em>batteries. Here, GM is developing and testing its own chemistries —&nbsp;mixing black<strong> </strong>slurries, coating cathodes — without constant back and forth with outside suppliers that can slow projects to a crawl. The Wallace lab can now produce up to 100 cells a day, and has created 26 variants of LMR cells in three form factors. Next door, I see the Ancker-Johnson Battery Cell Development Center under construction. The 500,000-square-foot facility will house a small pilot assembly line for batteries, bridging the often daunting gap between labs and factory production.&nbsp;</p>

<p class="has-text-align-none">The automaker has cut testing time for new batteries by 60 percent. Digital twins and virtual modeling simulate hundreds of real-world scenarios —&nbsp;from condensation in battery packs to catastrophic collisions — before GM builds a single physical cell or pack. The company has simulated more than 1.4 million miles of driving. Radu Theyyunni, global director of virtual electrification and powertrain, says the company’s physics-based models have logged 150 million hours of compute time, to optimize LMR from the atomistic level to full packs. That’s the equivalent of a single, powerful CPU running nonstop for 171 years.</p>

<p class="has-text-align-none">An obvious question: If LMR is all that, why is GM messing around with LFP batteries at all, with plans for production in Tennessee? GM executives argue that LFP can still be the right fit for lower-cost, lower-range models. And LFP shows great potential for second-life uses in stationary energy storage.&nbsp;</p>

<h2 class="wp-block-heading"><strong>Forget the cavalry — it’s up to automakers and consumers</strong></h2>

<p class="has-text-align-none">With government credits gone kaput, GM has chosen to pick up those $7,500 tabs itself for now through subsidized lease deals, to keep EV sales from flatlining. That’s generous of GM, but another hit to its bottom line, on top of a tariff bill that could reach $5 billion by year end. Dealers are surely being asked to share the pain.</p>

<p class="has-text-align-none">I ask Kelty if the end of credits is like tearing off the Band-Aid: painful, but ultimately necessary. The credits were never meant to last forever. Now automakers have nowhere to hide, no subsidies, and no excuses. Analysts say the move may separate EV contenders from pretenders. Only automakers who can deliver affordable, compelling EVs, at a profit, will compete or perhaps survive, including against China on the global stage.</p>

<p class="has-text-align-none">“Would I prefer that had come later?” Kelty says of the precipitous end of credits. “Yes, I think we all would. But it forces us to go in the right direction. We&#8217;ve got to get our costs down.</p>

<p class="has-text-align-none">“We did this at Tesla as well, to ignore all the incentives out there. You’ve got to be able to stand on your own. And that’s the way we’re looking at it here at GM.”&nbsp;</p>

<p class="has-text-align-none">Kelty says EVs can already match ICE cars in total cost of ownership. But that hasn’t won over enough Americans who look at an EV and see only a higher monthly payment.</p>

<p class="has-text-align-none">“So once you get the sticker price to be similar, then it’s game over for ICE in most applications. Because it’s a better experience when you’re driving an EV.”&nbsp;</p>
						]]>
									</content>
			
					</entry>
			<entry>
			
			<author>
				<name>Lawrence Ulrich</name>
			</author>
			
			<title type="html"><![CDATA[The EV tax credit is dead — here’s what happens next]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/transportation/787281/ev-tax-credit-sales-lease-trump-climate" />
			<id>https://www.theverge.com/?p=787281</id>
			<updated>2025-09-29T16:27:47-04:00</updated>
			<published>2025-09-30T08:00:00-04:00</published>
			<category scheme="https://www.theverge.com" term="Cars" /><category scheme="https://www.theverge.com" term="Electric Cars" /><category scheme="https://www.theverge.com" term="Ford" /><category scheme="https://www.theverge.com" term="GM" /><category scheme="https://www.theverge.com" term="Policy" /><category scheme="https://www.theverge.com" term="Tesla" /><category scheme="https://www.theverge.com" term="Transportation" />
							<summary type="html"><![CDATA[For EVs, it’s Zero Hour. When the clock strikes midnight on Oct. 1, the $7,500 federal tax credit on EVs will expire, potentially turning affordable electric carriages into showroom pumpkins. Sales of electric cars are certain to dip. Real-world prices will rise. The only question is how much, and for how long, as President Donald [&#8230;]]]></summary>
			
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<img alt="image of an EV gauge on empty" data-caption="" data-portal-copyright="" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/09/257977_clock_run_out_on_EVs_CVirginia-.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
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<p class="has-text-align-none">For EVs, it’s Zero Hour. When the clock strikes midnight on Oct. 1, <a href="https://www.theverge.com/electric-cars/672911/ev-tax-credit-elimninate-house-republican-bill">the $7,500 federal tax credit on EVs will expire</a>, potentially turning affordable electric carriages into showroom pumpkins.</p>

<p class="has-text-align-none">Sales of electric cars are certain to dip. Real-world prices will rise. The only question is how much, and for how long, as President Donald Trump and his administration continue to go <a href="https://abcnews.go.com/Politics/fact-checking-trump-climate-change-general-assembly/story?id=125855451">scorched-earth over climate change</a> and kneecap support for electric cars and renewable energy.</p>

<p class="has-text-align-none">With one eye on the clock, consumers bought more new EVs in August 2025 than in any other month in US history: Sales reached 146,332 cars, up nearly 18 percent year over year, <a href="https://www.coxautoinc.com/insights-hub/ev-market-monitor-august-2025/?utm_source=newsletter&amp;utm_medium=email&amp;utm_campaign=newsletter_axiosfutureofmobility&amp;stream=top">according to Cox Automotive</a>. Nearly one in 10 new cars — 9.9 percent — was fully electric, another market milestone. Used EVs, good for credits of up to $4,000, set their own record with nearly 41,000 sales. </p>

<figure class="wp-block-pullquote"><blockquote><p>With one eye on the clock, consumers bought more new EVs in August 2025 than in any other month in US history</p></blockquote></figure>

<p class="has-text-align-none">Those sales came despite a stubbornly high price premium of $9,066 versus a typical internal combustion model, according to Cox. But that calculation doesn’t take credits into account, meaning $7,500 credits helped many buyers get closer to elusive “price parity” with gasoline models — precisely what credits were designed to do, to spark mainstream adoption and combat climate change. In July and August, between credits and fire-sale incentives, the average EV cost $44,908, or $600 <em>less</em> than the $45,521 paid for ICE models, according to J.D. Power.&nbsp;</p>

<p class="has-text-align-none">Now those clean-car credits that benefited buyers and automakers, first conceived in 1992 during the George H.W. Bush administration, are sailing off into the sunset. President Barack Obama switched an existing $7,500 credit to a point-of-sale rebate, with a goal of getting 1 million EVs on the road. Rebates continued as a cornerstone of President Joe Biden’s Inflation Reduction Act, but tied to a dizzying array of domestic-sourcing rules and restrictions that created confusion for buyers.</p>

<p class="has-text-align-none">“Without doubt we will see a sales dip, but it won’t fall off a cliff,” says Ivan Drury, director of insights for <a href="http://edmunds.com">Edmunds.com</a>. “It’s not like people aren’t going to buy EVs.”</p>
<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/09/gettyimages-2222356312.jpg?quality=90&#038;strip=all&#038;crop=0.012500000000003,0,99.975,100" alt="" title="" data-has-syndication-rights="1" data-caption="&lt;em&gt;Tesla Model Y electric vehicles at a dealership in Colma, California, on July 1st. Tesla shares fell 4.7 percent in US premarket trading after President Trump lashed out at Elon Musk, accusing the Tesla and SpaceX chief executive officer of benefiting excessively from government subsidies for electric vehicles.&lt;/em&gt; | Photo by David Paul Morris / Bloomberg via Getty Images" data-portal-copyright="Photo by David Paul Morris / Bloomberg via Getty Images" />
<h2 class="wp-block-heading"><strong>Short-term pain</strong></h2>

<p class="has-text-align-none">EV sales could drop as much as 27 percent after consumers lose tax breaks, according to a study from economics professors Joseph Shapiro, Felix Tintelnot, and Hunt Allcott. Coincidentally, that 27 percent sales decline is exactly what Germany experienced over the first 10 months of 2024, after the government abruptly killed incentives worth $4,900. </p>

<p class="has-text-align-none">Many experts bemoan the sudden loss of credits here, especially with EVs already fighting hurricane-force headwinds. A phase-out over a few years would give the market time to adjust. </p>

<p class="has-text-align-none">Short-term pain will ensue, yet some experts liken the situation to tearing off the Band-Aid. Automakers will have to step up their electric games and deliver truly affordable EVs, with no excuses or subsidies to hide behind. Optimistically, perhaps, EVs may carry less tiresome political baggage, rather than being a symbol of government overreach or an “EV mandate” that never existed.  </p>

<p class="has-text-align-none">“A lot of the murkiness goes away, and to some degree, the stigma,” Drury says. “You say, ‘Oh, the government shouldn’t be subsidizing cars’? That’s gone, and now it’s just another car. There are fewer reasons and rationales to say no.”</p>

<h2 class="wp-block-heading"><strong>Leasing lessons</strong></h2>

<p class="has-text-align-none">Consumers will also have to fully commit to the tech, buying their EV rather than leasing to take advantage of the IRA’s controversial leasing loophole — a back door that allowed even the wealthiest households to knock $7,500 off the priciest imported luxury EVs.</p>

<p class="has-text-align-none">“We know this will change the dynamic of how people buy EVs, but it’s almost in a positive way,” Drury says. “You’ll have customers who are in it for the long haul. You’ll get more people who buy an EV on its merits, because it’s the best car in its class, not because it’s a cheap lease or the lowest price.”&nbsp;</p>

<p class="has-text-align-none">Why should EV fans or carbon-conscious Americans care how people pay for their cars? When the IRA was passed in August 2022, about 7 percent of EVs were leased, according to Edmunds. By November 2024, that shot to 79 percent, and lease percentages now hover around 70 percent. No one can blame consumers for seeking the best deal on a car. But the market distortion of leasing credits has tarnished the perception and long-term value of many EVs. Most ICE automakers had internalized the lesson: If you give too many cars away via leases or rental fleets, you’ll pay a steep price later. </p>

<figure class="wp-block-pullquote"><blockquote><p>“A lot of the murkiness goes away, and to some degree, the stigma.”</p></blockquote></figure>

<p class="has-text-align-none">Among 10 models with the worst residual prices after three years, eight are EVs, including the Mercedes EQS, Nissan Leaf, and popular Kia EV6, which lose more than half their original value.  </p>

<p class="has-text-align-none">Lingering, unfounded stigma over EV battery life — despite typical 10-year, 100,000-mile warranties — play some role in shaky residuals. But in a vicious circle, those battery suspicions are fed by the glut of low-mileage EVs coming off leases, herds of white (or green) elephants that dealers must offload. The takeaway is that used EVs are damaged goods, giving the oil industry or online skeptics more ammunition to scare people away.</p>

<p class="has-text-align-none">“We have better EVs today. The batteries aren’t dying,” Drury says. “But when people see all these two- and three-year-old EVs on lots, and a $100,000 car that’s down to $50,000, they become suspect.”&nbsp;</p>

<h2 class="wp-block-heading"><strong>Fewer choices</strong></h2>

<p class="has-text-align-none">Without a backstop from credits, automakers are still in a tricky spot. Many will need to adjust EV prices downward or boost incentives — cash back, zero down, or low-interest deals — to soften the blow to consumers and avoid a sales collapse. If automakers can’t move EVs at current prices, they certainly can’t sell them for $7,500 more. <a href="https://www.theverge.com/2018/7/12/17563908/tesla-federal-tax-credit-ending-date">When Tesla</a> and <a href="https://www.theverge.com/2019/1/3/18166619/gm-ev-tax-credit-bolt-sales">General Motors</a> faced an earlier credit phase-out in 2019, after crossing the 250,000 mark in cumulative EV sales, both responded by cutting prices.</p>

<p class="has-text-align-none">Yet Tesla aside, every major automaker already loses money on every EV they sell, as they work to scale up and reduce battery costs. With domestic and foreign brands already swallowing massive tariff bills, without passing many price increases to customers, their bottom lines are becoming so many rolls of Bounty: They can only absorb so much.&nbsp;</p>

<figure class="wp-block-pullquote"><blockquote><p>“You’ll get more people who buy an EV on its merits”</p></blockquote></figure>

<p class="has-text-align-none">At least temporarily, consumers will see fewer choices in EVs, as spooked automakers renew their love affairs with gasoline and play along with Trump’s bid to unwind regulations. Affordable hybrids and PHEVs, their sales already booming, look like clear winners in a post-credit world.</p>

<p class="has-text-align-none">Reversals and do-overs are coming on a near-daily basis: Honda will stop making the Acura ZDX that GM assembles in Tennessee. Stellantis killed off its long-awaited Ram electric pickup, with its titanic, 229 kilowatt-hour battery pack and 500-mile range, before it sold even one. Tariff-tossed brands that import EVs from overseas, such as Volvo, Audi, and Mercedes, have the least wiggle room. Volvo nixed its ES90 sedan for America. Porsche postponed a three-row electric SUV flagship, and took a painful $2.1 billion writedown on its electric operations.</p>

<p class="has-text-align-none">Drury says that, like the “compliance cars” of another era, half-hearted or fitfully competitive EVs like the ZDX or Audi Q4 e-tron will fall by the wayside. Only the strongest entries, and automakers, will maneuver through newly hostile terrain and come out whole on the other side.</p>

<p class="has-text-align-none">“We’re going to be filtering out the crowd to see who really makes the best EVs,” Drury says.&nbsp;</p>

<p class="has-text-align-none">No automaker will simply walk away from the electric game, he adds, lest they cede customers to nimbler brands. Once loyal customers are lost, as Detroit once learned against Japanese automakers, they may never return. </p>

<p class="has-text-align-none">While Trump and co. paint the end of credits as a victory for affordability and consumer choice, their moves to wind back the clock on fossil fuels — perhaps to the <a href="https://www.youtube.com/watch?v=0FIm5ATyAY0">days of Daniel Plainview</a> — make clear they have no interest in a level playing field. Trump tapped men with deep ties to the fossil-fuel industry to lead his Energy and Interior departments. As <em>The Washington Post</em> reported, he called for $1 billion in oil-industry donations at a Mar-a-Lago fundraiser in 2024, backed by an explicit promise to roll back emissions regulations if elected. In a rambling jeremiad at the United Nations this week, the president claimed EVs and renewable energy are a road to economic ruin.  </p>
<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/09/gettyimages-1962771709.jpg?quality=90&#038;strip=all&#038;crop=0.087499999999999,0,99.825,100" alt="" title="" data-has-syndication-rights="1" data-caption="&lt;em&gt;Chevrolet Bolt electric vehicles at a dealership in Colma, California, on January 26th, 2024.&lt;/em&gt; | Photo by David Paul Morris / Bloomberg via Getty Images" data-portal-copyright="Photo by David Paul Morris / Bloomberg via Getty Images" />
<h2 class="wp-block-heading"><strong>‘Like a Greek tragedy’</strong></h2>

<p class="has-text-align-none">As former director of the EPA’s Office of Transportation and Air Quality, Margo Oge was the architect of President Obama’s landmark 2012 auto emissions rules that demanded automakers double their fuel efficiency and halve greenhouse emissions. Back then, lithium-ion batteries cost more than $800 a kilowatt-hour, about eight times what they do today. Oge and the administration figured that if just three percent of consumers bought EVs by 2025, America could meet targets that called for a 54.4mpg fleetwide average. After reaching 8.1 percent market share in 2024, EVs were brushing 10 percent of the market in August, more than three times those expectations in 2012.</p>

<p class="has-text-align-none">“We’ve seen so much progress” Oge says, due largely to government subsidies and firm fuel-economy targets that spurred automakers to get serious about electrified models. </p>

<p class="has-text-align-none">“Now it’s like a Greek tragedy,” Oge says. “I would hate to be the CEO of GM or Ford. Everyone is fearful and intimidated to speak out. But as politely as they can, they are saying, ‘Give us a reason to invest and have certainty.’” </p>

<figure class="wp-block-pullquote"><blockquote><p>“I would hate to be the CEO of GM or Ford”</p></blockquote></figure>

<p class="has-text-align-none">Oge said one might fairly argue whether Biden’s pollution and EV targets for 2031 were too ambitious. But Washington now seeks to nullify fuel standards entirely, and even deny California’s legally affirmed right to set its own pollution and climate-change rules.</p>

<p class="has-text-align-none">“The administration is saying standards don’t even exist, the EPA has no authority, and they’ll give the oil industry everything they’ve been looking for,” she says.&nbsp;</p>

<p class="has-text-align-none">Gov. Gavin Newsom of California yesterday reversed a pledge to offer state credits to keep models more affordable, saying, “We can’t make up for federal vandalism of those tax credits.” </p>

<p class="has-text-align-none">But Oge believes blue states especially need to step in to help offset the loss of credits, and affirm their support of EVs.&nbsp;</p>

<p class="has-text-align-none">“It’s not just about climate change, but our country’s competitiveness,” Oge says. “Our domestic industry has to continue to innovate, for the long-term survival of the industry.”&nbsp;</p>
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				<name>Lawrence Ulrich</name>
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			<title type="html"><![CDATA[Hyundai’s new EV factory is teeming with robots — and wariness about the future]]></title>
			<link rel="alternate" type="text/html" href="https://www.theverge.com/electric-cars/675597/hyundais-new-ev-factory-is-teeming-with-robots-and-wariness-about-the-future" />
			<id>https://www.theverge.com/?p=675597</id>
			<updated>2025-05-28T14:54:30-04:00</updated>
			<published>2025-05-29T07:00:00-04:00</published>
			<category scheme="https://www.theverge.com" term="Cars" /><category scheme="https://www.theverge.com" term="Electric Cars" /><category scheme="https://www.theverge.com" term="Policy" /><category scheme="https://www.theverge.com" term="Robot" /><category scheme="https://www.theverge.com" term="Tech" /><category scheme="https://www.theverge.com" term="Transportation" />
							<summary type="html"><![CDATA[Driving a 2026 Ioniq 9 SUV around the Hyundai Motor Group Metaplant in Georgia can feel like a victory lap for the South Korean automaker. Hyundai’s electric flagship carves out room for three America-centric rows of seats, from a booming brand whose EVs and hybrids already make up one in every four US sales.&#160; Even [&#8230;]]]></summary>
			
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<img alt="photo of Hyundai Ioniq 9 coming off the assembly line at the automaker’s Metaplant in Georgia" data-caption="" data-portal-copyright="Image: Hyundai" data-has-syndication-rights="1" src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/05/Large-64277-HMGMAReveals2026IONIQ9asNewestProductionVehicle.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" />
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<p class="has-drop-cap has-text-align-none">Driving a <a href="https://www.theverge.com/2024/11/20/24301740/hyundai-ioniq-9-three-row-electric-suv-laas">2026 Ioniq 9 SUV</a> around the Hyundai Motor Group Metaplant in Georgia can feel like a victory lap for the South Korean automaker. Hyundai’s electric flagship carves out room for three America-centric rows of seats, from a booming brand whose EVs and hybrids already make up one in every four US sales.&nbsp;</p>

<p class="has-text-align-none">Even better, the Ioniq 9 and <a href="https://www.theverge.com/2024/6/2/24169926/hyundai-ioniq-5-ev-first-us-made-electric-car-tax-credit-nacs">smaller Ioniq 5</a> are emerging from a futuristic new factory in America, giving Hyundai a defensible bulwark against the tariffs and onshoring fervor of Donald Trump’s administration. As I watch these electric SUVs roll off a surgically clean assembly line, Hyundai’s opportunistic timing looms as large as the hulking robots that help build its cars.</p>

<p class="has-text-align-none">A tour of the $7.6 billion factory also underlines how many automakers are plowing ahead with long-laid EV plans, regardless of <a href="https://www.theverge.com/electric-cars/672911/ev-tax-credit-elimninate-house-republican-bill">Category 5 Washington winds</a> that threaten to blow away Joe Biden-era support for EV manufacturing, consumer tax credits, and public charging. </p>

<figure class="wp-block-pullquote"><blockquote><p>Hyundai’s opportunistic timing looms as large as the hulking robots that help build its cars</p></blockquote></figure>

<p class="has-text-align-none">Seen from the air en route to Savannah, <a href="https://www.theverge.com/2022/5/22/23136871/hyundai-building-ev-battery-production-facilities-georgia">the Metaplant resembles a printed circuit board</a> on a green background, blown up to epic scale. Eleven low-slung, pale-green buildings dot 3,000 acres of Georgia countryside, with a total 7.5 million square feet of space. One building houses a $4 billion battery plant, a joint operation with South Korea’s LG Energy Solution, that plans to begin supplying cells for Ioniq models next year. The company is racing to open a second battery plant in Georgia, a roughly $5 billion joint operation with SK On. A forthcoming steel plant in Louisiana further underscores Hyundai’s commitment to its largest global market. It’s all part of a <a href="https://www.theverge.com/news/635132/hyundai-21-billion-steel-plant-us-tariffs">$21 billion investment</a> in America between now and 2028, the vast majority pledged during the EV-friendly Biden administration.</p>
<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/05/Large-65567-HMGMAGrandOpening.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" alt="" title="" data-has-syndication-rights="1" data-caption="" data-portal-copyright="" />
<h2 class="wp-block-heading">No humans required</h2>

<p class="has-text-align-none">Pulling into the factory, I watch a conveyor carry freshly painted cars across a windowed bridge. It’s designed to let drivers on Interstate 16 see the fruits of a plant that will ultimately produce 500,000 EVs and hybrids a year — more than Tesla’s Texas Gigafactory, with its 375,000-car capacity. Georgians may also see their tax dollars at work. The publicly supported plant already employs 1,340 “Metapros,” enough to boost the automaker’s annual local payroll to $497 million. Hyundai foresees an eventual 8,500 jobs on-site, and another 7,000 satellite jobs for local suppliers and businesses. </p>

<p class="has-text-align-none">That’s a lot of jobs. Compared with the Detroit-area factory where I toiled in the 1980s, a depressing maelstrom of heat, dirt, toxic chemicals, and industrial accidents, this joint is like MOMA: a modern museum of manufacturing art.</p>

<p class="has-text-align-none">But the factory also highlights a catch-22 of modern manufacturing, one that Trump’s economic advisors seem to overlook, intentionally or otherwise: To have any chance of competing with China’s EV-and-battery juggernaut, factories must enlist growing armies of AI-enhanced robots that can potentially work 24/7 and never demand overtime or benefits. That means employing relatively fewer humans. </p>

<p class="has-text-align-none">At the factory loading docks, <a href="https://www.hyundaimotorgroup.com/tv/CONT0000000000172837">Autonomous Guided Vehicles</a>, or AGVs, busily unload parts from semitrucks. Roughly 300 of these robotic sleds roam the factory with no tracks required, neatly avoiding workers or obstacles. AI informs the entire factory operation, from procurement to logistics to production. </p>

<figure class="wp-block-pullquote"><blockquote><p>Roughly 300 of these robotic sleds roam the factory with no tracks required</p></blockquote></figure>

<p class="has-text-align-none">These AGVs are common in today’s factories, but I’ve never seen them at this scale, or a certain tag-team maneuver: A pair of sleds slide below finished Hyundais as they roll off the line. They squeeze the cars’ wheels in robotic arms, hoist them off the ground, and ferry cars where they need to go. I’ve visited car factories around the world, and this is the first I’ve seen where an employee doesn’t have to start cars and drive them away.</p>

<p class="has-text-align-none">Automated vehicles also carry every component to the assembly line for efficient “just-in-time” installation, no humans required. That avoids wasting money and labor stockpiling huge backlogs of parts.&nbsp;</p>

<p class="has-text-align-none">“They&#8217;re delivering the right parts to the right station at the right time, so you’re no longer relying on people to make decisions” or losing time to mistakes, says Jerry Roach, senior manager of general assembly.&nbsp;</p>

<p class="has-text-align-none">Man’s best friend does make an appearance. A pair of robotic dogs named “Spot,” bred by <a href="https://www.hyundai.com/worldwide/en/brand-journal/mobility-solution/hyundai-boston-dynamics">the Hyundai-owned, Massachusetts-based Boston Dynamics</a>, scan and sniff out potential defects on car welds. Those yellow-coated dogs may soon be joined by humanoid robots, the AI-driven <a href="https://www.theverge.com/2024/10/30/24283592/boston-dynamics-atlas-robot-autonomous">“Atlas” models</a> that Hyundai plans to deploy throughout its factories in the future. The <a href="https://www.youtube.com/watch?v=I44_zbEwz_w">dexterous biped bots</a> — whose ability to cartwheel, breakdance, and barrel roll already outdoes most auto workers — appear outwardly friendly, but will strike any sentient human as a potential Terminator of jobs. (Hyundai executives insist that is not the case).</p>

<p class="has-text-align-none">The welding shop alone houses 475 industrial robots, piecing together the building blocks of a car chassis. A steel stamping plant is so spookily quiet that no ear protection is required, even as robots stamp out roofs, fenders, and other body panels in a whirling, complicated dance. As with many leading-edge factories, there are strikingly few workers beyond the assembly line itself; I spot only a few dozen at work in the cavernous welding hall. </p>

<p class="has-text-align-none">Familiar industrial robots — but not yet humanoid Atlas robots — even install bulky car doors on the assembly line. Roach says that job is notoriously tough for workers to manage without potentially damaging painted surfaces. Such “collaborative” robots must be safe and reliable enough to operate alongside humans without physical separation required.  </p>

<p class="has-text-align-none">“This is a real-life factory of the future,” Roach says.&nbsp;</p>
<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/05/Large-65584-HMGMAGrandOpening.jpg?quality=90&#038;strip=all&#038;crop=0,0,100,100" alt="" title="" data-has-syndication-rights="1" data-caption="" data-portal-copyright="Image: Hyundai" />
<h2 class="wp-block-heading">Clean energy targets</h2>

<p class="has-text-align-none">Those kinds of jobs, involving massively heavy lifting, repetitive tasks, or computerized speed and accuracy, are “prime things” to automate, Roach says. Other jobs require the tactile precision that only human hands and vision provide.</p>

<p class="has-text-align-none">“I want my people doing craftsmanship,” Roach says. “I want to pay people well for the things they do well, and take away all the stuff that’s tedious and boring, the jobs people don’t want to do.” </p>

<p class="has-text-align-none">Of course, some people might not mind tedious or heavy-lifting jobs that also pay a generous living wage. But there’s no going back to the days when it took many thousands of workers to keep a factory humming; Ford’s River Rouge complex, designed by Albert Kahn, employed more than 100,000 workers during World War II.</p>

<p class="has-text-align-none">Twenty-first-century carmaking also means the latest in green tech. The Metaplant targets obtaining 100 percent of its energy from renewable sources. Trucks that haul parts here daily from a localized supply chain are powered by hydrogen fuel cells and produce zero tailpipe emissions. The 21-truck fleet is built by the Hyundai-owned <a href="https://ecv.hyundai.com/global/en/products/xcient-fuel-cell-truck-fcev">XCIENT</a>, the world’s first commercialized fuel-cell semis.</p>

<p class="has-text-align-none">Employees can park in nearly 1,900 spaces beneath solar roofs, shielded from baking Georgia sun, which provides up to five percent of the plant’s electricity. The bulk of the factory’s finished cars are shipped by rail rather than truck, trimming the plant’s carbon footprint.</p>
<img src="https://platform.theverge.com/wp-content/uploads/sites/2/2025/05/Large-66107-2026IONIQ9.jpg?quality=90&#038;strip=all&#038;crop=0,0.003721068690929,100,99.992557862618" alt="" title="" data-has-syndication-rights="1" data-caption="" data-portal-copyright="Image: Hyundai" />
<h2 class="wp-block-heading">Credit where credit’s due</h2>

<p class="has-text-align-none">Hyundai hopes those trains will work overtime shipping the 2026 Ioniq 9. Buyers will find a spacious, more affordable foil to a Rivian R1S or Tesla Model X, with 50 percent more cargo space behind its third row than Tesla. The sister car to <a href="https://www.theverge.com/24106937/kia-ev9-review-suv-three-row-price-specs-photos">the critically acclaimed Kia EV9</a> is the most expensive Hyundai yet, starting from $60,595 for a single-motor model with a modest 215 horsepower. The cocooning, thoroughly pleasant-driving SUV gets a 110 kilowatt-hour battery that supplies a generous 335 miles of driving range, or a still-solid 311 to 320 miles for AWD versions. It’s stuffed with useful tech, including a curling pair of conjoined 12.3-inch screens, 100-watt USB-C connectors, and active noise cancellation. </p>

<p class="has-text-align-none">Ioniq 9 prospects may focus on a particularly compelling piece of tech: an onboard Tesla NACS connector opens the wide world of Tesla Supercharging to buyers. (The smaller Ioniq 5, which kicked off Georgia production in October, <a href="https://www.theverge.com/2024/6/2/24169926/hyundai-ioniq-5-ev-first-us-made-electric-car-tax-credit-nacs">was the first non-Tesla with a native NACS plug</a>). Like other EVs with advanced architectures of 800 or more volts, the Ioniq 9 doesn’t charge at its peak rates on Superchargers. But Hyundai still cites a 10-to-80-percent refill in 40 minutes. That drops to 24 minutes on the most powerful 350-kilowatt CCS chargers from Electrify America. Ioniq 9s will come with free adapters to plug into CCS stations, opening access to a total 45,000 DC stalls in America. </p>

<figure class="wp-block-pullquote"><blockquote><p>The Ioniq 9 is stuffed with useful tech</p></blockquote></figure>

<p class="has-text-align-none">Hyundai was also hoping to lure Ioniq buyers with a $7,500 consumer tax credit, including by switching Ioniq 5 production from South Korea to Georgia. For the Ioniq 9 I tested — a top-shelf, $75,000 Calligraphy AWD model with 422 horsepower from a pair of electric motors — that credit would represent 10 percent of the price. But now the Trump administration is turning on electrified cars, the majority built in Republican-led states, in unprecedented, nearly malicious fashion. It is kneecapping those credits, <a href="https://www.theverge.com/news/608316/nevi-funding-halt-ev-charging-trump-tesla">blocking public money for chargers</a>, and saddling EVs and hybrids with annual fees for road maintenance.  </p>

<p class="has-text-align-none"><a href="https://www.theverge.com/2022/8/26/23323115/ev-tax-credit-foreign-automaker-hyundai-wto-discriminate">Hyundai had also taken its lumps under the Biden administration</a>: The IRA made its imported EVs ineligible for tax credits, despite Hyundai’s pledge of billions of dollars in US investment. José Muñoz, Hyundai’s global president, made it clear the company felt blindsided and unfairly sidelined from credits.  </p>

<p class="has-text-align-none">The Metaplant was one answer, allowing Hyundai to shift Ioniq 5 production from South Korea. That boosts the model’s percentage of US- and Canadian-made parts from a piddling two percent to 63 percent, including US-sourced batteries. For the Ioniq 9, the North American share sits at 60 percent. Finally, Hyundai could tout both American-made Ioniq models as being fully eligible for $7,500 consumer tax credits, as executives did during my plant tour. </p>

<p class="has-text-align-none">But in a bitter irony, a Hyundai that crossed oceans and moved mountains to jump-start US production of Hyundai, Kia, and luxury Genesis EVs is about to be shut out of credits. Again. </p>

<p class="has-text-align-none">There are lessons in there, somewhere. For tariff proponents, the Metaplant might be a $7.6 billion lesson in reality: No American factory can screw together a single car without some share of imported parts, including from a China that holds a near-monopoly on several raw or processed battery materials.</p>

<p class="has-text-align-none">For automakers, including (surely envious) Hyundai rivals now under pressure to onshore their own factories, the lessons are different. They must deal with the Trump administration’s ever-changing tariff moods, in a business that lives for long-term clarity, regulatory consistency, and economic stability.</p>

<p class="has-text-align-none">For every EV maker, including a Hyundai Motor that seemingly did everything by the book, a conclusion appears inescapable: They are on their own. Expect no help from Washington, but rather potential hurt. The only possible strategy is to roll up their sleeves, keep their heads down, and avoid further kicks to the teeth.&nbsp;</p>
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