Transportation

Automotive News ran the numbers based on public filings and found that Toyota was the hardest hit, at $9.1b, while Detroit’s Big Three paid a total $6.5b. It’s unclear how refunds might play out now that the Supreme Court overturned the tariffs as they were originally enacted, but either way that’s a lot of cash stuck in limbo that could have gone to hybrid and EV incentives while Trump’s Iran disaster continues to spike gas prices.

Uber’s founder and ousted CEO Travis Kalanick, last seen operating a ghost kitchen startup, is forming a new company called Atoms, TechCrunch reports, that will include food delivery, mining, and transportation. He’s also, according to The Information, considering acquiring Anthony Levandowski’s (yes, that guy) autonomous mining company and using it as a launchpad for a new self-driving car company — with backing from his former company. Dude also gave a live interview on TPBN where he described the mining business as — in extreme Kalanick style — “my jam.”

Uber out here collecting robotaxi companies like they’re Pokémon! The majority Hyundai-owned Motional is operating a fleet of autonomous Ioniq 5s in Las Vegas. The arrangement is similar to Uber’s other AV partners: riders who indicate they’re interested in robotaxis may get matched with one of Motional’s vehicles.

Cosmos and Earth. Paging Carl Sagan! The EV company announced the names at its Investor Day in New York City today. Both are expected to be mid-sized crossover SUVs, with an estimated starting price of $50,000. That makes the Lucid Earth and Cosmos incredibly important to the company’s long-term future — sort of similar to the Rivian R2. If Lucid wants to break into the mainstream, it needs to sell more affordable vehicles.

The ridehail service is launching a new premium offering for anyone who thinks Uber Black is too pedestrian. Uber Elite will be invite-only, and feature commercially licensed professional chauffeurs driving new-model luxury vehicles – less than three years old – such as the Cadillac Escalade, Lucid Air, and Lincoln Navigator.

The EV maker has been granted a license to supply electricity to British households and businesses, mirroring its similar business in Texas. The approval doesn’t include dual gas/electric fuel contracts, however, and local supplier Octopus Energy already allows Powerwall battery owners to sell energy back to the grid.

The companies aim to launch a pilot program in Tokyo by late 2026, allowing Uber riders to book robotaxis based on the Nissan Leaf EV, powered by Wayve’s autonomous driving tech. In its press release, Uber said:

The EV company started rolling out the functionality for its luxury SUV via an over-the-air software update on Wednesday. After the update, the Gravity will support phone mirroring wirelessly or through an USB hookup.

The ridehailing giant adds another robotaxi partner to its swelling stable of firms. Uber customers who indicate an openness for driverless could be matched with a Zoox robotaxi. The partnership will launch in Las Vegas this summer, followed by Los Angeles by mid-2027. Zoox will also continue to offer its service through its own app.

They joined a new initiative called Utilize that aims to use strategies like battery storage and virtual power plants to make more use of the electrons already available to the grid. It’s a plan that’s supposed to make electricity more affordable as opposition grows to data centers blamed for higher utility bills.

The new Cayenne S Electric slots between the entry level Cayenne Electric and the high performance Turbo Electric, both of which were released late last year. The dual-motor S Electric will have an output of 536 horsepower, which jumps to 657 hp when using Launch Control. And it will start at $126,300 when it goes on sale this summer, as compared to $165,350 for the Turbo Electric. Giddyup.

The FAA just announced its picks for the Advanced Air Mobility and Electric Vertical Takeoff and Landing (eVTOL) Integration Pilot Program (eIPP). Out of over 30 applicants, eight projects were selected to serve as the blueprint for how these aircraft will eventually fit into daily lives. The key focus areas are: urban air taxis; regional connectivity; medical and cargo; and autonomous flight. But the clock is ticking. Under the program’s guidelines, we can expect to see the first test flights beginning as early as summer 2026.

The feature that allows women to adjust their settings to indicate a preference for a woman driver in all circumstances is coming to more cities, including New York, Philly, D.C., Atlanta, and Austin. Uber started piloting the feature in San Francisco, Los Angeles, and Detroit in 2025 and is now expanding it after receiving positive feedback.

The Amazon-owned company with the toaster-shaped robotaxis is now testing its vehicles in Phoenix and Dallas. Zoox will start manually mapping with its retro-fitted Toyota SUVs before leveling up to fully autonomous testing with its purpose-built vehicles.

The company trying to become a “leading vertically integrated electric mobility platform in North America” says it will “support Rad riders through post-closing customer programs, including honoring certain warranties and gift cards.” It also plans to transition production of Rad Power-branded e-bikes to the US using components sourced globally.

That is, the fastest EV product launch in US history. TechCrunch’s Sean O’Kane (who’s also a Verge alum) outlines how Rivian is staking its future on the launch of the more affordable R2 mid-sized SUV, predicting it will sell 20,000-25,000 by the end of this year.

Glenn Mercer of Car Charts has a new chart that shows EV sales ticking up slightly in the US, after all the chaos around the expiration of the tax credit has settled. We’re basically back to where we were around 2022-2023, with EVs capturing around 5-6 percent of total sales. So where are things headed? According to Mercer:

That’s Ford CEO Jim Farley to Car and Driver about the F-150 Lightning. The automaker recently discontinued the electric truck, after announcing a massive $19.5 billion write-down on its EV operations. “I mean, look, we didn’t know what we didn’t know,” Farley adds, admitting that Ford’s gas-engine “prejudice was so high that we hadn’t designed the [electric] cars right.” Now the company is betting that it can right-size its business with smaller, more aerodynamic EVs.

They even had to blur out the Ford logo in a couple of shots in this video. The best part of the press release is when Caterpillar says it was inspired by a deluge of AI slop in response to rumors that it was building its own pickup truck (it’s not; according to The Autopian, this is just a one-off).

You may never be able to drive the Vision GT concept — except when it arrives in Gran Turismo 7 — and there’s nothing to prove the model at Xiaomi’s MWC booth is even a functioning EV. But hey, you can’t say it doesn’t look the part.

The Vision GT was designed to split the difference between performance on straights and corners, with a chassis that was “sculpted by the wind.” Apparently it’ll be on display at the MWC show floor, where hopefully I’ll get a better look at it.