Power

EV Sales Are Still Rising. They Have Not Slumped (electrek.co) 126

"Media headlines suggesting some slowdown in EV sales are simply incorrect," writes the site Electrek, "and leave out the bigger picture that gas car sales actually are dropping..." Over the course of the last two years or so, sales of battery electric vehicles, while continuing to grow, have posted lower year-over-year percentage growth rates than they had in years prior. EV sales used to grow at 50%+ per year, but for the last couple years, they have grown closer to ~25% per year. This alone is not particularly remarkable — it is inevitable that any growing product or category will show slower percentage growth rates as sales rise, particularly one that has been growing at such a fast rate for so long. In some recent years, we had even seen year-over-year doublings in EV market share (though one of those was 2020->2021, which was anomalous). To expect improvement at that level perpetually would be close to impossible — after 3 years of doubling market share from 2023's 18% number, EVs would account for more than 100% of the global automotive market, which cannot happen...

We have seen a global EV sales growth rate of 23% in the first 10 months of this year, according to a report just released by Rho Motion (recently acquired by Benchmark Mineral Intelligence). That includes a +32% bump in Europe, +22% bump in China, +4% in North America, and a big +48% bump in the "rest of the world." Notably, this 23% global growth rate is higher than last year's YTD growth rate, which was 22% at this time...

In covering these trends, some journalists have attempted to use the less-wrong phrase "slower growth," showing that EV sales are still growing, but at a lower percentage change than previously seen. But for the first ten months of this year, that isn't true — EV sales are up more in 2025 than in 2024 by a percentage basis. They are also up in raw sales numbers — in 2024, EV sales grew by a larger number than in 2023. And the same is true so far in 2025. Going back to 2023, 10.7 million EVs were sold globally in the first 10 months. Then in 2024, 13.3 million were sold, a difference of 2.6 million. And so far in 2025, 16.5 million EVs have sold, a difference of 3.2 million. Not only are the numbers getting bigger, but the growth in unit sales is getting bigger as well.

Even in America, the EV market "has increased so far this year, with 11.7% US EV sales growth YTD." In terms of US hybrid sales, much has been made of customers "shifting from EVs to hybrids," which is also not the case. Conventional gas-hybrid sales are indeed up and plug-in hybrids, which have grown more slowly than gas-hybrids/BEVs, have also shown some growth lately. But gas-hybrid sales have not come at the cost of EV sales, rather at the cost of gas-only car sales.

Because that's just the thing: the number of gas-only vehicles being sold worldwide is a number that actually is falling. That number continues to go down year over year. Sales of new gas-powered cars are down by about a quarter from their peak in 2017, and show no signs of recovering... And yet, somehow, virtually every headline you read is about the "EV sales slump," rather than the "gas-car sales slump." The one you keep hearing about isn't happening, but the one you rarely hear about is happening... No matter what region of the world you're in, EV sales were up in the first 10 months of this year.

China

GM Wants Parts Makers To Pull Supply Chains From China (businesstimes.com.sg) 98

schwit1 shares a report from the Business Times: General Motors (GM) has directed several thousand of its suppliers to scrub their supply chains of parts from China, four people familiar with the matter said, reflecting automakers' growing frustration over geopolitical disruptions to their operations. GM executives have been telling suppliers they should find alternatives to China for their raw materials and parts, with the goal of eventually moving their supply chains out of the country entirely, the people said. The automaker has set a 2027 deadline for some suppliers to dissolve their China sourcing ties, some of the sources said. GM approached some suppliers with the directive in late 2024, but the effort took on fresh urgency this past spring, during the early days of an escalating US-China trade battle, the sources said.
China

World's First Flying Car Factory Begins Production In China 38

Xpeng's flying-car subsidiary Aridge has begun trial production at the world's first dedicated flying-car factory in Guangzhou. Euronews reports: The 120,000-square-meter facility has produced its first detachable eVTOL aircraft for the modular "Land Aircraft Carrier." With an annual capacity of up to 10,000 modules, the factory will eventually assemble one aircraft every 30 minutes. Trial operations focus on process verification, equipment testing, and producing prototypes for airworthiness certification before moving into mass production.
China

China Plans To Limit How Fast Your Car Accelerates To 62 MPH At Startup (carscoops.com) 92

bobthesungeek76036 writes: Beijing's proposed regulation aims to tame rapid launches by forcing cars to boot up in a restricted performance mode after every ignition.

Under a proposed update to the National Standard, every passenger car would need a default mode in which it takes no less than five seconds to reach 100 km/h (62 mph) at startup, unless the driver manually selects a quicker setting.

The draft title "Technical Specifications for Power-Driven Vehicles Operating on Roads" appears to be part of a broader safety and road behavior initiative in China. It is intended to replace the current GB 7258-2017 standard that didn't impose such restrictions.

China

China's EV Market Is Imploding (msn.com) 155

An anonymous reader shares a report: The Chinese electric car has become a symbol of the country's seemingly unstoppable rise on the world stage. Many observers point to their growing popularity as evidence that China is winning the race to dominate new technologies. But in China, these electric cars represent something entirely different: the profound threats that Beijing's meddling in markets poses to both China and the world.

Bloated by excessive investment, distorted by government intervention, and plagued by heavy losses, China's EV industry appears destined for a crash. EV companies are locked in a cutthroat struggle for survival. Wei Jianjun, the chairman of the Chinese automaker Great Wall Motor, warned in May that China's car industry could tumble into a financial crisis; it "just hasn't erupted yet."

To bypass government censorship of bad economic news, market analysts have opted for a seemingly anodyne term to describe the Chinese car industry's downward spiral: involution, which connotes falling in on oneself. What happens in China's EV sector promises to influence the entire global automobile market. China's emergence as the world's largest manufacturer of EVs highlights the serious challenge the country poses to even the most advanced industries in the U.S., Europe, and other rich economies. Given the vital role the car industry plays in economies around the world, and the jobs, supply chains, and technologies involved, the stakes are high.

But the wobbles in China's EV sector demonstrate the downside of China's state-led economic model. China's government threw ample resources at the EV industry in the hopes of leapfrogging foreign rivals in the transition to battery-powered vehicles. The Center for Strategic and International Studies estimates that the government provided more than $230 billion of financial assistance to the EV sector from 2009 to 2023. The strategy worked: China's EV makers would likely never have grown as quickly as they have without this substantial state support. By comparison, the recent Republican-sponsored tax bill eliminated nearly all federal subsidies for EVs in the U.S.

The problem is that China's program encouraged too much investment in the sector. Michael Dunne, the CEO of Dunne Insights, a California-based consulting firm focused on the EV industry, counts 46 domestic and international automakers producing EVs in China, far too many for even the world's second-largest economy to sustain.

Earth

Iceland Deems Possible Atlantic Current Collapse A Security Risk 62

Iceland has formally classified the potential collapse of a major Atlantic Ocean current system a national security threat, warning that a disruption could trigger a modern-day ice age in Northern Europe and destabilize global weather systems. The move elevates the risk across government and enables it to strategize for worst-case scenarios. Reuters reports: The Atlantic Meridional Overturning Circulation, or AMOC, current brings warm water from the tropics northward toward the Arctic, and the flow of warm water helps keep Europe's winters mild. But as warming temperatures speed the thaw of Arctic ice and cause meltwater from Greenland's ice sheet to pour into the ocean, scientists warn the cold freshwater could disrupt the current's flow.

A potential collapse of AMOC could trigger a modern-day ice age, with winter temperatures across Northern Europe plummeting to new cold extremes, bringing far more snow and ice. The AMOC has collapsed in the past - notably before the last Ice Age that ended about 12,000 years ago. "It is a direct threat to our national resilience and security," Iceland Climate Minister Johann Pall Johannsson said by email. "(This) is the first time a specific climate-related phenomenon has been formally brought before the National Security Council as a potential existential threat."

Elevation of the issue means Iceland's ministries will be on alert and coordinating a response, Johannsson said. The government is assessing what further research and policies are needed, with work underway on a disaster preparedness policy. Risks being evaluated span a range of areas, from energy and food security to infrastructure and international transportation.
"Sea ice could affect marine transport; extreme weather could severely affect our capabilities to maintain any agriculture and fisheries, which are central to our economy and food systems," Johannsson said. "We cannot afford to wait for definitive, long-term research before acting."
Transportation

Toyota Opens the Doors To Its First EV Battery Plant In the US (electrek.co) 39

An anonymous reader quotes a report from Electrek: Production is now underway at Toyota's new $13.9 billion battery plant in North Carolina, the company's first outside Japan. After the first batteries rolled off the production line at its new facility in Liberty, North Carolina, on Wednesday, Toyota said today marks a "pivotal moment" in the company's history. The facility is Toyota's 11th plant in the US and its first battery plant outside of Japan.

Toyota first announced plans to build EV batteries in the US almost four years ago. The nearly $14 billion facility will create up to 5,100 jobs in the area. In addition, the Japanese auto giant announced plans to invest an additional $10 billion in its US operations over the next five years. Since it first arrived in the US nearly 70 years ago, Toyota has invested close to $60 billion.

The mega site spans 1,850 acres, or about the size of 121 football fields, and can produce up to 30 GWh annually. Toyota will use the hub to develop and build lithium-ion batteries for its growing lineup of "electrified" vehicles, including battery electric (EV), plug-in hybrid (PHEV), and hybrid (HEV) models. Batteries from the plant will power the new Camry HEV, Corolla Cross HEV, RAV4 HEV, and Toyota's yet-to-be-announced three-row electric SUV.

Transportation

Waymo Robotaxis Are Now Giving Rides On Freeways (techcrunch.com) 28

Waymo is rolling out robotaxi rides that use freeways across Los Angeles, San Francisco, and Phoenix for the first time -- "a critical expansion for the company that it says will reduce ride times by up to 50%," reports TechCrunch. From the report: That stat could help attract a whole new group of users who need to travel between the many towns and suburbs within the greater San Francisco Bay Area or quicken commutes across the sprawling Los Angeles and Phoenix metro areas. Using freeways is also essential for Waymo to offer rides to and from the San Francisco Airport, a location the company is currently testing in.

The service won't be offered to all Waymo riders at first, the company said. Waymo riders who want to experience freeway rides can note their preference in the Waymo app. Once the rider hails a ride, they may be matched with a freeway trip, according to the company.

The company's robotaxi routes will now stretch to San Jose, an expansion that will create a unified 260-mile service area across the Peninsula, according to Waymo. The company said it will also begin curbside drop off and pick up service at the San Jose Mineta International Airport. It already offers curbside service to the Sky Harbor Phoenix International Airport.

Transportation

Ryanair Tries Forcing App Downloads By Eliminating Paper Boarding Passes 113

An anonymous reader quotes a report from Ars Technica: Ryanair is trying to force users to download its mobile app by eliminating paper boarding passes, starting on November 12. As announced in February and subsequently delayed from earlier start dates, Europe's biggest airline is moving to digital-only boarding passes, meaning customers will no longer be able to print physical ones. In order to access their boarding passes, Ryanair flyers will have to download Ryanair's app.

"Almost 100 percent of passengers have smartphones, and we want to move everybody onto that smartphone technology," Ryanair CEO Michael O'Leary said recently on The Independent's daily travel podcast. Customers are encouraged to check in online via Ryanair's website or app before getting to the airport. People who don't check in online before getting to the airport will have to pay the airport a check-in fee.
"There'll be some teething problems," O'Leary said of the move.
China

China's EV Market Is Imploding (theatlantic.com) 207

An anonymous reader quotes a report from The Atlantic: In China, you can buy a heavily discounted "used" electric car that has never, in fact, been used. Chinese automakers, desperate to meet their sales targets in a bitterly competitive market, sell cars to dealerships, which register them as "sold," even though no actual customer has bought them. Dealers, stuck with officially sold cars, then offload them as "used," often at low prices. The practice has become so prevalent that the Chinese Communist Party is trying to stop it. Its main newspaper, The People's Daily, complained earlier this year that this sales-inflating tactic "disrupts normal market order," and criticized companies for their "data worship."

This sign of serious problems in China's electric-vehicle industry may come as a surprise to many Americans. The Chinese electric car has become a symbol of the country's seemingly unstoppable rise on the world stage. Many observers point to their growing popularity as evidence that China is winning the race to dominate new technologies. But in China, these electric cars represent something entirely different: the profound threats that Beijing's meddling in markets poses to both China and the world.

Bloated by excessive investment, distorted by government intervention, and plagued by heavy losses, China's EV industry appears destined for a crash. EV companies are locked in a cutthroat struggle for survival. Wei Jianjun, the chairman of the Chinese automaker Great Wall Motor, warned in May that China's car industry could tumble into a financial crisis; it "just hasn't erupted yet." To bypass government censorship of bad economic news, market analysts have opted for a seemingly anodyne term to describe the Chinese car industry's downward spiral: involution, which connotes falling in on oneself.

Earth

World's First Green Fuel Levy To Add Almost $32 To Air Fares (theedgesingapore.com) 40

Air passengers departing Singapore will pay a green fuel levy of as much as S$41.60 ($31.95) from next year as the city-state locks in a key step in its effort to cut the aviation industry's emissions. From a report: Travelers flying in economy and premium economy, as well as those on short-haul routes, will be charged far less. Those customers will pay an additional S$1 for trips to Southeast Asia, and S$10.40 for flights to the Americas, the Civil Aviation Authority of Singapore said Monday. Business and first class travelers will pay four times more, it said. [...] The funds collected from passengers will go to the centralized purchase of sustainable aviation fuel -- typically made from waste oils or agricultural feedstock -- as Singapore looks to achieve a SAF adoption rate of 3% to 5% by 2030.
Transportation

America's FAA Grounds MD-11s After Tuesday's Crash in Kentucky (aviationweek.com) 89

UPDATE (11/9): America's Federal Aviation Administration has now grounded all U.S. MD-11 and MD-11F aircrafts after Tuesday's crash "because the agency has determined the unsafe condition is likely to exist or develop in other products of the same type design," according to an emergency airworthiness directive obtained by CBS News.

American multinational freight company UPS had already "grounded its fleet of MD-11 aircraft," reported the Guardian, "days after a cargo plane crash that killed at least 13 people in Kentucky. The grounded MD-11s are the same type of plane involved in Tuesday's crash in Louisville. They were originally built by McDonnell Douglas until it was taken over by Boeing."

More details from NBC News: UPS said the move to temporarily ground its MD-11 fleet was made "out of an abundance of caution and in the interest of safety." MD-11s make up 9% of the company's air fleet, it said. "We made this decision proactively at the recommendation of the aircraft manufacturer. Nothing is more important to us than the safety of our employees and the communities we serve," UPS spokesman Jim Mayer said... FedEx said early Saturday that it was also grounding its MD-11s. The UPS rival has 28 such planes in operation, out of a fleet of around 700, FedEx said.

Video shows that the left engine of the plane caught fire during takeoff and immediately detached, National Transportation Safety Board member Todd Inman said Wednesday. The National Transportation Safety Board is the lead agency in the investigation.

Thanks to long-time Slashdot reader echo123 for suggesting the article.
Transportation

World's Largest Cargo Sailboat Completes Historic First Atlantic Crossing (marineinsight.com) 83

Long-time Slashdot reader AmiMoJo shared this report from Marine Insight: The world's largest cargo sailboat, Neoliner Origin, completed its first transatlantic voyage on 30 October despite damage to one of its sails during the journey. The 136-metre-long vessel had to rely partly on its auxiliary motor and its remaining sail after the aft sail was damaged in a storm shortly after departure... Neoline, the company behind the project, said the damage reduced the vessel's ability to perform fully on wind power...

The Neoliner Origin is designed to reduce greenhouse gas emissions by 80 to 90 percent compared to conventional diesel-powered cargo ships. According to the United Nations Conference on Trade and Development (UNCTAD), global shipping produces about 3 percent of worldwide greenhouse gas emissions...

The ship can carry up to 5,300 tonnes of cargo, including containers, vehicles, machinery, and specialised goods. It arrived in Baltimore carrying Renault vehicles, French liqueurs, machinery, and other products. The Neoliner Origin is scheduled to make monthly voyages between Europe and North America, maintaining a commercial cruising speed of around 11 knots.

Android

Gemini Starts Rolling Out On Android Auto 7

Gemini is (finally) rolling out on Android Auto, replacing Google Assistant while keeping "Hey Google," adding Gemini Live ("let's talk live"), message auto-translation, and new privacy toggles. "One feature lost between Assistant and Gemini, though, is the ability to use nicknames for contacts," notes 9to5Google. From the report: Over the past 24 hours, Google has quietly started the rollout of Gemini for Android Auto, seemingly starting with beta users. The change is server-side, with multiple users reporting that Gemini has gone live in the car. One user mentions that they noticed this on Android Auto 15.6, and we're seeing the same on our Pixel 10 Pro XL connected to different car displays, and also on a Galaxy Z Fold 7 running Android Auto 15.7.

It's unclear if this particular version is what delivers support, but that seems unlikely seeing as this very started rolling out last week. Android Auto 15.6 and 15.7 are currently only available in beta, so it's also unclear at this time if the rollout is tied to the Android Auto beta or simply showing up on that version as a coincidence.
Power

How the US Cut Climate-Changing Emissions While Its Economy More Than Doubled (theconversation.com) 120

alternative_right shares a report from The Conversation: Countries around the world have been discussing the need to rein in climate change for three decades, yet global greenhouse gas emissions -- and global temperatures with them -- keep rising. When it seems like we're getting nowhere, it's useful to step back and examine the progress that has been made. Let's take a look at the United States, historically the world's largest greenhouse gas emitter. Over those three decades, the U.S. population soared by 28% and the economy, as measured by gross domestic product adjusted for inflation, more than doubled. Yet U.S. emissions from many of the activities that produce greenhouse gases -- transportation, industry, agriculture, heating and cooling of buildings -- have remained about the same over the past 30 years.

Transportation is a bit up; industry a bit down. And electricity, once the nation's largest source of greenhouse gas emissions, has seen its emissions drop significantly. Overall, the U.S. is still among the countries with the highest per capita emissions, so there's room for improvement, and its emissions (PDF) haven't fallen enough to put the country on track to meet its pledges under the 10-year-old Paris climate agreement. But U.S. emissions are down about 15% over the past 10 years.
The report mentions how the U.S. managed to replace coal with cheaper, more efficient natural-gas plants while rapidly scaling wind, solar, and battery storage as their costs fell. At the same time, major gains in appliance, lighting, and building efficiency flattened per-capita power use. This also coincided with improved vehicle fuel economy that helped keep transportation emissions in check.
Transportation

Ford Considers Scrapping F-150 EV Truck (reuters.com) 181

According to the Wall Street Journal, Ford executives are considering scrapping the electric version of the F-150 pickup truck as losses, supply setbacks, slow sales, and the arrival of a cheaper midsize EV truck undermine the business case for its full-size electric pickup. Reuters reports: Last month, a union official told Reuters that Ford was pausing production at the Dearborn, Michigan, plant that makes its F-150 Lightning electric pickup due to a fire at a supplier's aluminum factory. "We have good inventories of the F-150 Lightning and will bring Rouge Electric Vehicle Center back up at the right time, but don't have an exact date at this time," Ford said in a statement on Thursday.

The WSJ report added that General Motors executives have discussed discontinuing some electric trucks, citing people familiar with the matter. The Detroit three, which includes Ford, GM and Chrysler-parent Stellantis, have rolled back their ambitious plans for EVs in the United States, pivoting to their gasoline-powered models.

Security

Danish Authorities In Rush To Close Security Loophole In Chinese Electric Buses (theguardian.com) 43

An anonymous reader quotes a report from the Guardian: Authorities in Denmark are urgently studying how to close an apparent security loophole in hundreds of Chinese-made electric buses that enables them to be remotely deactivated. The investigation comes after transport authorities in Norway, where the Yutong buses are also in service, found that the Chinese supplier had remote access for software updates and diagnostics to the vehicles' control systems -- which could be exploited to affect buses while in transit.

Amid concerns over potential security risks, the Norwegian public transport authority Ruter decided to test two electric buses in an isolated environment. Bernt Reitan Jenssen, Ruter's chief executive, said: "The testing revealed risks that we are now taking measures against. National and local authorities have been informed and must assist with additional measures at a national level." Their investigations found that remote deactivation could be prevented by removing the buses' sim cards, but they decided against this because it would also disconnect the bus from other systems.

Ruter said it planned to bring in stricter security requirements for future procurements. Jenssen said it must act before the arrival of the next generation of buses, which could be even "more integrated and harder to secure." Movia, Denmark's largest public transport company, has 469 Chinese electric buses in operation -- 262 of which were manufactured by Yutong.
Jeppe Gaard, Movia's chief operating officer, said he was made aware of the loophole last week. "This is not a Chinese bus problem," he said. "It is a problem for all types of vehicles and devices with Chinese electronics built in."
Transportation

Europe's Self-Driving Cars Aren't Even at the Starting Line (bloomberg.com) 82

Europe's self-driving car industry has fallen far behind the United States and China. Self-driving taxis developed by Tesla and Waymo have become commonplace in several American cities. Waymo overtook Lyft's market share in San Francisco in June. China operates a thriving robotaxi industry led by Baidu, WeRide and Pony AI. Europe has no established player and runs pilot projects in only a handful of cities. The most promising is Volkswagen-backed Moia in Germany.

Markus Villig, chief executive of Estonian ride-hailing company Bolt Technology, told Brussels officials in mid-October that Europeans will move about their cities in American robotaxis by 2030 unless the European Commission acts quickly. He called for investment, regulatory clarity and restrictions on foreign competitors. Traffic laws governing self-driving tests vary at national and city levels across Europe. Commission President Ursula von der Leyen delivered a speech in Turin about AI adoption days before Villig's visit. Last week, Henna Virkkunen, the commission's technology chief, gathered carmakers and technologists to create a harmonized framework for self-driving cars. Waymo announced plans to provide driverless rides in the United Kingdom starting in 2026.
Transportation

Ferrari Aims at AI Generation With Crypto Auction For Le Mans Car (reuters.com) 10

Ferrari is tapping into crypto markets and tech-rich youngsters with a planned new digital token that its wealthiest fans will be able to use in an auction for a Ferrari 499P, the endurance car that won three straight Le Mans titles. From a report: The plan for now is limited in scope and is an effort by the Italian sports car maker to tap into a trend among luxury brands seeking access to the growing wealth of younger tech entrepreneurs, as AI and data centres drive investment and markets around the world.

It comes after Ferrari, which is also developing its first electric car, began accepting Bitcoin, ethereum and USDC for car purchases in the United States in 2023 and extended the service to Europe last year. Ferrari is working with Italian fintech Conio to launch the 'Token Ferrari 499P' for members of its Hyperclub -- which groups 100 of its most exclusive clients, with a passion for endurance races -- to trade amongst themselves and bid on the racing model.

Transportation

EV Sales Plummet In October After Federal Tax Credit Ends (caranddriver.com) 312

Longtime Slashdot reader sinij shares a report from Car and Driver: Sales of electric vehicles surged in September as shoppers rushed to take advantage of the $7500 federal EV tax credit before it disappeared at the end of the month. With the government subsidies now gone, EV sales were expected to take a hit in October. While only a few automakers still report sales on a monthly basis, the results we do have do not paint a rosy picture for EVs in a post-tax credit world.

The Korean automakers were hit particularly hard by the loss of the tax credit. The Hyundai Ioniq 5, which was the fifth-best-selling EV through the third quarter of this year, experienced a 63 percent drop, moving 1642 units in October 2025, down from 4498 in 2024. Its platform-mates saw similar declines. The Kia EV6 moved just 508 units, down 71 percent versus the same month the year before, while the luxurious Genesis GV60 only found 93 buyers, a 54 percent slide year over year. Things were even worse at Honda. While the Acura ZDX was recently discontinued after just a single model year, the related Honda Prologue remains on sale but registered just 806 units, down 81 percent from 4130 sales in October 2024. [...]

Obviously, this isn't the full picture, as several major players -- including General Motors, Toyota, Nissan, and Volkswagen -- only release sales reports on a quarterly basis, and others, such as Tesla and Rivian, don't break out individual sales at all. But with four of the top 10 bestselling EVs through Q3 all showing noteworthy declines in October, it spells trouble for the EV market at large. The end-of-year sales figures will provide a much clearer picture of whether October was just a blip or the start of a much more widespread problem for EV sales.

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