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EU deal with China on EV prices unlikely this month, says official

Credit: BYD

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A European Union (EU) official has said that it’s unlikely that talks with the Chinese government on imposing minimum sales price stipulations in place of tariffs will come to fruition this month, following recently passed tariffs on electric vehicle (EV) imports from the country.

Earlier this month, the European Commission passed a proposal to impose an additional 35.3 percent tariff on some EVs made in China, along with the 10-percent import tariff that’s currently in place. Prior to the proposal’s passing, EU officials shared concerns that negotiations may continue even after the tariffs passed, especially as officials in Beijing push for a minimum import price that would avert some of the extra tariffs.

On Monday, a senior EU official told Reuters that it would be “very difficult to reach an agreement” this month, due to the extreme complexity of price minimum stipulations in the negotiations.

“I won’t exclude it, but it seems very, very difficult to reach an agreement by the end of October, because (of)… the very complex, difficult issues to solve,” said the official, who remained anonymous in the report.

Tesla is receiving additional import tariffs as low as 7.8 percent under the newly passed proposal, while SAIC and others are receiving the maximum 35.3 percent tariff.

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Issues with the variety of different vehicles suggest that one particular minimum price point wouldn’t work as intended, according to the official. If passed, it would need to be determined separately for different companies, based on how valuable their sales were and how many subsidies they receive.

The official also went on to say that reaching such an agreement would be challenging, given that price undertakings with a minimum price stipulation had been particularly bad for homogenous commodities, compared to those with many different sales channels. He also says that the Commission has been offered several minimum price proposals from the Chinese Chamber of Commerce, requesting that a number of EV makers be covered.

However, the EU official maintained that past minimum price efforts waged by China were not positive. For example, the official notes that the Commission passed a minimum price stipulation to replace tariffs on Chinese solar panels ten years ago, though China now has a 90-percent share of the bloc’s PV market.

“It needs to be fully enforceable, and it needs to be monitored very, very closely, and the risk of circumventing undertakings need to be reduced significantly,” the official added.

The Commission reportedly rejected a minimum price stipulation of 30,000 euros ($32,946) earlier this month, according to another report from Reuters that cited three sources familiar with the matter.

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The EU is the latest to enact increased tariffs on Chinese EVs and components related to their production. Earlier this year, the U.S. passed a 100-percent tariff on Chinese EV imports, along with a 25-percent tariff on EV battery materials. Canada also launched similar tariffs on Chinese EV imports earlier this month, set to take effect next week.

Volvo seeks better deal for EU tariffs on EV imports from China

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Elon Musk

Elon Musk argues lidar and radar make self driving cars more dangerous

The CEO is not just stating that using sensors like lidar is unnecessary to achieve self-driving.

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Credit: Tesla/YouTube

Elon Musk is taking a firmer stance in the vision vs lidar debate for autonomous driving. In his more recent comments, the CEO is not just stating that using sensors like lidar is unnecessary to achieve self-driving. 

Musk is stating that using lidar actually makes self-driving cars more dangerous. 

Uber CEO’s comments

During a recent interview, Uber CEO Dara Khosrowshahi shared his thoughts on the autonomy race. As per the CEO, he is still inclined to believe that Waymo’s approach, which requires outfitting cars with equipment such as lidar and radar, is necessary to achieve superhuman levels of safety for self-driving cars. 

“Solid state LiDAR is $500. Why not include lidar as well in order to achieve super human safety. All of our partners are using a combination of camera, radar and LiDAR, and I personally think that’s the right solution, but I could be proven wrong,” the Uber CEO noted.

Elon Musk’s rebuttal

In response to the Uber CEO’s comments, Elon Musk stated that lidar and radar, at least based on Tesla’s experience, actually reduce safety instead of improving it. As per the Tesla CEO, there are times when sensors such as lidar and radar disagree with cameras. This creates sensor ambiguity, which, in turn, creates more risk. Musk then noted that Tesla has seen an improvement in safety once the company focused on a vision only approach. 

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“Lidar and radar reduce safety due to sensor contention. If lidars/radars disagree with cameras, which one wins? This sensor ambiguity causes increased, not decreased, risk. That’s why Waymos can’t drive on highways. We turned off the radars in Teslas to increase safety. Cameras ftw,’ Musk wrote.

Musk’s comments are quite notable as Tesla was able to launch a dedicated Robotaxi pilot in Austin and the Bay Area using its vision-based autonomous systems. The same is true for FSD, which is quickly becoming notably better than humans in driving. 

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Tesla Model Y L sold out for September 2025

This was hinted at in Tesla China’s configurator for the all-electric crossover.

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Credit: Tesla China

It appears that the Tesla Model Y L has been sold out in China for September 2025. This was hinted at in Tesla China’s configurator for the all-electric crossover.

Model Y L deliveries

Since the Model Y L’s official launch earlier this month, Tesla has been pretty consistent in the idea that the extended wheelbase variant of its best-selling vehicle will see its first deliveries sometime in September. This was quite an impressive timeframe for Tesla, considering that the Model Y L has only been launched this August. 

Nevertheless, both Tesla China’s Model Y configurator and comments from company executives have noted that the vehicle will see its first customer deliveries in September. “Tesla cars are fun to drive alone, whether you have children or how many children, this car can meet all your needs. We will deliver in September and wait for you to get in the car,” Tesla China VP Grace Tao wrote on Weibo.

Credit: Tesla China

October 2025 deliveries

A look at Tesla China’s order page as of writing shows that the earliest deliveries for the Model Y L, if ordered today, would be October 2025 instead. This suggests that the six-seat Model Y variant has effectively been sold out for September. This bodes well for the vehicle, and it suggests that it is a variant that may be able to raise Tesla’s sales numbers in China, as well as territories where the Model Y L could be exported.

Rumors of the Model Y L’s strong sales have been abounding. After the vehicle’s launch, industry watchers estimated that Tesla China has received over 35,000 orders for the Model Y L in just one day. Later estimates suggested that the Model Y L’s orders have breached the 50,000 mark.

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Starship Flight 10 rescheduled as SpaceX targets Monday launch

SpaceX said it is now targeting Monday evening for Starship’s 10th flight test.

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Credit: SpaceX/X

SpaceX stood down from its planned Starship Flight 10 on Sunday evening, citing an issue with ground systems. 

The launch attempt was scheduled during a one-hour window that opened at 7:30 p.m. ET, but it was called off just 17 minutes before the window opened. SpaceX said it is now targeting Monday evening for Starship’s 10th flight test.

Flight 10 rescheduled

A lot of excitement was palpable during the lead up to Starship Flight 10’s first launch window. After the failures of Starship Flight 9, many were interested to see if SpaceX would be able to nail its mission objectives this time around. Starship itself seemed ready to fly, with the upper stage being loaded with propellant as scheduled. Later on, SpaceX also noted that Starship’s Super Heavy booster was also being loaded with propellant.

However, 17 before the launch window opened, SpaceX noted that it was “standing down from today’s tenth flight of Starship to allow time to troubleshoot an issue with ground systems.” Elon Musk, in a post on X, further clarified that a “ground side liquid oxygen leak needs to be fixed.” Musk did state that SpaceX will attempt Flight 10 again on Monday, August 25, 2025.

Starship and SpaceX’s development goals

The fully integrated Starship system is the tallest and most powerful rocket ever built, standing over 400 feet when stacked. Composed of the reusable Super Heavy booster and the Starship upper stage, the vehicle is central to SpaceX’s long-term ambitions of lunar and Martian missions. NASA has already selected Starship as the crewed lunar lander for Artemis, with its first astronaut landing mission tentatively set for 2027, as noted in a Space.com report.

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So far, Starship has flown nine times from Starbase in Texas, with three launches this year alone. Each flight has offered critical data, though all three 2025 missions encountered notable failures. Flight 7 and Flight 8 ended in explosions less than 10 minutes after launch, while Flight 9 broke apart during reentry. Despite setbacks, SpaceX has continued refining Starship’s hardware and operations with each attempt. Needless to say, a successful Flight 10 would be a significant win for the Starship program.

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