News
Electric Vehicle sales increased 109 percent in 2021, China and Europe set the pace
Electric vehicle sales increased 109 percent in 2021 compared to 2020, a new report from analyst firm Canalys indicated. As the all-electric vehicle sector continues to heat up with competition, EVs made up 9 percent of the total automotive sales globally last year, a sharp increase from the year prior. China and Europe continue to lead other regions in EV adoption, with both areas making up 85 percent of the total global EV sales in 2021.
The report, released earlier today, indicates the global electric vehicle market is continuing to expand at a rate that many analysts cannot comprehend. Two areas, in particular, Mainland China and Europe are without a doubt the two regions to adopt EVs with the most enthusiasm. Mainland China accounted for 50 percent of the total EV sales globally in 2021, while Europe maintained 35 percent of the total deliveries. The United States accounted for 8 percent, while the rest of the world made up the remaining seven points.
China’s EV market is incredibly diverse and competition enters the sector nearly every day. Jason Low, Principal Analyst at Canalys, attributes China’s widespread adoption of EVs to the numerous body styles, sizes, and designs that consumers have available to them. “Over 3.2 million EVs were sold in Mainland China in 2021 – half of all-electric cars sold worldwide, and 2 million more than were sold in the country in 2020. Many new models are launching every month in each important market segment, from tiny, inexpensive city cars to mainstream and premium sedans and SUVs,” Low said.
Despite China’s incredible sales figures, Europe still is the region with the highest rate of EV adoption. Although the area had less cumulative sales than Mainland China, Europe has a higher concentration of EV drivers than China.“Demand for EVs continues to be strong in Europe. In fact, in many European countries EVs represented more than a quarter of new cars sold. but customers must be patient. A nine to 12 month wait time for a new EV is not unusual,” said another Canalys analyst, Ashwin Amberkar.
Tesla performed well in both the Chinese and European markets. In China, the Model 3 and Model Y were the most popular vehicles just behind the $5,000 HongGuang Mini EV. In Europe, the Model 3 dominated sales figures fueled by exports from Gigafactory Shanghai. The all-electric Model 3 was the best-selling EV in Europe in 2021.
Tesla Giga Shanghai shows off its Model 3 production efficiency in recent video
United States Electric Vehicle Share
Data from the Canalys report also indicated that, while U.S. EV sales made up just 4 percent of new vehicle sales last year, the momentum of the region’s sector shows promise. New electric vehicles are being launched regularly in the United States thanks to more committed efforts to electrification from legacy car companies. Additionally, the introduction of the all-electric pickup truck market is sure to help the U.S. EV market share grow in the coming years, especially with favorable offerings like the Ford F-150 Lightning, Tesla Cybertruck, GMC Hummer EV, and Chevrolet Silverado EV. Additionally, all-electric manufacturer Rivian started deliveries of the R1T all-electric pickup late last year. Rivian was the first company to offer an all-electric pickup.
“The competition’s EV sales are nowhere near Tesla’s in the US since Model 3 shipments ramped up in 2018. Tesla even outsells many premium car brands in the overall market,” Canalys VP and Chief Analyst Chris Jones said. “Pick-up trucks will give the US EV market a huge lift in 2022. Rivian was first to deliver at the end of 2021, while Ford and GM have had strong interest in the F-150 Lightning and GMC Hummer Pickup respectively.”
Tesla’s Culture of Dominance
Tesla made up 14 percent of worldwide EV sales, beating Volkswagen by two percentage points and SAIC by three percent. “Sales of the Model Y started in the major markets in 2021 and quickly overtook those of the Model 3 in Mainland China and the US. Tesla vehicle production is well established in Mainland China and will commence in Europe in the first half 2022 as it focuses on delivering existing models rather than launching new ones in 2022,” the report said.
Canalys full report is available here.
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News
Tesla adds a new feature to Navigation in preparation for a new vehicle
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Tesla has added a new feature to its Navigation and Supercharger Map in preparation for a new vehicle to hit the road: the Semi.
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Elon Musk confirms Tesla Semi will enter high-volume production this year
One of those changes has been the newly-released information regarding trim levels, as well as reports that Tesla has started to reach out to customers regarding pricing information for those trims.
Now, Tesla has made an additional bit of information available to the public in the form of locations of Megachargers, the infrastructure that will be responsible for charging the Semi and other all-electric Class 8 vehicles that hit the road.
Tesla made the announcement on the social media platform X:
We put Semi Megachargers on the map
→ https://t.co/Jb6p7OPXMi pic.twitter.com/stwYwtDVSB
— Tesla Semi (@tesla_semi) February 10, 2026
Although it is a minor development, it is a major indication that Tesla is preparing for the Semi to head toward mass production, something the company has been hinting at for several years.
Nevertheless, this, along with the other information that was released this week, points toward a significant stride in Tesla’s progress in the Semi project.
Now that the company has also worked toward completion of the dedicated manufacturing plant in Sparks, Nevada, there are more signs than ever that the vehicle is finally ready to be built and delivered to customers outside of the pilot program that has been in operation for several years.
For now, the Megachargers are going to be situated on the West Coast, with a heavy emphasis on routes like I-5 and I-10. This strategy prioritizes major highways and logistics hubs where freight traffic is heaviest, ensuring coverage for both cross-country and regional hauls.
California and Texas are slated to have the most initially, with 17 and 19 sites, respectively. As the program continues to grow, Florida, Georgia, Illinois, Washington, New York, and Nevada will have Megacharger locations as well.
For now, the Megachargers are available in Lathrop, California, and Sparks, Nevada, both of which have ties to Tesla. The former is the location of the Megafactory, and Sparks is where both the Tesla Gigafactory and Semifactory are located.
Elon Musk
Tesla stock gets latest synopsis from Jim Cramer: ‘It’s actually a robotics company’
“Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session,” Cramer said.
Tesla stock (NASDAQ: TSLA) got its latest synopsis from Wall Street analyst Jim Cramer, who finally realized something that many fans of the company have known all along: it’s not a car company. Instead, it’s a robotics company.
In a recent note that was released after Tesla reported Earnings in late January, Cramer seemed to recognize that the underwhelming financials and overall performance of the automotive division were not representative of the current state of affairs.
Instead, we’re seeing a company transition itself away from its early identity, essentially evolving like a caterpillar into a butterfly.
The narrative of the Earnings Call was simple: We’re not a car company, at least not from a birds-eye view. We’re an AI and Robotics company, and we are transitioning to this quicker than most people realize.
Tesla stock gets another analysis from Jim Cramer, and investors will like it
Tesla’s Q4 Earnings Call featured plenty of analysis from CEO Elon Musk and others, and some of the more minor details of the call were even indicative of a company that is moving toward AI instead of its cars. For example, the Model S and Model X will be no more after Q2, as Musk said that they serve relatively no purpose for the future.
Instead, Tesla is shifting its focus to the vehicles catered for autonomy and its Robotaxi and self-driving efforts.
Cramer recognizes this:
“…we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was higher than expected, or maybe people wanted more details from the new businesses. At this point, I think Musk acolytes might be more excited about SpaceX, which is planning to come public later this year.”
He continued, highlighting the company’s true transition away from vehicles to its Cybercab, Optimus, and AI ambitions:
“I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak. Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session. I didn’t like it as a car company. Boy, I love it as a Cybercab and humanoid robot juggernaut. Call me a buyer and give me five robots while I’m at it.”
Cramer’s narrative seems to fit that of the most bullish Tesla investors. Anyone who is labeled a “permabull” has been echoing a similar sentiment over the past several years: Tesla is not a car company any longer.
Instead, the true focus is on the future and the potential that AI and Robotics bring to the company. It is truly difficult to put Tesla shares in the same group as companies like Ford, General Motors, and others.
Tesla shares are down less than half a percent at the time of publishing, trading at $423.69.
Elon Musk
SpaceX secures win as US labor board drops oversight case
The NLRB confirmed that it no longer has jurisdiction over SpaceX.
SpaceX scored a legal victory after the National Labor Relations Board (NLRB) decided to dismiss a case which accused the company of terminating engineers who were involved in an open letter against founder Elon Musk.
The NLRB confirmed that it no longer has jurisdiction over SpaceX. The update was initially shared by Bloomberg News, which cited a letter about the matter it reportedly reviewed.
In a letter to the former employees’ lawyers, the labor board stated that the affected employees were under the jurisdiction of the National Mediation Board (NMB), not the NLRB. As a result, the labor board stated that it was dismissing the case.
As per Danielle Pierce, a regional director of the agency, “the National Labor Relations Board lacks jurisdiction over the Employer and, therefore, I am dismissing your charge.”
The NMB typically oversees airlines and railroads. The NLRB, on the other hand, covers most private-sector employers, as well as manufacturers such as Boeing.
The former SpaceX engineers have argued that the private space company did not belong under the NMB’s jurisdiction because SpaceX only offers services to “hand-picked customers.”
In an opinion, however, the NMB stated that SpaceX was under its jurisdiction because “space transport includes air travel” to get to outer space. The mediation board also noted that anyone can contact SpaceX to secure its services.
SpaceX had previously challenged the NLRB’s authority in court, arguing that the agency’s structure was unconstitutional. Jennifer Abruzzo, the NLRB general counsel under former United States President Joe Biden, rejected SpaceX’s claims. Following Abruzzo’s termination under the Trump administration, however, SpaceX asked the labor board to reconsider its arguments.
SpaceX is not the only company that has challenged the constitutionality of the NLRB. Since SpaceX filed its legal challenge against the agency in 2024, other high-profile companies have followed suit. These include Amazon, which has filed similar cases that are now pending.
Tesla adds a new feature to Navigation in preparation for a new vehicle
Tesla stock gets latest synopsis from Jim Cramer: ‘It’s actually a robotics company’
