News
Ford bumps its EV investment to $30B, F-150 Lightning grabs 70k pre-orders
Ford has announced that it will boost its electric vehicle investment to $30 billion, up from its previous figure of $22 billion, the company said on Wednesday. Ford is anticipating at least 40% of its vehicle production lines to be manufacturing electric cars by the end of the decade, and the F-150 Lightning, the EV version of its best-selling pickup has accumulated 70,000 preorders just a week after its unveiling event.
Ford now intends to spend at least $30 billion on electric car development by the end of 2025, increasing its spending figure by $8 billion. CEO Jim Farley said that EVs could usher in a new era of growth for Ford and that it’s “our biggest opportunity for growth and value creation since Henry Ford started to scale the Model T.”
Ford also announced that it had picked up a total of 70,000 reservations for the all-electric F-150 Lightning. Just two days after the event, Jim Farley had announced that preorders had reached 44,500, and received a congratulations from Tesla CEO Elon Musk.
Ford F-150 Lightning unveiled: Price, Release date, Range, Features and more
Now making it clear that electrification is its clear-cut focus moving forward, Ford’s bump in its EV investment plan will bring new opportunities to the legacy automaker for long-term growth as EVs begin to gain momentum in auto markets across the globe. After beginning deliveries of the all-electric Mustang Mach-E, a crossover that carries the name of Ford’s legendary muscle car, Ford has plans to produce the F-150 Lightning starting next year in a string of variants that will offer all buyers something specific for their taste. Past the passenger market, Ford also electrified its popular Transit van, simply calling it the E-Transit. Ford’s focus for electrifying its fleet and contributing to a healthier environmental relationship with its vehicles goes past passenger vehicles, as businesses and entities who choose to go with the popular light-cargo van will also utilize Ford’s electric architecture for business needs.
Ford evidently has the support of President Joe Biden as well, who spoke at the company’s Dearborn, Michigan, plant last week in support of the company’s transition to electrification. Biden, who labeled himself as a “car guy” at the beginning of his speech, had the opportunity to ride in the F-150 Lightning as well, who was impressed by the performance and speed of Ford’s introductory electric pickup that will compete with the Tesla Cybertruck, Rivian R1T, and GMC Hummer EV.
Supporting the company’s expansion to electrification, Ford also formed a joint venture with South Korean company SK Innovation last week. The companies venture, called BlueOvalSK, will give Ford the ability to manufacture battery cells at two U.S.-based plants for Ford and Lincoln vehicles.
Ford stock was up over 6% at 12:30 PM in New York, trading at $13.61.
Disclosure: Joey Klender is a TSLA Shareholder, he does not own any Ford stock and has no intentions to initiate any positions within 72 hours.
What do you think? Let us know in the comments below, or be sure to email me at joey@teslarati.com or on Twitter @KlenderJoey.
News
Tesla Semi just got a huge vote of confidence from 300-truck fleet
The confidential meeting marks a major step for the mid-sized carrier in evaluating the electric truck for its regional routes.
The Tesla Semi is moving closer to broader fleet adoption, with Keller Logistics Group wrapping up a key pre-production planning session with the electric vehicle maker’s team this week.
The confidential meeting marks a major step for the mid-sized carrier in evaluating the electric truck for its regional routes.
Keller’s pre-production Tesla Semi sessions
Keller Logistics Group, a family-owned carrier with over 300 tractors and 1,000 trailers operating in the Midwest and Southeast, completed the session to assess the Tesla Semi’s fit for its operations. The company’s routes typically span 500-600 miles per day, positioning it as an ideal tester for the Semi’s day cab configuration in standard logistics scenarios.
Details remain under mutual NDA, but the meeting reportedly focused on matching the truck to yard, shuttle and regional applications while scrutinizing economics like infrastructure, maintenance and incentives.
What Keller’s executives are saying
CEO Bryan Keller described the approach as methodical. “For us, staying ahead isn’t a headline, it’s a habit. From electrification and yard automation to digital visibility and warehouse technology, our teams are continually pressure-testing what’s next. The Tesla Semi discussion is one more way we evaluate new tools against our standards for safety, uptime, and customer ROI. We don’t chase trends, we pressure-test what works,” Keller said.
Benjamin Pierce, Chief Strategy Officer, echoed these sentiments. “Electrification and next-generation powertrains are part of a much broader transformation. Whether it’s proprietary yard systems like YardLink™, solar and renewable logistics solutions, or real-time vehicle intelligence, Keller’s approach stays the same, test it, prove it, and deploy it only when it strengthens service and total cost for our customers,” Pierce said.
News
Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
News
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Tesla Semi just got a huge vote of confidence from 300-truck fleet
Tesla extends FSD Supervised ride-alongs in Europe by three months
