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History Lesson: The evolution of the electric car [Infographic]
The Institute for Local Self-Reliance (ILSR) recently released an in-depth report on electric vehicles. The ILSR’s report, Choosing the Electric Avenue – Unlocking Savings, Emissions Reductions, and Community Benefits of Electric Vehicles, authored by John Farrell, is a treasure trove for those looking to learn more about electric vehicles. One particular section of ILSR’s report provides a helpful history lesson to better understand the evolution of the electric car.
Farrell writes, “Electric cars aren’t new. At the dawn of the U.S. auto industry in the late 1800s, electric vehicles outsold all other types of cars. By 1900, electric autos accounted for one-third of all vehicles on U.S. roadways. Of the 4,192 vehicles produced in the U.S. and tallied in the 1900 census, 1,575 were electric.”
Some well-recognized names were heavily involved with electric cars early on. “Electric vehicles sales remained strong in the following decade and provided a launchpad for fledgling automakers, including Oldsmobile and Porsche, that would go on to become industry titans. Even Henry Ford partnered with Thomas Edison to explore electric vehicle technology. Battery-powered models, considered fast and reliable, sparked a major transportation renaissance.”
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Above: Porsche’s first car in 1898, the P1, was electric (Source: Upworthy via Porsche)
That said, electric cars fizzled out as gas-powered cars gained prominence: “the momentum shifted over the first few decades of the 20th century, as the electric starter supplanted hand-cranking to start gas engines. The prices of those models dropped. A network of inter-city roadways enabled drivers to travel farther — more easily done in those days in gas-powered vehicles — and the discovery of domestic crude oil made gasoline cheaper. The internal combustion engine gained a superiority that would persist for decades.”
Fast forward: “Nearly 100 years later, a second wave of electric vehicles arrived, driven by California’s zero-emissions vehicle policy in the late 1990s. Unfortunately, it faltered. The enthusiasm of electric vehicle owners couldn’t overcome the reluctance of cash-flush automakers to invest in alternatives to gas-powered vehicles. Automakers also mounted successful lobbying efforts to weaken the zero-emissions vehicle policy.”
Above: Top 8 electric cars ahead of their time (Youtube: FIA Formula E Championship)
This short-lived second wind for electric cars came to an abrupt end when, “In 1999, General Motors ended production of its own promising electric vehicle, the EV1, after just three years. The automaker removed all 1,100 models from the roads, despite outcry from their drivers. It blamed its pivot away from electric vehicle technology on the EV1’s 100-mile range and the high cost of development compared to sales. Oil giants, still powerful political lobbies, also opposed electric vehicle innovation.”
However, it finally appears that the electric car is here to stay (and thrive) at last. “Nearly two decades later and 120 years after its introduction, the electric car is making an unmistakable comeback. This time, it’s aided by better technology as well as environmentally sensitive consumers and policymakers looking to supplant fossil fuel use with renewable electricity.”
The ILSR’s report concludes that much of the electric vehicle’s recent turnaround is due to the efforts of Elon Musk and Tesla. But, it’s not just Tesla, the past few years have been encouraging industry-wide: “Sales of electric cars are growing… In just the first quarter of 2011, for example, more electric cars were sold than General Motors leased throughout the entire 1990s. In 2016, U.S. auto dealers recorded 158,000 plug-in vehicle sales — up more than 30 percent from 2015. The trend shows no signs of stopping.”
For a timeline of EV milestones dating all the way back to 1832, be sure to check out this handy infographic…
Infographic
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Note: Article originally published on evannex.com, by Matt Pressman
Source: Institute for Local Self-Reliance / Infographic: Nikkei Asian Review
A Tesla Cybertruck driver in the United Kingdom had their all-electric pickup seized by local police in the Greater Manchester area after the department cited “legitimate concerns.”
Last Thursday, police saw the pickup on the roads and decided to pull the driver over. Greater Manchester Police said:
“Whilst this may seem trivial to some, legitimate concerns exist around the safety of other road users or pedestrians if they were involved in a collision with the Cybertruck.”
🚨 A Tesla Cybertruck, which is illegal to drive in the UK due to safety concerns, has been seized by police in Greater Manchester
“Whilst this may seem trivial to some, legitimate concerns exist around the safety of other road users or pedestrians if they were involved in a… pic.twitter.com/cqhdPok3DM
— TESLARATI (@Teslarati) June 16, 2026
The Cybertruck in question was, according to the BBC, registered and insured abroad and was confiscated. The driver, who is a UK resident, was reported.
The Greater Manchester Police Department then added:
“The Tesla Cybertruck is not road-legal in the UK and does not hold a certificate of conformity.”
The Cybertruck cannot be legally driven in the UK because it has no UK Type Approval for operation in the country. This is due to some safety concerns, which are related to its angular shape and design. The stainless steel exoskeleton has sharp edges and projections that violate UK/EU rules on pedestrian protection.
Tesla has considered creating what it referred to as an “international version” that would be approved for operation in Europe. However, there has been no real movement on that front by the company, as it has been focused on the Robotaxi rollout primarily.
A new report claims that Apple is in the process of developing what would be the missing link for Tesla to get CarPlay.
Apple and Tesla have been reportedly working together for some time to give Tesla owners the opportunity to utilize CarPlay within their vehicles. While many owners are more than happy with Tesla’s in-house UI, which is seamless, effective, and smooth, some still want CarPlay, which does have its advantages.
A report from 9to5Mac now states that a new CarPlay technology that was highlighted during the Worldwide Developers Conference (WWDC) would potentially be the bridge between Tesla and Apple. With the addition of a feature known as “Route Sharing,” which gives a navigation app the ability to share routing data with the vehicle, Tesla would be able to launch CarPlay in its vehicles, the report states.
CarPlay has not been a priority for Tesla because it has done extremely well with its in-house UI, but some drivers are just used to it. Additionally, it could improve Tesla’s subpar Navigation or offer improved app capabilities, especially with iMessage.
Route Sharing is an intended addition to CarPlay’s iteration in iOS 26.4, which was released in March:
The addition of CarPlay would undoubtedly be welcome, but at the same time, it seems like Tesla realizes it is not of the utmost priority. There are so many things that Tesla is working on currently within its own vehicles, especially attempting to solve self-driving.
Back in February, Bloomberg had reported that Tesla was still working on bringing CarPlay to its vehicles, but it had not due to app compatibility issues and incredibly low adoption rates of iOS 26.
This bottleneck could buy Tesla the proper amount of time to develop CarPlay for its vehicles. It would be a welcome addition, and could be brought on with either the Summer or Fall 2026 Software Updates.
Tesla deliveries got a big boost in expectations from Wall Street firm Goldman Sachs, who believes the company will report some stronger-than-expected numbers when the second quarter comes to an end in the coming weeks.
Goldman Sachs has raised its vehicle delivery forecast for Tesla (NASDAQ: TSLA) in the second quarter of 2026, signaling growing confidence in the electric vehicle leader’s near-term momentum despite mixed market signals. Analyst Mark Delaney lifted the bank’s Q2 estimate to 420,000 units from a previous 405,000, surpassing the Visible Alpha consensus estimate of 400,000.
The upward revision stems from stronger-than-expected sales data across key regions. Europe stands out with projected year-over-year growth of 85-90 percent, driven by robust demand for Tesla’s Model Y and refreshed offerings. China posted high single-digit gains, while markets like South Korea and Australia also contributed positive momentum. These gains help offset mid-teens declines in U.S. deliveries through May, where broader EV market headwinds and competition persist.
Goldman extended its optimism to the full year, increasing its 2026 delivery projection to 1.73 million vehicles from 1.72 million. Longer-term forecasts remain unchanged, with 1.88 million units expected in 2027 and 1.96 million in 2028. The bank also nudged its 2026 earnings-per-share estimate higher to $1.35 from $1.30, reflecting anticipated margin benefits from higher volumes and operational efficiencies.
Despite these positive adjustments, Goldman maintained its Neutral rating and $375 price target on Tesla shares. At current trading levels near $411, the stock sits about 8-9 percent above the target, highlighting ongoing valuation concerns even as delivery momentum builds. Tesla’s Q1 2026 deliveries totaled 358,023 units, setting a baseline for recovery expectations in the current period.
This update arrives as Tesla prepares to report official Q2 figures shortly after June 30. Investors and analysts will closely watch not only headline delivery numbers but also regional breakdowns, average selling prices, and progress on energy storage deployments and autonomous technology initiatives.
The move by Goldman Sachs underscores a broader narrative for Tesla: while legacy auto markets face softening demand and tariff uncertainties, Tesla’s global footprint and product pipeline provide resilience. Europe’s surge reflects pent-up demand and policy support for EVs, while China’s steady growth highlights Tesla’s competitive positioning against local rivals.
Tesla still has its work cut out for it, including U.S. price sensitivity and intensifying competition. Yet Goldman’s revision adds to a series of analyst notes suggesting Q2 could mark a turning point. As Tesla pushes toward higher production rates at facilities in Fremont, Shanghai, and Berlin, sustained execution will be key to validating these higher forecasts.
We have said numerous times that deliveries are becoming a less important metric in the grand scheme of things, as AI truly takes precedence in the company’s thesis.
For Tesla bulls, the Goldman note reinforces faith in underlying demand trends. For skeptics, the unchanged rating serves as a reminder that delivery beats alone may not immediately resolve valuation debates in a high-interest-rate environment. Tesla’s stock reaction will likely hinge on the official numbers and management commentary in the coming weeks.
Tesla Cybertruck driver gets pickup seized for ‘legitimate concerns’ in UK
Apple is developing the missing link for Tesla to get CarPlay: report
