Data gathered by EV Job Hub revealed that the Inflation Reduction Act (IRA) has boosted elective vehicle (EV) manufacturing investments in the United States. According to the information gathered, 47% of EV manufacturing investments have occurred after the IRA was passed.
As of November 17, 2023, $173 billion investments in electric vehicle and battery manufacturing were made in the United States. The investments have generated 212,000 jobs in the US. In the 11 years before the IRA was passed, only $91 billion was invested in EV and battery manufacturing. Since the IRA was enacted 15 months ago, it has generated $82 billion investments in EV and battery manufacturing in the United States.
Michigan and Georgia have been the most successful states at enticing companies to invest locally in EV or battery manufacturing. Both states have announced private investments estimated to be above $23 billion.
Michigan’s EV & Battery Investments
Ford has heavily invested in Michigan on a battery plant with Chinese supplier Contemporary Amperex Technology Co (CATL). Ford battery plant in Michigan recently restarted construction. The legacy automaker significantly cut its investments in Michigan from $3.5 billion to $1.8 billion.
Ford isn’t the only automaker investing in Michigan. Last year, General Motors announced a $7 billion plan to expand electric vehicle and EV parts manufacturing in Michigan. Besides automakers, foreign battery suppliers are also investing in Michigan. In September, Samsung SDI announced it would double its EV battery production in Michigan for a total capital investment of $41 billion.
Georgia’s EV & Battery Investments
Meanwhile, in Georgia, a $5 billion Rivian manufacturing plant is preparing to start construction. The Atlanta-based factory is expected to produce Rivian’s R2 next-generation platform.
“It’s a great day in Georgia as we close and issue the bonds for the Rivian project. Renting the site to Rivian is the next step in delivering this generational opportunity, and Georgians in Jasper, Morgan, Newton, and Walton counties,” noted the Georgia Department of Economic Development (GDECD) and the Joint Development Authority (JDA) of Jasper, Morgan, Newton and Walton counties.
Hyundai and SK On from South Korea have also invested in Georgia. In April, Hyundai and SK On announced plans to produce 300,000 EVs in the United States with support from its $5 billion 35 GWh battery facility in Bartow County. Hyundai is also building a $7.6 billion EV manufacturing plant in Georgia.
According to Atlas Public Policy, 74% of the investments for EV and battery manufacturing are going to districts represented by Republicans in Congress. A significant chunk of the investments, 42%, are going to disadvantaged communities.
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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.
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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.
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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
