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Tesla and BYD are completely dominating the EV sector — and Japanese carmakers are lagging behind

Credit: Tesla

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The International Council on Clean Transportation (ICCT) recently published a new report, The Global Automaker Rating 2022, which highlights the leaders, transitioners, and laggards in the electric vehicle market. Based on the firm’s study, Tesla and Chinese competitor BYD are currently at the front of the pack, while Japanese carmakers are lagging far behind. 

The report ranks the world’s Top 20 light-duty vehicle manufacturers based on their transition to electric cars. The study also takes into account each carmaker’s market share, technology, and strategic vision. Considering that Tesla is a pure electric car maker, it is no wonder that the company is at the forefront of the rankings. BYD’s strong sales of new energy vehicles in China also allow the carmaker to rank well in the ICCT’s list. 

Tesla and BYD dominated the ICCT’s rankings, especially with regard to market share and strategic vision. So far, Tesla stands at the top of the rankings on technology, though some veteran carmakers such as BMW are gaining ground. Tesla also received stellar scores in other criteria such as range, efficiency, and charging speeds. 

Credit: International Council on Clean Transportation (ICCT)

In the middle of the pack in the ICCT’s global automaker rankings for the past year are veteran carmakers such as Ford and General Motors. European carmakers such as BMW, Renault, and Mercedes-Benz are listed as “transitioners” in the list. At the bottom are mostly Japanese automakers, which were dubbed as the “laggards” in the EV sector. 

Among the six carmakers that were listed as the laggards in the EV race, five were Japanese automakers. These included Toyota, Honda, Nissan, Mazda, and Suzuki, all of which earned subpar scores in market dominance, technology performance, and strategic vision. The carmakers’ disappointing scores in strategic vision are quite unfortunate, as the metric ranks companies based on ZEV targets, ZEV investment, and executive compensation alignment, as noted in a report from The Driven

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Tesla is already at 100% ZEV today, but veteran carmakers like Renault, GM, Ford, and Mercedes-Benz have all expressed their intent to reach 100% electric vehicle sales by around 2035. Interestingly enough, Toyota, the world’s largest automaker today by volume, also had one of the lowest ZEV targets, with the company just aiming to reach 32% by 2030. 

“The ZEV target metric evaluates the ambition of a manufacturer in transitioning to a 100% ZEV fleet to be on pace with the Paris Agreement timeline. An ambitious target can demonstrate a manufacturer’s determination to decarbonize its vehicle fleet. In contrast, a manufacturer without a target, or with a weak ICEV phase-out target, is considered less likely to invest in the ZEV transition in the near term,” the ICCT noted. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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SpaceX secures win as US labor board drops oversight case

The NLRB confirmed that it no longer has jurisdiction over SpaceX.

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Credit: 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.”

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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. 

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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.

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Tesla accuses IG Metall member of secretly recording Giga Berlin meeting

The union has denied the electric vehicle maker’s allegations.

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Credit: Tesla Manufacturing/X

Police seized the computer of an IG Metall member at Tesla Giga Berlin on Tuesday amid allegations that a works council meeting was secretly recorded. 

The union has denied the electric vehicle maker’s allegations.

In a post on X, Gigafactory Berlin plant manager André Thierig stated that an external union representative from IG Metall attended a works council meeting and allegedly recorded the session. Thierig described the event as “truly beyond words.”

“What has happened today at Giga Berlin is truly beyond words! An external union representative from IG Metall attended a works council meeting. For unknown reasons he recorded the internal meeting and was caught in action! We obviously called police and filed a criminal complaint!” Thierig wrote in his post on X.

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Police later confirmed to local news outlet rbb24 that officers did seize a computer belonging to an IG Metall member at the Giga Berlin site on Tuesday afternoon. Tesla stated that employees had contacted authorities after discovering the alleged recording.

IG Metall denied Tesla’s accusations, arguing that its representative did not record the meeting. The union alleged that Tesla’s claim was simply a tactic ahead of upcoming works council elections.

The next works council election at Giga Berlin is scheduled for March 2 to 4, 2026. The facility’s management had confirmed the dates to local news outlets. The official announcement marks the start of the election process and campaign period.

Approximately 11,000 employees are eligible to participate in the vote.

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The previous works council election at the plant took place in 2024, and it was triggered by a notable increase in workforce size. Under German labor law, regular works council elections must be held every four years between March 1 and May 31.

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Elon Musk’s xAI plants flag in Bellevue AI hotspot

The lease places xAI’s new office in one of the region’s fastest-growing tech hubs.

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UK Government, CC BY 2.0 , via Wikimedia Commons

Elon Musk’s artificial intelligence company xAI has leased a full floor at Lincoln Square South in downtown Bellevue, WA, as per city permit filings. 

The lease places xAI’s new office in one of the region’s fastest-growing tech hubs.

Public records indicate that xAI leased roughly 24,800 square feet in Lincoln Square South. The location was previously occupied by video game company Epic Games. Lincoln Square South is part of the Bellevue Collection, which is owned by Kemper Development Co.

The lease was first referenced in January by commercial real estate firm Broderick Group, which noted that an unnamed tenant had secured the space, as stated in a report from the Puget Sound Business Journal. Later filings identified xAI as the occupant for the space.

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xAI has not publicly commented on the lease.

xAI hinted at plans to open an office in the Seattle area back in September, when the startup posted job openings with salaries ranging from $180,000 to $440,000. At the time, the company had narrowed its location search to cities on the Eastside but had not finalized a lease.

xAI’s Bellevue expansion comes as Musk continues consolidating his businesses. Last week, SpaceX acquired xAI in a deal that valued the artificial intelligence startup at $250 billion. SpaceX itself is now valued at roughly $1.25 trillion and is expected to pursue an initial public offering (IPO) later this year.

Musk already has a significant presence in the region through SpaceX, which employs about 2,000 workers locally. That initiative, however, is focused largely on Starlink satellite development.

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Bellevue has increasingly become a center for artificial intelligence companies. OpenAI has expanded its local office footprint to nearly 300,000 square feet. Data infrastructure firms such as Crusoe and CoreWeave have also established offices downtown.

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