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Morning Overview

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Rowan Calder

Latest Articles by Rowan Calder

Tesla built 408,000 vehicles this quarter but only delivered 358,023 — a roughly 50,000-unit inventory swing for a build-to-order company

Rivian starts sending final R2 SUV order invitations on June 9, with first deliveries expected two to six weeks later

Rivian’s R2 may have just matched the Tesla Model Y dead-on for energy efficiency, ending Tesla’s years-long lead in that metric

The 2026 Hummer EV Pickup 3X starts at $105,300 with a tri-motor 830-horsepower setup and up to 363 miles of range

Rivian projects a 53% jump in 2026 deliveries on the back of the lower-priced R2 SUV rollout

Boeing’s MQ-28 collaborative combat aircraft just validated a new capability on June 1, edging the program closer to fielding

GM’s combined truck and EV total of 204,425 deliveries put it ahead of Ford in Q1, even with Silverado at 127,412

Rivian opens R2 SUV deliveries this quarter at roughly $45,000, putting it head-to-head with the Tesla Model Y

The IIHS named the Rivian R1S a 2026 TOP SAFETY PICK+ award winner, the institute’s highest crashworthiness rating

Ford’s EV sales collapsed 70% in Q1 to just 6,860 units as the F-150 Lightning sat out and Mustang Mach-E faded

Ford F-Series moved 159,901 units in Q1 to stay America’s top truck despite a 16% year-over-year drop

Next-generation Chevrolet Silverado 1500 and GMC Sierra 1500 enter production in October with new exteriors and reworked powertrains

Bot Auto says its driverless freight rigs already beat human drivers on cost across the 230-mile Houston-Dallas corridor — robot trucks cheaper per mile than a paid driver

Aurora’s driverless trucks just logged 280,000 autonomous miles on the Dallas-to-Houston run — 1,400 loads, 100% on time, no human in the cab

Tesla just shrank its unsupervised robotaxi fleet to 20 cars across Texas — Musk himself telling investors safety validation is what is holding back the rollout

China’s first national solid-state EV battery standard takes effect July 2026 — locking in safety and performance rules just as carmakers across Asia race their first cells off the line

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