Jaan of EVwire.com ⚡

⠀⠀⠀⠀ ⠀ ⠀⠀⠀⠀⠀⠀⠀ is the founder of daily EV news site, newsletter and market intelligence platform for all true EV geeks. X: @theEVwire

[Jaan of EVwire.com ⚡ @TheEVuniverse]

Here is your first full walkaround of the two European Tesla Semis in Hannover, Germany.

Also had a quick chat with @danWpriestley and the team.

I'll also link everything I'm learning about @tesla_semi today, all the details and interior shots, in the thread🧵:

[Jaan of EVwire.com ⚡ @TheEVuniverse]

Canada's public DC fast-charging network grew to 9,615 ports in Q3, with Tesla adding more new ports than any other network. Tesla also opened the quarter's largest site, a 24-stall Supercharger in Mont-Tremblant, Québec.

Here's our deeper look: https://t.co/tBo03GuZ5L

[Jaan of EVwire.com ⚡ @TheEVuniverse]

Texas is adding 321 EV charging stations under Phase II of the NEVI program, backed by $226 million in federal funds awarded by @TxDOT.

Phase I already has 22 stations running along Texas highways.

Here's our deeper look: https://t.co/SuBJ36S8da

[Jaan of EVwire.com ⚡ @TheEVuniverse]

Cybercab rides are coming to Dallas next month, and @Tesla aims to run its Robotaxi service around the clock by the end of 2026.

It also wants Cybercabs in customers' hands by the end of this year.

Here's our deeper look: https://t.co/8oyyDKEgCT

[Jaan of EVwire.com ⚡ @TheEVuniverse]

Canada's public DC fast-charging network grew to 9,615 ports in Q3, with Tesla adding more new ports than any other network. Tesla also opened the quarter's largest site, a 24-stall Supercharger in Mont-Tremblant, Québec.

Here's our deeper look: https://t.co/tBo03GuZ5L

[Jaan of EVwire.com ⚡ @TheEVuniverse]

Tesla sold more EVs in the US than all other EV brands combined in Q3 2026, with an estimated 54% market share, as per Cox Automotive. The @Tesla Model Y alone outsold every other EV brand.

Here's our deeper look: https://t.co/uLCeWz5vNJ

[Jaan of EVwire.com ⚡ @TheEVuniverse]

Dutch logistics company Egala has ordered 175 Mercedes-Benz trucks for its European fleet, and 20 of them are battery-electric eActros 600s, alongside 155 Actros 1845 LS semitrailer tractors.

Here's our deeper look: https://t.co/P3LcIPabGV

[Jaan of EVwire.com ⚡ @TheEVuniverse]

Just in: Elon Musk said on @Tesla's Q3 2026 earnings call that the company is aiming for 5 million vehicles a year by 2030.

That's a bit more than triple its 2025 deliveries, or roughly 25% growth a year, for the next five years running.

Here's our deeper look: https://t.co/g13CA5rbsu

[Jaan of EVwire.com ⚡ @TheEVuniverse]

@preier_wolfgang @mcdazzledrops @elonmusk XD

[Jaan of EVwire.com ⚡ @TheEVuniverse]

sounds like this might happen at one point for @elonmusk, it'll be wild to see

[Per Lyngemark @perlyngemark]

@TheEVuniverse Wonder when Elon will replace his body guards with Optimus?

[Jaan of EVwire.com ⚡ @TheEVuniverse]

@Tslachan @DavidMoss that's awesome, David!

[Jaan of EVwire.com ⚡ @TheEVuniverse]

Bolt, the European ride-hailing giant, picks NVIDIA's Alpamayo Stack to drive its European robotaxis, starting with Lucid vehicles in Madrid in 2027.

Germany and France are next, building toward at least 25,000 Lucid robotaxis.

Here's our deeper look: https://t.co/vxzQlx9foO

[Jaan of EVwire.com ⚡ @TheEVuniverse]

Battery EVs have outsold petrol cars in Australia for two months in a row.

In September, BEVs beat petrol by just 69 units, 26,087 to 26,018, once Tesla's deliveries were counted.

Here's our deeper look: https://t.co/PX0x7QfjNA

[Jaan of EVwire.com ⚡ @TheEVuniverse]

Texas is adding 321 EV charging stations under Phase II of the NEVI program, backed by $226 million in federal funds awarded by @TxDOT.

Phase I already has 22 stations running along Texas highways.

Here's our deeper look: https://t.co/SuBJ36S8da

[Jaan of EVwire.com ⚡ @TheEVuniverse]

Tesla expects its Terafab lab in Austin to make its first test chip by mid-2027, and hit volume production by Q3 2028.

Musk puts the bill at tens of billions, probably north of $100B long term, split between @Tesla and SpaceX.

Here's our deeper look: https://t.co/Qb2xpj0AGk

[Jaan of EVwire.com ⚡ @TheEVuniverse]

@SawyerMerritt this just gets better and better lol

[Jaan of EVwire.com ⚡ @TheEVuniverse]

this just gets better and better lol

[Sawyer Merritt @SawyerMerritt]

You want fake V8 engine noises? Yeah that’ll be extra.

lol

[Jaan of EVwire.com ⚡ @TheEVuniverse]

Tesla's Megapacks are almost sold out for 2027, with Musk saying @Tesla is ramping production as quickly as possible to keep up.

Energy gross margins jumped to 33.1% from 20.4%, mostly on tariff refunds and warranty true-downs.

Here's our deeper look: https://t.co/Jn5T2WLS1V

[Jaan of EVwire.com ⚡ @TheEVuniverse]

@Koogle91417074 the differences are lower than you'd think and the heavy-duty charging network buildout is in full swing (see https://t.co/CSe81klmwr, we write about this and fleets daily on both sides of the pond).

EREV trucks aren't becoming a thing in Europe, it's BEV. But long road to go

[Jaan of EVwire.com ⚡ @TheEVuniverse]

China built 95% of the world's e-trucks in 2025, Strategy& finds

Here's our deeper look: https://t.co/zxf2ExGC46

[Jaan of EVwire.com ⚡ @TheEVuniverse]

@Koogle91417074 there's a reason China's trucking has gone full BEV not EREV

[Jaan of EVwire.com ⚡ @TheEVuniverse]

Tesla held its Q3 2026 earnings call, and we've put together the full transcript of the whole Q&A. With table of contents!

Cybercab beyond Austin, FSD Unsupervised in customer cars, Optimus training data, @Tesla's own maps, Terafab and more.

Here it is: https://t.co/8j62z9pP31

[Jaan of EVwire.com ⚡ @TheEVuniverse]

Cybercab rides are coming to Dallas next month, and @Tesla aims to run its Robotaxi service around the clock by the end of 2026.

It also wants Cybercabs in customers' hands by the end of this year.

Here's our deeper look: https://t.co/8oyyDKEgCT