Over six months after expanding upon an existing partnership to bring mass production of eVTOLs to the US, Stellantis and Archer Aviation have shared a progress update. The partnership has now moved from the “concept phase” to the “execution phase” as its high-volume eVTOL production facility continues construction in Georgia.
Stellantis ($STLA) is a name we cover often on Electrek, both good and bad – but it wasn’t until earlier this year that we started covering electric Vertical Takeoff and Landing (eVTOL) aircraft developer Archer Aviation ($ACHR) and its “Midnight” vessel, which was unveiled last December.
Since its inception in 2018, Archer Aviation has established working relationships with United Airlines, Stellantis, and the United States Air Force. Building off these early relationships with some big hitters in aviation and high-volume production, Archer shared plans to manufacture the Midnight aircrafts at a new facility in Covington, Georgia.
This past January, we learned that existing partner Stellantis is opening up its wallet to help erect the US facility and get the Midnight eVTOLs into the air by 2024. Today, from the 2023 Paris Air Show, the partners shared a progress update with the public, which includes construction, collaboration, and fresh stock acquisition.
A rendering of the incoming Georgia eVTOL facility / Credit: Archer Aviation
Stellantis to help support up to 2,300 eVTOLs per year
The two companies shared the progress update via press release this morning, coinciding with a public display of Archer’s Midnight eVTOL at the 2023 Paris Air Show. According to Stellantis, construction of the eVTOL manufacturing facility is underway amongst roughly 100 acres in Georgia.
As the manufacturing facilities are erected and opened, Archer and Stellantis plan to leverage their respective strengths – eVTOL design and development and high-volume vehicle manufacturing, respectively – to rapidly scale US production and achieve Urban Air Mobility (UAM) commercialization. Archer founder and CEO Adam Goldstein spoke:
At Archer, our goal is not just to get to commercialization, but to achieve it at scale. High-volume manufacturing is critical to ensuring we can meet this goal and joining forces with one of the leading mobility companies in the world is helping us realize the once-in-a-generation opportunity we have to redefine urban transportation. I couldn’t be prouder of what we’ve already accomplished with this partnership as we continue to lead the industry in building out manufacturing capabilities.
Building off its existing relationship with the eVTOL developer, Stellantis shared it has also increased its strategic shareholding of Archer Aviation through a series of stock purchases on the open market. The automotive conglomerate did not immediately share details of the size of those stock purchases but said it intends to remain a minority shareholder.
Stellantis states that it has experienced personnel from its own team working full-time alongside the group at Archer Aviation to work through vital areas for scaled commercialization, including manufacturing automation, engineering, supply chain sourcing, and human resources. Together, the parties intend to bring the Georgia facility online by mid-2024. Stellantis CEO Carlos Tavares also spoke to the progress of the partnership:
We believe this unique partnership is setting the standard for cross-industry collaboration and continues to be a key pillar of our strategy to ensure Stellantis leads the way the world moves, providing freedom of mobility in all ways. With our trusted teams onsite working shoulder-to-shoulder with Archer, I have no doubt that we are on the right path.
Stellantis finished up by sharing that initial manufacturing operations in Georgia are expected to produce up to 650 eVTOL aircraft per year with room for expansion to support up to 2,300 in all. According to the automaker, manufacturing eVTOLs at those max volumes would make the US site the world’s leading aircraft manufacturing facility by volume. The partners provided the following video of the US eVTOL manufacturing site in addition to the renderings seen above. Check it out.
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Tesla’s ‘Robotaxi’ is now blatantly operated by human drivers as the automaker launches a ride-hailing service in the Bay Area through its ‘Robotaxi’ app.
When Tesla launched its ‘Robotaxi’ service in Austin, we noted how it was just for optics and the fact that it still uses “safety monitor” in the front passenger seats makes it a “supervised” system and therefore, not a level 4 autonomous driving system.
It’s basically Tesla’s consumer ‘Supervised Full Self-Driving’ (FSD), but with the supervisor moved from the driver’s seat to the front passenger seat.
The reason Tesla was able to do that is that Texas law allows it, and it looks better for them than having a driver in the driver’s seat. Instead, the “safety monitor” has access to a kill switch that can stop the car, something Tesla is not publicizing.
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Over the last few weeks, Tesla has been teasing the expansion of its Robotaxi in California despite not having secured any of the permits required for an automated driving system in the state.
Now, Tesla has expanded its service area in the “Robotaxi” app to the Bay Area, but even though it’s in the “Robotaxi” app, it is only calling it a “ride-hailing service” because there’s a driver in the driver’s seat of each car:
Tesla fans have applauded the automaker for covering such a large part of the Bay Area, bigger than Waymo’s coverage of the region, but to be clear, Tesla’s service right now is not comparable to Waymo’s in the Bay Area. It’s only equivalent to Uber.
In fact, it’s the exact same service as an Uber driver who owns a Tesla with Supervised FSD in the Bay Area.
Politico reported that Tesla still hasn’t applied for any of the required permits to operate autonomous vehicles in California, despite CEO Elon Musk claiming just last week that Tesla was waiting for regulators.
Documents from the California DMV and Public Utilities Commission revealed that the state agencies were concerned by comments from Tesla employees regarding the automaker’s imminent launch of its Robotaxi service in the state, despite not having obtained any authorization.
Tesla’s regulatory counsel quickly intervened to explain to the state that there’s no such plan and Tesla only plans to launch a ride-hailing service for “employees, friends and family, and select members of the public”, which is apparently what was launched today.
The automaker is not looking for “vehicle operators” in 9 other US cities to launch the same ride-hailing service, which it operates under its ‘Robotaxi’ app.
Electrek’s Take
This is so blatantly misleading. Tesla is trying to make the public think it is a leader in autonomous driving by launching its ‘Robotaxi’ service in cities while being powered by human drivers.
It’s FSD in consumer vehicles. That’s all it is, and we know that it gets about 500 miles between critical disengagement, based on the best crowdsourced data.
By not applying for an autonomous driving permit, Tesla is making sure that it doesn’t have to report any data to the state.
Why doesn’t Tesla want to do that? The only thing that makes sense is that it is not ready for it, and the data wouldn’t look good.
This is all for show because Waymo is starting to rapidly expand and making Elon Musk look bad after he has been claiming for years that Tesla is the leader in autonomous driving with no close second.
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Hyundai said the new trade agreement was a “historic achievement” between the US and South Korea. Although Hyundai Motor, including Kia and Genesis, is getting some relief with lower US tariffs, it’s still expected to face billions in extra costs this year.
Hyundai and Kia score US tariff relief
After threatening tariffs as high as 25% on imported vehicles from South Korea, President Donald Trump said on Wednesday that the US will instead enact a 15% tariff.
Hyundai’s executive chairman, Chung Euisun, who was in Washington for the final negotiations, called the agreement a “historic win.” The tariff rate is the same 15% on imports from Japan, putting Hyundai and Kia on a level playing field.
Although it’s better than 25%, the added tariffs are expected to cost Hyundai an additional $5 billion this year. The lower rate will still save Hyundai over $3 billion in costs, according to Bloomberg Intelligence analyst Joanna Chen.
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Even before the $7,500 IRA tax credit for electric vehicles and other Biden-era policies were enacted, Hyundai was planning to grow its market share in the US, its largest market.
Hyundai Motor America CEO Jose Munoz with Georgia Governor Brian Kemp at Hyundai Day (Source: Hyundai)
The Korean auto giant invested $7.6 billion to build its new EV manufacturing plant in Georgia, directly creating 8,500 jobs.
Hyundai and SK On’s $5 billion battery plant in the state will employ an additional 3,500 workers. It’s the largest economic project in state history.
Hyundai Motor Group Metaplant America grand opening (Source: Hyundai)
According to a study by the Center for Automotive Research, Hyundai’s new EV plant will help create over 58,200 new jobs in the area.
Earlier this year, Hyundai announced a record $21 billion investment to expand production in the US over the next three years. The investment will directly create around 14,000 jobs while ramping up the output of Hyundai, Kia, and Genesis vehicles in the US. By 2028, Hyundai expects to generate over 100,000 direct and indirect jobs in the US.
2026 Hyundai IONIQ 9 (Source: Hyundai)
Hyundai Motor, including Kia and Genesis, saw its market share in the US rise to about 11% in the first half of 2025, up from 10.5% the previous year.
Since Hyundai builds the new IONIQ 5 and IONIQ 9, its first three-row SUV in Georgia, both still qualify for the $7,500 tax credit. However, that’s set to expire at the end of September.
2025 Hyundai IONIQ 5 at a Tesla Supercharger (Source: Hyundai)
After cutting lease prices again, the 2025 Hyundai IONIQ 5 is now one of the most affordable EVs on the market, starting at just $179 per month.
The 2026 IONIQ 9 (check out our review of it) is available with leases starting at just $419 per month. To ease the transition, Hyundai is including a complimentary ChargePoint L2 home charger with the purchase or lease of any new 2025 IONIQ 5 or 2026 IONIQ 9.
Looking to test one out for yourself? You can use the links below to find 2025 Hyundai IONIQ 5 and 2026 IONIQ 9 models in your area.
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After kicking off production last month, Zero Motorcycles has now officially begun deliveries of its highly anticipated X Line models. The first wave of customers is taking delivery of their new Zero XE and Zero XB electric motorcycles, marking a major milestone for the company’s push into more affordable off-road and adventure EVs.
“The delivery of the first X Line bikes is a major milestone for Zero and for the future of off-road EV performance,” said Zero CEO Sam Paschel. “It’s the start of a new chapter in how adventure riding is experienced. With the XB and XE, we’re making electric motorcycles more accessible and approachable for riders everywhere.”
Zero first unveiled the X Line late last year, announcing the two-bike lineup aimed at adventure and trail riders. The XE and XB models were designed to be affordable new platforms, not just budget versions of Zero’s existing on-road bikes.
Both bikes are designed to be street-legal in Europe, but are intended only for off-road riding in the US.
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The two models were developed alongside Zero’s Chinese partner Zongshen to offer an approachable gateway to electric two-wheeled adventure, with lightweight frames, swappable battery packs, and plenty of power for getting off the beaten path. They’re also the most affordable models Zero has ever produced: the smaller Zero XB starts at just $4,395 in the U.S., while the larger, more powerful Zero XE comes in at $6,495.
At those price points, the X Line represents a big shift for Zero, which has historically focused on premium electric motorcycles priced well into five-figure territory.
Deliveries began this week and will continue to roll out over the coming months. Buyers who place new reservations starting today can expect deliveries to begin in Fall 2025, according to the company.
The X Line is a strategic move for Zero as it looks to expand its rider base beyond urban commuters and high-end sport bike enthusiasts. With more riders, especially younger and off-road focused customers, showing interest in electric motorcycles, the XE and XB could be just the right mix of capability and price to bring new blood into the EV moto world.
Electrek’s Take
This is a big moment for Zero. After more than a decade building high-performance electric motorcycles for the street, the company is finally breaking into the more affordable end of the market, and doing it with purpose-built off-road machines, not watered-down street bikes.
The fact that the XB starts at under $4,500 is kind of wild, especially considering Zero’s bikes have historically hovered around the $15K mark. Sure, these aren’t full-size dual-sport monsters, but they’re not toys either. And yes, there are questions about how much of these bikes are actually Zero, and how much are basically Sur Rons built by Zongshen. But with decent range, real off-road chops, and swappable batteries, if these bikes can deliver a quality ride then it might not really matter. The new models have the potential to carve out a whole new corner of the market for Zero, one that’s long been dominated by DIY conversions or budget Asian imports.
If Zero can ramp up deliveries smoothly and keep the quality high, the X Line might be the company’s most important launch yet. And judging by the response so far, there’s real demand for affordable, capable electric trail bikes. Now they just need to homologate them for the US market.
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