Coast, the future-focused sub-brand of trailer manufacturer Aero Build, has begun deliveries of the Model 1 – a solar electric travel trailer that Founder and CEO Brian Fuente put his heart and soul into to not only modernize a stale recreation segment but do so in a manner that is optimized and affordable without any compromise on quality. Fuente walked us through the Coast Model 1 and shared his insight on the trailer, the company’s design approach, and its future in electric campers.
Aero Build is a young trailer manufacturer that has been developing and crafting a variety of ground-up business-centric vessels in Nashville, Tennessee, for the last eight years. Pride in the work and commitment to the utmost quality in every build has helped the young company find early success, providing the financial runway to explore new ventures like electric travel trailers for recreational use.
The result is Coast – a passenger-focused sub-brand that not only looks to modernize the travel trailer industry further but also gives owners the freedom of travel and exploration, complimented by comfort, space utilization, and some of the best technology available today.
Those ideas culminated in Coast’s first trailer – the Model 1. Initially unveiled in early 2023, the Model 1 has since become open for pre-orders and begun production in Nashville. This past weekend, the first customer builds of the solar electric travel trailer were delivered to customers, kicking off a new chapter for Coast, which it hopes will help propel it from a niche bespoke builder to a renowned name in recreational vehicles.
Before deliveries began, Electrek got the chance to do a virtual walkthrough in the Model 1 with Coast Founder and CEO Brian Fuente, who offered some excellent insight on what sets these trailers apart.
Coast’s Model 1 trailer is a winner at first glance
Earlier this month, I hopped on a video call with Coast CEO Brian Fuente, who walked me through a near-production version of the Model 1. This slightly dated model has seen several improvements before the first travel trailers went out to customers.
My first impression of Fuente was that he knows his stuff. Not only from the perspective of recreational trailers, e.g., comfort, space utilization, etc., but from a tech standpoint, ensuring Coast’s first entry into the segment delivers quality materials and design as well as all the electronic components required to live comfortably off the grid for days or even weeks at a time.
The quality and sustainability of the materials chosen are apparent. Albeit a compact travel trailer, it’s clear that every square inch was optimized, and the Coast team reworked the layout repeatedly until it was perfect in their minds. I complimented Fuente on this achievement, and he shared some valuable insight:
We’ve been a trailer manufacturer for what, seven years now? So I think what sets us apart is we have a commercial division where we’ve built hundreds and hundreds of trailers and sent them all over the world, so we know a thing or two about trailer manufacturing. With all that knowledge we’ve been able to soak all that into this unit.
So, we can proudly say that this is one of the best built trailers you’ll ever find. It’s the price point too. We don’t have the drivetrain system… yet, we’re working on that, but from a quality standpoint, this thing is just built to last.
Fuente then pointed out that the Model 1 trailer we were viewing looked brand new (I’d agree), but it had already had several people staying in it and had traveled all over the country. More evidence of the quality of the fit and finishes chosen to ensure this trailer can handle a lifetime of travel exploring the world.
It was interesting that Fuente brought up the electric powertrain before I could even ask (I was going to, don’t worry), considering Coast’s main competitors in the space, who are already providing additional electrification to maximize towing efficiency.
I asked the CEO how he feels about the company’s trailer competitors like Pebble and Lightship, for instance, and how he thinks Coast compares:
Well, I think from a design perspective, I think it’s more palatable. It’s kind of a blend that feels like a smart home on wheels, like a home. I think from an interior design perspective, it’s just comfortable. I think this is a very comfortable unit with a lot of space and room to move around in this unit too. We are not those companies. We don’t have the big VC money. We’re the bootstrap operation and we have been trailer manufacturing for a long time.
I think that’s what sets us apart too because we’re in production and we have an incredibly talent team. This is a comfort focused electric vehicle that’s built to last a long time and I think there’s a buyer for everyone and I’m just so excited to see innovation in the space.
When we first started designing this (Model 1), the reason I was so motivated to do it was because I was just so tired of seeing junk, and I experienced the manufacturing plants in Indiana and said, ‘Guys, we gotta do better.’ From a culture standpoint, our company has really built a lifestyle brand and people have really bought into it because we provide a really great customer experience.
Bootstraps, for sure. Fuente told me he goes out to customers and shows them firsthand how to use the Coast electric trailers and even gives his personal cell number in case they have any questions or issues, saying, “That’s just who we are. We build one hell of a trailer, and we rarely have a warranty issue, and when we do, it’s usually minor. When we do, we usually take care of it within 24-48 hours.”
As sales of Coast’s electric travel trailers grow, it will be impossible for its CEO to stay on speed dial for everyone, but right now, that customer service method exemplifies how vital the buyer is to this operation. From there, Fuente spoke about Coast’s potential and the future.
All our trailers are hand-built, so we’re just focused on quality right now. Yes, we have people knocking on our door to invest, but we want to protect what we have and we want to be close to our customers. We’ve got some new partnerships that I can’t tell you about yet, but we’ve got some really big news coming soon.
Fuente told me a second trailer model is already in the works. As confirmed above, Coast is also working to add an electric drivetrain option to help drivers maximize range and efficiency while towing.
I highly recommend booking a live tour and exploring the Coast 1 trailer yourself to truly understand its design and opportunity for those who want to travel while still living comfortably with the freedom to work. Each trailer comes with Starlink’s highest level of WiFi – expensive for Coast to install, but worth every penny according to Fuente to ensure its customers get the best.
The exterior roof features eight monocrystalline solar panels that deliver 1,600 total watts of green energy to owners when out on the road or wherever their journeys take them.
The Coast Model 1 trailer is available to order now and starts at $129,900. I plan to visit Coast in Nashville soon, spend the night in a Model 1, and see if the real-life experience in the trailer matches the quality I saw from my virtual tour. What do you think? Let us know in the comments below.
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Republicans announced a new tax plan today and it’s just about as bad for America as expected, taking money for healthcare, clean air and energy efficiency from American families and sending it to the ultra-wealthy instead.
Now that the republican party has unveiled its job-killing tax proposal, we know a little more about what’s in it.
Originally, it was thought by many that the proposal would completely kill all federal EV credits, with some estimating that the $7,500 credit would go away immediately (personally, I never thought it would be that stupid, but you never know with the republicans).
It turns out the details are a little more nuanced than that, and that while the credit is ending, it will sunset a little later than many feared.
It’s likely that the credit will last through the end of this year – which makes sense, since that’s how tax changes often work. Then, at the end of the year, Inflation Reduction Act credits will largely disappear.
However, in the current draft of the bill, some automakers will retain access to some EV credits, for a time. This is due to an exception given for manufacturers who have not sold 200,000 vehicles between 2009 and 2025, a similar cap to the old EV tax credit that was first implemented in 2008, before Congress improved it and removed the cap in the Inflation Reduction Act.
So, smaller manufacturers will continue to have some support, while large manufacturers who have already sold plenty of cars will lose all of their credits.
A number of manufacturers have already reached the 200k EV cap, including Nissan, Ford, Toyota, Hyundai/Kia, GM, and of course, Tesla. Those manufacturers will lose access to credits.
But others who started late or have more niche offerings continue to be under the 200k cap. These include companies like Mercedes, Honda, Lucid, Mazda and Subaru.
And finally, the real competition for Tesla, gas cars, will not lose anything from the rescission of EV credits. Those cars will continue selling, they’ll just have a $7,500 advantage relative to today – on top of their advantage of each gas car being allowed to choke the world with $20,000+ in unpaid pollution costs, which show up on everyone’s hospital bills and health insurance premiums.
So that brings up an interesting point: when Tesla and its bad CEO Elon Musk threw their support behind all of this, what did they think they would get out of it?
But now it turns out that the situation is even worse for Tesla, because not only does Tesla’s gas competition get to keep the credits, but many electric competitors will get to keep them for some time as well.
But the oil companies, another competitor for Tesla, will continue to benefit from roughly $760 billion in subsidy per year in the US alone, in terms of the health and environmental costs they impose on society and do not pay for.
If that subsidy was ended alongside the $7,500 EV credit, then EVs would indeed come out on top. But instead of ending those massive subsidies to fossil fuels, republicans have proposed to increase them, by cutting down enforcement and loosening pollution limits, both through this tax bill and through other agency actions and proposals.
Further, the tax proposal unveiled today sunsets credits for many other products that Tesla sells. There are solar and home energy efficiency credits which Tesla takes advantage of through its Energy division, which sells solar and home battery systems to homeowners. These can be worth tens of thousands of dollars per installation, and those will go away if this proposal goes through.
So in the end, Tesla loses access to credits both on its cars and its Energy division, while its competitors get an even more beneficial regulatory environment to continue polluting. And even its electric competitors get a temporary leg up for the time being.
So, to those of you who wanted us to “trust the plan” – how, exactly, is this beneficial to Tesla, again?
Among the proposed cuts is the rooftop solar credit. That means you could have only until the end of this year to install rooftop solar on your home, before republicans raise the cost of doing so by an average of ~$10,000. So if you want to go solar, get started now, because these things take time and the system needs to be active before you file for the credit.
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China’s EV giant is on a roll. BYD is coming off its best sales week in China of 2025, racking up nearly 68,000 registrations. In comparison, Tesla logged just over 3,000.
BYD notches its best EV sales week of 2025
Another week, another impressive performance from BYD. Although most automakers saw higher sales for the week ending May 11, the company continues leading China’s EV market by a mile.
According to the latest insurance registration data (via CarNewsChina), BYD registered 67,980 vehicles from May 5 to May 11. That’s up 15% from the 58,310 registrations the previous week and BYD’s best sales week of 2025.
BYD’s premium sub-brands, Denza and Fang Cheng Bao, notched 2,990 and 2,660 registrations, respectively, up 3.8% and 17.7% from the prior week.
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NIO and XPeng posted stronger numbers last week in China, with 6,060 (+18.2%) and 6,870 (+23.8%) vehicle registrations. NIO’s new sub-brands are starting to gain traction. Onvo registered 1,660, and Firefly, which began deliveries on April 29, added 470 more.
BYD Seagull EV (Dolphin Mini overseas) Source: BYD)
During the week of May 5 to May 11, other Chinese EV brands, including Xiaomi, Deepal, and ZEEKR, also made strong showings. Xiaomi registered 5,180 vehicles of its sole EV, the SU7. Deepal registered 4,700 vehicles, and ZEEKR followed with 4,310.
Earlier today, Electrek reported that Tesla delivered just 3,070 vehicles in China last week, down 69% from the same week the prior year.
BYD’s wide-reaching electric vehicle portfolio (Source: BYD)
Tesla extended its 0% financing offer through June 30 to help drive demand and keep pace with BYD, SAIC, and others.
Electrek’s Take
Although EV sales were up 38% in China in April, Tesla’s fell 9% to 28,731. On the other hand, BYD sold over 380,000 new energy vehicles last month.
Those numbers include plug-in hybrids, but even if you look strictly at EV sales, BYD is leading Tesla and every automaker by a wide margin in China. Last month, BYD sold over 195,000 fully electric (EV) cars, the first time in over a year that BYD sold more EVs than PHEVs.
BYD’s overseas sales also hit a fifth straight month of growth, with over 79,000 vehicles sold. It outsold Tesla in key markets, including Germany (1,566 vs 855) and the UK (2,511 vs 512) in April.
Through April, the automaker has sold over 285,000 vehicles in overseas markets. With new manufacturing plans opening in Europe, Mexico, Brazil, Southeast Asia, and other global regions, BYD’s momentum is expected to accelerate over the next few years.
BYD is best known for its low-cost EVs, but it’s rapidly expanding into new segments with pickup trucks, luxury vehicles, and electric supercars rolling out.
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China has reclaimed the No. 1 spot on BloombergNEF’s annual Global Lithium-Ion Battery Supply Chain Ranking, bumping Canada to second place, as its low electricity prices and strong infrastructure gave it the edge in 2024.
The report ranks 30 countries based on how well they’re positioned to build a secure and sustainable battery supply chain, and this year’s reshuffling says a lot about where the market’s headed.
Canada, which had taken the lead in 2023, held onto a solid second-place finish, tied with the US. But while Canada is still a leader in battery raw materials and continues to attract investors with its stable political environment, it’s been slow to scale up battery manufacturing. That drop in momentum left the door open for China to reclaim its lead.
The US is facing its own set of challenges. The Inflation Reduction Act gave America’s battery industry a significant boost last year, but that progress is now under threat. Donald Trump’s latest tariffs and climate rollbacks are starting to push up costs for US battery makers. They’re also making the US less attractive to investors, which could slow down new projects and shrink domestic demand for EVs and storage systems.
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“Brazil and Indonesia registered the largest gains in the fifth edition of the ranking,” said Ellie Gomes-Callus, a metals and mining associate at BloombergNEF. “Growth across these emerging markets has been driven by surging demand and ambitious policy roadmaps. However, all eyes will be on the US this year, as it awaits the impact of the Trump administration’s trade policies.”
Japan and South Korea also climbed higher in the top 10. Their early lead in building out battery supply chains is still paying off, even as global competition heats up and profit margins shrink. Like China, they’ve managed to hold strong in all five of BloombergNEF’s scoring categories: raw materials, manufacturing, demand, ESG (environmental, social, and governance), and innovation.
Europe, on the other hand, is starting to slip. Out of 11 European countries in the ranking, only the Czech Republic and Turkey improved their standings this year. Five stayed the same, and four dropped. Hungary and Finland saw the biggest falls – seven and six spots, respectively. Hungary is now second-worst in Europe for ESG metrics, and Finland’s once-promising nickel and cobalt industries have lost steam, partly due to tough permitting rules. Case in point: BASF’s new battery component plant in Harjavalta has been delayed by permitting issues.
Without stronger government action and better support for manufacturers, Europe risks losing even more ground to fast-moving markets in South America and Southeast Asia.
The report also highlighted some other trends shaping the global battery race. Canada stayed strong overall but lost ground in manufacturing. A few major companies, including Ford, E-One Moli, and Umicore, have paused investments despite new government support, citing weaker-than-expected demand.
Meanwhile, Europe’s battery growth is slowing as capacity lags behind other regions and demand softens due to smaller market sizes and EV saturation in places like the Nordics. Countries in Eastern Europe and Scandinavia are falling behind as a result.
The raw materials side of the market isn’t looking great either. Supply is up, but demand is down. There’s too much material and not enough buyers. And while the market for mined metals is overflowing, refined battery metals tell a more mixed story. Still, one thing hasn’t changed: China remains the dominant force in refining, and it’s still leading the way in building new manufacturing capacity, even as other countries struggle to scale up.
Unless the US and Europe can course-correct quickly, they may find themselves watching from the sidelines as China and emerging economies lead the next phase of the global battery boom.
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