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While Ford is canceling plans to launch its three-row electric SUV, overseas brands like Kia, Hyundai, and Volvo are looking to take advantage. By scrapping its larger SUV, Ford opened the door for rivals to take control of the segment.

The “personal bullet train,” as Doug Field, Ford’s head of EVs, called the three-row electric SUV, is no longer part of the plans.

Ford announced a drastic shake-up to its EV strategy on Wednesday, including canceling plans for its first three-row electric SUV. The American automaker will instead focus on a new family of hybrid models.

“The reality is that the market changed,” Marin Gjaja, Ford’s COO, told Reuters on Thursday. Following Ford’s investor day last year, share prices rallied when the model was announced.

However, with pushed-back EV initiatives and growing losses in the second quarter, Ford’s stock is down nearly 20% over the past month as investors question its direction.

Gjaja said Ford’s strategy shift shows the automaker is making moves to produce profitable EVs. Ford also announced it will delay the launch of its next-gen pickup. “Project T3” until the second half of 2027, two years later than expected.

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Ford Explorer Electric (Source: Ford)

Ford is focusing on its low-cost EV platform. The first model to launch on it will be a more affordable mid-size electric truck in 2027. It will also introduce a “digitally advanced” electric van in 2026. But will it be enough to fend off overseas rivals?

Ford cancels three-row electric SUV while rivals step in

By scrapping its larger electric SUV, Ford is opening the door for overseas rivals to take over the segment.

After launching in the US late last year, Kia has sold nearly 11,500 EV9s through July, its first three-row electric SUV.

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Kia EV9 GT-Line (Source: Kia)

Starting under $55,000, Kia calls the EV9’s price tag a “wake-up call” for the industry. The EV9 was the sixteenth top-selling EV in the US in Q2, topping Kia’s Niro and the Nissan Ariya.

Hyundai, Kia’s sister company, also plans to launch a three-row EV SUV. The IONIQ 9, as it’s expected to be called, will be revealed later this year. Hyundai’s larger electric SUV has been spotted testing in the US several times ahead of its debut (see a video of it here).

Hyundai-three-row-electric-SUV
Hyundai IONIQ 9 (SEVEN) electric SUV concept (Source: Hyundai)

Hyundai Motor Group, including Kia and Genesis, already topped Ford in the second quarter, accounting for 10% of the US electric vehicle market.

Ford was third with 7.4% of the market, followed by GM at 6.3%, according to data from Motor Intelligence.

Volvo is another brand that’s targeting the three-row electric SUV market. The Swedish automaker expects big results from its upcoming EX90, which is scheduled to hit US dealerships later this year.

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Volvo EX90 (Source: Volvo)

Volvo and Kia are both building electric SUVs in the US as they look to grab a piece of the market.

Rival GM is also planning to begin building its three-row Cadillac Escalade IQ SUV. Meanwhile, after upgrading its Normal, IL plant in April, Rivian expects R1S output to pick up in the second half of the year. Rivian’s R1S was already the sixth top-selling EV in the US in Q2.

Will affordable electric cars be Ford’s savior? Or will it be too little too late by then? Let us know your thoughts in the comments.

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Facing pressure, Trump scales back tariffs for US automakers

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Facing pressure, Trump scales back tariffs for US automakers

Donald Trump signed two executive orders today that walked back parts of tariffs he previously imposed on US automakers ahead of a rally in Michigan to mark his first 100 days in office.

The Wall Street Journal first reported today in an exclusive that Trump was “expected to soften the impact of his automotive tariffs, preventing duties on foreign-made cars from stacking on top of other tariffs and easing some levies on car parts.”

Trump signed an executive order making sure the 25% tariffs on vehicles and certain auto parts won’t stack on top of existing aluminum, steel, or Canada and Mexico tariffs. He also gave automakers a credit to help blunt the impact of the 25% duties on imported parts that go into US-built cars.

Trump’s backpedal comes after weeks of meeting with automaker executives, and a week after a coalition that included GM, Toyota, Volkswagen, and Hyundai sent a letter urging him to drop tariffs on foreign auto parts due to land in May.

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American Automotive Policy Council (AAPC) president Matt Blunt today said in response to the executive orders, “American Automakers Ford, GM, and Stellantis appreciate the administration’s clarification that tariffs will not be layered on top of the existing Section 232 tariffs on autos and auto parts. Applying multiple tariffs to the same product or part was a significant concern for American automakers, and we are glad to see this addressed. We will review the details of the executive order closely to assess how effectively it will mitigate the impact of tariffs on American automakers, our domestic supply chains and ultimately American consumers.” The AAPC represents Ford, GM, and Stellantis. 

Electrek’s Take

The 25% auto tariffs implemented under Section 232 of the Trade Expansion Act aren’t going anywhere, and most economists say that tariffs will raise car prices and slow auto sales. This White House Fact Sheet is titled, “President Donald J. Trump Incentivizes Domestic Automobile Production.” Where’s the incentive? US automakers are just getting hit with the stick once instead of twice, and they’re thanking Trump for it.

The carrot that worked as an incentive was Biden’s Inflation Reduction Act, along with the stability that came with it. All this whiplash is terrible for the US and global economy.

Read more: Killing IRA EV tax credits will ruin US EV and battery industries – Princeton study


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Tesla Powerwall 3 is disrupting the solar inverter market

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Tesla Powerwall 3 is disrupting the solar inverter market

New data suggests that the Tesla Powerwall 3 is significantly disrupting the US solar inverter market.

The home battery pack’s integrated inverter is changing the game.

Tesla acquired its solar business when it bought SolarCity in a controversial deal due to Musk being a large shareholder of both Tesla and SolarCity, and Musk’s cousin led the latter.

The automaker kept the SolarCity operations going for a few years. In fact, it continued until after Tesla shareholders sued Musk over the acquisition, and Musk defended himself by claiming that SolarCity had become an integral part of Tesla.

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Shortly after he won the lawsuit, Tesla virtually stopped all operations that came from its SolarCity acquisition, which primarily consisted of residential solar financing and installations.

Tesla even stopped reporting solar deployment. The company’s energy business now consists almost entirely of Powerwall and Megapack deployments.

However, the launch of the Powerwall 3 has indirectly brought Tesla back into the solar business, as the home battery pack features an inverter that works for both solar and storage applications.

EnergySage is a company that matches solar installers with potential buyers, and as a result, it has a wealth of interesting data about the solar industry in the US. Today, it released its Spring 2025 Marketplace report.

In the report, EnergySage revealed that Tesla became the second-most quoted inverter brand in the second half of last year:

Tesla became the most quoted battery brand in H2 2024, occupying 63% of Marketplace share nationwide. Because the Powerwall 3 includes an integrated inverter, Tesla also became the second-most quoted inverter brand. With batteries increasingly being added to solar systems—the national battery attachment rate jumped to 45% in H2 2024, an all-time high—Tesla’s growth was a key driver of the low storage and solar prices seen on EnergySage. In 2025, we are examining whether brand backlash and equipment shortages will affect Tesla’s Marketplace share.

This is also a byproduct of the increased popularity of energy storage systems when deploying new solar systems.

In big solar markets like California and Texas, the majority of residential solar quotes are attached to batteries, and Tesla is not the top quoted brand, thanks to Powerwall 3:

Powerwall was already the preferred home battery pack for many homeowners, and the fact that it now includes a solar inverter has made it even more attractive, as most home energy storage systems in the US are being deployed along with rooftop solar.

The Powerwall 3’s solar inverter integration is pushing solar plus storage costs down quite a bit.

The popularity of the Powerwall 3 has particularly hurt Enphase, a leader in solar inverter. It had 73% of the US market in 2022, and now it is down to 53%.

Despite Tesla driving prices down, Powerwall 3 is not the cheapest battery pack available. Panasonic and EG4 batteries were both priced lower on a per kWh basis than Tesla’s in the second half of 2024, but Tesla won on cost when also replacing the solar inverter.

However, it’s not all good news from Tesla. EnergySage also recently reported an increase in customers requesting alternatives to Powerwalls in 2025, partly due to Elon Musk’s increasing controversy.

If you’re interested in installing solar panels and/or batteries for your home, we recommend using EnergySage. You will be able to get quotes without any hassle and only talk to someone when you are ready to move forward. Within minutes, you can get on the path to producing your own power with solar and battery storage, including with Powerwall.

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BLUETTI’s paying to help you go green – plus, a new option for going further

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BLUETTI’s paying to help you go green – plus, a new option for going further

Here’s something most people don’t know: In the US, switching to solar and battery-based energy can actually save you money on taxes. And it’s not a future promise – it’s happening right now. Under the US Residential Clean Energy Credit, BLUETTI’s eligible solar systems and home batteries qualify for a 30% federal tax credit through 2032. That means with the right model, like the AC500 Home Battery Backup, you’re not only saving on electricity, you could also get a portion of your purchase back during tax season.

Meanwhile, gas generators are quietly costing more

There’s a reason so many people have relied on gas generators: they’re familiar, accessible, and have served us well for years. But as fuel prices continue to rise and usage becomes more frequent, the hidden costs of gas generators are quietly piling up:

  • Ongoing fuel expenses, especially during summer or storm seasons
  • Routine maintenance and part replacements
  • Stricter regulations in certain areas limiting usage times
  • Noise complaints and environmental concerns

It’s not about shaming these tools—it’s about recognizing when the cost-to-benefit ratio starts to shift.

Not ready to give up your generator? Start small with the BLUETTI AC60

The move to clean energy doesn’t have to be all or nothing. Sometimes, the right first step is simply trying a lightweight alternative, like the AC60 Portable Power Station (Pioneer 50).

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  • Compact and powerful: 600W output (1000W surge) covers most outdoor needs
  • Historically affordable: Only $269 after subsidy
  • Fast charging: 80% charge within an hour
  • IP65-rated for water and dust resistance – ideal for outdoor life
  • Backed by a 6-year warranty, cutting down on waste and replacement costs
  • Expandable to 2,015Wh capacity for powering phones, laptops, and more

Whether you’re into camping, road trips, or just want something for light backup at home, portable power stations like AC60 are an easy way to test the waters – no big commitment needed.

Need something stronger? Apex 300 is built to last

For those looking to level up their home battery backup or long-term savings, the Apex 300 offers a durable, future-forward alternative. With second-gen EV-grade batteries rated for 6,000+ cycles, this power station can last up to 17 years – nearly twice as long as typical models.

More reasons why Apex 300 stands out: 

  • Ultra-efficient 20W AC idle drain extends fridge runtime by up to 24 hours and boosts CPAP usage by 2.5x compared to typical units
  • Built-in 120V/240V dual output with 12,000W bypass that powers 99% of home appliances, even a Tesla EV
  • 2-year savings sprint when paired with one Solar X 4K Charge Controller for a massive 6400W solar input
  • Whisper-quiet at 40dB, no fumes, no fuel
  • Time-of-use savings made easy: Easily schedule and monitor energy usage with a user-friendly app and a clear, intuitive LED screen
  • Expandable ecosystem: Add extra B300K batteries or a smart 700W Hub D1 to grow your setup as your needs evolve, from whole-home backup to off-grid RV power

This isn’t about replacing your gas generator overnight. It’s about introducing a better Plan B that’s cleaner, quieter, and built for the long haul.

Thinking about a cleaner future? BLUETTI is offering a little help

In honor of Earth Day, BLUETTI has launched a new Clean Energy Incentive Program. Gas generator owners around the world can submit basic info about their devices and select a clean power product to receive an exclusive subsidy.

The compact AC60 and other select models are already available at subsidized prices through BLUETTI’s Clean Energy Incentive Program – a practical step designed to support a smoother, more affordable transition to greener living.

Meanwhile, early access to the all-new Apex 300 Portable Power Station is now open through May 19, ahead of its official launch on May 20 on Indiegogo.

Going green isn’t about rushing

It’s about small, thoughtful choices that build toward something better – for your home, your wallet, and the planet. BLUETTI believes real change happens step by step, just like the LAFF (Light An African Family) Initiative. By walking the same path as those in need, the team can better understand and manage which solutions will most effectively help families who need affordable, sustainable energy.

So even if your gas generator still works just fine, it might be worth looking at a smarter backup. The future doesn’t have to be all-or-nothing. It can start with one quiet step with BLUETTI’s solutions, and this simple step could lead to a brighter, more sustainable future for everyone.

About BLUETTI

BLUETTI is a dedicated advocate for sustainability, integrating ESG principles throughout product design and corporate initiatives. Through impactful projects like LAAF (Light An African Family), BLUETTI provides affordable, sustainable energy solutions to communities across Africa. By partnering with Leave No Trace, a 501(c)(3) nonprofit, BLUETTI supports responsible outdoor recreation through clean energy solutions that minimize environmental footprints. This blend of craftsmanship, reliability, and a focus on real-world needs is what makes BLUETTI trusted in over 110 countries and regions.

Follow BLUETTI on Twitter/X here and on Facebook here.

All photos: BLUETTI

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