Tesla sales are rising in China thanks to incentives put in place by the automaker on top of state incentives going away by the end of the year.
Is enough to save Tesla’s quarter and its whole year?
Tesla aims to deliver a record number of more than 515,000 vehicles in Q4 in order for its sales not to be down for the whole year. That’s ~30,000 more vehicles than Tesla’s last record quarter, which was Q4 2023.
China is Tesla’s most important market and the world’s most important EV market.
In many ways, the Chinese can make or break Tesla’s record delivery goal for the quarter.
The latest insurance data is in for November, and it points to Tesla delivering just short of 70,000 vehicles – up significantly year-over-year (via Car News China):
However, while Tesla’s domestic sales are up in the Chinese market, Tesla’s wholesale from China (all cars built domestically for both the local market and exports) are down in November.
The domestic results are expected to be even stronger in December due to the incentives in place.
It’s the first time in a while that Tesla is discounting vehicles in China, but the automaker has been offering subsidized 0% interest loans to encourage sales most of the year.
On top of that, China has a ¥20,000 yuan ($2,700 USD) cash for clunkers incentive for people who exchange their older and higher emission vehicles for an electric car. The incentive is going away next year, which is incentivizing EV sales at the end of this year.
Electrek’s Take
Things are looking good for Tesla in China. With this momentum in November and all the incentives in place for December, it will likely be a record quarter for Tesla.
However, the question is whether it will be enough to counter the sales decline in Europe and cover the ~30,000 extra vehicles that Tesla needs to deliver to achieve its goal.
I think China should cover one of those issues, but not both. North America, which is more opaque to track, will have to cover the other.
Tesla has record incentives in place in the US and Canada to address this. I think it has a real shot at delivering 515,000 vehicles in the quarter.
But at what cost, with all these incentives, and what does it mean for Tesla in 2025? I guess that’s a problem for later.
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Maxar Technologies, a U.S. defense contractor, released satellite imagery on Sunday showing activity at Iran’s Fordo nuclear facility prior to U.S. air strikes.
The images of the secretive plant, which were collected on Thursday and Friday, depict truck and vehicle activity near to the entrance of the underground military complex.
Located 300 feet under a mountain and reinforced by layers of concrete, Iran’s fortress-like Fordo facility is situated to the south of Iran’s capital of Tehran. It is the country’s most hardened and advanced nuclear site.
Alongside nuclear facilities at Natanz and Isfahan, Fordo was the target of U.S. air strikes on Saturday. Trump described the incursion as a “spectacular military success” that “completely obliterated” Iran’s key enrichment facilities.
The U.S. president’s claim about the result of the operation could not be independently confirmed. The International Atomic Energy Agency and Iran’s nuclear safety center had reported no radiation or contamination at the nuclear centers following the attacks, as of Sunday morning London time.
Maxar satellite imagery of Fordo fuel enrichment facility.
General Motors may be better known for its lineup of full-size trucks and SUVs, but a recently published patent shows the legacy automaker has at least considered something much smaller and nimbler: an electric motorcycle.
The patent, which surfaced earlier this year in a report by Visordown, outlines a lightweight, scrambler-style electric two-wheeler that has set off a fresh wave of speculation about GM’s potential interest in electric motorcycles or micromobility.
The design in the patent filing shows a slim electric motorcycle with a flat bench seat, upright handlebars, and dual-sport tires, suggesting a utility-forward ride meant for light off-road or potentially even mixed urban use (if it were homologated for street use).
The rear hub motor and what appears to be a central battery housing point to a simple, low-maintenance drivetrain, potentially aimed at the commuter or recreational rider market.
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The overall look is somewhere between a moped and a small electric dirt bike, reminiscent of models like the Sur Ron Light Bee or Talaria Sting, though slightly more street-looking with less of a focus on pure dirt.
While the patent doesn’t include performance specs or firm production plans, it’s the clearest signal yet that GM is at least experimenting with the idea of higher-powered two-wheeled EVs. And there is some precedent. GM previously dipped a toe into the micromobility waters with the Ariv electric bicycle project, and more recently partnered with Recon Power Bikes to release a Hummer-branded fat tire e-bike.
Both efforts showed that GM sees value in offering electric alternatives beyond the traditional four-wheel format, even if the Ariv program quietly ended after a short run.
GM previously experimented with an in-house electric bicycle known as the ARĪV, though it was killed off soon after
Whether this patent leads to a full-fledged GM electric motorcycle remains to be seen. It’s entirely possible the design is a concept or technology demo with no intention of hitting the market. But there are other possibilities too. GM could develop a motorcycle under one of its existing sub-brands, create a new division specifically for electric powersports, or partner with an existing two-wheeler manufacturer to license or co-develop the platform.
The timing wouldn’t be far-fetched. Despite bumpy roads in the larger flagship electric motorcycle market, lightweight electric motorcycles are booming, with companies like Ryvid targeting urban riders looking for clean, compact alternatives to traditional gasoline-powered bikes.
At the same time, a growing number of younger consumers are bypassing car ownership entirely, instead looking toward e-bikes, scooters, and low-speed electric motorcycles for daily transport. A small, stylish, and affordable GM electric motorcycle could hit that sweet spot.
Of course, turning a patent drawing into a real-world vehicle is a big leap, and GM’s own e-bike history is a reminder that two-wheeled projects can be short-lived. Still, it’s hard to ignore the symbolism of this move: even one of America’s largest automakers is exploring what personal electric transportation looks like when you cut the vehicle in half. GM might not be ready to ditch its trucks, but it clearly hasn’t ruled out hopping on a bike.
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The electric restomod experts at Lunaz have turned their talents towards the classic Rolls-Royce Phantom V limousine – and the result is exactly the kind of smooth, quiet, and luxurious ride RR’s founders would have built.
Rolls-Royce’ founders dedicated their engineering talents to developing cars that were smooth, quiet, and adequately powerful – and they spared no expense. The company Charles Rolls and Henry Royce founded would eventually go on to develop some of the most powerful and celebrated combustion engines of the twentieth century … but the car they wanted to build? It was electric.
“The electric car is perfectly noiseless and clean,” Charles Rolls told The Motor-Car Journal, all the way back in April of 1900. (!) “There is no smell or vibration, and they should become very useful when fixed charging stations can be arranged. But for now, I do not anticipate that they will be very serviceable – at least for many years to come.”
Well, 125 years seems like “many” to – and the talented craftspeople and engineers at Lunaz seem to agree. Meet the Lunaz Rolls-Royce Phantom V limousine.
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It’s glorious
Rolls-Royce Phantom V; via Lunaz.
Lunaz says it’s true to Rolls’ vision “down to the smallest, most indulgent detail.” To that end, the company re-trims the modern heated and ventilated seats in fine leathers, hand-cut and stitched to the buyers’ specifications. In the rear, the center console can be ordered with a built-in cigar humidor, a cocktail bar, or some other custom-spec, lockable storage lined in suede and polished walnut (translation: guns and drugs, probably).
When reimagining the Rolls-Royce Phantom V, (we) started by understanding the essence of its original design. Every component and dynamic was scrutinized to identify where thoughtful innovation could truly elevate the experience. The result is a harmonious blend of modern advancements and original mastery, unlocking new levels of performance, reliability and refinement while honoring Rolls-Royce’ classic soul.
Like the classic Bentley S2 Continental the company revealed in 2023, the big electric Roller is equipped with an 80 kWh battery pack sending electrons to a proprietary Lunaz drivetrain featuring 400 hp worth of electric motors delivering a silky-smooth 530 lb-ft of torque, good for a 0-100 km/h (62 mph) swoosh in about seven seconds. Of course, why you’d ever ask your driver to perform such plebian stunts is simply beyond me.
The transformation and restoration took more than 5,500 man-hours to complete, and involve more than 11,000 new or reconditioned components at a cost of more than £1 million (about $1.35 million US). If you place your order today, you should get yours in 18-24 months.
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