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In yet another example of ordinary micromobility vehicles being drafted into military use in Russia’s yearslong attack on Ukraine, a new video has emerged showing a failed Russian assault led partially on electric scooters.

In a Russian assault on the industrial city of Toretsk in eastern Ukraine, several Russian soldiers can be seen riding off-road electric kickscooters down a scarred and cratered road.

They stop to carry the scooters over the worst sections of broken road, before continuing on. One soldier appears to fall off of his scooter after hitting debris. He stands back up, rights the scooter, and the group rides on.

Above them, a small Ukrainian drone watches their every move.

After reaching a damaged, abandoned one-room structure, the Russian soldiers toss their scooters aside. With its roof missing, the drone easily watches the soldiers descend a tunnel a shaft in the floor. Seconds later, a Ukrainian munition destroys the structure.

It’s becoming a more common scene, Lt. Col. Dmytro Pavlenko-Kryzheshevskyi explained to the New York Times. Pavlenko-Kryzheshevskyi, the Chief of Intelligence for the 12th Special Operations Brigade Azov that repelled the assault, described how the scooters have grown more widespread in Russian attacks.

“Hitting just one piece of equipment carrying 15 people, well, that’s possible, it can be done quite easily. But when those 15 people are riding electric scooters, then that’s a very big problem.”

A Russian soldier falls off of an electric scooter as another pushes the scooter past debris

Russian troops have been met with staggering losses during their relentless assault on Ukraine, and the adoption of smaller vehicles may be part of a tactic to shake up Ukrainian defenders. The continued loss of tanks and armored personnel carriers (APCs) may have also played a role in Russia’s shift to adopt scooters, motorcycles, ATVs, UTVs, and other typically civilian micromobility vehicles for military use.

Unlike Russia, which appears to have moved towards micromobility vehicles partly out of necessity, Ukraine has used such vehicles for years in more targeted operations.

In 2022, we watched as Ukrainian electric bicycle manufacturer Delfast’s electric bikes were outfitted for use as a mobile platform for carrying NLAW rockets used to destroy Russian tanks.

The Ukrainians have also used powerful electric bikes as silent, stealthy vehicles for inserting sniper teams at the front lines, allowing soldiers to emplace quickly and effectively.

An electric kickscooter was recently rigged with explosives and used to assassinate Russian Lt. Gen. Igor Anatolyevich Kirillov, the head of the Chemical, Biological, and Nuclear defense troops of the Russian military. Ukrainian security services claimed responsibility for the attack, which occurred outside Kirillov’s building in a Moscow neighborhood.

For its part, Russia has also employed non-conventional vehicles, though to much lesser effect. For example, its golf cart-mounted soldiers fared much worse when attempting to storm Ukrainian positions last year.

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Ukrainian soldiers with an electric motorbike outfitted to carry NLAW anti-tank missiles

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Ford CEO warns Trump tariffs will ‘blow a hole’ in the US auto industry like we’ve never seen

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Ford CEO warns Trump tariffs will 'blow a hole' in the US auto industry like we've never seen

As automakers brace for new tariffs on imports from Mexico and Canada, Ford’s CEO Jim Farley is warning the extra costs would be “devastating.” Farley said the additional tariffs, which could go into effect as soon as March 1, would be a “blow a hole” in the US auto industry.

Ford CEO says Trump tariffs would be devastating for the US

After Trump imposed an extra 25% tariff on imports from Canada and Mexico earlier this month, Ford’s CEO is speaking out, saying the impacts will be devastating, not only for automakers but also for buyers.

Although the tariffs are on hold for now, Farley said the threats are already creating “chaos” and “a lot of costs” for the US auto industry.

During a Wolfe Research investment conference on Tuesday, Ford’s CEO explained that “President Trump has talked a lot about making our US auto industry stronger, bringing more production here, more innovation to the US, and if this administration can achieve that, it would be one of the most signature accomplishments.”

So far, however, “what we’re seeing is a lot of cost and a lot of chaos,” Farley added. Ford is looking for ways to build up inventory in the US to soften the blow of Trump’s tariffs.

Although Ford is less exposed than rivals like GM and Jeep maker Stellantis, it is still expected to take a hit from suppliers that will be impacted, executives explained at the event.

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Ford Mustang Mach-E (left) and F-150 Lightning (right) (Source: Ford)

On the company’s fourth-quarter earnings call, Farley said, “There’s no question that tariffs at 25% level from Canada and Mexico, if they’re protracted, would have a huge impact on our industry, with billions of dollars of industry profits wiped out and an adverse effect on the US jobs.”

Electrek’s Take

The US auto industry is already falling behind China, which Farley called “a major force in our industry.” China is by far the world’s largest EV market, but domestic leaders, like BYD, are quickly expanding overseas, stealing market share from legacy automakers.

BYD sold over 4.25 million vehicles last year. For the first time, BYD sold more vehicles than Honda and Nissan, which are now scrambling to keep up.

Trump’s decision to withdraw federal support for electric vehicles and impose tariffs on our biggest trade partners will only put the US further behind.

Ford, GM, and several others have already pushed back new EV launches and other projects in anticipation, opening the door for overseas automakers to take advantage.

Source: Reuters, CNBC

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Trump tariffs on Canadian oil expected to raise U.S. gasoline prices if enacted next month

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Trump tariffs on Canadian oil expected to raise U.S. gasoline prices if enacted next month

A person fills up a fuel tank at a pay-at-the-pump gasoline station in Edmonton, on January 30, 2025, in Edmonton, AB, Canada. 

Artur Widak | Nurphoto | Getty Images

President Donald Trump‘s threatened tariffs on Canadian crude oil imports could raise gasoline prices for U.S. drivers if the levies are enacted next month, according to major refiners and energy analysts.

Trump issued an executive order on Feb. 1 imposing a 10% tariff on Canadian energy imports to the U.S., in addition to sweeping 25% levies on goods from from Canada and Mexico. The tariffs are currently on hold until March 4 after Mexico City and Ottawa reached an agreement with the White House.

Refiners particularly in the Midwest have become reliant on Canadian crude imports despite the fact that the U.S. is the largest oil producer in the world, outpacing Saudi Arabia and Russia. This is because Canadian crude is heavier, lower quality and therefore cheaper to purchase, according to Wells Fargo analysts.

Marathon Petroleum processes a significant amount of heavy crude and expects costs to increase if the tariffs on Canadian energy go into effect, CEO Maryann Mannen told investors recently.

“We believe that the majority of that would be borne by the producer and then frankly to a lesser extent the consumer,” Mannen said on the company’s Feb. 4 earnings call. “We’re working with the administration. We’re working with agencies as well as the trade associations to ensure the right people understand the implications of these decisions.”

The U.S. imports nearly 6.6 million barrels per day of crude oil with about 60% coming from Canada, according to Andy Lipow, president of Lipow Oil Associates. Midwest refiners in particular are heavily dependent on these imports with 70% of the crude they process into diesel and gasoline coming from Canada, according to Lipow.

How much fuel prices would rise due to the tariffs depends on how Canadian producers and U.S. refiners respond. In general, a 10% tariff passed to the consumer would increase gasoline and diesel prices by about 15 cents per gallon, Lipow said in a Feb. 2 note.

Canadian prime minister candidate Chrystia Freeland, who previously served as finance minister, has warned that oil producers in Canada have alternatives to the U.S. market.

Former Canadian FM Chrystia Freeland on Trump tariff pause: What happened is common sense prevailed

“There is a danger here for the U.S., and that is Canadians are really angry,” Freeland told CNBC in a Feb. 4 interview. “We will retaliate if we have to. You should be glad that you have us as a reliable energy supplier. We do have alternatives.”

U.S. refiners, however, have “few economically and politically viable alternatives” to Canada’s heavy crude, Mason Mendez, investment strategy analyst at Wells Fargo, told clients in a report Monday. Domestic production could replace some lost Canadian supply but U.S. crude is generally lighter than Canadian oil, Lipow said. Many U.S. refiners have physical limitations on switching totally to light crude oil, he said.

Canadian producers could divert exports from the U.S. East and West Coasts to Europe and Asia instead, Lipow said. This would force U.S. refiners on the East Coast to seek more expensive alternatives in West Africa and West Coast refiners to buy from South America or the Middle East, he said.

In the case of the Midwest, Canada does not have the logistics in place to divert all its exports away from the region, Lipow said. But they would probably try to find other buyers to the extent that they can, he said.

Traders might bid up the price of U.S. crude oil to cover any shortfall in region. Fuel prices might rise by up to 15 cents per gallon as a consequence, Lipow said. But if the tariffs cause local shortages, prices could spike by more than 30 cents per gallon.

The Midwest also does not have easy access to imports through the Gulf Coast because the pipeline system in the U.S. generally runs north to south and west to east, Lipow said.

With few alternatives, U.S. refiners will likely continue to purchase crude from Canada despite the higher cost, Mendez said. They may be able to convince Canadian producers to absorb part of the tariff rather than pass all of it on to the U.S., the analyst said.

“However, even if they split the effects of a 10% tariff, U.S. gasoline prices will likely still rise modestly,” Mendez said.

Don’t miss these energy insights from CNBC PRO:

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Lucid (LCID) CEO predicts ‘exponential’ growth, and it’s not just from selling luxury EVs

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Lucid (LCID) CEO predicts 'exponential' growth, and it's not just from selling luxury EVs

Can Lucid (LCID) make 1 million EVs a year? CEO Peter Rawlinson said this is his vision, and Lucid has ambitious plans to achieve it. After launching its first electric SUV, the Gravity, Lucid will enter the mass market with its midsize platform starting at around $50,000. Rawlinson said this is “finally when we compete directly with Tesla,” but the EV maker has even bigger plans to drive growth.

After delivering the first Gravity models in December, Lucid’s CEO claims the electric SUV is “destined to be a landmark product” with an EPA-estimated range of 450 miles.

During the BloombergNEF Summit in San Francisco last week, Rawlinson explained how the company plans to become a powerhouse in the EV space.

Although the Gravity is an impressive-looking vehicle, loaded with tech and a true 7-seater (not a 5-seater, plus two kids in the back, as Rawlinson said many of its rivals offer), it’s what you can’t see that makes the electric SUV so unique.

The Gravity achieves up to 450 miles of driving range with a 123 kWh battery. Rawlinson said the fact that it can achieve such a long driving range with so few batteries is a testament to Lucid’s technology, which he claims is the “most advanced technology in the world.”

Lucid-growth-EVs
Lucid Gravity Grand Touring in Aurora Green (Source: Lucid)

Lucid was the first to launch an EV with 520 miles range. At the Summit, Rawlinson claimed that “nobody today is within 100 miles of range of where we were three years ago,” referring to its luxury Air sedan.

Lucid delivered over 10,200 vehicles last year, up 70% from the 6,001 in 2023 and roughly 3,500 in 2022. Rawlinson said the company is seeing “exponential sales growth,” but he expects to see things pick up over the next few years.

Lucid-growth-EVs
(Source: Lucid Motors)

Lucid is launching new EVs and tech to boost growth

Following the Gravity, Lucid will launch its midsize platform. The platform will underpin a sedan and crossover, starting at around $50,000. According to Rawlinson, this is when Lucid will “compete directly with Tesla” as direct rivals to the best-selling Model Y and Model 3.

However, as Rawlinson explained, “Lucid does not exist to be a niche luxury manufacturer.” Lucid is in the luxury space “at the moment” because it needs to be for financial support.

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Lucid Gravity electric SUV at a Tesla Supercharger (Source: Lucid Motors)

It’s the company’s tech that will be Lucid’s trademark. With some of the most advanced tech on the market, it will “cascade down,” reducing the cost to mass produce EVs.

“We want Lucid to be huge,” Rawlinson said. By the early 2030s, he envisions Lucid producing one million cars annually.

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Lucid midsize electric SUV teaser image (Source: Lucid)

Lucid plans to achieve it through progressive steps. After launching the Air, Lucid’s first electric SUV is now hitting the market. In late 2026, Lucid is scheduled to begin production of its midsize platform.

Rawlinson believes Lucid will have a significant advantage by then. Since the battery is by far the biggest cost to make an EV, with some of the most efficient technology, Lucid will be able to offer a competitive range at a lower price point.

Lucid-EV-tech-advantage
(Source: Lucid Motors)

Not only that, but Lucid is also developing a new affordable “Atlas” drive unit. Rawlinson claimed the new drive unit will be “an absolute breakthrough” for Lucid and the planet to bring down EV costs.

The company is already licensing its technology to other automakers, which could be an even bigger business for Lucid than selling vehicles.

Lucid-Growth-EVs
Lucid Air (left) and Gravity SUV (right) models (Source: Lucid)

Last year, Lucid secured a tech partnership with Aston Martin to supply its proprietary powertrain tech for the British automaker’s upcoming electric cars.

Rawlinson said Lucid is in talks with several others about similar licensing partnerships. According to Lucid’s CEO, EV adoption will continue to climb over the next few years, and some OEMs will be left behind. “The train is leaving the station,” he said, and that’s why Lucid is open to strategic alliances through licensing its technology.

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