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Tesla’s deliveries are sliding in China amid a perfect storm of factors dragging demand down, including Chinese buyers preferring Chinese brands amid the trade war with the US.

The American automaker is trying to counter the anti-American sentiment by emphasizing that its electric vehicles are ‘made in China’.

According to the China Passenger Car Association (CPCA), Tesla produced 58,459 Model 3 and Model Y vehicles at Gigafactory Shanghai in April.

That’s down 6% compared to last year.

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That number is for all the vehicles Tesla produces in China, but it also exports about half of those to other markets.

Regarding deliveries in China, Tesla’s insurance registration data also points to Chinese deliveries being down this quarter compared to the same period last year and Q1 2025:

There are several different factors affecting Tesla in China right now. The biggest one is competition. China is the most competitive EV market with dozen of Chinese EV automakers producing vehicles in high volumes and great prices.

We previously reported on how some Chinese automakers are going after Tesla, particularly with Model 3 and Model Y competitors like Xiaomi, who are now eating Tesla’s lunch.

The trade war President Trump started with China is also having an impact. The pressure the US is putting on China, and the anti-China messaging, like VP JD Vance calling Chinese people “peasants”, has pushed Chinese buyers away from American brands.

Due to Tesla CEO Elon Musk’s closeness to Trump, Tesla is targeted in particular.

Tesla is trying to address the situation by focusing its messaging in China around the fact that all its vehicles are built in China with most parts coming from China.

In this post, the automaker wrote, “This is Tesla, this is ‘Made in China’”:

Tesla is also discounting its vehicles in China with subsidized 0% interest rates and direct discounts to counter lower demand.

Electrek’s Take

As I have been claiming for a while, Tesla is slowly but surely being squeezed out of the Chinese market by competition.

It’s hard for some people and analysts to see right now because Tesla is slowing down the decline in demand by virtually completely giving up on making money on vehicle sales in China.

I don’t think Tesla makes more than a few hundred dollars per car sold in China right now, and since last year.

This approach is helping camouflage Tesla’s downturn in China, but it is now starting to be more obvious.

Some are hoping for Tesla’s new stripped-down Model Y to help, but the truth is that the more downmarket you go in China’s EV market, the more competitive it gets.

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NYC could soon kick electric bikes out of Central Park

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NYC could soon kick electric bikes out of Central Park

After going car-free on Central Park’s main drives in 2018, the NYC Department of Parks and Recreation has been preparing to wrap up a study on electric bike usage in Central Park. The results will help decide whether those electric bicycles will still be permitted inside the park.

A bill is now sitting in wait before the New York City Council that would ban the use of electric scooters and bikes with electric assist in any park in the city, including Central Park.

It follows a city pilot launched in 2023 to allow any bicycles, e-bikes, and e-scooters that are legal to operate in NYC streets to also ride on park drives, including the Central Park and Prospect Park loops. The pilot also allowed those e-bikes, bicycles, and e-scooters to ride on greenways such as the Brooklyn Waterfront Greenway.

A decision will be made this summer, though some e-bike proponents see hope in a recent statement from NYC Parks. “We are committed to ensuring our public spaces can safely accommodate the diverse ways that New Yorkers engage with them, including electric micromobility devices like e-bikes and stand-up e-scooters,” explained a spokesperson.

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Feedback from the public has been requested, and those interested can share their opinion on e-bike use in Central Park and other greenways in the city.

While critics argue that e-bikes pose a safety risk to pedestrians and disrupt the slower pace of movements in parks, advocates counter that electric micromobility devices are essential for making green spaces more accessible, especially for older riders, people with limited mobility, and those using cargo bikes to transport children or groceries. As the city strives to promote car-free or reduced-car transportation and expand access to low-emission mobility, banning e-bikes in parks could be seen as a step backward.

Central Park, with its iconic loop and sprawling paths, has long been a haven for cyclists and joggers alike. But it’s also a key corridor for commuters and delivery workers who rely on e-bikes for their livelihoods. Restricting access could force more riders back onto congested streets, potentially increasing conflicts with cars and reducing the appeal of sustainable transportation options.

The final decision could set an important precedent for other cities grappling with the rise of electric micromobility. As e-bikes become more common and cities look to balance recreation with transportation, how New York navigates this issue could shape policy far beyond the park’s stone gates.

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The EU wants to end all Russian gas imports. Moscow’s friends in the bloc say it’s a ‘serious mistake’

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The EU wants to end all Russian gas imports. Moscow's friends in the bloc say it's a 'serious mistake'

Russian President Vladimir Putin and Hungarian Prime Minister Viktor Orban during their joint press conference at the Kremlin on July 5, 2024.

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Russia’s allies in Eastern Europe say Brussels plans to end all Russian gas and energy imports in the coming years are tantamount to “economic suicide” and a threat to the region’s energy security and economy.

The European Commission announced plans on Tuesday to phase out Russian gas, nuclear energy and liquefied natural gas (LNG) imports by the end of 2027, saying the move “paves the way to ensure the EU’s full energy independence from Russia.”

Russia’s invasion of Ukraine in 2022 prompted the EU to ban most seaborne imports of Russian oil, coal and refined petroleum products, but reducing gas flows has proved more difficult. In 2024, almost 19% of the EU’s gas and LNG imports still came from Russia, according to data from the European Commission, although that’s down from 2021 when 45% of the region’s gas came from the major oil and gas exporter.

The EU’s latest proposals have already prompted a furious response from eastern European nations which have traditionally been more reliant on cheaper energy supplies from Russia, and which repeatedly warn of higher energy prices for consumers as a result of banning such supplies.

Slovakia and Hungary, whose governments have maintained warm ties with Moscow despite the war in Ukraine, described the EU’s latest plans as a “serious mistake” that would harm the region.

“We recognize the strategic goal of reducing energy dependence on third countries, and Slovakia is ready to work on this together with the European Union but … this is simply economic suicide to agree that neither gas, nor nuclear, nor oil [can be imported from Russia], that everything must end just because some new Iron Curtain is being built between the Western world and perhaps Russia and other countries,” Slovakian Prime Minister Robert Fico said Wednesday, in comments reported by Slovak news agency TASR and translated by Google.

In this pool photograph distributed by Russian state agency Sputnik, Russia’s President Vladimir Putin shakes hands with Slovakia’s Prime Minister Robert Fico prior to their talks in Moscow on Dec. 22, 2024.

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Hungarian Foreign Minister Péter Szijjártó said Wednesday that the EU’s proposals were “politically motivated” and a “serious mistake.”

“It threatens energy security, drives up prices and violates sovereignty. They want us to bear the cost of their reckless support for Ukraine and its rushed EU accession. We firmly reject this,” the minister commented on X.

Both Hungary and Slovakia have pushed back against previous EU initiatives to cut energy ties with Moscow, instead opting to maintain supplies amid fears of mounting energy costs at home.

Both have also been vocally critical of giving more military and financial assistance to Ukraine and have previously threatened refused to back the EU’s regular extensions of sanctions against Russia. Both looked to extract concessions from the bloc before approving their renewal, most recently in March.

In announcing its latest plans to distance itself from Russia, the EU said Tuesday that its “roadmap” to phasing out all Russian energy imports would first introduce a ban on all imports of Russian gas (both pipeline and LNG) under new contracts and existing spot contracts, which would take effect by the end of 2025, before all remaining imports are phased out by the end of 2027.

The Commission’s legislative proposals, to be presented in June, will require approval from the European Parliament and a qualified majority of member states, meaning the plans cannot be vetoed by just a few countries.

“We can adopt it without unanimity,” European Commissioner for Energy Dan Jorgensen said in a press conference Tuesday, adding, “I hope that everybody will vote for it, obviously, but if they don’t, that is also ok, that is also part of the European Union that sometimes the majority makes decisions when necessary.”

He added that the bloc was currently in an “unacceptable situation” in which it was dependent on a Russian state and leader, President Vladimir Putin, who had “chosen to weaponize energy.” He added that importing Russian gas had indirectly helped to fill the Kremlin’s “war chests” to continue its war against Ukraine.

The Commission said in its statement Tuesday that it envisaged a “gradual and well-coordinated” approach across bloc, with member states being asked to prepare national plans by the end of this year “setting out how they will contribute to phasing out imports of Russian gas, nuclear energy and oil.” It’s uncertain whether Slovakia and Hungary will accede to the request.

CNBC has asked the Kremlin for a response to the EU’s proposals and is awaiting a reply.

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Tesla confirms it has given up on its Cybertruck range extender to achieve promised range

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Tesla confirms it has given up on its Cybertruck range extender to achieve promised range

Tesla has confirmed it has given up on plans to make a Cybertruck range extender to achieve the range it originally promised on the electric pickup truck.

It started refunding deposits for the $16,000 extra battery pack.

When Tesla unveiled the production version of the Cybertruck in late 2023, two main disappointments were the price and the range.

The tri-motor version, the most popular in reservation tallies before production, was supposed to have over 500 miles of range and start at $70,000.

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Tesla now sells the tri-motor Cybertruck for $100,000 and only has a range of 320 miles.

The dual-motor Cybertruck was supposed to cost $50,000 and have over 300 miles of range. In reality, it starts at $80,000 and has 325 miles of range.

However, Tesla had devised a solution to bring the range closer to what it originally announced: a separate battery pack that sits in the truck’s bed. Tesla called it a “range extender.” It costs $16,000 and takes up a third of the Cybertruck’s bed.

Even though the Cybertruck has been in production for a year and a half, the range extender has yet to launch.

Initially, Tesla said that it would come “early 2025”, but we reported in October 2024 that it was pushed to “mid-2025” late last year.

At the time, Tesla also reduced the range that the removable battery pack adds to the Cybertruck to “445+ miles” rather than “470+ miles” for the dual motor – a ~25-mile reduction in range.

Last month, Electrek reported that Tesla has quietly removed the range extender from the Cybertruck online configurator, where buyers could reserve it with a “$2,000 non-refundable deposit.”

At the time, we speculated that Tesla was most likely giving up on the product.

Sure enough, the automaker has now confirmed that it doesn’t plan to produce the range extender.

A Tesla Cybertruck owner contacted Electrek to share communication that Tesla started sending to Cybertruck owners who reserved the range extender, letting them know that the product is dead.

Tesla wrote in the email:

“We are no longer planning to sell the Range Extender for Cybertruck.”

The automaker says that it will start processing refunds for the deposits.

Here’s Tesla’s communication about the Cybertruck range extender in full:

Update to Your Cybertruck Range Extender Order

Hi [redacted],

Thank you for being a Cybertruck owner.

We are no longer planning to sell the Range Extender for Cybertruck. As a result, we will be refunding your deposit in full. The amount will be returned to the original payment method used for the transaction.

Thank you for your understanding.

The Tesla Team

Electrek’s Take

There could be many reasons why Tesla has given up on the product.

The range extender was confirmed to take 30% of the Cybertruck’s bed, and Tesla needed to install and remove it at a service center. Owners couldn’t remove them themselves. I think it was pretty much dead on arrival at $16,000.

But I think it could also be as simple as it’s not worth producing due to demand – both due to insufficient people reserving it and not enough Cybertruck buyers to create a market for the range extender.

Therefore, the range extender is dead for the same reason that the Cybertruck RWD now has the same battery pack as the AWD instead of a smaller pack for less money: the Cybertruck is a commercial flop, and it’s not a high-volume program enough to justify making several battery pack sizes, including a removable one.

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