EV News Daily - Technology and Business of EVs

BRIEFLY: Tesla, Polestar, Nissan & more | 03 Oct 2025


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It's EV News Briefly for Friday 03 October 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show.

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TESLA OPENS MODEL Y PERFORMANCE US ORDERS
Tesla opened US orders for the refreshed Model Y Performance just ahead of the federal EV tax credit deadline, with deliveries set for December 2025 and a price that includes complimentary options such as premium colors, a tow hitch, and lifetime Premium Connectivity. This enhanced value package aims to justify the price premium and offers buyers a feature-rich, high-performance electric SUV.

POLESTAR 3 GETS BIG UPGRADES FOR 2026
The 2026 Polestar 3 sees a major upgrade with an 800V electrical system, boosting charging speeds to 350 kW and improving overall efficiency by 6%. These enhancements, paired with a powerful new rear motor and a top-tier NVIDIA central computer, are available to all existing customers via retrofit, ensuring the brand’s flagship SUV delivers cutting-edge EV technology.

NISSAN PAUSES U.S. EV PRODUCTION PLANS
Nissan is reallocating its US production focus after pausing plans for local EV assembly, directing efforts towards hybrid SUVs that suit current market trends. The company remains committed to EVs by continuing Leaf sales from Japan and considering US hybrid production while monitoring future demand.

MODEL Y PERFORMANCE TO ENABLE BIDIRECTIONAL CHARGING
The new Tesla Model Y Performance will support bidirectional charging, adding both vehicle-to-load and vehicle-to-home capabilities through a future software update. This practical feature gives owners reliable backup power and portable electricity, further enhancing the Model Y's appeal as a versatile family EV.

TESLA RAISES U.S. LEASE PRICES AFTER TAX CREDIT ENDS
Tesla raised US lease prices for all models following the expiration of the $7,500 federal EV tax credit, and industry analysts predict sales may slow with the reduced affordability. Despite market shifts, Tesla's purchase prices remain steady, and the company continues to lead in EV innovation and technology.

TESLA CHINA DELIVERIES CONTINUE TO DECLINE
Tesla’s deliveries in China have dipped despite pricing incentives and the introduction of new models, but global Q3 deliveries were strong, supported by robust demand in the US. The company remains agile in responding to regional trends, maintaining competitiveness with regular product updates and market-specific offerings.

NORWAY EVS 98.3% OF SEPTEMBER REGISTRATIONS
Norway reached a new milestone in September, with EVs accounting for 98.3% of all new car registrations, reflecting strong government policy and consumer enthusiasm. Tesla saw standout growth, recording its highest monthly sales in over two years and helping Norway further its world-leading electrification efforts.

NEXTSTAR ENERGY FINISHES $5B WINDSOR BATTERY PLANT
NextStar Energy, a Stellantis and LG joint venture, has completed Canada’s largest battery plant in Windsor, capable of supplying 450,000 EVs annually and supporting more than 2,500 jobs. The factory is fully approved for safe operation and will play a pivotal role in North America's transition to electric vehicles.

FOSSIL FUEL SUBSIDIES OUTSTRIP EV TAX CREDIT
Analysis shows that while the US federal EV tax credit has ended, fossil fuels still receive hundreds of billions in government support annually, far outstripping historical EV subsidies. This context highlights the ongoing need for policy equity as the market shifts toward cleaner transportation solutions.

AFFORDABLE CLEAN CARS COALITION GROWS TO 13 GOVERNORS
The Affordable Clean Cars Coalition has grown to 13 state governors united in expanding access to cost-effective EVs and supporting domestic automakers. The group's collaboration focuses on lowering barriers for consumers and maintaining state authority under the Clean Air Act to accelerate vehicle electrification.

RIVIAN SHARES R2 WATER-FORDING DURABILITY TEST AS PRODUCTION NEARS
Rivian demonstrated the resilience of its upcoming R2 SUV with a successful water-fording test, underscoring its capability before production starts in 2026. These rigorous trials ensure the vehicle meets high durability standards, aiming for a base price around $45,000.

4SB MOBILITY TO DEMONSTRATE SWAPPABLE EV BATTERIES
4SB Mobility will showcase swappable battery technology at Fleet & Mobility Live, giving UK fleet operators a hands-on look at how rapid swaps—completed in as little as two minutes—can enhance EV usability. The system can even retrofit existing EVs, improving range flexibility and future-proofing fleet investments.

ARCHER MIDNIGHT eVTOL REACHES 7,000-FOOT ALTITUDE
Archer Aviation’s Midnight eVTOL achieved a 7,000-foot altitude in testing, successfully demonstrating its power and potential for urban mobility solutions. The milestone is a positive development toward eventual FAA certification, with the aircraft now tested at speeds exceeding 150 mph and distances over 50 miles.
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EV News Daily - Technology and Business of EVsBy Martyn Lee

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