In the past 48 hours, the electric vehicle industry shows robust momentum in heavy-duty deployments, autonomous partnerships, and battery advancements, despite policy shifts in North America.
Key deployments from January reports highlight scaling: a 40-truck Class 8 battery-electric fleet by Nevoya in Texas for a Houston-Dallas corridor, three Volvo VNR Electric trucks for New York City's zero-emission food rescue, and RoadOne's expansion to up to 10 Tesla Semis in California, exceeding 500-mile range expectations[1]. These build on 2025's sustained growth amid challenges.
A major partnership emerged with Hyundai reportedly supplying Waymo 50,000 IONIQ 5 robotaxis by 2028 from its Georgia plant, valued at $2.5 billion, signaling industrial-scale autonomous EV deployment. This follows Waymo's $16 billion funding and expansions to 20 cities, outpacing Tesla as automakers like Toyota and Ford align with Waymo[2].
Battery tech advances rapidly in China: a solid-state EV battery standard drafts for July 2026 release, with FAW installing the first lithium-rich manganese semi-solid-state pack at 500 Wh/kg density for over 1,000 km CLTC range on February 10. Dongfeng tests 350 Wh/kg prototypes, while BYD plans 1,000+ km range EVs this year[3][5].
Regulatory changes mix incentives and reversals: Canada launches the EV Affordability Program on February 16, offering up to $5,000 for battery EVs, but Prime Minister Carney overturned the 20% EV sales mandate by 2026. Canada eyes joint ventures with Chinese makers for domestic EV production and exports, leveraging firms like Magna, amid U.S. tariff tensions[4][6][8][10].
Compared to recent weeks, heavy-duty focus intensifies versus passenger cars, with leaders like Tesla, Volvo, and BYD responding via pilots and high-range tech to counter supply chain pressures and range anxiety. No major disruptions reported, but Waymo's deals position it as the scaling frontrunner.
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