T9 EV Station is positioning its Tesla accessory offering around higher quality and better fit for the North American market, aiming to capture aftermarket demand from Tesla owners. The initiative reflects continued monetization opportunities in EV accessories and service-related products as the Tesla ecosystem expands.

Tesla plans to increase output at its German plant by 20%, signaling stronger demand and a continued push to scale European production. The move would improve local supply for the region and reinforce Tesla’s strategic foothold in the EU market, where competition and regulatory pressure remain intense.

Lucid will cut roughly 18% of its U.S. workforce in a second round of layoffs this year, signaling a deeper restructuring effort as the company faces persistent funding and demand headwinds. The exit of the COO adds to leadership instability and raises the stakes for execution as the automaker tries to stabilize operations.

Lucid’s latest plan to reduce its U.S. headcount by about 18% reflects intensifying cost discipline after an earlier layoff round this year. The move points to continued strain in the premium EV segment and reinforces concerns about consolidation or further restructuring among capital-intensive startups.

Lucid is cutting 18% of its U.S. workforce as it tries to reduce costs amid ongoing losses, slow EV demand, and a challenging capital environment. The move signals a sharpened focus on preserving liquidity and extending runway while the company works to scale production and improve operating efficiency.

Lucid’s 18% workforce reduction and elimination of the COO role mark a broader restructuring aimed at simplifying operations and lowering overhead. The changes highlight the company’s urgency to improve execution and cash discipline as EV startups face tougher funding and demand conditions.

Lucid plans to eliminate about 18% of its U.S. workforce as it moves to reduce costs and conserve cash amid ongoing losses and a challenging EV market. The layoffs highlight mounting pressure on smaller EV makers to improve efficiency and extend financial runway while capital markets remain selective.

Motor Illustrated reports that Canadian vehicle output is slipping as U.S. tariff pressures and trade uncertainty push manufacturers to reallocate production within North America. The shift could weaken Canada’s role in the regional auto ecosystem while accelerating plant and investment decisions that favor U.S.-based manufacturing capacity.

Automotive News says North American automakers and suppliers must scale production and rebuild supply chains more aggressively to compete with China’s rapidly expanding auto sector. The implication is that capacity, cost structure, and sourcing strategy are becoming strategic priorities as Chinese manufacturers gain global share.

Carvana’s reported move into new-vehicle sales would materially expand its addressable market and put the online used-car retailer into more direct competition with franchised dealers and OEM-backed retail networks. If executed at scale, the strategy could accelerate the shift toward digital vehicle retailing and pressure traditional dealership margins and customer acquisition models.

At CAR MBS, auto industry leaders made the case that Canada remains a critical part of the integrated North American automotive supply chain and that the USMCA framework is essential for investment certainty. The message underscores how trade policy stability is viewed as central to preserving competitiveness, cross-border production, and future capital spending in the region.

The U.S. aftermarket is forecast to expand 5.2% in 2026, signaling continued strength in repair, replacement, and maintenance spending as the vehicle parc ages and vehicle ownership costs remain elevated. The growth outlook is positive for parts distributors, retailers, and service providers, indicating sustained demand in a mature but resilient segment of the automotive industry.