EV Stocks Today: Tesla Faces California Sales Threat as Ford Pulls Back on Batteries and the EU Softens 2035 EV Rules (Dec. 18, 2025)
Updated: 5:45 a.m. ET (EST), Thursday, December 18, 2025 — Electric vehicle (EV) stocks are waking up to a policy-and-regulation-heavy news cycle that’s colliding with a broader tech reset. Before U.S. markets open, investors are juggling three headline forces that can move EV shares quickly: Tesla’s regulatory risk in California, Ford’s deepening pivot away from large EV commitments (with direct fallout for battery suppliers), and a major shift in Europe’s 2035 “all-electric” trajectory that could reshape the competitive map for legacy automakers and EV pure-plays. Below is the key EV stock news, analyst commentary, and sector outlook hitting the wires