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Electric Vehicles News 18 January 2026 - 21 January 2026

Lucid stock jumps on Rockwell Saudi factory deal — here’s what traders watch next

Lucid stock jumps on Rockwell Saudi factory deal — here’s what traders watch next

Lucid shares jumped 13% Wednesday after Rockwell Automation expanded its partnership to supply FactoryTalk MES software for Lucid’s Saudi plant. Rockwell said Lucid will use the software to manage key production areas and train local staff. Investors await Lucid’s Feb. 24 earnings for updates on cash burn and production targets. Rockwell shares rose 3%.
Tesla stock rises after Musk warns Cybercab and Optimus will start “agonizingly slow”

Tesla stock rises after Musk warns Cybercab and Optimus will start “agonizingly slow”

Tesla shares rose about 1% to $423.32 early Wednesday after Elon Musk warned production of the Cybercab robotaxi and Optimus robot will start “agonizingly slow.” The stock rebounded following a 4.2% drop Tuesday. Investors are watching for clarity on timelines and costs ahead of Tesla’s Q4 earnings release on Jan. 28.
Tesla stock slides 4% after Musk flags “agonizingly slow” Cybercab, Optimus ramp

Tesla stock slides 4% after Musk flags “agonizingly slow” Cybercab, Optimus ramp

Tesla shares fell 4.2% to $419.25 in early Wednesday trading after CEO Elon Musk warned that initial production of the Cybercab robotaxi and Optimus robot would be “agonizingly slow.” Investors are watching for Tesla’s Jan. 28 earnings, seeking updates on margins, spending, and autonomy timelines. The company recently cut about 1,700 jobs at its Berlin plant.
Tesla stock wobbles as Canada reopens door to China-made EVs — what traders watch next

Tesla stock wobbles as Canada reopens door to China-made EVs — what traders watch next

Tesla shares slipped 0.2% in early New York trading Tuesday as investors reacted to Canada’s new EV import quota, which could allow Tesla to resume shipments of China-made vehicles. Canada will permit up to 49,000 Chinese EVs annually at a 6.1% tariff, but half the quota is reserved for cars under C$35,000, above Tesla’s price range. Tesla and Syrah Resources also extended a graphite supply deadline to March 16, 2026.
Tesla stock in focus as Canada cuts China-made EV tariffs — what’s next for EV stocks

Tesla stock in focus as Canada cuts China-made EV tariffs — what’s next for EV stocks

New York, Jan 19, 2026, 12:31 (ET) — Market closed Tesla (TSLA.O) will grab attention when U.S. markets open Tuesday after Canada announced it’s scrapping the 100% tariff on China-made EVs. It’s replacing that with a quota allowing up to 49,000 vehicles annually at the usual 6.1% tariff. Half of those slots are earmarked for cars under C$35,000. Competitors like BYD and Nio don’t yet sell in Canada, so AutoForecast Solutions’ Sam Fiorani suggested this move “could allow resumption of those exports rather quickly.” On Friday, Tesla slipped 0.2% to $437.50, Rivian (RIVN.O) dropped 2.4%, and Lucid (LCID.O) nudged up
Tesla stock: Canada’s tariff U-turn puts Shanghai exports back in play

Tesla stock: Canada’s tariff U-turn puts Shanghai exports back in play

New York, January 19, 2026, 09:56 EST — Market closed Tesla stands to gain early from Canada’s decision to allow a capped number of China-made electric vehicles (EVs) back under the 6.1% “most-favoured nation” tariff—the regular rate for many trading partners. Sam Fiorani at AutoForecast Solutions said exports could ramp up “rather quickly.” The deal, announced Friday, sets a yearly quota of 49,000 vehicles, with half allotted to models under C$35,000 ($25,189)—a price point Tesla doesn’t hit. Still, Yale Zhang, managing director at AutoForesight, noted Tesla’s “simple production lines” give it the agility to shift supply. Tesla shares dipped 0.24%
CATL stock faces Monday test after supplier probed over “$17 billion” deal

CATL stock faces Monday test after supplier probed over “$17 billion” deal

Shanghai, Jan 19, 2026, 05:11 CST — Premarket Shares of Contemporary Amperex Technology Co Ltd’s Shenzhen-listed Class A stock (300750.SZ) drew attention ahead of Monday’s open following a regulatory probe into one of its major suppliers, spotlighting China’s battery supply chain and its handling of high-value contracts. The pressing concern isn’t CATL’s day-to-day operations. Instead, it’s the risk tied to contract disclosures that fluctuate with commodity prices, plus the possibility that regulators will widen their focus to other firms hyping big figures to attract attention. This is crucial now as the battery industry relies heavily on long-term supply deals to
Tesla stock price, Rivian and Lucid: EV stocks face a policy test before Tuesday’s open

Tesla stock price, Rivian and Lucid: EV stocks face a policy test before Tuesday’s open

New York, Jan 18, 2026, 12:37 EST — Market closed. U.S.-listed EV stocks open Tuesday under pressure, with Washington in focus after Trump administration officials revealed plans to roll back regulations and tax credits linked to electric vehicles, aiming to bring down car prices. (Reuters) This shift is crucial, given that U.S. EV adoption has depended heavily on incentives and stricter emissions standards. Investors have spent the past year trying to gauge demand once those supports disappear. Trade adds another layer of complexity: the administration is cracking down on Chinese-made EVs entering North America. (Reuters) As earnings season expands beyond
Tesla stock faces fresh Full Self-Driving probe deadline as TSLA heads into holiday-shortened week

Tesla stock faces fresh Full Self-Driving probe deadline as TSLA heads into holiday-shortened week

New York, Jan 18, 2026, 09:54 (EST) — Market closed. Tesla Inc (TSLA.O) shares slipped roughly 0.2% to close at $437.50 on Friday. This came after U.S. auto safety regulators pushed back the deadline for the company to respond to an investigation into its Full Self-Driving (FSD) software. (Claims Journal) Markets will reopen Tuesday after the U.S. stock exchanges close Monday in observance of Martin Luther King Jr. Day. That leaves a shorter week and sharper focus on upcoming corporate news. (Nasdaq) This is crucial for Tesla since FSD stands at the core of how many investors view its future
Tesla stock heads into holiday week as regulators extend Full Self-Driving probe deadline

Tesla stock heads into holiday week as regulators extend Full Self-Driving probe deadline

New York, Jan 18, 2026, 05:49 EST — Market closed Tesla shares slipped 0.2% to close at $437.50 on Friday, after U.S. auto safety regulators gave the company extra time to respond in a probe related to its Full Self-Driving system. (Reuters) Timing is crucial. The scrutiny hits just as Tesla pushes investors to see software and autonomy as key growth drivers, beyond just car sales, with the next quarterly results approaching fast. This week is shortened for U.S. markets. Both stock and bond trading will be closed Monday in observance of Martin Luther King Jr. Day, with normal hours
Ford stock price: what to watch after Trump EV rollback push and China tariff talk

Ford stock price: what to watch after Trump EV rollback push and China tariff talk

New York, Jan 18, 2026, 05:58 EST — Market closed. Ford Motor Co shares ended Friday at $13.60, slipping 1.52%, as the market heads into a holiday-shortened week with policy news set to steer automaker stocks. (Yahoo Finance) U.S. stock and bond markets will be closed Monday in observance of Martin Luther King Jr. Day, providing traders an extra day to digest recent market signals ahead of the next session. (Investopedia) Ford faces high stakes. Emissions and fuel economy regulations shape both its production choices and pricing strategies, while tariffs push up parts costs—even if demand remains steady. On Saturday,
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Stock Market Today

ST Engineering stock price drops 2% to S$9.71 as drone-autonomy tie-up grabs attention

ST Engineering stock price drops 2% to S$9.71 as drone-autonomy tie-up grabs attention

7 February 2026
ST Engineering shares fell 1.9% to S$9.71 Friday, outpacing the Singapore market’s 0.8% drop amid a tech-led selloff. The company signed a deal with Shield AI at the Singapore Airshow to integrate autonomy software into its unmanned platforms and unveiled a small drone capable of carrying explosives. About 6.9 million shares traded as investors await full-year results on Feb. 27.
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