EV Stocks Today: Tesla Faces California Sales Threat as Ford Pulls Back on Batteries and the EU Softens 2035 EV Rules (Dec. 18, 2025)
California regulators threatened to suspend Tesla’s vehicle sales license for 30 days unless it changes marketing of “Autopilot” and “Full Self-Driving.” Ford canceled a major battery supply deal, hitting LG Energy Solution shares in South Korea. Europe delayed parts of its 2035 all-electric vehicle mandate, allowing more hybrid sales. Investors are watching for further policy shifts and market volatility.