EV deliveries from Tesla, Rivian, Toyota electric pickup truck, and more
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This week's episode of The Electric Podcast dives into the latest EV delivery numbers and production updates from major automakers, starting with Tesla's Q1 2026 results. Tesla delivered 358,000 vehicles, missing expectations by over 6,000 units and producing 50,000 more than it delivered—highlighting a significant inventory buildup. The decline is attributed to brand damage from Elon Musk's controversial actions, a stalled Cybertruck ramp, and the end of Model S and X production. Despite an oil crisis driving up gas prices and increasing mainstream interest in EVs, Tesla's stock and sales are under pressure. Rivian delivered 10,365 vehicles, slightly exceeding production, while Toyota beat Ford in U.S. BEV sales with nearly 7,000 units, though both remain small in the broader EV landscape. The podcast also covers the launch of Toyota’s Ilex BEV in Australia, priced at $51,500 USD, and its limited range and high cost relative to the gas version. A major discussion follows the proposed assembly of Chinese Leap Motors EVs in Canada’s idle Brampton plant, raising concerns about job losses and lack of local content despite government subsidies. Mercedes confirmed steer-by-wire for the 2026 EQS, sparking debate over design and driver feedback. Subaru’s Gateway trio and Hyundai’s new off-road Boulder SUV concept were also highlighted. The hosts express skepticism about Donut Labs’ claims, citing lack of verifiable data and delayed progress. The episode concludes with a call for critical thinking around EV hype and a reminder that oil crises, while boosting EV interest, come at a human cost.
Tesla missed Q1 2026 delivery targets by over 6,000 units and produced 50,000 more than delivered, signaling inventory issues and brand damage.
Toyota beat Ford in U.S. BEV sales with nearly 7,000 units, signaling a shift in Japanese automaker EV strategy.
The Toyota Ilex BEV is priced at $51,500 USD in Australia, but its limited range and high cost relative to the gas version make it a tough sell.
Canada’s proposed Leap Motors assembly plant raises concerns over job quality and lack of local content despite $500M in subsidies.
Mercedes EQS will feature steer-by-wire in 2026, a move that enhances comfort but sparks debate over driver feedback.
…and 3 more takeaways available in PodZeus
Tesla's Q1 2026 Delivery Miss and Inventory Buildup
“Even the energy situation was... quite bad for Tesla. People were expecting 14.4 gigawatt hour of energy storage deployment. Tesla delivered 8.8.”
Rivian, Toyota, and Ford EV Sales: Mixed Results
Rivian delivered 10,365 vehicles, slightly exceeding production, while Toyota beat Ford in U.S. BEV sales with nearly 7,000 units. The hosts note that Toyota’s success is due to limited sales volume, and Tesla’s U.S. performance is likely dragging down the entire EV market.
Toyota Ilex BEV Launch and Pricing in Australia
“It's not exactly the same vehicle but you have a point now this is not also the craziest pickup truck when it comes to specs too so we have to manage that with pricing with”
Leap Motors in Canada: Subsidy Controversy and Job Concerns
“If that's the best you can get, it's better than nothing at least. Even though I do think that Chrysler and Stellantis should probably reimburse the government for the subsidies.”
Mercedes EQS, Subaru Gateway, and Hyundai Boulder SUV
Mercedes confirmed steer-by-wire for the 2026 EQS, sparking debate over design and driver feedback. Subaru’s Gateway EV lineup and Hyundai’s new Boulder SUV concept were praised for design and potential, though range and production timelines remain uncertain.
“If the barrel of petrol is over $100, like every day, like X number of people die from just not having access to things.”
“I'm losing faith at a rapid rate. Let's just put it that way.”
“The oil crisis is going to last a little bit longer and you're going to be able to sell those cars.”
Hosts
Tesla
organization
Toyota
organization
Elon Musk
person
Cybertruck
other
Model S
other
Full Self-Driving
other
Rivian
organization
Model X
other
Donut Labs
organization
Canada
place
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