Tesla's Rebound, Polestar's Ban, and The Great Battery Heist

In this episode, we dive into Tesla's spectacular rebound as they crush Wall Street expectations with their fourth-best quarter ever, driven by a massive 25% surge in Q2 deliveries. We also break down the surprising news of the U.S. government muscling Polestar out of the American market over connected vehicle rules, leading to staggering $25,000 discounts on remaining stock. Plus, Tesla officially launches its highly anticipated, larger 6-seat Model Y L in the States, offering a compelling blend of space and range. Over at Lucid, a major C-suite overhaul signals shifting strategies following recent layoffs, while Rivian celebrates a stellar quarter fueled by intense anticipation for the upcoming R2. Finally, we uncover a wild true-crime wave hitting Gigafactory Nevada, where thieves have repeatedly made off with entire truckloads of Tesla batteries.

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News Links:

• CleanTechnica: Tesla Has Its 4th Best Quarter Ever
• InsideEVs: Tesla Sales Roared Back In Q2, After Months Of Downward Spiraling
• Not a Tesla App: Tesla Smashes Q2 2026 Delivery Estimates
• The Verge: Tesla’s Q2 sales jump 25 percent
• Ars Technica Cars: Tesla sales increase by 25% in Q2 2026
• Electrek: Tesla (TSLA) Q2 2026 deliveries jump 25% to 480,126, beating estimates
• Teslarati: Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent
• InsideEVs: Polestar EVs Are A Whopping $25,000 Off After The Brand Got Kicked Out Of America
• Electrek: Polestar EVs are a smoking deal at $25k off now that they’re banned in the US
• Teslarati: One of Tesla’s biggest threats just got banned in the U.S.
• The Verge: Polestar has been muscled out of the US market
• Electrek: Polestar barred from US over the Chinese connected vehicle rule, a dangerous precedent
• Ars Technica Cars: Feds deny Polestar authorization to sell cars in US from model year 2027
• InsideEVs: The U.S. Strongarms Polestar Out Of The American EV Market
• InsideEVs: This Is Tesla's New, Bigger Model Y For The U.S.
• Not a Tesla App: Tesla Officially Launches 6-Seat Model Y L in the U.S. With Launch Edition
• Teslarati: Tesla brings Model Y L ‘Launch Series’ to the U.S. at $61,990
• Electrek: Tesla launches Model Y L in US — 6 seats, 325 miles, $61,990
• Teslarati: Tesla just told us twice that Model Y L is coming to the U.S.
• InsideEVs: Lucid Just Had A Big Executive Shakeup. Here's What You Need To Know
• Electrek: Lucid overhauls i