Top Automotive News Last Week: EV Sales Surge and Tesla Expands Robotaxi Push

The global automotive industry saw another busy week, with electric vehicle demand accelerating across Europe, major brands facing mixed sales results, and new mobility technology continuing to expand. From Audi’s delivery slowdown to Tesla’s robotaxi rollout and growing supply chain concerns linked to global tensions, these are the key automotive stories shaping the market right now.

EV Sales Surge Across Europe

Battery electric vehicle sales in Europe jumped 29.4% in Q1 2026, with March alone up over 51%. Rising petrol prices are pushing more buyers into EVs. Germany, France, Italy and Spain all posted strong gains. This is a major sign that EV demand remains strong when fuel costs rise.

Audi Global Deliveries Fall 6.1%

Audi reported Q1 deliveries of 360,106 vehicles, down 6.1%, mainly due to weaker demand in China and North America. China fell 12%, North America fell 27%. Europe was the bright spot with growth.

Tesla Expands Robotaxi Service

Tesla expanded its robotaxi service into Dallas and Houston, signaling continued rollout of autonomous ride-hailing. This suggests Tesla is pushing hard on AI/mobility beyond just selling cars.

Stellantis Deliveries Rise, But Inventory Risk Remains

Stellantis reported Q1 shipments up 12% to around 1.4 million vehicles. However, Jeep and Ram dealer inventory remains high, which could pressure future production.

Ford Recalls 1.4 Million Pickups

Ford Motor Company is recalling around 1.4 million pickup trucks over a gearshift issue. Large recalls like this are expensive and can hit brand trust.

Mercedes Investors Concerned About China Strategy

Investors reportedly warned Mercedes-Benz Group that its strong luxury focus could slow recovery in China, where pricing pressure and local EV competition remain intense.

Middle East Tensions Impact Global Auto Supply Chains

The Iran conflict is now being cited as a risk for auto manufacturing due to higher freight, raw materials, and fuel costs. India’s industry body warned production could be affected. This matters globally too.