Tesla is adjusting its full self-driving (FSD) strategy in China, formalising its rollout while leaving the timing unclear and renaming the feature “Tesla assisted driving” in a move seen as aimed at regulation. Strategy shifts are also drawing attention to expansion in other Asian markets such as South Korea. Tesla is also facing production and supply-chain variables, intensifying competition from China and rivals, and broader changes in the EV market and mobility services driven by data and AI.

As range anxiety fades in the electric vehicle market, a new concern is emerging in the era of ultra-fast charging: drivers keep charging longer than needed, increasing costs. Volvo has called this “hotdog anxiety”. The company says faster charging and expanding high-power networks are shortening charge times, changing how drivers decide how much to charge. Analysts caution it may be too early to generalise, and access to fast charging and home charging still varies.