Stefan Nicola

Stay informed with Stefan Nicola’s coverage and analysis for Fortune.

LOHE-RICKELSHOF, GERMANY – MARCH 25: A worker wearing a helmet and bright yellow jacket is seen at the construction site for the new Northvolt Gigafactory electric car battery factory on March 25, 2024 in Lohe-Rickelshof, Germany. The factory, dubbed Northvolt Drei, will be powered by renewable energy and will eventually produce one million electric car batteries per year. (Photo by Gregor Fischer/Getty Images)

Europe’s big battery ambitions are failing, and China is benefiting

By Stefan Nicola, Wilfried Eckl-Dorna, and others

24 April 2024, China, Peking: Oliver Blume, CEO of the Volkswagen Group, speaks to journalists. Volkswagen presented its goals for China ahead of the auto show in Beijing. Photo: Johannes Neudecker/dpa (Photo by Johannes Neudecker/picture alliance via Getty Images)

Europe’s biggest automaker is in decline. Volkswagen issues second profit warning due to weak demand and fading relevance in China

By Stefan Nicola and Bloomberg

Oliver Blume, Chief Executive Officer, Volkswagen and Porsche.

Electric mobility has ‘won the race’ but Volkswagen hits brakes on EV strategy

By Stefan Nicola and Bloomberg

Martin Daum, Chairman of the Board of Management of commercial vehicle manufacturer Daimler Truck

‘Time is running out’ to build more electric truck chargers in Europe, says Daimler Truck CEO

By Stefan Nicola, Christoph Rauwald, and others

BYD

Tesla-beating BYD shows off its ambitions—including a 1,200-horsepower luxury SUV that can float on water

By Stefan Nicola and Bloomberg

04 September 2023, Bavaria, Munich: Holger Klein, CEO of ZF Friedrichshafen AG, presents himself at the press day of the IAA auto and transport show in a hall at Messe München. The German company specializes in driveline and chassis technology. The International Motor Show IAA MOBILITY 2023 will take place in Munich from September 05-10. Photo: Martin Schutt/dpa (Photo by Martin Schutt/picture alliance via Getty Images)

As Chinese electric vehicles spread overseas, German car-parts maker says it must ‘adapt in order to survive’—by boosting sales in China

By Stefan Nicola and Bloomberg

Elon Musk reacts during the UK Artificial Intelligence (AI) Safety Summit at Bletchley Park, in central England.

Elon Musk’s Tesla union troubles in Scandinavia are escalating rapidly as union boss says his ‘feudal lord’ attitude is ‘just wrong’

By Jonas Ekblom, Stefan Nicola, and others

A production line working on a series of electric cars in a manufacturing factory

Tesla faces competition in Europe as local manufacturers fight back

By Stefan Nicola and Bloomberg

18 July 2023, Brandenburg, Grünheide: View of the Tesla Gigafactory Berlin-Brandenburg plant from US electric car manufacturer Tesla. At an event, US electric carmaker Tesla informs about the application to expand the plant in Grünheide. This will create the conditions under licensing law for a doubling of production capacity to 1000,000 vehicles per year. Photo: Jens Kalaene/dpa (Photo by Jens Kalaene/picture alliance via Getty Images)

Tesla is lapping German automakers in the global EV race—even in Germany

By Stefan Nicola and Bloomberg

Lufthansa airline

European travel chaos mounts as Germany’s flagship carrier cancels 2,000 more flights

By Eric Pfanner, Stefan Nicola, and others

A Tesla Model 3 travels on a road in Rocklin, Calif. on July 21, 2021. Tesla Inc. is scheduled to release earnings figures on July 26. Photographer: David Paul Morris/Bloomberg via Getty Images

Tesla will recall all U.S. Model 3 cars made between 2017 and 2020 because of possible camera defects

By Stefan Nicola and Bloomberg

Nikola Tre electric truck

Nikola shares slump after blanket denial of short-seller report

By Stefan Nicola, David Welch, and others

Europe is beginning to ease restrictions and lift lockdowns.

Europe’s reopening road map: How 11 countries are beginning to lift lockdowns

By Flavia Rotondi, Boris Groendahl, and others

A street in Gangelt in the Heinsberg district on February 28 is empty. More and more people in the Heinsberg district have to stay at home as a precaution after the first cases of infection with the novel coronavirus.

Switzerland cancels events and Germany puts town under quarantine as coronavirus spreads across Europe

By Naomi Kresge, Stefan Nicola, and others

16 February 2020, Brandenburg, Grünheide: Cleared trees lie stacked on the entrance to the site for the planned Tesla factory. The Higher Administrative Court (OVG) of Berlin-Brandenburg has temporarily halted the ongoing clearing work on the site for the planned Tesla factory in Grünheide. It thus corresponded to an application of the Green League Brandenburg. Photo: Britta Pedersen/dpa-Zentralbild/dpa (Photo by Britta Pedersen/picture alliance via Getty Images)

A forest stands between Elon Musk and his planned Tesla Giga Berlin factory

By Stefan Nicola, Richard Weiss, and others