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Han, Seal, Seagull, Yangwang, Denza — and the export machine reshaping the global market. The world’s largest EV maker, watched closely.

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Tesla's Major Recall Over 2 Million Vehicles for Autopilot Safety Upgrade Model 3 Performance
F-150 Lightning

EV Consumer Interest Holds Steady Despite 2025’s Policy Chaos and Sales Collapse

I’ve spent the last year documenting the collapse, the layoffs, and the cancellations. But here’s the number everyone missed: 94% of current EV owners say they’ll buy another EV. After everything that happened this year, that’s the story that actually matters. NPR’s year-end EV retrospective published today runs through the familiar litany of 2025 disasters:…

China's BYD has overtaken Tesla as the world's best-selling maker of electric cars. In the final quarter of last year, BYD, backed by Warren Buffett, sold 526,409 fully electric vehicles, outpacing Tesla's 484,507.
Mexico

China’s EV Exports Surge 87% Globally, But the Real Story Is the 2,367% Explosion to Mexico

I’ve been tracking the “Chinese EV Invasion” narrative for years now, and this new data from China Customs finally reveals exactly how it’s playing out: not through US ports, but through America’s southern border. While mainstream coverage focuses on the headline 87% year-over-year surge to 199,836 EVs exported globally in November, the number that matters…

Tesla Model 3 Standard Launches in Europe at €37,970 as Chinese Rivals Close In
Tesla

Tesla Europe Sales Collapse: Market Share Halves as Chinese Rivals Surge

I’ve been documenting Tesla’s European decline all year, and the final numbers are in: it’s worse than even I expected. While the broader European EV market surged 27% in 2025, Tesla’s sales cratered 38.8% to just 129,000 units. That’s not missing a trend. That’s a market share collapse from 2.2% to 1.3% in 11 months while Chinese…

Porsche Bets On $165,000 Electric Cayenne Weeks After Declaring Luxury EV Pricing Model Broken
Porsche

Porsche Shutters China Charging Network, Dismantling the Premium Experience That Justified Its Prices

I’ve been tracking Porsche’s China collapse for months, and this move crystallizes what’s really happening. The German luxury automaker is shutting down its proprietary “Premium Charging” network across China starting March 2026, eliminating roughly 200 fast-charging stations that were supposed to differentiate the Porsche EV ownership experience from competitors. The company’s spin is predictable

Solid-State Batteries Won’t Save EVs Until 2035. Here’s What Will. BMW i3
i3

Solid-State Batteries Won’t Save EVs Until 2035. Here’s What Will.

I’ve been tracking solid-state battery announcements for years now, and the gap between what manufacturers promise and what they actually deliver keeps getting wider. Top Gear’s latest deep-dive on next-generation EV tech finally puts some honest timelines on the table, and they’re not what most prospective buyers want to hear. Here’s what you need to…

Ford F-150 Lightning Outpaces Tesla Cybertruck in Q1 2025 EV Pickup Race
F-150 Lightning

EV Transition ‘Unraveling’? No, Legacy Automaker Strategies Are Failing

I’ve been covering the EV transition for years, and this week’s headlines declaring the electric revolution is “unraveling” miss the point entirely. What we’re actually watching is the predictable collapse of subsidy-dependent strategies by legacy automakers who never figured out how to build affordable EVs without government life support. The carnage is staggering. Bloomberg reports…

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