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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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Xpeng Ignites Share Surge with Affordable EV
Tesla

40% of U.S. Consumers Want Chinese EVs. The Government Won’t Let Them Buy One.

A Reuters report published today describes the widening gap between what American EV shoppers want and what U.S. trade policy allows them to buy. With the average new car now costing $49,191 according to Kelley Blue Book — and hitting a record $50,326 in December — a growing share of buyers is eyeing Chinese models…

BYD Denza Z9GT Claims World's Longest EV Range at 1,036 Km, But CLTC Numbers Need Context
China

Western Automakers’ EV Retreat Hands China a Structural Advantage That Gets Harder to Reverse Every Quarter

The Guardian’s Saturday analysis frames what’s happening in Western auto boardrooms with unusual bluntness: pulling back from electric vehicles while oil prices spike over the Iran war is, as one former industry chief puts it, a “profound strategic mistake.” The historical parallel is Detroit in the 1980s, when Japanese competitors ate the American industry’s lunch…

Netherlands

Tesla FSD (Supervised) Set for Netherlands Approval on April 10, EU-Wide Rollout Could Follow This Summer

Tesla announced on March 20, 2026, that it has completed the final vehicle testing phase for Full Self-Driving (Supervised) in the Netherlands alongside the RDW (Rijksdienst voor het Wegverkeer, the Dutch vehicle authority), submitting all documentation required for UN R-171 approval and Article 39 exemptions. The RDW has communicated an expected approval date of April…

Tesla's Bumpy Road: Expected Shortfall in Q3 2023 Deliveries
BYD

Tesla China Sales Rise 35% in Early 2026 While BYD Drops — But the Gap Stays Wide

China’s January-February sales window is always distorted by Lunar New Year. Factories go quiet, showrooms empty, and delivery figures swing 30 to 50 percent on calendar timing alone. Strip out the noise and the picture for Tesla is actually decent: 127,728 China-made EVs sold in the first two months of 2026, up more than 35%…

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

Tesla Clears Canadian Model 3 Inventory to Make Way for Cheaper Shanghai-Built Units

Tesla’s Canadian Model 3 inventory has gone to zero. A check of Tesla’s Canadian storefront shows no Model 3 units available for order, and the timing lines up directly with Canada’s new 6.1% tariff on Chinese-built EVs, which replaced the previous 100% surtax under Prime Minister Mark Carney’s January 2026 trade agreement with Beijing. The…

Elon Musk on Trial for Twitter Fraud: Why Every Tesla Investor Should Be Watching
Elon Musk

Elon Musk on Trial for Twitter Fraud: Why Every Tesla Investor Should Be Watching

Elon Musk took the witness stand Wednesday in San Francisco federal court — wearing a black suit and tie, not a Tesla hoodie — to defend himself in a class-action securities fraud trial brought by former Twitter shareholders. The case centers on one of the messiest corporate deals in recent memory: Musk’s on-again, off-again, $44…

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