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China's EV Market Now Belongs to Chinese Brands, and Detroit Just Took a $25 Billion Hit to Prove It - BYD's Price Cuts Under Fire: China's Bold Move Against EV Overcapacity
BYD

BYD vs. Tesla: How China’s EV Giant Doubled Exports While Western Automakers Retreated

A $60,000 BYD Sealion 7 caught Julian Scot-Smith’s attention at a London Porsche dealership last December. The British couple had come to browse German luxury SUVs in Mayfair. They left considering a Chinese alternative. That moment, captured in a new Wall Street Journal analysis, distills everything happening in the global auto industry right now. BYD…

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

Tesla India Inventory Piles Up as Buyers Cancel, Forcing $2,200 Discounts

Four months after Tesla’s celebrated India debut, nearly one-third of its imported Model Y inventory sits unsold in warehouse limbo. Bloomberg reports that roughly 100 of 300 imported vehicles remain without buyers, forcing the American automaker into the same discount playbook that’s become painfully familiar across Europe and China. The India setback adds another chapter…

BMW i4 Gets Final Power Boost Before Neue Klasse Arrives With 593-HP M60 and 300+ Mile Range
F-150 Lightning

Deloitte Survey Reveals Incentives Rank Dead Last Among EV Purchase Motivations

I’ve spent the past year documenting what happens when you build an industry on government subsidies. Now we have the data to prove what we suspected all along: the $7,500 federal tax credit never drove genuine EV demand. Deloitte’s 2026 Global Automotive Consumer Study, released today, surveyed more than 28,500 consumers across 27 countries between…

Morgan Stanley Downgrades Lucid, Rivian to Sell, Warns of 'EV Winter' Into 2026
Audi

Lucid’s 18-Month Cash Runway: What Buyers Need To Know About The Saudi Safety Net

I’ve been tracking Lucid’s financial situation all year, and a Motley Fool analysis this week crystallized what prospective buyers need to understand: the company that makes arguably the best-engineered electric vehicles on the road has roughly 18 months of confirmed cash runway. For investors, that’s a risk/reward calculation. For someone about to spend $79,900 on…

China's EV Market Now Belongs to Chinese Brands, and Detroit Just Took a $25 Billion Hit to Prove It - BYD's Price Cuts Under Fire: China's Bold Move Against EV Overcapacity
BYD

China’s ‘No Fire’ Battery Mandate Validates BYD, Challenges Tesla

I’ve been covering the EV battery fire saga for months, from Li Auto’s 11,000-vehicle recall to cargo ships sinking with burning EVs. Now China has done something no other country has attempted: mandating that EV batteries simply cannot catch fire or explode under any test conditions. This isn’t incremental regulation. It’s Beijing declaring that Chinese…

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…

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