Every EVXL story tagged “China” — newest first.
European luxury automakers are bleeding market share in China as consumers abandon six-figure German sedans for cheaper domestic brands led by BYD. Why it matters: China’s premium segment has shrunk for the third straight year while Chinese brands now control nearly 70% of the world’s largest auto market. The Details By The Numbers EVXL’s Take…
The European Union is preparing to delay or weaken its landmark 2035 combustion engine ban after automakers warned of billion-dollar fines and mass layoffs. Why it matters: The move signals Europe is prioritizing short-term industry relief over long-term EV competitiveness against China. The Details By The Numbers EVXL’s Take This confirms exactly what we warned…
Chinese automaker Changan Automobile is launching its Deepal electric SUVs in Italy and Spain as part of a major European expansion. Why it matters: This marks the second wave of Chinese EV brands entering Southern Europe, where interest in pure electrics has historically lagged. The Details By The Numbers EVXL’s Take Changan’s timing is notable.…
Morgan Stanley cut Tesla to hold for the first time since June 2023, warning the stock fully prices in AI and robotics ambitions. Why it matters: The downgrade from Wall Street’s most influential Tesla analyst signals growing unease with the stock trading at 210x forward earnings. The Details By The Numbers EVXL’s Take Morgan Stanley’s…
Nearly 200 electric vehicle industry leaders sent an open letter to EU Commission President Ursula von der Leyen on Wednesday, demanding Brussels maintain its 2035 zero-emission target for new cars. Why it matters: The letter arrives six days before the Commission unveils an automotive package that could weaken the ban under pressure from German automakers.…
Renault supports France’s call for stricter local content rules on electric vehicles sold in Europe but says the proposed 75% threshold is unrealistic for automakers still sourcing batteries from Asia. Why it matters: The debate exposes a widening rift between European governments racing to protect jobs and automakers warning that overly aggressive rules could backfire.…
Battery pack prices will fall to $105 per kilowatt-hour next year as Chinese overcapacity and LFP adoption continue driving costs down. Why it matters: Cheaper batteries make EVs more affordable and accelerate grid-scale energy storage deployment worldwide. The Details By the Numbers What They’re Saying “Cutthroat competition is making batteries cheaper every year. This is…
Ford is turning to French automaker Renault to develop two entry-level electric vehicles for Europe, abandoning its own platform as too expensive to compete with Chinese rivals, reports the WSJ. Why it matters: The deal marks Ford’s admission that it cannot build affordable EVs alone as Chinese brands capture 6.7% of the European market. The…
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