Every EVXL story tagged “China” — newest first.
Six months ago, when we first reported on Stellantis shuttering factories to dodge EU emission fines, the company’s Europe chief called electrification targets “unreachable.” On Friday morning, the bill for that failed strategy arrived: €22.2 billion ($26 billion) in charges, a suspended dividend, and a 28% stock crash that wiped out billions in market value…
The final 2025 scorecard is brutal for Tesla. BYD sold 2.26 million battery-electric vehicles last year. Tesla delivered 1.64 million. That’s a 620,000-unit gap that grew every quarter, and it happened while BYD was locked out of the world’s second-largest auto market entirely. The damage extends far beyond the headline numbers. In the countries where…
The same week Tesla posted its second consecutive year of declining vehicle deliveries, the company started hiring engineers to build something it has never successfully built at scale: solar cells. A job posting on Tesla’s website for a solar manufacturing development engineer states the company’s goal is to “deploy 100GW of solar manufacturing from raw…
The camouflaged sedan sitting on BMW’s Munich assembly line today looks like any other pre-production test mule. But this particular car carries the weight of BMW’s entire electric future on its shoulders. The new BMW i3, built on the Neue Klasse platform’s 800-volt architecture, is the electric successor to the 3 Series, a nameplate that…
Every Tesla on the road today has two batteries. The big one moves the car. The small one opens the doors. When that small battery dies in a crash, you’re locked inside. Samuel Tremblett found that out at 1:04 a.m. on October 29, on a dark stretch of Route 138 in Easton, Massachusetts. The 20-year-old’s…
The 5% purchase tax that was supposed to hurt all EV makers equally in China? It hit BYD like a freight train and barely grazed Tesla. That asymmetry tells you everything about what’s really happening in the world’s largest EV market right now. Tesla shipped 69,129 vehicles from its Shanghai factory in January, a 9.3%…
Ford CEO Jim Farley has been driving a Xiaomi SU7 for over a year and openly admits he doesn’t want to give it up. Now the Financial Times reports Ford and Xiaomi held actual talks about building EVs together on American soil. Ford says the report is “completely false.” Ford’s denial came directly from the…
Less than two weeks after Prime Minister Mark Carney opened Canada’s doors to Chinese electric vehicles, General Motors CEO Mary Barra has broken her silence. She doesn’t like what she sees. “I can’t explain why the decision was made in Canada,” Barra told employees during an all-hands meeting Tuesday, according to The Wall Street Journal.…
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