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Jul 21
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Canada vs. U.S. on Chinese EVs: Carney's Tariff Deal Signals North American Trade Fracture
Canada

Canada vs. U.S. on Chinese EVs: Carney’s Tariff Deal Signals North American Trade Fracture

When Prime Minister Mark Carney shook hands with President Xi Jinping in Beijing’s Great Hall of the People on Friday, he wasn’t just resetting Canada-China relations. He was breaking rank with Washington on one of the most contentious trade issues facing Western automakers. The deal that emerged represents the first crack in the unified North…

Xpeng Ignites Share Surge with Affordable EV
XPeng

Xpeng’s 600,000-Vehicle Target Reveals Why Chinese EV Makers Are Fleeing the Car Business

When an automaker announces ambitious sales targets while simultaneously declaring it doesn’t want to be known as a car company, something interesting is happening. Chinese EV maker Xpeng just revealed 2026 delivery goals of 550,000 to 600,000 vehicles, representing up to 40% growth, according to Chinese tech portal 36Kr citing an internal strategy meeting. A…

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…

Caterham Project V Rejects Everything Modern EVs Stand For - And That's the Point
Bolt

Caterham Project V Rejects Everything Modern EVs Stand For – And That’s the Point

I’ve been covering electric sports car announcements for years, and they all sound the same: massive battery, blistering charging speed, tablet-sized touchscreen, skateboard platform. Caterham’s Project V, which just made its U.S. debut at CES in Las Vegas, deliberately ignores every item on that checklist. “We don’t really care about charging time. We care about…

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…

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