New research published in The China Journal dismantles the story Washington tells itself about China’s electric vehicle rise. Political scientists Fengming Lu and Xiao Ma argue the boom was never engineered by a Beijing master plan. It grew from alliances…
Chinese electric vehicles are closer to American driveways than the 125% cumulative tariff wall suggests, and the question driving industry analysis this week is no longer whether they arrive but through which door. One door already exists: Zhejiang Geely Holding…
Tesla restocked used Cybertrucks days after selling out, with starting prices up to $72,900 and Foundation Series trucks still stripped of permanent FSD.
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…
The National Highway Traffic Safety Administration (NHTSA) has denied a 2023 petition that demanded a recall of every Tesla built since 2013, concluding there is no evidence of a safety defect tied to the company’s use of regenerative braking and…
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:…
The cancellation notices have been arriving faster than the vehicles they were meant to replace. Automotive News published a tracker this week cataloging the EVs canceled or delayed in 2026 as legacy automakers continue pulling back from all-electric commitments made…
The numbers coming out of Windsor, Ontario right now are striking. Jahn Engineering, a tool and die shop that has served automakers on both sides of the border for years, has seen its sales fall nearly 70% since U.S. policy…
The vacant lot next to Fred Ippolito’s Volkswagen dealership in West Islip, New York, says more about the current state of auto retail than any industry report. According to the Wall Street Journal, Ippolito bought it four years ago, convinced…
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…
The Western auto industry has spent years blaming Chinese state subsidies for BYD’s price advantage over Tesla and other foreign rivals. A new Rhodium Group report published February 19 makes that argument a lot harder to sustain. According to the…
The numbers Stellantis published Wednesday, February 26, confirm what the February 6 preliminary announcement already signaled: Stellantis booked a €20.1 billion net loss for the second half of 2025, or roughly $23.8 billion, driven by €25.4 billion in total writedowns across the…
