China's EV industry and the Western response, tracked: BYD's export machine, the range claims that need cycle labels, US bans on Chinese-linked cars, and the strategy bets in both directions.
Reuters obtained hundreds of pages on Volkswagen's failed V.MO flying car. The program died in June 2024, and the Chinese manager VW promoted as the face of its innovation is now the named suspect in a Shanghai trade-secrets investigation.
Exports hit a monthly record and drove a third straight month of growth. Run the arithmetic on the full-year guidance, though, and BYD finishes more than a million vehicles short of its own floor.
Tesla launched the Model Y Long Wheelbase in the US and Puerto Rico today, a stretched, three-row, six-seat version of its best-seller with 325 miles of range and a 4.4-second 0-60 time. Tesla’s configurator lists it as the Model Y L Premium at $61,990, in Launch Series trim with all-wheel drive, sitting above the $57,990…
BYD sold 557,090 fully electric vehicles in the second quarter, enough to take back the global BEV crown from Tesla a full day before Tesla reports its own numbers. Here is the part most coverage will skip: that winning figure is 8.22% lower than what BYD sold in the same quarter last year. Tesla publishes…
Tesla registrations climbed across most of Europe’s big EV markets in June. France more than doubled from a year earlier, Sweden rose 56%, Portugal and Italy each gained 43%, Denmark added 39%, and Spain managed 5.6% growth. Norway went the other way and dropped 43%. The numbers land as Tesla prepares to publish second-quarter delivery…
Geely will ship its first Lotus electric vehicles to Canada in July, with a delivery ceremony planned in Montreal, China’s ambassador to Canada Wang Di told Reuters on Friday, June 26. The Lotus Eletre SUVs are the first Chinese-owned and Chinese-built cars sold to Canadian buyers under the quota Prime Minister Mark Carney agreed with…
Volkswagen is considering cutting as many as 100,000 jobs and closing four German factories, two people familiar with the matter told Reuters on Friday, June 26, in what would be the largest restructuring in the company’s 89-year history. The plants on the list are Volkswagen‘s sites in Hanover, Zwickau and Emden, plus Audi‘s factory in…
Polestar will stop selling new cars in the United States starting with the 2027 model year after the Commerce Department’s Bureau of Industry and Security declined to grant it authorization under the Connected Vehicle Rule. The Swedish brand announced the decision on Thursday, June 25. It is the first automaker pushed out of the American…
China is the center of gravity of the global EV industry, and everything else on this site — the price wars, the tariff walls, Detroit’s strategy — is in some way a response to that fact.
The champion is BYD, which retook the global crown and keeps setting export records; its full story lives on the BYD desk. The walls going up produce sibling-model absurdities: Geely ships Lotus EVs to Canada while the US bans their Polestar twin.
The bets run in both directions. Ford reportedly courts Xiaomi for Chinese EV speed; Volkswagen chased a Chinese flying car for five years and left its project lead facing criminal charges — the cautionary tale in the same genre. And every range headline from this market needs its cycle label, which is the EPA desk’s whole job.
Every China EV story lands in the feed below.
Because they set the world price and pace. Every US-market decision — Ford's reported Xiaomi talks, GM's cost panic, the tariff walls — is a response to what BYD and its peers ship. You can't buy the cars; you're already living in their market.
Increasingly, including by lineage: Geely can ship Lotus EVs to Canada while the US bans their Polestar twin. The wall is drawn around software and ownership as much as sheet metal, which produces exactly these sibling-model absurdities.
They are CLTC-cycle numbers — the most generous test in use. BYD's 1,036 km Denza claim is real on that cycle and would land far lower on an EPA sticker. Name the cycle, or the number is marketing.
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