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News, deep dives, and analysis — every China story, newest first.

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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…

Porsche Bets On $165,000 Electric Cayenne Weeks After Declaring Luxury EV Pricing Model Broken
Porsche

Porsche Shutters China Charging Network, Dismantling the Premium Experience That Justified Its Prices

I’ve been tracking Porsche’s China collapse for months, and this move crystallizes what’s really happening. The German luxury automaker is shutting down its proprietary “Premium Charging” network across China starting March 2026, eliminating roughly 200 fast-charging stations that were supposed to differentiate the Porsche EV ownership experience from competitors. The company’s spin is predictable

Trump’s Tariffs Threaten EV Price Hikes, but Tesla and VW Gain Edge with U.S. Production
F-150 Lightning

VW ID Buzz Cancelled for 2026 as Dealers Slash $25K Off Remaining Stock

I watched Volkswagen announce the ID Buzz as America’s nostalgic EV savior. Now, after one model year and fewer than 5,000 sales, dealers are telling customers it’s over while VW insists it might come back someday. Here’s what you need to know: VW confirmed to Carscoops they won’t produce 2026 ID Buzz models for the…

Foxconn’s Foxtron Acquires Luxgen for $25M, Reveals Contract Manufacturing Strategy
Model Y

Foxconn’s Foxtron Acquires Luxgen for $25M, Reveals Contract Manufacturing Strategy

I’ve been tracking Foxconn’s EV strategy since they first announced their ambitions to become the “Android of electric vehicles.” So when I saw the news that their joint venture Foxtron is acquiring Taiwan’s Luxgen brand for just $25 million, my first thought was: this doesn’t add up. Not because the deal doesn’t make sense, but…

Solid-State Batteries Won’t Save EVs Until 2035. Here’s What Will. BMW i3
i3

Solid-State Batteries Won’t Save EVs Until 2035. Here’s What Will.

I’ve been tracking solid-state battery announcements for years now, and the gap between what manufacturers promise and what they actually deliver keeps getting wider. Top Gear’s latest deep-dive on next-generation EV tech finally puts some honest timelines on the table, and they’re not what most prospective buyers want to hear. Here’s what you need to…

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