News, deep dives, and analysis — every China story, newest first.
A $60,000 BYD Sealion 7 caught Julian Scot-Smith’s attention at a London Porsche dealership last December. The British couple had come to browse German luxury SUVs in Mayfair. They left considering a Chinese alternative. That moment, captured in a new Wall Street Journal analysis, distills everything happening in the global auto industry right now. BYD…
Renault SA plans to reintegrate its Ampere electric vehicle and software operations back into the parent company, reversing a strategy that never delivered the €10 billion valuation former CEO Luca de Meo once promised investors. The French automaker is meeting with labor unions today to discuss the reorganization. Bloomberg reports that CEO François Provost is…
Canada’s new China-EV tariff agreement lands just days after BYD officially dethroned Tesla as the world’s largest EV manufacturer, creating an unexpected lifeline for the American automaker in a market where it already has boots on the ground. The deal announced last Friday slashes import duties from a prohibitive 100% to just 6.1% for up…
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…
2026 Tesla Model Y Performance review: 460 hp and 306-mile range for $59,130. Tesla still leads on software and Supercharging, but competitors closed the gap.
The electric vehicle revolution runs on cobalt, and a devastating new book exposes exactly whose hands dig it out of the ground. “The Elements of Power” by New Yorker journalist Nicolas Niarchos traces the battery supply chain from Congolese mines to Chinese factories to the EVs parked in American driveways, and the picture isn’t pretty.…
Four months after Tesla’s celebrated India debut, nearly one-third of its imported Model Y inventory sits unsold in warehouse limbo. Bloomberg reports that roughly 100 of 300 imported vehicles remain without buyers, forcing the American automaker into the same discount playbook that’s become painfully familiar across Europe and China. The India setback adds another chapter…
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…
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