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

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BYD Recalls Nearly 97,000 EVs Over Potential Fire Risk
BYD

BYD Sales Drop for Third Month as Tax Credit Deadline Fails to Spark Buying Frenzy

The world’s largest EV maker just posted its worst sales streak in years, and it happened during what should have been the industry’s biggest buying rush. BYD Co. delivered 480,186 vehicles in November 2025, a 5.3% decline from the same month last year, according to Bloomberg. This marks the third consecutive month of year-over-year declines…

'Big Short' Investor Michael Burry Calls Tesla Stock 'Ridiculously Overvalued'
Tesla

‘Big Short’ Investor Michael Burry Calls Tesla Stock ‘Ridiculously Overvalued’

Michael Burry, the legendary investor who predicted the 2008 housing crash, has publicly declared war on Tesla’s valuation. In a scathing post on his new Substack newsletter “Cassandra Unchained,” Burry called the electric vehicle maker “ridiculously overvalued” and took direct aim at what he calls the “Elon cult.” The criticism comes at a precarious moment…

Germany

Zeekr Launches In Germany With Three EVs That Undercut BMW And Mercedes

Chinese premium EV maker Zeekr officially began sales in Germany on Monday, bringing three electric models priced from €37,990 ($44,065) to the doorstep of BMW, Mercedes, and Volkswagen. We’ve been tracking China’s EV invasion of Europe for years, and this launch marks a pivotal escalation: a Geely-owned brand is now competing head-to-head with German automakers…

Tesla

Tesla Megapack Powers New $30M Battery Storage Facility in Japan as Energy Business Booms

A new Tesla Megapack battery energy storage system has gone live in Sapporo, Japan, marking another expansion of the company’s utility-scale energy business at a time when its automotive division faces mounting pressure. Manoa Energy announced today the start of commercial operations for the Helios 50MW Battery Energy Storage System in Sapporo City, Hokkaido, Japan.…

California EV Drivers Face $490 Fines Starting Monday as Carpool Lane Perk Dies
California

California EV Drivers Face $490 Fines Starting Monday as Carpool Lane Perk Dies

The 60-day grace period is over, and California Highway Patrol officers are ready to write tickets. We’ve been tracking the systematic rollback of EV incentives for months, and Monday marks another painful milestone. Starting December 1, 2025, California’s 500,000-plus electric vehicle owners who enjoyed solo access to carpool lanes will face $490 minimum fines if…

BYD to Double European Dealers to 2,000 by 2026, Confirms Multi-Factory 'Localization' Strategy
BYD

BYD Recall 2025: 89,000 Qin PLUS Hybrids Hit By Battery Quality Problems

BYD just announced its third major recall of 2025, and the pattern is becoming impossible to ignore. China’s market regulator confirmed Friday that BYD will immediately recall 88,981 Qin PLUS DM-i plug-in hybrids over battery pack quality issues. The affected vehicles were produced between January 2021 and September 2023, according to Reuters. The issue stems…

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