News, deep dives, and analysis — every China story, newest first.
A massive influx of affordable electric vehicles (EVs) from China’s BYD has reached Brazil, with the BYD Shenzhen—world’s largest car-carrying ship—docking at Itajaí port on May 28, 2025. The vessel, loaded with the equivalent of 20 football fields’ worth of vehicles, marks a bold move by BYD to dominate Brazil’s growing EV market. However, this…
Electric vehicle (EV) sales are poised to hit a new global record in 2025, with plug-in electric vehicles expected to account for one in four new passenger vehicles sold worldwide, according to the latest BloombergNEF Electric Vehicle Outlook. However, the U.S. market faces a slowdown as policy shifts and rising costs challenge adoption, while China…
Chinese automakers are dominating the global zero-emission vehicle (ZEV) market, with companies like BYD overtaking Tesla in battery electric vehicle (BEV) sales for the first time in 2024, according to a new report from the International Council on Clean Transportation (ICCT). Reuters reports that, the shift highlights China’s pivotal role in the electric vehicle (EV)…
In a surprising turn of events, Automotive Energy Supply Corp. (AESC), a Chinese-owned battery manufacturer, has halted work on a $2 billion electric vehicle (EV) battery plant in Bowling Green, Kentucky, leaving behind a massive metal shell and unfulfilled promises of 2,000 jobs. The project, which began with a groundbreaking ceremony in August 2022, reflects…
A new survey from Shell highlights a surprising decline in drivers’ enthusiasm for electric vehicles (EVs), with Europe showing a sharper drop than the United States. Conducted among 15,000 drivers worldwide, including key markets like Britain, China, Germany, and the U.S., the study, published on Tuesday, reveals that cost remains the biggest hurdle to EV…
India is considering relaxing its strict 50% localization requirements for electric vehicles (EVs) as China’s recent rare earth export restrictions create a supply chain crisis, impacting manufacturers and enthusiasts alike. According to a Bloomberg report, this potential policy shift comes after China’s April curbs on rare earth exports—key materials for EV traction motors—put local production…
Tesla’s Model Y is staging a remarkable comeback, with CEO Elon Musk announcing a “major rebound in demand” during a recent interview on CNBC. This resurgence follows a challenging first quarter marked by a global factory changeover and production shutdowns. As the electric vehicle (EV) industry watches closely, new sales data and the upcoming Robotaxi…
A senior executive at BYD Co. has raised concerns about the electric vehicle (EV) price war in China, calling it unsustainable and hinting at a potential shift in strategy. In an interview with Bloomberg News, Executive Vice President Stella Li described the competition as “very extreme, tough competition,” noting it’s not sustainable. This comes as…
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