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

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Volkswagen

Volkswagen Shifts EV Strategy with Scalable Systems Platform Delay

Volkswagen is rethinking its electric vehicle (EV) ambitions as demand cools, delaying its all-new Scalable Systems Platform (SSP) and integrating range-extending gas engines into the mix. Published by Autoblog, this strategic pivot marks a significant turn for the German automaker, traditionally a leader in the EV race. The move reflects broader industry trends as automakers…

Tesla

Maruti Suzuki Slashes e-Vitara EV Production by Two-Thirds Amid Rare Earth Crisis

Maruti Suzuki, has dramatically reduced its near-term production targets for the e-Vitara electric SUV by two-thirds due to a critical shortage of rare earth materials, signaling fresh challenges for the global EV industry. The news, reported by Reuters, reveals the company now plans to produce about 8,200 e-Vitaras between April and September 2025, down from…

Tesla

Zambia Targets EV Component Manufacturing Near Copper Mines to Boost Industry

Zambia, Africa’s second-largest copper producer, is making bold moves to transform its rich mineral resources into a hub for electric vehicle (EV) component manufacturing. Finance Minister Situmbeko Musokotwane recently confirmed ongoing talks with global carmakers to establish production plants near the country’s copper mines, a strategy unveiled during a Bloomberg article. This initiative aims t

BYD

China’s EV Price War Heats Up as BYD Faces Rival Scrutiny

The electric vehicle (EV) industry in China is witnessing a fierce price war, with BYD at the center of escalating tensions among top manufacturers. A recent Reuters article, highlights how competitors Great Wall Motor and Geely have challenged BYD’s pricing strategies and emissions compliance, sparking a broader industry shakeup. Rivalry Intensifies Over Emissions and Pricing…

China

China’s Rare-Earth Restrictions Spark EV Industry Crisis

China’s tightened export controls on rare-earth minerals, critical for electric vehicle (EV) production, have sent automakers and suppliers into a frenzy, with some factories facing potential shutdowns by mid-July 2025. Reuters reports that the restrictions, targeting elements like gallium and germanium, are disrupting global supply chains, forcing the EV industry to seek urgent alternatives. Supp

Elon Musk

Tesla’s $380 Billion Wipeout Signals Major Shift for EV Industry in 2025

Tesla’s market value plummeted by $380 billion USD in 2025, marking the largest loss among top global companies and raising concerns for electric vehicle (EV) enthusiasts and industry professionals. This dramatic drop, driven by declining EV demand and Chief Executive Elon Musk’s public feud with President Donald Trump, has reshaped Tesla’s standing, according to a…

South Carolina

$1.6 Billion South Carolina EV Battery Plant Halts Amid Policy Shifts

AESC, a Japanese battery manufacturer, has paused construction on its $1.6 billion factory in Florence, South Carolina, designed to supply batteries for BMW’s electric vehicles (EVs). The decision, stems from uncertainties in federal EV policies and potential tariff changes under President Donald Trump’s administration, raising concerns for the EV industry’s growth in the U.S. reports…

BYD

BYD Faces Heat: China Calls Out EV Giants, Price War Warning

Chinese authorities have called on major electric vehicle (EV) manufacturers, including BYD, to halt aggressive price wars that are threatening the industry’s stability, according to a recent meeting in Beijing. Reported by Bloomberg the Ministry of Industry and Information Technology and other regulatory bodies hosted the gathering, highlighting concerns over unsustainable pricing and its ripple…

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