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BMW's Chinese Battery Gamble: Tariffs Threaten U.S. EV Dreams in Shocking Shift
Tesla

Thatcham Research Wants EV Batteries Designed for Repair, Not the Scrapyard

Thatcham Research, the UK’s only automotive risk intelligence body, has published its New Electric Vehicle Blueprint, calling on automakers to redesign EVs so that battery packs, charge ports, and high-voltage systems can be repaired rather than written off after minor accidents. A Thatcham survey conducted with the Centre for Economics and Business Research (CEBR) found…

Xpeng Ignites Share Surge with Affordable EV
Tesla

40% of U.S. Consumers Want Chinese EVs. The Government Won’t Let Them Buy One.

A Reuters report published today describes the widening gap between what American EV shoppers want and what U.S. trade policy allows them to buy. With the average new car now costing $49,191 according to Kelley Blue Book — and hitting a record $50,326 in December — a growing share of buyers is eyeing Chinese models…

BYD Denza Z9GT Claims World's Longest EV Range at 1,036 Km, But CLTC Numbers Need Context
China

Western Automakers’ EV Retreat Hands China a Structural Advantage That Gets Harder to Reverse Every Quarter

The Guardian’s Saturday analysis frames what’s happening in Western auto boardrooms with unusual bluntness: pulling back from electric vehicles while oil prices spike over the Iran war is, as one former industry chief puts it, a “profound strategic mistake.” The historical parallel is Detroit in the 1980s, when Japanese competitors ate the American industry’s lunch…

Tesla's Bumpy Road: Expected Shortfall in Q3 2023 Deliveries
BYD

Tesla China Sales Rise 35% in Early 2026 While BYD Drops — But the Gap Stays Wide

China’s January-February sales window is always distorted by Lunar New Year. Factories go quiet, showrooms empty, and delivery figures swing 30 to 50 percent on calendar timing alone. Strip out the noise and the picture for Tesla is actually decent: 127,728 China-made EVs sold in the first two months of 2026, up more than 35%…

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