News, deep dives, and analysis — every China story, newest first.
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…
Four motors. No mechanical differentials. Software controlling every wheel independently. BMW just revealed the technical details behind its first fully electric M car, and while the spec sheet promises revolutionary performance, the real story is what this architecture means for the future of the driving experience that M badge buyers actually pay premium prices for.…
After nearly a year of waiting, the seven-seat option is finally back on Tesla’s US configurator for the 2026 Model Y. But before you start planning road trips with the entire extended family, there’s a critical detail buried in the marketing: this isn’t the stretched Model YL that Chinese buyers have been enjoying since August…
I’ve been documenting the collapse of Western automakers’ China EV strategies for over a year, but the 2025 final numbers are worse than even I expected. Chinese brands now control nearly two-thirds of the world’s largest car market, and the foreign automakers who once dominated are either fleeing or writing off billions in failed EV…
I’ve spent the past year documenting what happens when you build an industry on government subsidies. Now we have the data to prove what we suspected all along: the $7,500 federal tax credit never drove genuine EV demand. Deloitte’s 2026 Global Automotive Consumer Study, released today, surveyed more than 28,500 consumers across 27 countries between…
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