BYD

BYD tracked daily: the sales that retook the global EV crown from Tesla, record exports, the Denza range claims worth checking, and what the 5-million target really looks like now.

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Nov 4

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White Tesla Model Y driving along a two-lane road past pine trees and orange autumn foliage

BYD · Tesla

Tesla Registrations Nearly Quadruple in Germany but Trail BYD

Tesla registered 2,932 cars in Germany in October, up 290.9% from 750, yet BYD and Leapmotor both registered more, and BYD leads the year by 219 cars.

Damien KestelooNov 42 min read

Tesla

Tesla's Nordic Sales Jump, but Its October Denmark Share Is Under 1%

Tesla registered 1,548 cars in Norway and 463 in Sweden in October, but 137 Danish registrations gave it 0.73% there, against 5.9% for the year.

Damien KestelooNov 3

Light green BYD Atto 2 compact electric SUV driving along a city street lined with stone buildings

BYD

BYD Electric Car Sales Hit New Record as Hybrids Drop 17%

BYD sold a record 305,743 fully electric cars in October, up 37%, while plug-in hybrids fell 17% and exports slipped for a second month, its filing shows.

Damien KestelooNov 2

Side silhouette of the Yangwang Altior sedan in BYD's teaser video, lit from above against a black background

BYD

BYD Names Altior Luxury EV Ahead of Planned UAE Reveal

BYD's Yangwang flagship sedan, formerly Project HU, is now the Altior. A Dubai reveal around November 5 and a $300,000 price remain unconfirmed estimates.

Damien KestelooOct 28

Volkswagen

Volkswagen Chased A Flying Car In China For Five Years And Left Its Project Lead Facing A Criminal Case

Reuters obtained hundreds of pages on Volkswagen's failed V.MO flying car. The program died in June 2024, and the Chinese manager VW promoted as the face of its innovation is now the named suspect in a Shanghai trade-secrets investigation.

Haye KestelooAug 1

BYD Dolphin Surf electric hatchback, one of the export models behind BYD's record overseas shipments

BYD

BYD Sales Rise 21.8% in July as Exports Hit a Record, but the 5 Million Target No Longer Adds Up

Exports hit a monthly record and drove a third straight month of growth. Run the arithmetic on the full-year guidance, though, and BYD finishes more than a million vehicles short of its own floor.

Haye KestelooAug 1

Yellow and black Renault 5 Turbo 3E electric hot hatch

Earnings

Renault Returns To Profit With One Hard Rule: Every New EV Must Earn Like A Hybrid

Renault posted a €721 million H1 2026 profit as EV sales jumped 47.6% in Europe. The rule behind it: no new EV is approved unless it earns like a full hybrid.

Haye KestelooJul 31

Tesla

Tesla Posts Its Best June Ever In The UK As Electric Cars Take 30% Of The Market

Tesla registered 12,173 new cars in the United Kingdom in June, the brand’s best June on record there and a 58% jump over the 7,719 it managed a year earlier, according to Society of Motor Manufacturers and Traders (SMMT) data published Monday, July 6, 2026. That volume handed Tesla 5.7% of the entire British new…

Haye KestelooJul 6

The crown

BYD retook the global EV sales lead from Tesla in Q2 2026

The asterisk

It did so with quarterly sales that shrank 8% — and July's 21.8% rise still left the 5-million annual target out of realistic reach

The growth engine

Exports — July 2026 set a record

Claims worth checking

The Denza Z9GT's 1,036 km 'world's longest range' is a CLTC number, and CLTC numbers need context

BYD is the company that took the global EV crown, and the honest version of that story is more interesting than the headline: it retook the lead from Tesla with quarterly sales that shrank 8% — a race of managed declines at the very top of a market still growing underneath.

The growth engine now is exports: July’s 21.8% sales rise came with an export record, even as the 5-million annual target slid out of realistic reach. That export wave is the thing to watch — it is what turns a Chinese champion into a global incumbent, tariff regimes permitting.

Range claims are the other thing we keep honest. The Denza Z9GT’s claimed 1,036 km “world’s longest range” is a CLTC figure, and CLTC is the most generous cycle in use — context every Chinese-market range headline needs, which is exactly the kind of methodology gap our battery desk exists to cover.

The wider industrial context — the export machine, the price war, the policy walls going up around both — lives on the China desk, with Tesla as the permanent comparison. Every BYD story lands in the feed below.

Is BYD bigger than Tesla now?

In quarterly EV sales since Q2 2026, yes — with the caveat that matters: BYD's own sales shrank 8% in the quarter it took the lead. The crown changed heads in a slowing race, not a surging one.

Where is BYD's growth coming from?

Exports, more than home: July 2026 set an export record while total sales rose 21.8% — and even that pace no longer supports the 5-million annual target.

Are BYD's range claims real?

They are CLTC numbers, and CLTC is the most generous test cycle in use. The Denza Z9GT's claimed 1,036 km would translate to substantially less on EPA methodology — which is the context every Chinese-market range headline needs.

BYD

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