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Han, Seal, Seagull, Yangwang, Denza — and the export machine reshaping the global market. The world’s largest EV maker, watched closely.

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BMW iX4: First Look at the 500-Mile Range Electric SUV Coming in 2026
BMW

BMW iX4: First Look at the 500-Mile Range Electric SUV Coming in 2026

BMW’s all-electric coupe-SUV future just came into focus. Prototypes of the new iX4 have been spotted testing for the first time, revealing a sleek, range-topping electric crossover that could deliver more than 500 miles on a single charge, according to Autocar. We’ve been tracking BMW’s Neue Klasse transformation since prototypes began testing in southern France…

China's BYD has overtaken Tesla as the world's best-selling maker of electric cars. In the final quarter of last year, BYD, backed by Warren Buffett, sold 526,409 fully electric vehicles, outpacing Tesla's 484,507.
Tesla

Chinese EV Stocks Face Profit Collapse As 2026 Subsidy Cliff Looms

We’ve been warning for months that China’s EV “miracle” was built on unsustainable foundations. This week, Bloomberg delivered the receipts. Chinese EV stocks are in freefall after a brutal Q3 earnings season exposed what we’ve been documenting all year: the growth-at-all-costs era is ending, and the bill is coming due. Investors who bet on endless…

BMW Mulls Chinese-Style Range Extenders For X5 And 7-Series As China Sales Crater
Germany

Germany Officially Challenges EU’s 2035 ICE Ban: Merz Sends Letter to Brussels

Germany just made it official. Chancellor Friedrich Merz confirmed today that he’s sending a letter to European Commission President Ursula von der Leyen demanding that Brussels allow plug-in hybrids and “highly efficient” combustion engines to be sold beyond the 2035 deadline. “We’re sending the right signal to the commission with this letter,” Merz said at…

Tesla Faces Q2 Delivery Shortfall but Retains Deutsche Bank’s Buy Rating
Tesla

Tesla’s Global Sales Crisis Deepens: Europe Down 48.5%, China at 3-Year Low

Tesla faces sales pressure in all three of the world’s biggest car markets simultaneously, with European registrations plunging 48.5% in October while industry-wide EV sales jumped 26%. The collapse comes as CEO Elon Musk has spent much of 2025 focused on robotics pursuits and winning shareholder approval for his freshly minted $1 trillion pay package.…

Tesla’s German Sales Collapse 55% While BYD Surges in 2025
Tesla

Tesla Sells Just 100 Cars In India, Tells Buyers They’ll Save Money In Five Years

Tesla’s India launch is off to a dismal start. The company has sold just over 100 Model Y units since deliveries began in September, and its new pitch to Indian buyers is that they can recover one-third of the $67,000 price tag through fuel and maintenance savings over four to five years, Reuters reports. The…

Diesel’s Death Spiral: PHEVs Outsell Oil-Burners in Europe for the First Time
Fiat

European Automakers Push For 2035 Combustion Engine Ban Reprieve As EV Transition Stalls

Europe’s embattled carmakers are hoping for regulatory relief when Brussels unveils an auto sector package on December 10, which could water down an effective ban on new combustion engines initially slated for 2035. The continent’s automakers from Volkswagen to Renault had high hopes for the electric vehicle shift when they set ambitious targets at the…

VW Opens €2.9B China Lab After German Software Division Burns €12 Billion
China

VW Opens €2.9B China Lab After German Software Division Burns €12 Billion

Volkswagen just admitted what we’ve been reporting for years: German engineering can’t keep up with China’s EV pace. The automaker completed its €2.5 billion ($2.9 billion) test center in Hefei on Tuesday, claiming it can now slash development costs by up to 50% while accelerating timelines by 30%. This marks the first time in Volkswagen’s…

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