BYD

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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Aug 1

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Volkswagen

Volkswagen’s Cupra Tavascan Dodges EU Tariffs, and Now Chinese Automakers Want the Same Deal

The first crack in Europe’s tariff wall against China-made EVs didn’t come from BYDor SAIC. It came from Volkswagen, Europe’s biggest automaker, which just secured an exemption from the 20.7% additional duty on its China-built Cupra Tavascan SUV. The European Commission published the decision Tuesday in the Official Journal of the EU, and Chinese automakers are already lining up to negotiate their

Haye KestelooFeb 11

BYD

BYD Sues the US Government Over Tariffs, But the Real Target Is the American Car Market

China’s largest automaker just filed the first tariff lawsuit by a Chinese car company against the United States government. The legal argument is about import duties on bus parts and batteries. The strategic play is about something bigger. BYD’s four American subsidiaries filed suit at the US Court of International Trade on January 26, arguing…

Haye KestelooFeb 10

Tesla

Tesla vs. UNECE: New UN Autonomous Driving Rules Help Everyone, Including China’s BYD and Xpeng

The UN just adopted a draft global regulation for self-driving cars. Tesla fans are celebrating. They probably shouldn’t be, at least not yet. The UNECE regulation replaces prescriptive rules with outcome-based validation The new regulation, adopted by the GRVA at its 24th session in Geneva on January 19-23, 2026, establishes uniform safety provisions for vehicles…

Haye KestelooFeb 10

Tesla

Tesla’s Fourth Sales Chief In 18 Months Comes From Its Worst-Performing Region

Joe Ward started at Tesla as a logistics intern in the UK back in 2010. Fifteen years later, he’s been handed the keys to the entire global sales operation. The timing tells you everything about where Tesla’s automotive business stands right now. Bloomberg reported today that Tesla has tapped Ward, its vice president for Europe,…

Haye KestelooFeb 10

Tesla’s Electric Semi Charges Toward Mass Production with 1,000+ New Hires in Nevada

California

Tesla Semi vs. Competitors With Trucks Ready Now: California’s $165 Million Voucher Gamble Backfires on the EV Trucking Industry

California’s clean-truck voucher program just handed Tesla roughly $165 million in reserved funding for a truck that has delivered exactly five units to paying customers. A Los Angeles Times investigation published today exposes how the state’s Hybrid and Zero-Emission Truck and Bus Voucher Incentive Project (HVIP) allocated nearly 1,000 vouchers to subsidize the Tesla Semi…

Haye KestelooFeb 9

Tesla

Tesla Locked Out of India-US Trade Deal That Hands Harley-Davidson Zero Tariffs

India has protected its auto market with tariffs ranging from 70% to 110% for decades. Today, New Delhi agreed to slash those barriers for American gas-powered cars and motorcycles. Electric vehicles got nothing. For Tesla, which has spent nearly three years failing to gain traction in India’s market, the omission is a direct policy rebuff,…

Haye KestelooFeb 7

Jeep's Electrifying Success in Europe: Avenger EV Surges with Over 40,000 Reservations

Stellantis

Stellantis Takes $26 Billion Hit to Abandon EV Strategy, Following Ford and GM in Detroit’s $53 Billion Retreat

Six months ago, when we first reported on Stellantis shuttering factories to dodge EU emission fines, the company’s Europe chief called electrification targets “unreachable.” On Friday morning, the bill for that failed strategy arrived: €22.2 billion ($26 billion) in charges, a suspended dividend, and a 28% stock crash that wiped out billions in market value…

Haye KestelooFeb 7

BYD Recalls Nearly 97,000 EVs Over Potential Fire Risk

BYD

BYD Outsold Tesla by 620,000 EVs in 2025, and the Gap Is Still Growing

The final 2025 scorecard is brutal for Tesla. BYD sold 2.26 million battery-electric vehicles last year. Tesla delivered 1.64 million. That’s a 620,000-unit gap that grew every quarter, and it happened while BYD was locked out of the world’s second-largest auto market entirely. The damage extends far beyond the headline numbers. In the countries where…

Haye KestelooFeb 7

BYD

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