Ford · 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.
Ford
Ford's electric program tracked: where the EV line actually sells, the strategic bets — including the reported Xiaomi talks — and how Dearborn navigates the post-tax-credit market.
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Nov 2
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EDV
Rivian's Electric Van Gets AWD and 30% More Range
Rivian is now delivering EDV 700 vans with a 129 kWh LFP pack and optional AWD. EPA lab figures show how much range the second motor costs.
Ford
Ford Casts 5,000 Fathom Parts, 146 Pieces to Two, Repair Cost Unknown
Ford has cast 5,000-plus aluminum unicastings for its $28,350 Fathom pickup. Two replace 146 parts. The post says nothing about what a crash repair costs.
GM
GM EV Sales Drop 27.5% In First Half Of 2026 As The Dead Tax Credit Splits Chevrolet From Cadillac
General Motors delivered 56,679 electric vehicles in the United States through the first six months of 2026, a 27.5 percent drop from the 78,167 units the same eleven nameplates recorded a year earlier. The company still holds the number two spot among US EV sellers, behind Tesla. The rest of GM’s business barely flinched. Total…
Rivian
Rivian Beats Q2 Delivery Estimates And Raises Its 2026 Forecast, The Quarter The R2 Finally Showed Up
Rivian delivered 12,194 vehicles in the second quarter of 2026, up about 14% from the 10,661 it delivered a year ago and comfortably ahead of the 10,518 analysts expected, according to estimates compiled by Visible Alpha. And Rivian paired the beat with a bigger statement: it raised its full-year 2026 delivery forecast from 62,000-67,000 to…
BMW
BMW iX5 Unveiled With 435-Mile Range And The Same Divisive Face As The iX3
BMW unveiled the all-electric iX5 on June 30, 2026, alongside the rest of its fifth-generation X5 lineup at the company’s “Home of X” event at Plant Spartanburg, South Carolina. The iX5 60 xDrive will be the first fully electric BMW built in the United States, with production at Spartanburg starting later this year and customer…
Lotus
Geely Ships Lotus EVs To Canada In July While The US Bans Its Polestar Twin
Geely will ship its first Lotus electric vehicles to Canada in July, with a delivery ceremony planned in Montreal, China’s ambassador to Canada Wang Di told Reuters on Friday, June 26. The Lotus Eletre SUVs are the first Chinese-owned and Chinese-built cars sold to Canadian buyers under the quota Prime Minister Mark Carney agreed with…
Model Y
Tesla Model Y Tops Consumer Reports For Reliability, But The Headline Score Rests On A Car Nobody Has Owned Yet
The Tesla Model Y is now the most reliable electric vehicle Consumer Reports tracks, the same outlet that named it the only pure EV on its 2026 Top Picks list. For a model that spent its first three years scoring in the 30s on CR’s reliability scale, that is a real turnaround, and it lines…
The market it plays in
A US EV market reshaped by the dead tax credit, where legacy-maker sales swing hard quarter to quarter
The boldest reported bet
Secret EV talks with Xiaomi — a Dearborn-China bet that gets riskier by the week
The competitive frame
GM's EV sales dropped 27.5% in the first half of 2026; the whole legacy cohort is repricing its ambitions
Ford’s electric program is a legacy giant mid-pivot in the hardest EV market in years — post-tax-credit America — and this desk tracks the numbers and the strategy with equal weight.
The strategic story is the boldest one in Detroit: reported secret EV talks with Xiaomi, a bet on borrowing Chinese speed that gets riskier by the week as Washington hardens against Chinese EV technology. That tension — needing the technology your government is walling off — runs through everything on the China desk.
The market context is brutal for every legacy maker: GM’s EV sales dropped 27.5% in the first half of 2026 as the dead tax credit split its lineup, and the same policy shock reprices Ford’s ambitions. The GM desk carries the closest comparison, Rivian’s beat-and-raise quarter the insurgent one, and the SEC desk the disclosure trail where strategy becomes fact.
Every Ford story lands in the feed below.
How are Ford's EVs actually selling?
In a market that lost its tax credit, unevenly — the same turbulence that dropped GM's EV sales 27.5% in a half. The honest frame for any legacy maker's EV numbers right now is the policy shock, not the product.
Is Ford really talking to Xiaomi?
Reported talks, yes — a striking move that would borrow Chinese EV speed for Dearborn. It is also a bet that gets riskier by the week as the US hardens against Chinese EV technology, which is why we cover it as strategy and as policy at once.
Who is Ford's real EV competition?
On price and pace, the Chinese makers it is reportedly trying to learn from; at home, GM's Chevrolet push and Rivian's R2 wave. The interesting question is which legacy maker adapts its cost base first.
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