February is always a short month in China, and Lunar New Year makes it shorter still. Factory shutdowns, travel, and disrupted logistics routinely cut monthly delivery figures by 30 to 50 percent for every Chinese automaker. So when Xiaomi posted…
Six consecutive months of year-on-year sales declines. That is the streak BYD is now on, and February made it the worst single month since the pandemic shut down China’s economy in early 2020. According to a stock market filing released…
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…
The 5% purchase tax that was supposed to hurt all EV makers equally in China? It hit BYD like a freight train and barely grazed Tesla. That asymmetry tells you everything about what’s really happening in the world’s largest EV…
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…
ZYT is betting that the same computer vision approach that made DJI drones dominant can now disrupt the autonomous trucking race – and they’re targeting the same H1 2026 mass production timeline as Pony.ai, but with a fraction of the…
I’ve been covering the EV battery fire saga for months, from Li Auto’s 11,000-vehicle recall to cargo ships sinking with burning EVs. Now China has done something no other country has attempted: mandating that EV batteries simply cannot catch fire…
I’ve been tracking solid-state battery announcements for years now, and the gap between what manufacturers promise and what they actually deliver keeps getting wider. Top Gear’s latest deep-dive on next-generation EV tech finally puts some honest timelines on the table,…
Tesla’s Shanghai factory just posted its best month since September, and the timing couldn’t be more ironic. While Elon Musk builds his political empire in Washington alongside trade hawks pushing aggressive China tariffs, his Chinese factory is quietly propping up…
BYD just announced its third major recall of 2025, and the pattern is becoming impossible to ignore. China’s market regulator confirmed Friday that BYD will immediately recall 88,981 Qin PLUS DM-i plug-in hybrids over battery pack quality issues. The affected…
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…
BMW is weighing the addition of range-extending engines to some of its vehicles in China, including the X5 SUV and 7-Series sedan, according to people familiar with the matter. The move would make BMW the first German automaker to embrace…
