ET9, Onvo, Firefly and the Power Swap network — NIO’s three-brand strategy, tracked.
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 market right now. Tesla shipped 69,129 vehicles from its Shanghai factory in January, a 9.3%…
Less than two weeks after Prime Minister Mark Carney opened Canada’s doors to Chinese electric vehicles, General Motors CEO Mary Barra has broken her silence. She doesn’t like what she sees. “I can’t explain why the decision was made in Canada,” Barra told employees during an all-hands meeting Tuesday, according to The Wall Street Journal.…
The numbers finally flipped. Battery electric vehicles (BEVs) outsold petrol cars in the European Union for the first time ever in December 2025, according to fresh data from ACEA released today. But before you call it a tipping point, look closer at the breakdown. The milestone: BEVs captured 22.6% of EU registrations in December, narrowly…
A $60,000 BYD Sealion 7 caught Julian Scot-Smith’s attention at a London Porsche dealership last December. The British couple had come to browse German luxury SUVs in Mayfair. They left considering a Chinese alternative. That moment, captured in a new Wall Street Journal analysis, distills everything happening in the global auto industry right now. BYD…
The internal documents tell one story. Tesla’s press statement tells another. According to works council election records obtained by German business daily Handelsblatt, Giga Berlin’s headcount dropped from 12,415 in 2024 to 10,703 today. That’s 1,712 fewer workers. A 14% decline. Tesla’s response? “Compared to 2024, there has been no significant reduction in the number…
Renault SA plans to reintegrate its Ampere electric vehicle and software operations back into the parent company, reversing a strategy that never delivered the €10 billion valuation former CEO Luca de Meo once promised investors. The French automaker is meeting with labor unions today to discuss the reorganization. Bloomberg reports that CEO François Provost is…
Canada’s new China-EV tariff agreement lands just days after BYD officially dethroned Tesla as the world’s largest EV manufacturer, creating an unexpected lifeline for the American automaker in a market where it already has boots on the ground. The deal announced last Friday slashes import duties from a prohibitive 100% to just 6.1% for up…
When Prime Minister Mark Carney shook hands with President Xi Jinping in Beijing’s Great Hall of the People on Friday, he wasn’t just resetting Canada-China relations. He was breaking rank with Washington on one of the most contentious trade issues facing Western automakers. The deal that emerged represents the first crack in the unified North…
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