ID. range, the GTI revival, PPE platform and Group strategy — Wolfsburg’s EV pivot in full.
European luxury automakers are bleeding market share in China as consumers abandon six-figure German sedans for cheaper domestic brands led by BYD. Why it matters: China’s premium segment has shrunk for the third straight year while Chinese brands now control nearly 70% of the world’s largest auto market. The Details By The Numbers EVXL’s Take…
The European Union is preparing to delay or weaken its landmark 2035 combustion engine ban after automakers warned of billion-dollar fines and mass layoffs. Why it matters: The move signals Europe is prioritizing short-term industry relief over long-term EV competitiveness against China. The Details By The Numbers EVXL’s Take This confirms exactly what we warned…
The European Union will soften its 2035 ban on new petrol and diesel cars, allowing plug-in hybrids to continue beyond the deadline, a senior MEP confirmed Friday. Why it matters: The reversal guts Europe’s flagship climate policy just as Chinese competitors flood the continent with affordable EVs. The Details By The Numbers EVXL’s Take This…
BMW has officially unlocked Tesla Supercharger access for its electric vehicle owners in the United States. Why it matters: The German automaker joins 18 other brands now tapping into Tesla’s 75,000-stall global network, but current owners will need an adapter. The Details By The Numbers EVXL’s Take BMW arrives fashionably late to the Supercharger party.…
Mercedes-AMG just poached the man who built Porsche’s flagship EV to lead its performance division. Why it matters: Stefan Weckbach will oversee AMG’s electric transition, including a new GT sedan designed to compete directly against the Taycan he created. The Details Weckbach’s Track Record What Weckbach Inherits at AMG EVXL’s Take This hire tells you…
Ford is turning to French automaker Renault to develop two entry-level electric vehicles for Europe, abandoning its own platform as too expensive to compete with Chinese rivals, reports the WSJ. Why it matters: The deal marks Ford’s admission that it cannot build affordable EVs alone as Chinese brands capture 6.7% of the European market. The…
Morgan Stanley’s new automotive analyst just declared open season on EV startups. The investment bank downgrades Lucid and Rivian to Sell, warns ‘EV winter’ will last into 2026 as post-subsidy demand collapses, reports Barron’s. GM was upgraded to Buy. Why it matters: The call validates what EVXL has warned about for months: the post-subsidy EV…
Momenta, the autonomous driving startup powering self-driving systems for BMW, Mercedes-Benz, and Toyota, has filed for a Hong Kong IPO
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