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Xiaomi

SU7, SU7 Ultra, YU7 and Lei Jun’s auto ambitions — the phone maker that builds the fastest EVs in China.

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China's EV Market Now Belongs to Chinese Brands, and Detroit Just Took a $25 Billion Hit to Prove It - BYD's Price Cuts Under Fire: China's Bold Move Against EV Overcapacity
BYD

China’s ‘No Fire’ Battery Mandate Validates BYD, Challenges Tesla

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 or explode under any test conditions. This isn’t incremental regulation. It’s Beijing declaring that Chinese…

France

Ford Partners With Renault to Build Cheap EVs in France by 2028

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…

MKBHD Warns America 'Could Be Cooked' After Testing $42,000 Xiaomi SU7 Max
Xiaomi

MKBHD Warns America ‘Could Be Cooked’ After Testing $42,000 Xiaomi SU7 Max

Tech reviewer Marques Brownlee just delivered a verdict that should terrify Detroit. After two weeks driving a Xiaomi SU7 Max on American roads, the influential YouTuber concluded this $42,000 Chinese sedan delivers an experience worth $75,000. That’s a $33,000 value gap that no tariff wall can explain away forever. Why MKBHD’s Xiaomi Review Matters Brownlee…

BYD Recalls Nearly 97,000 EVs Over Potential Fire Risk
BYD

BYD Sales Drop for Third Month as Tax Credit Deadline Fails to Spark Buying Frenzy

The world’s largest EV maker just posted its worst sales streak in years, and it happened during what should have been the industry’s biggest buying rush. BYD Co. delivered 480,186 vehicles in November 2025, a 5.3% decline from the same month last year, according to Bloomberg. This marks the third consecutive month of year-over-year declines…

BYD to Double European Dealers to 2,000 by 2026, Confirms Multi-Factory 'Localization' Strategy
BYD

BYD Recall 2025: 89,000 Qin PLUS Hybrids Hit By Battery Quality Problems

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 vehicles were produced between January 2021 and September 2023, according to Reuters. The issue stems…

China's BYD has overtaken Tesla as the world's best-selling maker of electric cars. In the final quarter of last year, BYD, backed by Warren Buffett, sold 526,409 fully electric vehicles, outpacing Tesla's 484,507.
Tesla

Chinese EV Stocks Face Profit Collapse As 2026 Subsidy Cliff Looms

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 growth-at-all-costs era is ending, and the bill is coming due. Investors who bet on endless…

Tesla Faces Q2 Delivery Shortfall but Retains Deutsche Bank’s Buy Rating
Tesla

Tesla’s Global Sales Crisis Deepens: Europe Down 48.5%, China at 3-Year Low

Tesla faces sales pressure in all three of the world’s biggest car markets simultaneously, with European registrations plunging 48.5% in October while industry-wide EV sales jumped 26%. The collapse comes as CEO Elon Musk has spent much of 2025 focused on robotics pursuits and winning shareholder approval for his freshly minted $1 trillion pay package.…

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