XPeng

G6, P7+, XNGP and the robotaxi roadmap — XPeng’s software-first EVs, covered.

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Oct 20

Last updated

Porsche

Porsche Shutters China Charging Network, Dismantling the Premium Experience That Justified Its Prices

I’ve been tracking Porsche’s China collapse for months, and this move crystallizes what’s really happening. The German luxury automaker is shutting down its proprietary “Premium Charging” network across China starting March 2026, eliminating roughly 200 fast-charging stations that were supposed to differentiate the Porsche EV ownership experience from competitors. The company’s spin is predictable

Haye KestelooDec 23

Model Y

Xpeng G6 Undercuts Tesla Model Y by £12,000 in UK Launch

Chinese automaker Xpeng will launch its heavily-revised G6 electric SUV in the UK in early 2026, priced from £39,990. Why it matters: The refreshed G6 charges faster than any Tesla while costing up to £12,000 less than its Model Y rival. The Details Xpeng G6 Specs Tesla Model Y Comparison EVXL’s Take Xpeng’s UK pricing…

Haye KestelooDec 12

Tesla

Tesla China Sales Surge 10% in November as BYD Stumbles for Third Straight Month

Tesla's Shanghai factory shipped 86,700 vehicles in November, up 10% YoY, marking just the third monthly increase in 2025 as BYD declines for third month.

Haye KestelooDec 2

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…

Haye KestelooNov 29

China

VW Opens €2.9B China Lab After German Software Division Burns €12 Billion

Volkswagen just admitted what we’ve been reporting for years: German engineering can’t keep up with China’s EV pace. The automaker completed its €2.5 billion ($2.9 billion) test center in Hefei on Tuesday, claiming it can now slash development costs by up to 50% while accelerating timelines by 30%. This marks the first time in Volkswagen’s…

Haye KestelooNov 25

Hyundai

Hyundai Claims No. 2 Profit Crown as Volkswagen Drowns in Billions of Losses

Hyundai Motor Group has officially dethroned Volkswagen as the world’s second-most profitable automaker, CEO José Muñoz declared at a high-performance vehicle launch in France, widening the gap between the surging Korean conglomerate and Europe’s largest automaker now hemorrhaging cash. The announcement came as Volkswagen continues its catastrophic 2025, posting a €1.3 billion quarterly loss while

Haye KestelooNov 25

Tesla

Chinese Automaker GAC to Build Electric AION V in Austria, Dodging EU Tariffs

China’s Guangzhou Automobile Group (GAC) will manufacture its AION V electric SUV at Magna International’s Austria facility, the companies announced Thursday, marking the second Chinese EV brand in two months to use European contract manufacturing as a workaround for steep EU tariffs on China-made vehicles. The move highlights a rapidly emerging strategy among Chinese automakers:…

Haye KestelooNov 21

Xiaomi Enters Electric Vehicle Market with Ambitious Goals

Tesla

Xiaomi Beats Tesla to Profitability in Just 19 Months: The ‘Smartphone on Wheels’ Model Works

Xiaomi’s EV division posts a $98 million profit in Q3 2025, validating a “ruthlessly efficient” consumer tech strategy that puts Apple’s failed car project to shame. Xiaomi has achieved the holy grail of the electric vehicle industry—profitability—in record time, reports Bloomberg. The Chinese consumer electronics giant reported a 700 million yuan ($98 million USD) profit…

Haye KestelooNov 19

XPeng

The EV industry moves fast. Stay ahead of it.