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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…

India’s EV Market Doubles as Tata’s Dominance Collapses and Global Rivals Circle
India

India’s EV Market Doubles as Tata’s Dominance Collapses and Global Rivals Circle

Tata Motors predicts India will reach EV-gasoline price parity by 2030, but the company is watching its market share get sliced in half as Tesla, VinFast, and Chinese competitors pile into one of the world’s last remaining growth markets, Bloomberg reports. The timing could not be more brutal. As China’s EV market drowns in overcapacity…

BMW Mulls Chinese-Style Range Extenders For X5 And 7-Series As China Sales Crater
BMW

BMW Mulls Chinese-Style Range Extenders For X5 And 7-Series As China Sales Crater

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 technology popularized by Chinese competitors like BYD and Li Auto. This isn’t innovation. It’s adaptation…

BMW iX3 Shatters Range Expectations With 626-Mile Real-World Test Drive
F-150 Lightning

EV Sales Surge Masks Manufacturing Collapse As Q3 Data Reveals Subsidy Cliff Reality

US clean-energy investments hit a record $75 billion in the third quarter of 2025, driven almost entirely by consumers scrambling to buy electric vehicles before federal tax credits expired on September 30, according to new data from Rhodium Group and MIT. But the headline number conceals a brutal truth: EV manufacturing investments collapsed 30% compared…

Tesla's Charging Empire Might Expand with Hyundai
Tesla

Tesla Faces New Fatal Door Handle Lawsuit After Washington State Crash

A new wrongful death lawsuit filed against Tesla Inc. highlights the ongoing safety crisis surrounding the company’s electronic door handle design, alleging that a couple became trapped in their burning Model 3 after a January 2023 crash in Washington state left one dead and the other seriously injured. The lawsuit, filed Friday in U.S. District…

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

VinFast's Second-Quarter Loss Deepens Amid Aggressive Expansion
VinFast

VinFast Losses Nearly Double to $911M as Premium EV Strategy Collapses Against Chinese Competition

Vietnamese EV maker VinFast reported staggering third-quarter losses of $910.85 million, nearly double the $503 million lost in the same period last year, as the company’s premium pricing strategy crumbles under pressure from cost-efficient Chinese competitors. Despite achieving 47% revenue growth, VinFast’s gross margins deteriorated to negative 56.2%, meaning the company loses more than half…

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