Mexico · BMW
BMW Starts Gen6 Batteries in China as Its U.S. Cell Source Stays Vague
BMW began Gen6 battery output in Shenyang, its third site. Woodruff starts iX5 packs in December with AESC cells from a plant neither firm has named.
Mexico
Every EVXL story tagged “Mexico” — newest first.
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Oct 15
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Model Y
China’s EV Dominance Came From City Hall, Not Beijing, And Washington Is Repeating Its Drone Mistake
New research published in The China Journal dismantles the story Washington tells itself about China’s electric vehicle rise. Political scientists Fengming Lu and Xiao Ma argue the boom was never engineered by a Beijing master plan. It grew from alliances between ambitious second-tier city governments and private carmakers that central regulators had locked out of…
South Carolina
Geely Already Builds Cars In South Carolina, And The Chinese EV Ban Has A Factory-Sized Hole
Chinese electric vehicles are closer to American driveways than the 125% cumulative tariff wall suggests, and the question driving industry analysis this week is no longer whether they arrive but through which door. One door already exists: Zhejiang Geely Holding Group owns the Volvo plant near Charleston, South Carolina, where Volvo and Polestar models roll…
Tesla
40% of U.S. Consumers Want Chinese EVs. The Government Won’t Let Them Buy One.
A Reuters report published today describes the widening gap between what American EV shoppers want and what U.S. trade policy allows them to buy. With the average new car now costing $49,191 according to Kelley Blue Book — and hitting a record $50,326 in December — a growing share of buyers is eyeing Chinese models…
Tesla
DOT & FAA Select 8 eVTOL Projects Across 26 States — Electric Air Taxis Enter Live Airspace This Summer
The DOT and FAA have selected 8 projects across 26 states to integrate electric air taxis into commercial airspace. Discover which aircraft, including Archer, Joby, and Wisk, will begin operational cargo and passenger trials by summer 2026.
BYD
BYD February Sales Drop 41% as Geely and Tesla Gain Ground in China
Six consecutive months of year-on-year sales declines. That is the streak BYD is now on, and February made it the worst single month since the pandemic shut down China’s economy in early 2020. According to a stock market filing released Sunday, BYD’s global sales fell 41.1% from February 2025, with domestic sales collapsing 65% to…
Stellantis
Stellantis Posts €20 Billion Net Loss as CEO Filosa Promises Profitability Return That Won’t Arrive Until 2027
The numbers Stellantis published Wednesday, February 26, confirm what the February 6 preliminary announcement already signaled: Stellantis booked a €20.1 billion net loss for the second half of 2025, or roughly $23.8 billion, driven by €25.4 billion in total writedowns across the full year. The second-half adjusted operating loss came in at €1.38 billion, in line with…
Canada
Canada’s Chinese EV Gamble Puts Detroit’s Canadian Plants on the Chopping Block
The same auto industry lobby that represents GM, Stellantis, and Ford in Canada just told Prime Minister Mark Carney his Chinese EV deal is making an already brutal US trade negotiation worse. Brian Kingston, President and CEO of the Canadian Vehicle Manufacturers’ Association (CVMA), made the comments at the Canadian International Auto Show in Toronto…
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