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EV Tensions Rise: EU Launches Subsidy Probe, China Reacts Strongly
BYD

European Luxury Cars Collapse in China as BYD Steals Market

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…

Nissan Banks on Tennessee for 2026 Recovery With Hybrid Push
Tennessee

Nissan Banks on Tennessee for 2026 Recovery With Hybrid Push

Nissan Americas Chairman Christian Meunier says Tennessee manufacturing will anchor the automaker’s turnaround after a disastrous fiscal year that ended with a $1.39 billion operating loss. Why it matters: Nissan is betting on U.S.-built hybrids to compete with Toyota while tariffs reshape the industry. The Details By the Numbers EVXL’s Take Meunier’s back-to-basics approach shows…

Renault

Renault Kills Car-Sharing, Slashes EV Charging Plans in Profit Pivot

Renault is shutting down its Zity car-sharing services and dramatically scaling back EV charging infrastructure plans as new CEO François Provost prioritizes profitability over expansion at the French automaker’s Mobilize unit. Why it matters: The retreat signals another European automaker abandoning ambitious EV infrastructure investments amid brutal cost pressures and slowing returns. The Detail

Stellantis Posts €20 Billion Net Loss as CEO Filosa Promises Profitability Return That Won't Arrive Until 2027
Stellantis

Stellantis Exceeds Italy Supplier Target, Eyes Production Rebound

Stellantis spent over 7 billion euros ($8.1 billion) with Italian suppliers in 2024, beating its own target by 1 billion euros. Why it matters: The investment boost comes as the automaker faces its lowest Italian production in nearly 70 years and a critical EU emissions decision on December 16. The Details By The Numbers EVXL’s…

China's EV Trade Tussle: A Rocky Road Ahead in Europe
China

China Says EU Talks on EV Minimum Price Plan Have Resumed

China’s commerce ministry confirmed Thursday that negotiations with the European Union over a minimum price plan for Chinese electric vehicles have restarted. Why it matters: A successful deal could replace the EU’s 45.3% tariffs with price commitments, reshaping how Chinese EVs enter Europe. The Details By the Numbers What China Said “China welcomes the EU’s…

Ford F-150 Lightning Outpaces Tesla Cybertruck in Q1 2025 EV Pickup Race
Ford

SK On, Ford End $11.4 Billion U.S. Battery Joint Venture

South Korean battery maker SK On is dissolving its joint venture with Ford Motor, splitting ownership of three U.S. battery plants as slowing EV demand reshapes the industry. Why it matters: The breakup marks the collapse of one of America’s largest EV battery partnerships, a direct casualty of the post-subsidy market downturn. The Details By…

Saudi EV Maker Ceer Partners with Rimac for High-Performance Electric Powertrains
Rimac

Rimac Developing Solid-State Battery for 2030 Bugatti Hypercar

Rimac Technology is building solid-state batteries with ProLogium and Mitsubishi, targeting a new Bugatti model by 2030. Why it matters: The Croatian EV tech powerhouse is betting that next-gen batteries will define the hypercar segment before the technology reaches mainstream vehicles. The Details Solid-State Battery Specs E-Axle Developments EVXL’s Take Rimac’s solid-state ambitions put them…

Fiat Topolino EV Coming to US in Spring 2026 at Around $11,500
Fiat

Fiat Topolino EV Coming to US in Spring 2026 at Around $11,500

Fiat will bring its ultra-compact Topolino EV to the United States in Spring 2026, CEO Olivier Francois announced at Miami Art Week. Why it matters: The tiny EV costs just $11,500 in Europe, but US regulations may limit it to low-speed neighborhood roads. The Details Topolino Specs EVXL’s Take The Topolino arrives as Europe actively…

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