Every EVXL story tagged “Tesla” — newest first.
China’s largest automaker just filed the first tariff lawsuit by a Chinese car company against the United States government. The legal argument is about import duties on bus parts and batteries. The strategic play is about something bigger. BYD’s four American subsidiaries filed suit at the US Court of International Trade on January 26, arguing…
General Motors has a pattern now. When the last EV startup executive didn’t work out, the solution is to hire the next one. Claudia Gast, most recently Senior Vice President of Strategy and Business Development at Lucid Motors, will join GM on March 1 as deputy chief financial officer and vice president of strategy, corporate…
Six months ago, when we first reported on Stellantis shuttering factories to dodge EU emission fines, the company’s Europe chief called electrification targets “unreachable.” On Friday morning, the bill for that failed strategy arrived: €22.2 billion ($26 billion) in charges, a suspended dividend, and a 28% stock crash that wiped out billions in market value…
The numbers finally flipped. Battery electric vehicles (BEVs) outsold petrol cars in the European Union for the first time ever in December 2025, according to fresh data from ACEA released today. But before you call it a tipping point, look closer at the breakdown. The milestone: BEVs captured 22.6% of EU registrations in December, narrowly…
Renault SA plans to reintegrate its Ampere electric vehicle and software operations back into the parent company, reversing a strategy that never delivered the €10 billion valuation former CEO Luca de Meo once promised investors. The French automaker is meeting with labor unions today to discuss the reorganization. Bloomberg reports that CEO François Provost is…
When Prime Minister Mark Carney shook hands with President Xi Jinping in Beijing’s Great Hall of the People on Friday, he wasn’t just resetting Canada-China relations. He was breaking rank with Washington on one of the most contentious trade issues facing Western automakers. The deal that emerged represents the first crack in the unified North…
When an automaker announces ambitious sales targets while simultaneously declaring it doesn’t want to be known as a car company, something interesting is happening. Chinese EV maker Xpeng just revealed 2026 delivery goals of 550,000 to 600,000 vehicles, representing up to 40% growth, according to Chinese tech portal 36Kr citing an internal strategy meeting. A…
I’ve been documenting the collapse of Western automakers’ China EV strategies for over a year, but the 2025 final numbers are worse than even I expected. Chinese brands now control nearly two-thirds of the world’s largest car market, and the foreign automakers who once dominated are either fleeing or writing off billions in failed EV…
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