Automundo China

If margins remain under pressure and global expansion fails to improve returns, the next three years could turn BYD from a growth story into a mediocre company.

That's a huge advantage, after all.

The Biden administration was all in on EVs. The Trump administration pulled the plug, ahem, on government support. How is the US car industry dealing with the whiplash.

It's understandable after last year that Tesla investors are grasping for good news. Registration data out of Europe suggests some positive news, but here's what investors need to take into account.

BYD can be hard to keep up with, but they are making product moves again. I recently mentioned the mainstream midsized Song Ultra, but there have been sales launches and multiple filings over the past 24 hours, particularly for compact SUVs/Crossovers. While midsized vehicles tend to be the top sellers for BYD in China, compacts are not far behind, and often are the top selling models for the brand in export markets. The product changes are significant and represent the next phase of BYD’s second-generation Blade Battery and Flash Charging rollout in China.

A sharp jump in Tesla’s China deliveries signals possible demand recovery, yet slowing EV growth and AI spending raise doubts.