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The Chinese EV Market Is Imploding

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The Chinese EV Market Is Imploding
How China’s state sponsorship and outsized ambitions threaten to take down the global car industry.

China’s EV Market Is Imploding

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China’s EV Market Is Imploding
Beijing’s grand ambitions threaten to take down the global car industry.

Tesla Sales Crater As Top Executives Flee

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Sales are down, but that may not be the big news for Tesla this week. Two more senior executives have exited the company.

China’s BYD Targets 1.6 Million Overseas Sales in 2026

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China’s BYD Targets 1.6 Million Overseas Sales in 2026
China's BYD 2026 target aims to sell 1.5 million to 1.6 million vehicles outside China in 2026. The number is up from a projected 900,000 to 1 million in 2025, Citi said Tuesday after meetings with company management. Citi said new model launches will drive the increase, with 2025 overseas ...

Ford can’t afford to walk away from EVs if it wants...

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Ford’s CEO Jim Farley admitted he was humbled after tearing down the first Tesla and Chinese EVs. If it wants...

What Ford learned tearing apart Tesla changed everything

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What Ford learned tearing apart Tesla changed everything
Ford CEO Jim Farley says disassembling Tesla and Chinese EVs was a reality check that forced major changes. Learn why the teardown revealed a competitive gap.

BYD Targets 1.6 Million Sales Outside China in 2026, City Says

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BYD Targets 1.6 Million Sales Outside China in 2026, City Says
China’s giant BYD is targeting 1.6 million vehicle sales overseas in 2026, as it expands both sales and production around the globe.

BYD to sell 1.6 million vehicles abroad next year — the...

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BYD to sell 1.6 million vehicles abroad next year — the same number Tesla is expected to sell in total this year
Citi expects the Chinese Tesla competitor to potentially report 60% growth abroad next year....

China’s BYD Targets Sale of 1.6m EVs Abroad in 2026: CitiBank

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China’s BYD Targets Sale of 1.6m EVs Abroad in 2026: CitiBank
BYD has been building factories for local assembly in countries such as Hungary and Brazil and it plans a third plant for Europe, with Spain the top candidate.

Tesla’s China Rival Nio Ships 431 EVs Overseas In October

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One-liner: Tesla's China rival Nio exported 431 EVs in October while posting a record 40,397 deliveries, with shares up ~3.6% premarket.