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Global EV Sales — BYD Song Beats Tesla Model Y on the World Stage!

Global EV Sales — BYD Song Beats Tesla Model Y on...

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Plugin vehicles reach 22% share, or 1.5 million units, in April. Global plugin vehicle registrations were up 22% in April 2025 compared to April 2024. There were around 1.5 million registrations. More good news is that BEVs pulled further ahead of plugin hybrids, growing 26% YoY to 1 million units ... [continued]
China shifts gears on e-mobility

China shifts gears on e-mobility

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From aggressive pricing to global expansion and grid integration, we explore how China’s evolving EV strategy is reshaping the global landscape, international partnerships, and infrastructure transformation.

China’s rare earth export curbs hit the auto industry worldwide

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The move underscores China's dominance of the critical mineral industry and is seen as leverage by China in its trade war with Donald Trump.
Massive Price Cuts, Exploding Debt — Is BYD the Next Corporate Meltdown?

Massive Price Cuts, Exploding Debt — Is BYD the Next Corporate...

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The recent moves of BYD are filled with a sense of crisis, to the point where the title of China’s No. 1 and the world’s largest electric vehicle company is meaningless. The strategy recently chosen by BYD, a symbol of the Chinese electric vehicle industry and backed by the government’s full support, was surprisingly ultra-low price discounts. Behi...

Exclusive: Germany lobby group says China’s rare earth curbs could halt...

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China's export restrictions on rare earths that are widely used by the auto industry could disrupt, or even halt, German car production, Germany's VDA auto industry lobbying group said on Tuesday.
China’s EV Price War Could Offer Short-Term Gains But Long-Term Risks for Global South Consumers

China’s EV Price War Could Offer Short-Term Gains But Long-Term Risks...

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BYD is no longer just building electric cars; it’s building pressure. As China’s dominant electric vehicle (EV) maker cuts prices, scales exports, and tightens its grip on market share, competitors, especially at home, are feeling the strain, but in Africa and Asia, the tide may just be what they need ...
Tesla Rivals To Report May Sales As BYD Launches China EV Price War

Tesla Rivals To Report May Sales As BYD Launches China EV...

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Tesla rivals XPeng, Xiaomi, Li Auto and more will report May sales Sunday with giant BYD launching a new China EV price war.

Exclusive-Car makers warn China’s rare-earth curbs could halt production

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WASHINGTON (Reuters) -Global auto executives are sounding the alarm on an impending shortage of rare-earth magnets from China – used in everything from windshield-wiper motors to anti-lock braking sensors – that could force the closure of car factories within weeks. In a previously unreported May 9 letter to Trump administration officials, the head of the trade group representing General Motors, Toyota, Volkswagen, Hyundai and other major automakers raised urgent concerns. "Without reliable access to these elements and magnets, automotive suppliers will be unable to produce critical automotive components, including automatic transmissions, throttle bodies, alternators, various motors, sensors, seat belts, speakers, lights, motors, power steering, and cameras," the Alliance for Automotive Innovation wrote the Trump administration.

China signals softer stance on rare earth export curbs

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China said it would cooperate further with other countries over its rare earth export controls as shortages put auto and semiconductor makers in Europe and India at risk of closure.

China’s magnet curbs risk halting Indian car production

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Indian auto production could grind to a halt within days due to Chinese export restrictions on rare earth magnets, according to company executives and documents from industry groups, which want the government to lobby Beijing to relax the curbs.