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China will be exporting 10 million cars per year by 2030,...

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There is also still ‘vast potential’ to increase car sales in China’s less developed regions, association head says.
BYD’s $45 Billion Stock Wipeout Raises Doubts on China Outlook

BYD’s $45 Billion Stock Wipeout Raises Doubts on China Outlook

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At the same time, rivals including Geely Automobile Holdings Ltd. and Zhejiang Leapmotor Technology Co. are gaining ground. “While I believe investors retain a positive long-term view, there is a real concern around BYD’s aggressive ‘market share gain by pricing pressure’ strategy in the anti-involution context,” said Kevin Net, head of Asian equities at Financiere de L Echiquier.
Trump’s shadow looms over Mexico’s electric car war as BYD’s dream factory crumbles

Trump’s shadow looms over Mexico’s electric car war as BYD’s dream...

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NEW YORK, Sept 14 — Electric car rivals BYD and Tesla are set to be the biggest losers from Mexico’s proposed 50 per cent tariff on autos imported from China, triggering a...

Driving Change: How EVs Are Reshaping China’s Economic Relationship with Latin...

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Ilaria Mazzocco, Ryan Berg, and Rubi Bledsoe write about the climate and economic opportunities and risks that come from new investments by China in value chains in Latin America and the Caribbean. In response, Washington must find new ways to engage with the region.

Mexico to raise tariffs on cars from China to 50% in...

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Mexico said on Wednesday it will raise tariffs on automobiles from China and other Asian countries to 50%, in a broad overhaul of import levies the government said would protect jobs and analysts said was aimed at placating the United States.

Trump tariffs live updates: Trump urges EU to impose 100% tariffs...

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Yahoo Finance is chronicling the latest news and updates on Trump's tariffs.

Trump tariffs live updates: Postal traffic to US plunges after de...

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Yahoo Finance is chronicling the latest news and updates on Trump's tariffs.
Global EV battery market share in Jan-Jul 2025: CATL 37.5%, BYD 17.8%

Global EV battery market share in Jan-Jul 2025: CATL 37.5%, BYD...

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CATL and BYD collectively installed 326.4 GWh of EV batteries in January-July 2025, accounting for 55.3 percent of the global total.

U.S., China and rare earths

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China’s dominance over rare earths gives Beijing powerful leverage in trade, technology and strategic negotiations.
Global NEV Sales Grow 30% in 2Q25, BYD Leads While Tesla Declines, Says TrendForce

Global NEV Sales Grow 30% in 2Q25, BYD Leads While Tesla...

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TrendForce’s latest research reveals that global NEV sales, including BEVs, PHEVs, and FCVs, reached 4.868 million units in the second quarter of 2025, up 30% YoY. When HEVs are included, total EV sales climbed up to 6.456 million units, accounting for 29% of global auto sales.