Han, Seal, Seagull, Yangwang, Denza — and the export machine reshaping the global market. The world’s largest EV maker, watched closely.
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…
The UN just adopted a draft global regulation for self-driving cars. Tesla fans are celebrating. They probably shouldn’t be, at least not yet. The UNECE regulation replaces prescriptive rules with outcome-based validation The new regulation, adopted by the GRVA at its 24th session in Geneva on January 19-23, 2026, establishes uniform safety provisions for vehicles…
The final 2025 scorecard is brutal for Tesla. BYD sold 2.26 million battery-electric vehicles last year. Tesla delivered 1.64 million. That’s a 620,000-unit gap that grew every quarter, and it happened while BYD was locked out of the world’s second-largest auto market entirely. The damage extends far beyond the headline numbers. In the countries where…
The 5% purchase tax that was supposed to hurt all EV makers equally in China? It hit BYD like a freight train and barely grazed Tesla. That asymmetry tells you everything about what’s really happening in the world’s largest EV market right now. Tesla shipped 69,129 vehicles from its Shanghai factory in January, a 9.3%…
A $60,000 BYD Sealion 7 caught Julian Scot-Smith’s attention at a London Porsche dealership last December. The British couple had come to browse German luxury SUVs in Mayfair. They left considering a Chinese alternative. That moment, captured in a new Wall Street Journal analysis, distills everything happening in the global auto industry right now. BYD…
Canada’s new China-EV tariff agreement lands just days after BYD officially dethroned Tesla as the world’s largest EV manufacturer, creating an unexpected lifeline for the American automaker in a market where it already has boots on the ground. The deal announced last Friday slashes import duties from a prohibitive 100% to just 6.1% for up…
I’ve been tracking this collision for months, and now it’s official: the company that defined the EV revolution just lost its crown while Wall Street threw a party. Tesla’s 2025 deliveries dropped 8.6% to 1.64 million vehicles, handing BYD the title of world’s largest electric vehicle maker by a margin of more than 620,000 units.…
I’ve been covering the EV battery fire saga for months, from Li Auto’s 11,000-vehicle recall to cargo ships sinking with burning EVs. Now China has done something no other country has attempted: mandating that EV batteries simply cannot catch fire or explode under any test conditions. This isn’t incremental regulation. It’s Beijing declaring that Chinese…
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