Every EVXL story tagged “BYD” — newest first.
We’ve been warning for months that China’s EV “miracle” was built on unsustainable foundations. This week, Bloomberg delivered the receipts. Chinese EV stocks are in freefall after a brutal Q3 earnings season exposed what we’ve been documenting all year: the growth-at-all-costs era is ending, and the bill is coming due. Investors who bet on endless…
Germany just made it official. Chancellor Friedrich Merz confirmed today that he’s sending a letter to European Commission President Ursula von der Leyen demanding that Brussels allow plug-in hybrids and “highly efficient” combustion engines to be sold beyond the 2035 deadline. “We’re sending the right signal to the commission with this letter,” Merz said at…
Tesla’s top China executive publicly defended the company’s deep ties to Chinese suppliers on Wednesday, directly contradicting reports that the automaker is systematically removing China-made components from its American factories. Grace Tao, Tesla’s vice president of external affairs in China, posted on Weibo that Tesla applies “the same strict and objective standards for selecting suppliers…
Tesla faces sales pressure in all three of the world’s biggest car markets simultaneously, with European registrations plunging 48.5% in October while industry-wide EV sales jumped 26%. The collapse comes as CEO Elon Musk has spent much of 2025 focused on robotics pursuits and winning shareholder approval for his freshly minted $1 trillion pay package.…
Tesla’s India launch is off to a dismal start. The company has sold just over 100 Model Y units since deliveries began in September, and its new pitch to Indian buyers is that they can recover one-third of the $67,000 price tag through fuel and maintenance savings over four to five years, Reuters reports. The…
Europe’s embattled carmakers are hoping for regulatory relief when Brussels unveils an auto sector package on December 10, which could water down an effective ban on new combustion engines initially slated for 2035. The continent’s automakers from Volkswagen to Renault had high hopes for the electric vehicle shift when they set ambitious targets at the…
Volkswagen just admitted what we’ve been reporting for years: German engineering can’t keep up with China’s EV pace. The automaker completed its €2.5 billion ($2.9 billion) test center in Hefei on Tuesday, claiming it can now slash development costs by up to 50% while accelerating timelines by 30%. This marks the first time in Volkswagen’s…
BMW is weighing the addition of range-extending engines to some of its vehicles in China, including the X5 SUV and 7-Series sedan, according to people familiar with the matter. The move would make BMW the first German automaker to embrace technology popularized by Chinese competitors like BYD and Li Auto. This isn’t innovation. It’s adaptation…
One email. Six stories. Filed each morning before the world is. Read by Tesla owners, Rivian preorder holders, dealer GMs, and the analysts that move EV stocks.
