Every EVXL story tagged “China” — newest first.
A viral YouTube video exposing the Audi E5 Sportback’s €40,000 ($47,000) China price tag has ignited outrage among European buyers. Why it matters: German consumers are learning they pay at least double for equivalent Audi EVs built in their own country. The Details By The Numbers EVXL’s Take This viral moment exposes the uncomfortable reality…
Ford announced a $19.5 billion charge on its electric vehicle business, the largest EV impairment in U.S. auto industry history. Why it matters: The Detroit automaker is abandoning its all-electric pickup strategy and pivoting to hybrids, signaling the post-subsidy EV collapse has forced a fundamental retreat. The Details By The Numbers EVXL’s Take This is…
European luxury automakers are bleeding market share in China as consumers abandon six-figure German sedans for cheaper domestic brands led by BYD. Why it matters: China’s premium segment has shrunk for the third straight year while Chinese brands now control nearly 70% of the world’s largest auto market. The Details By The Numbers EVXL’s Take…
The European Union is preparing to delay or weaken its landmark 2035 combustion engine ban after automakers warned of billion-dollar fines and mass layoffs. Why it matters: The move signals Europe is prioritizing short-term industry relief over long-term EV competitiveness against China. The Details By The Numbers EVXL’s Take This confirms exactly what we warned…
Chinese automaker Changan Automobile is launching its Deepal electric SUVs in Italy and Spain as part of a major European expansion. Why it matters: This marks the second wave of Chinese EV brands entering Southern Europe, where interest in pure electrics has historically lagged. The Details By The Numbers EVXL’s Take Changan’s timing is notable.…
China’s commerce ministry confirmed Thursday that negotiations with the European Union over a minimum price plan for Chinese electric vehicles have restarted. Why it matters: A successful deal could replace the EU’s 45.3% tariffs with price commitments, reshaping how Chinese EVs enter Europe. The Details By the Numbers What China Said “China welcomes the EU’s…
Morgan Stanley cut Tesla to hold for the first time since June 2023, warning the stock fully prices in AI and robotics ambitions. Why it matters: The downgrade from Wall Street’s most influential Tesla analyst signals growing unease with the stock trading at 210x forward earnings. The Details By The Numbers EVXL’s Take Morgan Stanley’s…
Nearly 200 electric vehicle industry leaders sent an open letter to EU Commission President Ursula von der Leyen on Wednesday, demanding Brussels maintain its 2035 zero-emission target for new cars. Why it matters: The letter arrives six days before the Commission unveils an automotive package that could weaken the ban under pressure from German automakers.…
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.
