Every EVXL story tagged “China” — newest first.
Tesla’s Shanghai factory just posted its best month since September, and the timing couldn’t be more ironic. While Elon Musk builds his political empire in Washington alongside trade hawks pushing aggressive China tariffs, his Chinese factory is quietly propping up an otherwise bleeding company. We’ve been tracking Tesla’s China collapse throughout 2025, from October’s three-year…
We’ve been tracking the accelerating exodus of Chinese tech companies from U.S. markets, and today’s news confirms another major defection. Momenta, the autonomous driving startup powering self-driving systems for BMW, Mercedes-Benz, and Toyota, has confidentially filed for a Hong Kong IPO, according to Reuters. The move comes after Momenta’s approval to list on the New…
The world’s largest EV maker just posted its worst sales streak in years, and it happened during what should have been the industry’s biggest buying rush. BYD Co. delivered 480,186 vehicles in November 2025, a 5.3% decline from the same month last year, according to Bloomberg. This marks the third consecutive month of year-over-year declines…
Michael Burry, the legendary investor who predicted the 2008 housing crash, has publicly declared war on Tesla’s valuation. In a scathing post on his new Substack newsletter “Cassandra Unchained,” Burry called the electric vehicle maker “ridiculously overvalued” and took direct aim at what he calls the “Elon cult.” The criticism comes at a precarious moment…
Chinese premium EV maker Zeekr officially began sales in Germany on Monday, bringing three electric models priced from €37,990 ($44,065) to the doorstep of BMW, Mercedes, and Volkswagen. We’ve been tracking China’s EV invasion of Europe for years, and this launch marks a pivotal escalation: a Geely-owned brand is now competing head-to-head with German automakers…
A new Tesla Megapack battery energy storage system has gone live in Sapporo, Japan, marking another expansion of the company’s utility-scale energy business at a time when its automotive division faces mounting pressure. Manoa Energy announced today the start of commercial operations for the Helios 50MW Battery Energy Storage System in Sapporo City, Hokkaido, Japan.…
The 60-day grace period is over, and California Highway Patrol officers are ready to write tickets. We’ve been tracking the systematic rollback of EV incentives for months, and Monday marks another painful milestone. Starting December 1, 2025, California’s 500,000-plus electric vehicle owners who enjoyed solo access to carpool lanes will face $490 minimum fines if…
BYD just announced its third major recall of 2025, and the pattern is becoming impossible to ignore. China’s market regulator confirmed Friday that BYD will immediately recall 88,981 Qin PLUS DM-i plug-in hybrids over battery pack quality issues. The affected vehicles were produced between January 2021 and September 2023, according to Reuters. The issue stems…
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.
