Every EVXL story tagged “China” — newest first.
China’s cabinet vowed on Wednesday to regulate “irrational” competition in the electric vehicle sector, as a prolonged price war escalates in the world’s largest auto market. This move signals a push for stability, with officials committing to enhanced cost investigations and price monitoring, according to state broadcaster CCTV. Tackling Excessive Competition According to Reuters, the…
China has introduced new restrictions on exporting technologies vital for electric vehicle (EV) battery production, potentially disrupting global supply chains already reliant on the country’s dominance in this sector, reports the WSJ. This move, announced by the commerce ministry, requires government approvals for such exports, heightening concerns among EV manufacturers and enthusiasts about mat
Rivian Automotive shares fell sharply on Monday following a downgrade from Guggenheim, as analysts cited mounting challenges from recent policy changes under President Trump that scrap key incentives for electric vehicle buyers. This development raises questions about affordability for EV enthusiasts eyeing Rivian’s lineup, potentially slowing adoption in a competitive market. According to a Barro
China’s electric vehicle giant BYD is slashing prices to unprecedented lows, such as offering a starter EV for under $8,000, but this aggressive strategy is forcing suppliers to endure severe financial strain through delayed payments and relentless cost cuts. According to The Wall Street Journal, suppliers report that BYD often issues electronic IOUs instead of…
Nio’s battery asset company, Mirattery, has signed a strategic cooperation agreement with leading battery manufacturer CATL to boost equity investment and expand battery swap networks, potentially improving access and efficiency for electric vehicle owners across China. Mirattery and CATL Partnership Overview Mirattery and CATL reportedly formalized their agreement in Hefei, Anhui province, with M
Electric trucks are transforming China’s heavy-duty vehicle market, with sales surging 175% in the first half of 2025 to reach 76,100 units, accounting for about 25% of all new truck sales. This rapid shift, fueled by subsidies and expanding charging networks, is cutting diesel consumption and pushing forward the timeline for peak oil demand in…
In a last-minute reprieve, Ford Motor’s $3 billion battery factory in Marshall, Michigan, will retain federal tax credits despite a controversial budget bill, ensuring the production of cost-effective electric vehicle (EV) batteries, the carmaker announced this week. The NYT reports that Ford confirmed that tweaks to the bill’s language preserve incentives for the plant, which…
Chinese electric vehicle giant BYD is set to launch its first assembly plant in Brazil this month, a strategic move to localize production and counter rising import tariffs in its largest foreign market. According to Reuters, the Bahia facility will assemble 50,000 electric vehicles in 2025, marking a significant step for BYD’s global expansion and…
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.
