Every EVXL story tagged “China” — newest first.
The Guardian’s Saturday analysis frames what’s happening in Western auto boardrooms with unusual bluntness: pulling back from electric vehicles while oil prices spike over the Iran war is, as one former industry chief puts it, a “profound strategic mistake.” The historical parallel is Detroit in the 1980s, when Japanese competitors ate the American industry’s lunch…
China’s January-February sales window is always distorted by Lunar New Year. Factories go quiet, showrooms empty, and delivery figures swing 30 to 50 percent on calendar timing alone. Strip out the noise and the picture for Tesla is actually decent: 127,728 China-made EVs sold in the first two months of 2026, up more than 35%…
The cancellation notices have been arriving faster than the vehicles they were meant to replace. Automotive News published a tracker this week cataloging the EVs canceled or delayed in 2026 as legacy automakers continue pulling back from all-electric commitments made during the subsidy era. It’s a long list. None of it is surprising if you’ve…
The numbers from Munich tell a clear story. BMW reported full-year 2025 EBIT of €10.2 billion — its lowest since the Covid pandemic — as China sales fell more than 12% and trade tariffs shaved 1.5 percentage points off its automotive margin. For a group that promised an 8–10% margin corridor, landing at 5.3% is…
The numbers landing on Michael Leiters’ desk for his first annual results press conference as Porsche CEO are brutal by any measure. Full-year 2025 operating profit fell 98% from €5.3 billion to just €90 million after €4.7 billion in writedowns tied to the company’s abandoned EV roadmap. Global deliveries dropped 10%. The Taycan sold 16,339…
Porsche sold just 16,339 Taycans globally in 2025. That’s down from a peak of 41,296 in 2021 — a 60 percent collapse in four years. Those are the numbers sitting on incoming CEO Michael Leiters’ desk as he reportedly weighs whether to fold the Taycan and Panamera into a single unified model line. Leiters Arrives…
Tesla’s Canadian Model 3 inventory has gone to zero. A check of Tesla’s Canadian storefront shows no Model 3 units available for order, and the timing lines up directly with Canada’s new 6.1% tariff on Chinese-built EVs, which replaced the previous 100% surtax under Prime Minister Mark Carney’s January 2026 trade agreement with Beijing. The…
February registration numbers from across Europe show Tesla posting some of its best year-on-year gains in months. Norway was up 75.6%, France up 55%, Spain up 74%, according to registration data published by Automotive World. On paper, that reads like a genuine recovery. The problem is the floor those numbers are measured against: January 2026…
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.
