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Europe

Every EVXL story tagged “Europe” — newest first.

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Tesla Q3 Earnings: Record Deliveries Hide Looming Post-Tax Credit Reality
Tesla

Tesla Publishes Pessimistic Q4 Delivery Forecast, Confirming Tax Credit Hangover

I’ve been warning about this moment since September. Tesla just made it official: the tax credit pull-forward we documented is now showing up in the company’s own numbers, and even Tesla’s unprecedented promotional blitz couldn’t fill the demand vacuum. In a first-of-its-kind move, Tesla publicly posted a consensus of 20 analyst delivery estimates directly on…

China's EV Market Now Belongs to Chinese Brands, and Detroit Just Took a $25 Billion Hit to Prove It - BYD's Price Cuts Under Fire: China's Bold Move Against EV Overcapacity
BYD

China’s ‘No Fire’ Battery Mandate Validates BYD, Challenges Tesla

I’ve been covering the EV battery fire saga for months, from Li Auto’s 11,000-vehicle recall to cargo ships sinking with burning EVs. Now China has done something no other country has attempted: mandating that EV batteries simply cannot catch fire or explode under any test conditions. This isn’t incremental regulation. It’s Beijing declaring that Chinese…

Tesla's Major Recall Over 2 Million Vehicles for Autopilot Safety Upgrade Model 3 Performance
Ford

EV Consumer Interest Holds Steady Despite 2025’s Policy Chaos and Sales Collapse

I’ve spent the last year documenting the collapse, the layoffs, and the cancellations. But here’s the number everyone missed: 94% of current EV owners say they’ll buy another EV. After everything that happened this year, that’s the story that actually matters. NPR’s year-end EV retrospective published today runs through the familiar litany of 2025 disasters:…

China's BYD has overtaken Tesla as the world's best-selling maker of electric cars. In the final quarter of last year, BYD, backed by Warren Buffett, sold 526,409 fully electric vehicles, outpacing Tesla's 484,507.
Tesla

China’s EV Exports Surge 87% Globally, But the Real Story Is the 2,367% Explosion to Mexico

I’ve been tracking the “Chinese EV Invasion” narrative for years now, and this new data from China Customs finally reveals exactly how it’s playing out: not through US ports, but through America’s southern border. While mainstream coverage focuses on the headline 87% year-over-year surge to 199,836 EVs exported globally in November, the number that matters…

Tesla Model 3 Standard Launches in Europe at €37,970 as Chinese Rivals Close In
Tesla

Tesla Europe Sales Collapse: Market Share Halves as Chinese Rivals Surge

I’ve been documenting Tesla’s European decline all year, and the final numbers are in: it’s worse than even I expected. While the broader European EV market surged 27% in 2025, Tesla’s sales cratered 38.8% to just 129,000 units. That’s not missing a trend. That’s a market share collapse from 2.2% to 1.3% in 11 months while Chinese…

Honda's Bold Leap into the U.S. EV Market: The Prologue Unveiled
Honda

Honda Takes Full Control of Ohio Battery Plant as Korean Suppliers Flee America

I’ve been tracking the collapse of America’s EV battery boom for months, and this week’s news confirms the pattern: Korean battery makers are retreating while Honda quietly positions itself for the post-subsidy era. Honda is buying out LG Energy Solution’s share of their Ohio battery joint venture for $2.9 billion, Bloomberg reports. The deal, expected to close…

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