Every EVXL story tagged “Li Auto” — newest first.
BYD sold 557,090 fully electric vehicles in the second quarter, enough to take back the global BEV crown from Tesla a full day before Tesla reports its own numbers. Here is the part most coverage will skip: that winning figure is 8.22% lower than what BYD sold in the same quarter last year. Tesla publishes…
February is always a short month in China, and Lunar New Year makes it shorter still. Factory shutdowns, travel, and disrupted logistics routinely cut monthly delivery figures by 30 to 50 percent for every Chinese automaker. So when Xiaomi posted February deliveries of more than 20,000 vehicles on its official Weibo account on Sunday, the…
Six consecutive months of year-on-year sales declines. That is the streak BYD is now on, and February made it the worst single month since the pandemic shut down China’s economy in early 2020. According to a stock market filing released Sunday, BYD’s global sales fell 41.1% from February 2025, with domestic sales collapsing 65% to…
The UN just adopted a draft global regulation for self-driving cars. Tesla fans are celebrating. They probably shouldn’t be, at least not yet. The UNECE regulation replaces prescriptive rules with outcome-based validation The new regulation, adopted by the GRVA at its 24th session in Geneva on January 19-23, 2026, establishes uniform safety provisions for vehicles…
The 5% purchase tax that was supposed to hurt all EV makers equally in China? It hit BYD like a freight train and barely grazed Tesla. That asymmetry tells you everything about what’s really happening in the world’s largest EV market right now. Tesla shipped 69,129 vehicles from its Shanghai factory in January, a 9.3%…
After nearly a year of waiting, the seven-seat option is finally back on Tesla’s US configurator for the 2026 Model Y. But before you start planning road trips with the entire extended family, there’s a critical detail buried in the marketing: this isn’t the stretched Model YL that Chinese buyers have been enjoying since August…
ZYT is betting that the same computer vision approach that made DJI drones dominant can now disrupt the autonomous trucking race – and they’re targeting the same H1 2026 mass production timeline as Pony.ai, but with a fraction of the computing power. The Shenzhen-based company, formerly DJI’s autonomous driving division, announced Tuesday that it will…
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…
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.
