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China’s EV Dominance Came From City Hall, Not Beijing, And Washington Is Repeating Its Drone Mistake
Mexico · Tesla

China’s EV Dominance Came From City Hall, Not Beijing, And Washington Is Repeating Its Drone Mistake

New research published in The China Journal dismantles the story Washington tells itself about China’s electric vehicle rise. Political scientists Fengming Lu and Xiao Ma argue the boom was never engineered by a Beijing master plan. It grew from alliances between ambitious second-tier city governments and private carmakers that central regulators had locked out of…

Geely Already Builds Cars In South Carolina, And The Chinese EV Ban Has A Factory-Sized Hole
GM

Geely Already Builds Cars In South Carolina, And The Chinese EV Ban Has A Factory-Sized Hole

Chinese electric vehicles are closer to American driveways than the 125% cumulative tariff wall suggests, and the question driving industry analysis this week is no longer whether they arrive but through which door. One door already exists: Zhejiang Geely Holding Group owns the Volvo plant near Charleston, South Carolina, where Volvo and Polestar models roll…

Xpeng Ignites Share Surge with Affordable EV
Tesla

40% of U.S. Consumers Want Chinese EVs. The Government Won’t Let Them Buy One.

A Reuters report published today describes the widening gap between what American EV shoppers want and what U.S. trade policy allows them to buy. With the average new car now costing $49,191 according to Kelley Blue Book — and hitting a record $50,326 in December — a growing share of buyers is eyeing Chinese models…

BYD Undercuts Tesla by $4,700 Per Car
BYD

BYD February Sales Drop 41% as Geely and Tesla Gain Ground in China

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…

Stellantis Posts €20 Billion Net Loss as CEO Filosa Promises Profitability Return That Won't Arrive Until 2027
Stellantis

Stellantis Posts €20 Billion Net Loss as CEO Filosa Promises Profitability Return That Won’t Arrive Until 2027

The numbers Stellantis published Wednesday, February 26, confirm what the February 6 preliminary announcement already signaled: Stellantis booked a €20.1 billion net loss for the second half of 2025, or roughly $23.8 billion, driven by €25.4 billion in total writedowns across the full year. The second-half adjusted operating loss came in at €1.38 billion, in line with…

Tesla Model Y Reclaims Europe’s Top Spot Despite Sales Drop As BYD Seal U Explodes 833%
Tesla

Canada’s Chinese EV Gamble Puts Detroit’s Canadian Plants on the Chopping Block

The same auto industry lobby that represents GM, Stellantis, and Ford in Canada just told Prime Minister Mark Carney his Chinese EV deal is making an already brutal US trade negotiation worse. Brian Kingston, President and CEO of the Canadian Vehicle Manufacturers’ Association (CVMA), made the comments at the Canadian International Auto Show in Toronto…

BYD

BYD Sues the US Government Over Tariffs, But the Real Target Is the American Car Market

China’s largest automaker just filed the first tariff lawsuit by a Chinese car company against the United States government. The legal argument is about import duties on bus parts and batteries. The strategic play is about something bigger. BYD’s four American subsidiaries filed suit at the US Court of International Trade on January 26, arguing…

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