Every EVXL story tagged “Xiaomi” — newest first.
Joe Ward started at Tesla as a logistics intern in the UK back in 2010. Fifteen years later, he’s been handed the keys to the entire global sales operation. The timing tells you everything about where Tesla’s automotive business stands right now. Bloomberg reported today that Tesla has tapped Ward, its vice president for Europe,…
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%…
Ford CEO Jim Farley has been driving a Xiaomi SU7 for over a year and openly admits he doesn’t want to give it up. Now the Financial Times reports Ford and Xiaomi held actual talks about building EVs together on American soil. Ford says the report is “completely false.” Ford’s denial came directly from the…
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…
Tesla’s 9 millionth vehicle—a white Model Y—rolled off the line at Giga Shanghai today, and the timing says everything about where this company stands heading into 2026. The milestone took just 207 days to reach from the 8 millionth car, which was an Ultra Red Model Y produced at Giga Berlin on June 6, 2025.…
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…
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…
Ford is turning to French automaker Renault to develop two entry-level electric vehicles for Europe, abandoning its own platform as too expensive to compete with Chinese rivals, reports the WSJ. Why it matters: The deal marks Ford’s admission that it cannot build affordable EVs alone as Chinese brands capture 6.7% of the European market. The…
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.
