BYD Is Speedrunning Its Takeover Of Europe Plus, Tesla to squeeze China out of its U.S. supply chain and the Germans are in too deep. By Rob Stumpf Critical Materials - Nov 18 2025 -
BYD's European Takeover Continues—And Tesla's Feeling The Pain Meanwhile, BMW is a bright spot in Europe's EV race, and Rivian's Q3 was a mix of growing pains and good news. By Patrick George Critical Materials - Nov 5 2025 -
Tesla's Future Rides On Elon Musk's $1 Trillion Payday—One Way Or Another Plus, it's a season of mixed results for Chinese automakers like BYD and Xpeng, and the world may get relief from the Nexperia chip shortage. By Patrick George Critical Materials - Nov 3 2025 -
Another Chip Shortage Could Disrupt The Auto Industry We also discuss why BYD’s profits are shrinking and how Volvo turned back on its EV promises. By Suvrat Kothari Critical Materials - Oct 31 2025 -
BYD Racco: This Electric Kei Car Will Lead BYD's Japanese Blitz (Updated) BYD will soon reveal the world’s first kei car not made by a Japanese manufacturer—but we already know what it's going to look like. By Andrei Nedelea News - Oct 29 2025 -
Toyota Bet Right On Hybrids. Its Timing On EVs May Pay Off Next Plus, China's getting ready to pull the plug on EV subsidies, and Rivian says it's not ready to tap a U.S. government loan yet. By Patrick George Critical Materials - Oct 29 2025 -
The Affordable 2027 Chevy Bolt Is A Heavy Update To The Old One. That Wasn't Easy GM's reboot of an affordable EV icon was no easy task. Plus: Waymo may have a school-bus problem, and more details about BYD's plans for Japan. By Patrick George Critical Materials - Oct 20 2025 -
EV Tax Credits Are Dead. Here Come The Deals And Discounts Plus, why Tesla investors weren’t thrilled about a record sales quarter, and what BYD's sales decline in China really means. By Suvrat Kothari Critical Materials - Oct 3 2025 -
Here's How Ford's $30,000 EV Truck Is Going After China's BYD Plus, Tesla's luck could turn around for Q3 and a new U.S. startup aims to undercut China's LFP battery material cost by 40% By Rob Stumpf Critical Materials - Oct 2 2025 -
The EV Tax Credit Dies Today. Get Ready For A Shift Plus, demand for totaled EVs is through the roof and Xiaomi cheers on the Model Y after reverse-engineering it. By Rob Stumpf Critical Materials - Sep 30 2025 -
BYD Is Stepping Up Its Game In Japan. Here's What It's Really After The Chinese EV giant targets the world's toughest new car market. Plus: America's auto sector has a warning for the broader economy. By Patrick George Critical Materials - Sep 29 2025 -
'GM Sold Us Out': California Gov. Newsom Furious As $7,500 Tax Credit Disappears Also on Critical Materials: BYD warns Europe that it's ready to play hardball, and Tesla owners in China go to court over Full Self-Driving. By Rob Stumpf Critical Materials - Sep 23 2025 -
A BYD EV Is Now The Fastest Car In The World BYD’s YangWang U9 Extreme broke the 300 mph barrier earlier this month in Germany. By Iulian Dnistran News - Sep 22 2025 -
BYD’s New Electric Bus Can Keep Things In Check During A Tire Blowout The new e-Bus Platform 3.0 is much more impressive than that, though, with a 1,000-volt battery and trick suspension. By Iulian Dnistran Buses - Sep 16 2025 -
Lyft's Robotaxi Era Has Finally Arrived Plus, China cracks down on EV trolls and Tesla reveals how many people are really buying FSD. By Rob Stumpf Critical Materials - Sep 11 2025 -
‘Fundamentally Wrong’: The Growing Controversy Over Europe’s Gas-Car Ban, Explained At Europe's biggest auto show, a huge electric-vehicle push hides a battle to save gas engines behind the scenes. By Patrick George IAA MOBILITY - Sep 10 2025 -
'This Is Game-Changing': BYD Brings EV Production, Megawatt Charging To Europe BYD is so serious about Europe, it's even getting into the wagon business. By Patrick George IAA MOBILITY - Sep 9 2025 -
Tesla's New 'Master Plan 4' Puts EVs On The Backburner Plus, Acura is pivoting to hybrid crossovers and BYD posts its first consecutive production decline in five years. By Rob Stumpf News - Sep 2 2025 -
Rivian's CEO Explains What Everybody Gets Wrong About Chinese EVs Will Chinese EVs come to America? Not in the way you think, Rivian CEO RJ Scaringe said on the Plugged-In Podcast. By Tim Levin China - Sep 1 2025 -
The Fastest EV In The World Is Now Chinese BYD's electric supercar, the Yangwang U9, snagged the record from the Rimac Nevera. By Andrei Nedelea News - Aug 26 2025 -
Ford’s $30,000 EV Truck Has An Interesting BYD Target This subcompact crossover is BYD’s first true export model meant for global markets. It recently crossed the 1 million units sold mark. By Kevin Williams News - Aug 14 2025 -
Ford’s $30,000 EV Pickup Is Basically The Electric Maverick Everyone Demanded Plus, China's software-defined vehicles are its key to success and GM's Cruise has a resurgence. By Rob Stumpf Critical Materials - Aug 12 2025 -
America Has Completely Blown Any Sort Of EV Transition Nearly every other country is moving off gasoline more quickly than America. Plus: Volvo, Polestar and Volkswagen grapple with tariffs. By Patrick George Critical Materials - Aug 11 2025 -
Chinese Brands Are Really Killing It In Europe Some brands like BYD and Xpeng grew more than 100% in a year. But some, like battery-swpping Nio, haven't found their footing yet. By Kevin Williams Sales - Jul 31 2025 -
