BYD Sees Monthly Sales Climbing on Battery Capacity Ramp-Up
BYD said its battery capacity remains tight as multiple models enter a production ramp‑up, but April NEV deliveries rose 6.96% to 321,123 units. The company expects monthly sales to climb gradually as battery output improves, even though it recorded its eighth straight month of year‑on‑year sales decline, down 15.5% in April and 26% for the first four months. BYD’s Q1 net profit plunged 55% to ¥4.09 billion (~$600 million) amid a domestic price war, while overseas shipments reached a record high and the Datang SUV amassed over 100,000 pre‑orders within two weeks.
Stellantis, Dongfeng Strike $1.18 Billion Deal to Produce Peugeot and Jeep Models in China
Stellantis and state‑owned Dongfeng Motor have sealed an 8 billion yuan (≈ $1.18 billion) agreement to produce new‑energy Peugeot and Jeep models at Dongfeng’s Wuhan plant. Stellantis will invest €130 million (≈ $150 million) to launch two Peugeot NEVs and two Jeep off‑road EVs beginning in 2027,...

In Some Countries, EVs Are Already Cheaper Than ICEVs. We’re Here To Tell You How That Looks, And Why It...
Colombia has reached electric‑vehicle price parity, with models like the Chery E5 SUV selling for $21,150—cheaper than many comparable gasoline cars. Tesla’s 2025 entry sparked a price war, pushing the Model Y to become the nation’s best‑selling vehicle in March‑April...

Is Waymo’s Growth in California Flattening?
Waymo’s autonomous robotaxi service is seeing its growth in California flatten, with weekly ride additions dropping from 14,800 in January to just 2,700 in March – an 82% deceleration. Across its network of 11 U.S. cities and roughly 3,000 vehicles,...
Xpeng in Talks to Buy VW Plant for Europe Expansion
Xpeng (NYSE:XPEV) is in advanced talks with Volkswagen to acquire a European manufacturing plant as it seeks to scale beyond its contract‑produced capacity at Magna Steyr in Austria. The Chinese EV maker’s exports surged 62% in April, reaching 6,006 vehicles, underscoring...
BYD Exported More Vehicles In April Than Tesla Sold Worldwide*
In April 2026 BYD exported 135,098 fully electric and plug‑in hybrid vehicles, surpassing Tesla's estimated global sales of about 119,000 units for the same month. The Chinese maker’s total passenger‑vehicle sales hit 314,100 units, combining strong domestic demand with a...
Tesla’s Unsupervised Robotaxi Count IS Growing
Tesla’s unsupervised robotaxi fleet has grown to 39 vehicles, with 27 operating in Austin. Dallas and Houston each added a handful of driverless cars, bringing the total unsupervised units to 39 across three Texas cities. NHTSA data shows 30 incidents...
BYD Expands Flash Charging Lineup with New Fang Cheng Bao Off-Road SUVs
BYD’s Fang Cheng Bao sub‑brand launched flash‑charging editions of its off‑road SUVs, the Bao 5 and Bao 8, on Wednesday. The Bao 5 starts at ¥305,800 (≈$45,020) and the larger Bao 8 at ¥419,800 (≈$61,700), each equipped with the second‑generation Blade Battery and ultra‑fast...
CATL, Yutong Deepen Ties to Accelerate Global Commercial EV Expansion
Chinese battery leader CATL and bus maker Yutong have signed a memorandum of understanding to deepen a 15‑year partnership, targeting commercial‑vehicle electrification in more than 60 overseas markets. The deal includes joint development of a battery‑swapping system for heavy‑duty trucks...

MG 07 Flagship Sedan Arrives: Electric Rival for Tesla Model 3 and BYD Seal Is All-New and Full of Tech
SAIC‑owned MG Motor unveiled the MG 07, a new flagship mid‑size sedan positioned between the MG7 and the IM5. The fastback‑styled model, echoing the Porsche Taycan’s lines, will launch later this year with both plug‑in hybrid and all‑electric variants on SAIC’s...
Smart AI Gives Electric Vehicle Batteries 23 per Cent Longer Life - without Increasing the Charging Time
Researchers at Chalmers University have developed an AI‑driven fast‑charging strategy that prolongs lithium‑ion EV battery life by 22.9% while keeping charge time at roughly 24 minutes. The method uses reinforcement learning to adapt current flow based on the battery’s state...

Tesla's April China Retail Breakdown: Model Y Continues to Dominate with Nearly 90% Share
Tesla’s Model Y continued to dominate its China market in April, accounting for 88.6% of the 25,956 retail units sold. The SUV posted 22,990 retail deliveries, up 15% year‑on‑year but down 42% from March, while Model 3 sales slumped 66% YoY. Overall...

Trump’s Invite for Elon Just Reshuffled Tesla’s Big Signature Delivery Event
Tesla moved its Model S and Model X Signature Edition delivery to May 20, 2026, after canceling the May 12 event. The exclusive run includes 250 Model S and 100 Model X units, each priced at $159,420 with a one‑year no‑resale clause. The Fremont factory line...

Volkswagen Debuts Full-Size Three-Row Plug-In SUV: ID. Era 9X Challenges Mercedes, BMW and Denza
Volkswagen unveiled the ID. Era 9X, a 5.2‑metre, seven‑seat plug‑in hybrid SUV built with SAIC for the Chinese market. The flagship model packs 380 kW and a 65.2 kWh battery, delivering up to 406 km of pure‑electric range and a total gasoline‑assisted range...

South Korea April 2026: Telsa and BYD Break Records
South Korea's light‑vehicle market edged up 0.8% YoY in April 2026 to 151,340 units, driven almost entirely by foreign brands which grew 58.1% to a 22.5% market share. Tesla surged ahead with 13,190 sales, an 811.5% YoY jump, and its...

Luxembourg April 2026: Ford (+113.3%) Stands Out in Dynamic Market (+12.9%)
April 2026 saw Luxembourg’s new‑car market expand 12.9% year‑on‑year to 4,924 units, pushing the year‑to‑date total to a modest 2.6% gain. Ford led the surge with a 113.3% increase, selling 305 vehicles and climbing to the sixth‑largest brand. Volkswagen remained...
Sierra Club: Toyota Isn’t Delivering for U.S. Families
Toyota reported FY2026 sales of about 9.6 million vehicles worldwide, with more than 5 million classified as “electrified.” However, fourth‑quarter operating profit fell year‑over‑year and the company trimmed its 2027 operating‑income outlook by 20 percent. The automaker blamed tariffs, geopolitical tensions and...

Tesla Launches Its Solution to Rare but Relevant Supercharger Problem
Tesla announced a Virtual Waitlist feature to eliminate line‑cutting disputes at its Supercharger stations. The pilot launches at five sites—Los Gatos, Mountain View, San Francisco, San Jose and the Bronx—where the system automatically adds a vehicle to a queue when...

370 Tesla Semi Trucks Ordered
WattEV has placed an order for 370 Tesla Semi trucks, marking the largest single‑fleet commitment for electric freight in the United States. The first 50 units will be deployed at the Port of Oakland alongside new Megawatt Charging System (MCS)...

Tesla Bear Cases Are Getting Defused
Tesla’s recent financial and operational metrics are eroding the bearish narrative surrounding the automaker. The company reported profit margins back above 20% and rising, while vehicle deliveries accelerated in China and Europe, with exports from China also climbing. Full Self‑Driving...

Europe’s Battery Law Has a Chemistry Problem
The EU Battery Regulation mandates recycled‑content quotas for cobalt, nickel, lithium and lead, but it does not reward lithium‑iron‑phosphate (LFP) chemistry. As European automakers increasingly adopt LFP for low‑cost EVs and stationary storage, recyclers face slimmer margins because LFP lacks...

The Planning Window Just Got Shorter
The latest Under the Hood briefing highlights a tightening planning horizon for automotive suppliers. Honda has stretched the production cycles of five high‑volume models by up to seven years, shifting focus to hybrid powertrains. Ford is redirecting a $2 billion battery...

Op-Ed: Canada Is Becoming The Kind Of EV Market Chinese Automakers Understand Best
Canada’s EV market is evolving amid ambitious federal targets, a cleaner hydro‑rich grid, and new tariffs on Chinese imports. Zero‑emission vehicles captured about 14% of new sales in 2024, roughly one million EVs on the road, while ICE vehicles still...
Electric Vehicle Motors Convert Rare Earths Into Torque
Electric vehicle (EV) traction motors rely heavily on rare‑earth permanent magnets, especially neodymium‑iron‑boron (NdFeB), to deliver high torque and efficiencies above 94 %. These magnets contain roughly 30 % rare earths, with small additions of dysprosium or terbium preserving performance at temperatures...

Tesla Giga Texas Buzzing as New Cybertruck Appears to Enter Production
Tesla’s Giga Texas plant appears to have started series production of the newly launched Dual‑Motor AWD Cybertruck, priced at $59,990. Drone footage captured multiple units staged for shipment, confirming the model’s move from prototype to ramp. At the same facility,...

Inside Bot Auto’s Fully Autonomous Commercial Launch Field Report
Bot Auto launched a fully autonomous, revenue‑generating freight run on April 29, 2026, covering 231 miles from northeast Houston to Hutchins, Texas. The truck operated without a driver, safety attendant, or remote operator, making it the first carrier to earn...
China April Battery Installations Grow 15%, Reversing 2-Month Decline
China’s power‑battery installations rebounded in April 2026, reaching 62.4 GWh – a 15.2% year‑on‑year gain and a 10.4% rise from March. Lithium‑iron‑phosphate (LFP) units dominated the market, delivering 50.8 GWh and capturing 81.5% of total installs, while ternary chemistries grew 24.2% YoY....
Xpeng to Launch Flagship GX SUV on May 20 in Premium Market Push
Xpeng announced that its flagship GX SUV will officially launch on May 20, following a pre‑sales period that began on April 15 with a price of ¥399,800 (about $58,820). The GX is positioned as the company’s most expensive model, targeting...
Nio to Report Q1 Earnings on May 21 After Deliveries Beat Guidance
Chinese EV maker Nio Inc. will release its unaudited Q1 2026 results on May 21, ahead of the US market open. The company delivered 83,465 vehicles in the quarter, a 98.3% year‑on‑year increase that exceeded the top of its 80,000‑83,000...

US Auto Industry Asks Trump: Don’t Open Door to Chinese carmakers...China’s Marriage Numbers Drop to COVID-Era low...Alibaba to Rollout Chat-Style...
The U.S. auto industry and bipartisan lawmakers are urging President Trump to keep Chinese automakers out of the American market as he prepares for a Beijing summit. In China, first‑quarter marriage registrations slipped 6.2% to the lowest level since 2020,...
China's April NEV Sales Hold Steady as Exports Offset Domestic Weakness, CAAM Data Shows
China’s new‑energy vehicle (NEV) market posted 1.344 million wholesale units in April 2026, a 9.7% year‑on‑year increase and 7.35% rise from March. NEVs accounted for 53.2% of all new‑car deliveries, up from 43.2% in the prior month. Domestic NEV sales slipped...

Brazil April 2026: BYD and Geely Smash Records in Market up 21%
Brazil’s new light‑vehicle market surged 21% year‑on‑year in April, reaching 237,498 units and pushing year‑to‑date sales 17.3% higher than a pre‑pandemic baseline. Domestic leader Fiat held the top spot with a 19.2% share, while Volkswagen and Chevrolet also posted strong...

Affordable ANCAP: Two Budget Buys and a Famous EV Name Score Five Stars in the Latest Safety Tests
Australia’s ANCAP safety agency awarded five-star ratings to three of the market’s most affordable electrified models: BYD’s Seal 6 plug‑in hybrid sedan and wagon, MG Motor’s MG4 Urban hatchback, and Tesla’s six‑seat Model Y L. The BYD Seal 6 topped...

Uruguay April 2026: Record Market, BYD #1, Chinese up 97.4% to 44.7% Share
Uruguay's light‑vehicle market posted a 25.8% year‑on‑year increase in April, selling 6,386 units – the strongest April on record. BYD surged to a 13.3% share, up 60.5%, and reclaimed the top spot, while Fiat fell to second with 10.4%. Chinese...
Does Chery’s Roster of Brands Provide More Opportunities in Canada?
Chery Automobile is entering Canada with a Volkswagen‑style multi‑brand portfolio that spans mainstream, premium, electric and commercial vehicles. The group will leverage the 2026 Canadian trade framework, which caps a 6.1% tariff on an initial quota of 49,000 units, to...

250 EV Chargers Installed In Winnipeg
Powertec Electric, together with its solar sister company and partner New Flyer, has installed 250 electric‑vehicle chargers across Winnipeg’s multi‑family residential properties. The rollout fills a critical gap for apartment and condo residents who lack private home charging, offering a...

Lotus Sent Its First Batch Of 18 EVs To Canada. Is It Paving The Way For Geely?
Chinese automaker Geely, via its British subsidiary Lotus Cars, delivered the first batch of Chinese‑made electric vehicles to Canada, shipping 18 Eletre SUVs from Wuhan. The vehicles entered under a revised Canada‑China trade framework that lowers the tariff to 6.1%...

Supervised Is Not Autonomous, Autonomous Is Not Supervised
The UK’s May 7 local elections have shifted the political climate toward protectionism, putting Uber and Lyft’s planned deployment of Chinese‑made Baidu RT6 robotaxis in London at risk. Both firms have already shipped the RT6 units for mapping, but rising...

More Battery Electric Trucks Take To Australian Roads
Centurion has launched a fully off‑grid battery‑electric truck hub at Perth Airport, powering 30 eActros 300 trucks with 4.4 MW of rooftop solar, 10.3 MWh of storage and HVO backup. The $24 million (AUD $36 million) project was underpinned by $10.4 million in Australian Renewable Energy Agency...

Self-Driving Cars and Old Computers
Older autonomous vehicles face a looming software‑support crisis as hardware ages beyond the capabilities needed for new safety updates. Manufacturers may shift from active development to maintenance‑only patches, offer costly mid‑life hardware upgrades, downgrade features, or declare end‑of‑life, potentially disabling...

EVgo (EVGO): 8 Best Fast Growing Penny Stocks to Buy Right Now
EVgo reported a record Q1 2026 revenue of $110 million, a 45% year‑over‑year increase, driven by double‑digit growth in its charging‑network sales. The company expanded its footprint to 5,280 operational stalls, adding more than 200 new DC fast‑charging locations and serving...
Chinese EVs Absent From U.S. Roads, But Parts Under The Hood Are Alarming
Chinese-made vehicles remain absent from U.S. roads, yet Chinese auto parts have deeply infiltrated the supply chain. AlixPartners data reveal Chinese firms hold stakes in roughly 10,000 U.S. parts suppliers and supply up to 20% of components in models such...
Indonesia’s EV Transition Not Just to Cut Emissions, More So to Cut Oil Dependence, Study Says
Indonesia’s transport sector, long sustained by cheap fuel subsidies, now faces mounting fiscal strain as global oil prices surge. A new ICCT working paper highlights that fossil‑fuel subsidies consumed about 10% of the 2023 state budget while road transport accounts...

Vegas Field Report and Autonomous Trucking Earnings
Grayson Brulte’s Las Vegas field trip highlighted stark contrasts between robotaxi providers: a 67‑minute wait for a Zoox ride versus a sub‑five‑minute pairing with a Motional vehicle. At the Zoox depot he observed more Toyota Highlander test units than purpose‑built...
Xpeng Prepares Major Product Offensive with Multiple New Filings
Xpeng has filed three new SUV models—G9L, L05 and L03—with Chinese regulators, expanding its dual‑powertrain lineup to include both BEV and EREV versions. The G9L targets the large‑SUV segment with up to 430 kW dual‑motor output, while the L05 and L03...
BYD Secures 100,000-Vehicle Order From Car Inc in Major Push for Flash Charging
Chinese EV maker BYD has signed a procurement agreement with Car Inc for 100,000 vehicles to expand the rental fleet. The deal includes installation of BYD’s second‑generation flash‑charging stations, part of its “Flash Charging China” plan to build 20,000 chargers...
Nio Onvo Starts Deliveries of 2026 L90 SUV
Nio’s sub‑brand Onvo began nationwide deliveries of the 2026 L90 SUV on April 21, keeping its all‑inclusive price at 265,800 yuan ($39,090). Buyers can opt for a battery‑as‑a‑service model that drops the price to 179,800 yuan ($26,440) and receive up to 58,000 yuan ($8,530)...
BYD to Launch 2026 Seagull on May 11 as First Entry-Level EV Equipped with LiDAR
Chinese automaker BYD will launch the 2026 Seagull on May 11, positioning it as the first A00‑class micro‑EV equipped with a roof‑mounted LiDAR sensor. The updated model boosts motor output to 60 kW, extends its range to 505 km and will be priced...
Chinese EV Makers Deny Being Summoned by Regulators over Battery Capacity Locking
Chinese EV manufacturers including BYD, Xpeng and Nio have publicly denied regulator summons over alleged over‑the‑air battery‑locking, labeling the claims as fabricated AI‑generated lists. They announced plans to pursue legal action against the rumor‑mongers. State media had earlier reported a...

Tesla Scales Unsupervised Robotaxis, Wisk Doubles Fleet, Meta Aspires to Build the Android of Humanoids
Tesla has expanded its unsupervised robotaxi program to Dallas and Houston, bringing the fleet to over 36 vehicles across Austin, Dallas and Houston and eliminating chase cars. Wisk Aero doubled its Gen 6 eVTOL test fleet and completed the first uncrewed...