Will the Chinese use Canada as their North American beachhead? This story has been updated with additional details and recalculation of the forecasts. As Chinese electric vehicle manufacturers look beyond Europe and Southeast Asia, Canada is quietly emerging as the most realistic entry point into North America. It combines stringent … [continued]
Canada has quietly shifted into a new phase of EV focused industrial policy, not by announcing a dramatic ban or a sweeping mandate, but by changing the arithmetic that governs the automotive market. The federal government has moved away from explicit EV sales quotas and toward steadily tightening fleet average … [continued]
Stellantis announced that it is taking a $26 billion hit associated with backtracking on EVs. The vast majority of the write-down is specific to North America, where Stellantis has essentially given up on plug-in vehicles. EV production is being replaced with a return of ICE powertrains, including the “Hemi.” This … [continued]
It’s been a busy week for Waymo. The California company, born out of Google many seasons ago, is at a critical point in its life and development. The company is on the verge of something, but that something is completely different depending on who you ask. This week, Waymo has … [continued]
Waymo’s confirmation that some of its autonomous vehicles receive assistance from remote human operators based in the Philippines has intensified a debate in Washington over how autonomous robotaxi systems truly are — and whether offshore human involvement introduces new safety, cybersecurity, and accountability risks. The issue first drew wider public … [continued]
As Zach recently posted, BYD’s sales were down 30.7% in January. BYD sold 210,051 NEVs, which still put it in first place, well ahead of Geely with 124,252. Geely, however, also sells ICE vehicles, which saw significant sales growth to bring their total to 270,167. Due to selling primarily ICE … [continued]
CHANGAN Auto and CATL of China are the partners behind a new electric passenger car powered by sodium-ion batteries, with a range-extender option and battery swapping opportunities, too.
The new Nissan LEAF, the transformed 2026 Nissan LEAF, continues to shine thanks to the wonderful mix of good specs, modern design, and great affordability. It has certainly been one of the top EV highlights of the past year in the United States — probably the greatest — and it … [continued]
We have been covering NIO for more than 9 years. When it started out as a young, ambitious, small young company, it was clear the EV startup had big dreams. The company wanted to achieve great things and excite the world, as Tesla had done, on the benefits of a … [continued]
BYD passenger vehicle sales are in a tough spot, as just discussed. However, BYD’s commercial vehicle sales are going swimmingly. Compared to December, naturally, sales were down last month (in general, December is a much bigger sales month than January), but they weren’t even down much month over month. Meanwhile, … [continued]
