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]
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]
After publishing our report on the top selling EV models in the world in December and 2025 as a whole, as well as an overall report on global EV progress, here’s our complementary report on the auto brands and groups leading EV sales around the world. Geely on the Way … [continued]
NIO’s recent sales growth has continued in 2026. After a long period of slow growth, in August of last year, NIO’s sales jumped up tremendously. Then sales continued to growth throughout the rest of the year. But what about January, with other Chinese EV makers struggling to get rolling this … [continued]
Our sources are once again proven reliable. In our earlier exclusive a few days before the news broke globally, we spoke of how China’s automobile and industry organizations were pushing (caressing) the Canadian government to reduce EV tariffs so that they could export their EVs to Canada. EV makers in … [continued]
As I wrote a few days ago when reporting on NIO’s December, 4th quarter, and 2025 sales, the company was super close to passing 1 million cumulative vehicles produced and it would probably be just a few more days until we got an announcement that the company reached that milestone. … [continued]
I just reported on XPENG and NIO sales in December, the 4th quarter, and 2025 as a whole. Both had great — but quite different — years. For several years, more or less since they launched, I’ve tracked the two companies and been struck by how closely their growth lined … [continued]
NIO didn’t have the strongest start to the year in 2025. But it finished with a bang. The last four or five months of the year were huge for NIO. In December, NIO scored 48,135 vehicle deliveries, a 54.6% increase over December 2024. That was also a 32.7% increase month … [continued]
I just wrote about ONVO President Shen Fei torching the idea of extended-range electric vehicles (EREVs). He’s not a fan. However, he had something else much more interesting to say in the interview with The Paper, a Chinese media outlet. ONVO, like its parent NIO, offers battery swapping to owners … [continued]
The debate of the last 15 years rages on. Should automakers just focus on transitioning to fully electric vehicles as quickly as possible, or should they play in the half-electric, half-fossil fuel pool? The Chevy Volt extended-range electric vehicle was released in 2010, a decade and a half ago. It … [continued]
