Tag: China EV sales
Tesla Reportedly Cutting Production In China In January — Not Clear Why
Tesla is reportedly planning to stop producing vehicles at its factory in China for almost a month in January 2027. It’s not really clear why. According to our latest China EV sales report, Tesla sales were down 9% in the country in the first half of the year. However, the … [continued]
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One in Five Isn’t EV Leadership
Europe’s BEV market is booming, but not fast enough to match China’s industrial shift By Raphael Wellmann, Ray Wills, and Peter Newman Europe likes to think of itself as an EV leader. The data tells a more complicated story: Europe is neither leading nor lagging — it sits mid-pack, improving … [continued]
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Domestic EV Policy Decides the Global Car Hierarchy: Why China & Thailand Are Pulling Ahead
By Ray Wills, Peter Newman AO, and Raphael Wellmann China’s latest NEV plan makes one thing clear: the future global car hierarchy is being decided at home, not in export markets. Less expected is the rapid rise of Thailand, which is following China’s playbook with striking success. Beijing’s new carbon‑peaking … [continued]
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The Big ICE Meltdown — June’s China EV Sales Report
Petrol model sales crash 42% in June! High gas prices and a never ending wave of new models has allowed June to reach record EV market share, with plugins reaching a record 63%! However, while record market share was achieved in the past thanks to strong EV sales, this time, … [continued]
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Yup, China’s EV Price War Was Brutal, But It Drove Innovation
It’s been a popular topic lately to write about China’s EV sales slump in 2026, growing EV exports from China, and various policy changes and even controversies related to that. But there’s much more going on that isn’t typically acknowledged. First of all, note that while China’s EV sales are … [continued]
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