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Oil Shock Triggers Record March EV Exports from China
energy1 day ago

Oil Shock Triggers Record March EV Exports from China

A fuel-price spike from the Middle East conflict pushed oil above $100 and spurred a global shift to EVs, with China exporting a record 349,000 electric vehicles in March—up 140% from a year earlier. BYD leads the shipments as showrooms fill across Asia-Pacific, Europe, and the US; longer wait times in China and rising US gasoline prices (over $4/gal) are cited as evidence that high fuel costs are boosting EV interest, a trend analysts say could persist with sustained price pressures.

via Crude Oil Prices Today | OilPrice.com|
#byd#china-ev-exports#electric-vehicles
Nvidia expands robotaxi drive by adding BYD and Geely to Drive Hyperion
technology25 days ago

Nvidia expands robotaxi drive by adding BYD and Geely to Drive Hyperion

Nvidia announced at GTC that BYD and Geely will join its Drive Hyperion platform for Level 4 robotaxi development (alongside Isuzu and Nissan), with Geely’s Zeekr using Thor chips and Waymo and Lyft leveraging Nvidia tech for car and cloud services. The move widens Nvidia’s footprint in autonomous driving amid US‑China tensions and underscores its push to grow its automotive business, even as auto revenue remains a small share of total revenue.

via The Verge|
#byd#drive-hyperion#geely
BYD's Denza Z9 GT to Europe with 1.5MW flash charging and a 644-mile range
vehicle-tech26 days ago

BYD's Denza Z9 GT to Europe with 1.5MW flash charging and a 644-mile range

BYD’s premium Denza Z9 GT is headed to Europe this April, touting a 122 kWh Blade Battery and a reported range up to about 644 miles. It uses 1,500 kW “megawatt” flash charging that can hit 10-70% in five minutes (and 10-97% in nine minutes), even in cold weather with a small added time. The brand plans a Europe-wide network of 1.5 MW chargers—potentially 2,000 stations by 2026—to support the fast charging claims and outpace rivals in charging infrastructure.

via TechRadar|
#byd#denza-z9-gt#europe
BYD’s China EV lead narrows as rivals surge and exports rise
business1 month ago

BYD’s China EV lead narrows as rivals surge and exports rise

BYD's combined January–February 2026 EV sales fell about 36% year-over-year after adjusting for the Lunar New Year slowdown, while rivals like Leapmotor, Xiaomi, Nio, and Zeekr gained ground in China’s slowing market. Notably, BYD’s exports surpassed domestic sales in February for the first time as the company pivots overseas. Analysts say the domestic lead is narrowing amid price-competitive offerings, evolving incentives, and ongoing product differentiation, with a shift toward higher-end niches and continued push to bolster overseas demand.

via CNBC|
#business#byd#china-ev-market
US Pentagon Adds Alibaba and BYD to Military-Linked Companies List
us-politics-and-policy1 month ago

US Pentagon Adds Alibaba and BYD to Military-Linked Companies List

The Pentagon concludes that Alibaba and BYD should be added to the 1260H 'Chinese Military Companies' list for alleged ties to the Chinese military, signaling heightened tensions ahead of a Trump-Xi summit; Baidu is also slated for inclusion, while WuXi AppTec, RoboSense and BOE are added and CXMT and YMTC removed. The Federal Register posting was briefly pulled; inclusion generally carries reputational risk and potential future actions rather than immediate legal penalties. Alibaba, Baidu and BYD deny the allegations, as Washington presses on with tech, trade and Taiwan-related policy.

via Financial Times|
#1260h-list#alibaba#byd
BYD's January NEV deliveries slump as policy headwinds bite
business2 months ago

BYD's January NEV deliveries slump as policy headwinds bite

BYD sold 210,051 NEVs in January 2026, down 30.11% YoY and 50.04% MoM as demand softens amid policy changes; passenger NEVs were 205,518 (BEVs 83,249; PHEVs 122,269), commercial NEVs rose 10.78% YoY to 4,533; overseas passenger NEV sales reached 100,482 (+51.47% YoY); January battery installations were 20.187 GWh (+30.15% YoY) as BYD targets about 1.3 million overseas vehicle sales in 2026.

via CnEVPost|
#bev#business#byd
BYD’s January sales slip extends fifth straight monthly drop amid stiff competition
autos-and-transportation2 months ago

BYD’s January sales slip extends fifth straight monthly drop amid stiff competition

BYD’s January vehicle sales fell 30.1% year-on-year to 210,051 vehicles, the fifth consecutive monthly decline, with export NEV volume at 100,482 and production down 29.1%. Domestic demand weakened as plug-in hybrid sales dropped 28.5% despite upgraded hybrids, while the company targets about 1.3 million overseas shipments in 2026 and plans new plants in Hungary, Brazil and Thailand plus potential sites in Indonesia and Turkey. A strong overseas performance helped BYD briefly outsell Tesla last year, but competition at home from Geely and Leapmotor remains fierce, and the 2026 global sales target has not been announced.

via Reuters|
#autos-and-transportation#byd#china
Ford and Xiaomi reportedly explored a US EV JV, but both deny the reports
autos-and-transportation2 months ago

Ford and Xiaomi reportedly explored a US EV JV, but both deny the reports

Ford and Xiaomi reportedly discussed forming a U.S.-based EV joint venture, per the Financial Times, but both Ford and Xiaomi denied the report. The piece notes U.S. concerns about Chinese automakers and battery suppliers entering the United States (including BYD), mentions Ford's scrutiny over partnerships (and a proposed CATL battery-related data center), and points to Ford’s ongoing EV restructuring and recent $19.5 billion writedown.

via Reuters|
#autos-and-transportation#byd#ev
Germany opens €3B EV subsidy to Chinese carmakers
business2 months ago

Germany opens €3B EV subsidy to Chinese carmakers

Germany’s €3-billion EV subsidy will be available to all manufacturers, including Chinese brands, with incentives ranging from €1,500 to €6,000 to boost EV adoption in Europe’s largest auto market; there are no country-of-origin restrictions, and the policy is expected to support about 800,000 vehicle purchases by 2029, a move seen as a boon for affordable Chinese automakers like BYD though its real impact remains uncertain.

via CnEVPost|
#auto-industry#business#byd
Trump Opens Doors to Chinese EVs, If They Build in America
technology2 months ago

Trump Opens Doors to Chinese EVs, If They Build in America

President Trump says Chinese EV makers can enter the U.S. market only if they build plants in the United States and hire American workers, with BYD and Geely among those eyeing U.S. expansion. A CAM ranking names BYD, Geely, and VW as the top EV innovators, while Ford defends its costly EV reset and shifts toward affordable models under the UEV plan, signaling intensifying competition in the American EV space.

via InsideEVs|
#byd#china#ev
Tesla Loses Global EV Sales Leadership to China's BYD
business3 months ago

Tesla Loses Global EV Sales Leadership to China's BYD

In 2025, BYD surpassed Tesla as the world's top EV seller with 2.26 million units sold, driven by growth in Europe and Latin America, while Tesla's sales declined due to softening demand and policy changes in the US. Despite the sales drop, Tesla's stock rose 11% in 2025, as Elon Musk shifts focus toward robotics and AI, indicating a potential strategic pivot away from traditional EV sales. Experts anticipate a challenging 2026 for the EV market, with possible recovery in 2027.

via Morning Brew|
#business#byd#electric-vehicles
Tesla Loses Top EV Spot to China's BYD Amid Sales Decline
business3 months ago

Tesla Loses Top EV Spot to China's BYD Amid Sales Decline

Tesla lost its position as the world's top EV seller in 2025 due to declining demand, increased competition from Chinese automaker BYD and others, and brand reputation issues linked to Elon Musk's political activities. Despite lower sales and new model launches that haven't met expectations, investor optimism remains high, driven by Musk's focus on robotics and autonomous driving technology.

via Los Angeles Times|
#business#byd#electric-vehicles
BYD Overtakes Tesla as World's Leading EV Manufacturer
business3 months ago

BYD Overtakes Tesla as World's Leading EV Manufacturer

Tesla lost its position as the world's top electric vehicle maker in 2025 due to declining sales caused by customer dissatisfaction, expiring tax credits, and increased competition from Chinese automaker BYD, which sold 2.26 million vehicles. Despite the sales drop, Tesla's stock rose slightly, as investors focus on Musk's future plans involving robotaxis, energy storage, and robotics, with the company preparing for potential new revenue streams and a significant pay package for Musk.

via AP News|
#business#byd#electric-vehicles