Electric vehicle manufacturer
Appears in 8 stories · Last updated Nov 10, 2026
World's largest EV seller (2025)
China's trade surplus passed $1 trillion for a second straight year, reaching $1.04 trillion in the first 10 months of 2026. October exports rose 35.2% from a year earlier, led by AI hardware, while imports jumped 41.6%.
Updated Yesterday
Seeking to enforce $61.7M arbitration award
Einride, the Swedish autonomous trucking company testing self-driving semis on a Texas toll road, is fighting a $61.7 million arbitration award to BYD. BYD has asked a Texas Business Court to make Einride post at least $46.5 million, or 75% of the award, while the appeal proceeds.
Updated Oct 25
Surpassed Tesla as world's largest EV maker
Tesla has lost senior leaders in powertrain, software, finance, sales, manufacturing, customer experience and energy since April 2024. The Cybercab program took the worst of it in 2026: its program manager, its new-product-introduction head, two assembly leads and the director who built the robotaxi software all left.
Updated Oct 20
As of August 2026: Solid-state at 'critical breakthrough stage'; targeting 2027 demo vehicles, mass adoption after 2030
A June 2026 investigation backed by more than 20 independent battery experts concluded that Donut Lab's claimed solid-state battery is a conventional lithium-ion cell. Voltage curves at 3.7–3.8V at 50% state of charge and graphite anode expansion signatures matched NMC lithium-ion chemistry — not the sodium-ion solid-state design Donut Lab announced at CES.
Updated Aug 1
As of May 2026: Building 30 GWh sodium-ion factory; third-generation sodium-ion technology in development
Every rechargeable battery in every electric car carries this vulnerability: if something goes wrong — a puncture, defect, or short circuit — temperatures spike and trigger thermal runaway, a self-feeding chain reaction producing toxic smoke, fire, and sometimes explosions. A team at the Chinese Academy of Sciences published in Nature Energy results on a sodium-ion battery with an electrolyte that automatically solidifies into a physical barrier when heat exceeds 150 degrees Celsius, cutting off thermal runaway before it starts. The battery survived nail-puncture and 300-degree-Celsius oven tests without smoke, fire, or explosion, a first for large-format sodium-ion cells.
Updated May 31
As of May 2026: Overtook Tesla as world's largest battery-electric vehicle seller in 2025
Tesla delivered 358,023 vehicles in the first quarter of 2026 — roughly 8,000 fewer than Wall Street expected — while producing over 50,000 more cars than it sold. That growing gap between production and deliveries signals something automakers dread: cars sitting on lots because buyers aren't showing up. The miss marks at least the fifth quarter in which Tesla has underperformed analyst expectations since early 2024.
Updated May 30
As of May 2026: Market leader driving China's EV price war with a 6.4% operating margin
Nio burned through more than 100 billion yuan over a decade and came within weeks of insolvency in 2019, surviving only after a government rescue. In the fourth quarter of 2025, the company posted its first-ever quarterly net profit: 282.7 million yuan, or roughly $40 million, on record deliveries of nearly 125,000 vehicles.
As of May 2026: Potential entrant to Canadian market
Canada followed the U.S. in imposing 100% tariffs on Chinese electric vehicles in October 2024. Seventeen months later, Prime Minister Mark Carney flew to Beijing and cut them to 6.1%—the first explicit break with American trade policy since Trump began his tariff offensive.
Updated May 21
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