EV News Daily - Technology and Business of EVs

[ARCHIVE EDITION] It's EV News Briefly for Tuesday 10 June 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. I'll be back later but Patreon supporters get the episodes as soon as they're ready AND ad free. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily CADILLAC INTRODUCES OPTIQ-V, A NEW HIGH-PERFORMANCE ELECTRIC SUV https://evne.ws/3ZSTj7E OPEL ROCKS COMPACT ELECTRIC CITY CAR LAUNCHES https://evne.ws/4mTmvVW GM DOUBLES EV SALES AND MARKET SHARE IN EARLY 2025 https://evne.ws/4kX4aFO TESLA CHINA SALES AND MARKET SHARE FALL AGAIN https://evne.ws/45cwz6d BYD SURPASSES TESLA IN EUROPEAN ELECTRIC VEHICLE SALES  https://evne.ws/4mUoglE CHINA'S EV EXPORTS SURGE IN 2025 https://evne.ws/4dPK4La CHINESE AUTOMAKERS SEE INCREASING ACCEPTANCE IN UNITED KINGDOM https://evne.ws/4dV69rH VINFAST SALES CLIMB BUT LOSSES CONTINUE https://evne.ws/43AE9X6 EV APP USE GROWS AS FEATURES IMPROVE https://evne.ws/45LDJ1k INACCURATE EV NARRATIVES HINDER SALES GROWTH https://evne.ws/3ZqcCFk UK TO BOOST EV FUNDING IN UPCOMING SPENDING BILL https://evne.ws/4jFc8Ck TOKYO LAUNCHING EV BATTERY SWAP NETWORK https://evne.ws/446KZ6G

[ARCHIVE EDITION] Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart TESLA’S PROJECT HALO PROGRAM ADDS BLACK BOX FOR ROBOTAXI DUTY https://evne.ws/4lcpaZu CATL EYES EUROPEAN BATTERY SWAP EXPANSION https://evne.ws/3IfxVDw XIAOMI YU7 FIRST DRIVE: FERRARI LOOKS AND PERFORMANCE FOR LESS THAN A TESLA MODEL Y https://evne.ws/3TdZSy6 XIAOMI YU7 SUV GETS 200,000 ORDERS IN THREE MINUTES https://evne.ws/3GimUki FOUR NEW CHINESE EV SUVS ARRIVING TO COMPETE WITH TESLA  MODEL Y https://evne.ws/40dYEa3 TESLA SALES EXEC DEPARTS THE COMPANY https://evne.ws/4nnJCZ6 VOLVO TEASES 2026 EX60 ELECTRIC SUV https://evne.ws/3FXJT4f NIO OFFERS SIX-MONTH RETURN OPTION IN GERMANY https://evne.ws/4k4hebr LOW-COST EV LEASING PLANNED FOR LOWER-INCOME GERMANS https://evne.ws/45Jiygv NASCENT MATERIALS BOOSTS LFP CATHODE EFFICIENCY https://evne.ws/3ZT8uxH

[ARCHIVE EDITION] It's EV News Briefly for Friday 27 June 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. I'll be back later but Patreon supporters get the episodes as soon as they're ready AND ad free. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily TESLA’S PROJECT HALO PROGRAM ADDS BLACK BOX FOR ROBOTAXI DUTY https://evne.ws/4lcpaZu CATL EYES EUROPEAN BATTERY SWAP EXPANSION https://evne.ws/3IfxVDw XIAOMI YU7 FIRST DRIVE: FERRARI LOOKS AND PERFORMANCE FOR LESS THAN A TESLA MODEL Y https://evne.ws/3TdZSy6 XIAOMI YU7 SUV GETS 200,000 ORDERS IN THREE MINUTES https://evne.ws/3GimUki FOUR NEW CHINESE EV SUVS ARRIVING TO COMPETE WITH TESLA  MODEL Y https://evne.ws/40dYEa3 TESLA SALES EXEC DEPARTS THE COMPANY https://evne.ws/4nnJCZ6 VOLVO TEASES 2026 EX60 ELECTRIC SUV https://evne.ws/3FXJT4f NIO OFFERS SIX-MONTH RETURN OPTION IN GERMANY https://evne.ws/4k4hebr LOW-COST EV LEASING PLANNED FOR LOWER-INCOME GERMANS https://evne.ws/45Jiygv NASCENT MATERIALS BOOSTS LFP CATHODE EFFICIENCY https://evne.ws/3ZT8uxH

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart XIAOMI'S YU7 EV SECURES MASSIVE PRE-ORDERS, SOLD OUT UNTIL 2027 https://evne.ws/4epVfug FORD’S MICHIGAN EV BATTERY FACTORY AVOIDS CHINESE RAW MATERIALS https://evne.ws/463Z86n BMW RECALLS OVER 70,000 EV MODELS  https://evne.ws/3IlvOhu EV CHARGING COSTS FALL AS FUEL PRICES RISE AMID TENSIONS https://evne.ws/44ibeGk REDWOOD MATERIALS IS USING USED EV BATTERIES TO TAKE DATA CENTERS OFF GRID https://evne.ws/4keny0e TESLA HITS 70,000 GLOBAL SUPERCHARGER STALL MILESTONE  https://evne.ws/3GqwSjA TESLA TESTS VIRTUAL QUEUING TO PREVENT SUPERCHARGER LINE CUTTING https://evne.ws/4lvz8Fj BYD EXPANDS EV MANUFACTURING CAPACITY IN HUNGARY https://evne.ws/3ZP5F0M BYD EXPANDS SHIPPING FLEET WITH SIXTH RO-RO VEHICLE CARRIER  https://evne.ws/4ltuBTO MERCEDES EQS STYLING ARRIVED TOO EARLY, SAYS CHIEF DESIGNER https://evne.ws/45Gdppu IRELAND LAUNCHES GREEN REGISTRATION PLATES FOR ELECTRIC VEHICLES https://evne.ws/45HjfHf GOTHENBURG TESTS PLUG-FREE WIRELESS EV CHARGING FOR TAXI FLEET https://evne.ws/44soAQs

It's EV News Briefly for Saturday 28 June 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. I'll be back later but Patreon supporters get the episodes as soon as they're ready AND ad free. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily XIAOMI'S YU7 EV SECURES MASSIVE PRE-ORDERS, SOLD OUT UNTIL 2027 https://evne.ws/4epVfug FORD’S MICHIGAN EV BATTERY FACTORY AVOIDS CHINESE RAW MATERIALS https://evne.ws/463Z86n BMW RECALLS OVER 70,000 EV MODELS  https://evne.ws/3IlvOhu EV CHARGING COSTS FALL AS FUEL PRICES RISE AMID TENSIONS https://evne.ws/44ibeGk REDWOOD MATERIALS IS USING USED EV BATTERIES TO TAKE DATA CENTERS OFF GRID https://evne.ws/4keny0e TESLA HITS 70,000 GLOBAL SUPERCHARGER STALL MILESTONE  https://evne.ws/3GqwSjA TESLA TESTS VIRTUAL QUEUING TO PREVENT SUPERCHARGER LINE CUTTING https://evne.ws/4lvz8Fj BYD EXPANDS EV MANUFACTURING CAPACITY IN HUNGARY https://evne.ws/3ZP5F0M BYD EXPANDS SHIPPING FLEET WITH SIXTH RO-RO VEHICLE CARRIER  https://evne.ws/4ltuBTO MERCEDES EQS STYLING ARRIVED TOO EARLY, SAYS CHIEF DESIGNER https://evne.ws/45Gdppu IRELAND LAUNCHES GREEN REGISTRATION PLATES FOR ELECTRIC VEHICLES https://evne.ws/45HjfHf GOTHENBURG TESTS PLUG-FREE WIRELESS EV CHARGING FOR TAXI FLEET https://evne.ws/44soAQs

Welcome to pilot episode, or probably better to call it Episode Zero of EV News China – a limited-run of podcasts I’ll be doing from next Monday and then every weekday in July. I’ll be sharing insights into China's EV revolution for listeners worldwide. I'm Martyn Lee, and EV News China is not replacing EV News Daily. Let me say first up, I’ll be here with the usual global take on the EV industry.  Instead, this will be series of bonus shows, which I hope will be essential listening for anyone interested in, or doing business with, the world's electric vehicle superpower. I wanted to drop a pilot episode to explain my thinking, and what a moment to launch. China has just reached an historic milestone that changes everything in the global automotive industry. In May 2025, plugin electric vehicles captured 53% of China's passenger car market – meaning electric vehicles are now outselling traditional gasoline cars for the first time in history. Think about that for a moment. The world's largest car market has just tipped electric. This isn't a prediction anymore – it's reality. After 7 years of doing this podcast, pretty much every day apart from some breaks when we had two new additions to our family, or some mental health breaks, I’ve been doing this 7 days a week. And I can’t tell you a time when I’ve been more fascinated about how the rest of the world views the Chinese EV market. And in many cases, how it’s still a blind spot for them. The Numbers That Matter Let me put this in perspective with some hard data that business leaders need to understand. Plugin vehicle sales in China topped one million units in May alone – in a market of 1.9 million total passenger vehicles. That breaks down to 31% pure battery electric vehicles and 22% plug-in hybrids and range extenders. For the year so far, China has already sold over 4.3 million plugin vehicles, putting the country on track to exceed 10 million units by year-end – in China alone. To put that in global context, that's more than the rest of the world combined. The leader? BYD dominates with 28.9% of the plugin market, delivering over 376,000 vehicles in May – a 14% year-over-year increase. Meanwhile, Tesla's China market share has dropped to just 4.6%, ranking fifth behind Chinese competitors. The Tesla Reality Check Speaking of Tesla, the numbers tell a sobering story for Elon Musk's company in China. Tesla sold about 58,000 vehicles in China during April 2025, down 6% from the previous year. More concerning, Tesla's retail sales to Chinese customers in the first eight weeks of Q2 2025 dropped 23% year-over-year. This reflects a broader trend – Chinese consumers are increasingly choosing domestic brands. Tesla's China market share in the BEV segment fell from 11.15% to 6.36%, while Chinese rivals like XPeng delivered 33,525 vehicles in May, up 230% year-over-year. The Financial Impact The financial implications are staggering. BYD doubled its Q1 2025 net profit to 9.15 billion yuan, with operating revenue reaching 170.36 billion yuan, up from 124.94 billion yuan the previous year. But it's not just about one company. The Chinese EV trio – NIO, XPeng, and Li Auto – are expected to see explosive growth in 2025: NIO deliveries expected to double to 450,000 units XPeng projected to reach 400,000 units, up 110% Li Auto forecasted at 700,000 units, up 40% These aren't small startups anymore – these are major industrial players reshaping global automotive supply chains. The Technology Revolution What's driving this transformation isn't just price – it's technology. Chinese companies are leading in areas that will define the future of mobility. Solid-state batteries are moving from lab to production. China's Ministry of Industry and Information Technology included all-solid-state batteries in core industrial standards for the first time in 2025, signaling this technology has moved from corporate R&D to national strategic priority. Artificial intelligence integration is accelerating rapidly. Over two dozen Chinese automakers, including BYD, are incorporating DeepSeek AI technology into their vehicles. BYD plans to offer preliminary self-driving capabilities in nearly all its models at no additional cost – making autonomous driving features accessible to mass-market consumers. Ultra-fast charging is becoming standard. Chinese companies like XPeng offer five-minute charging delivering 210 kilometers of range, while the industry moves toward 800V architectures that handle high current flow for rapid charging. Global Trade War Implications But this technological leadership is creating geopolitical tensions. The United States now imposes a 247.5% tariff on Chinese EVs – that's 145% from recent tariffs, plus 100% from Biden-era levies, plus standard duties. Anyone trying to import BYD's $7,800 Seagull to the US would pay an extra $19,300 in tariffs. Europe is taking a different approach, but Chinese brands still doubled their European market share in April 2025 despite tariffs reaching up to 35%. BYD faces a 17% EU tariff, yet still recorded 400% sales growth in the UK, where no tariffs apply. The contrast is stark: in tariff-free markets, Chinese EVs are winning on merit. The Infrastructure Foundation Supporting this EV revolution is massive infrastructure investment. China aims to complete an expressway charging network by end of 2025, with over 5,800 out of 6,000 expressway rest areas already equipped with charging facilities. The government has extended its vehicle trade-in subsidy scheme for 2025, offering up to RMB 20,000 for EV purchases when scrapping older vehicles. This policy has already attracted over 4 million applicants in its first six months. What This Means for Global Business So what does this mean for you – someone who might be an enthusiast of the EV transition, or maybe you work in the business of EVs or charging?  First, China is no longer an emerging EV market – it's the dominant one. Any global automotive strategy that doesn't account for Chinese competition is already obsolete. Second, the technology gap is widening in China's favor. Chinese companies can design and launch new models in six months while German competitors require two years. Third, supply chain dependencies are shifting. China controls a large share of battery-grade chemical production, and Chinese companies are rapidly expanding globally – BYD now operates in over 70 countries. Looking Ahead Over the coming 20 episodes of EV News China, during this limited run of podcasts, we'll dive deeper into these trends. We'll analyze quarterly earnings, decode policy changes, and track the technological innovations reshaping not just China, but the global automotive industry. We'll help you understand what these developments mean for your business, your investments, and your strategic planning. Because in a world where China has achieved 53% EV market share, the question isn't whether electric vehicles will dominate – it's how quickly the rest of the world can adapt. That's all for today's pilot episode of EV News China. Starting Monday, I’ll be here every weekday with the latest developments from the world's electric vehicle superpower. Sometimes it will just be a news show, sometimes we’ll dive into a specific topic. Remember, EV News China is essential listening for anyone interested in, or doing business with, the world's electric vehicle superpower. 

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart FRANCE THREATENS TESLA OVER CONSUMER VIOLATIONS https://evne.ws/40gYJcQ NORTHVOLT BANKRUPTCY ATTRACTS FULL BUYOUT OFFER https://evne.ws/4nhzhh5 EUROPEAN CARMAKERS JOIN FOR OPEN-SOURCE SOFTWARE https://evne.ws/3HXkRmo VOLKSWAGEN ID 3 AND ID 4 REFRESHES COMING WITH NEW LOOKS AND MORE BUTTONS https://evne.ws/44y9RV9 NIO’S FIREFLY CUTS PRICE WITH BATTERY-AS-A-SERVICE APPROACH https://evne.ws/44imItk DACIA SPRING LEADS JUNE EV INTEREST https://evne.ws/45GiZs0 CHINESE BRANDS BOOST EUROPE MAY SALES https://evne.ws/40mhRGg CAR CARRIER MORNING MIDAS SINKS AFTER FIRE https://evne.ws/4ke4Yp5 BYD LAUNCHES XI’AN EV CARRIER https://evne.ws/46batBk UK EV OWNERS NOT INTERESTED IN SWITCHING BACK TO ICE https://evne.ws/4lp3cT1 USED-EV SALARY-SACRIFICE BOOM IN UK https://evne.ws/3ZOMLab THE RALEIGH ONE IS A CITY SMART E-BIKE https://evne.ws/4kj8eQ8 GEELY HAOYUE R7 ENABLES HYBRID BATTERY SWAPS https://evne.ws/3ZQIX8l

It's EV News Briefly for Thursday 26 June 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. I'll be back later but Patreon supporters get the episodes as soon as they're ready AND ad free. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily FRANCE THREATENS TESLA OVER CONSUMER VIOLATIONS https://evne.ws/40gYJcQ NORTHVOLT BANKRUPTCY ATTRACTS FULL BUYOUT OFFER https://evne.ws/4nhzhh5 EUROPEAN CARMAKERS JOIN FOR OPEN-SOURCE SOFTWARE https://evne.ws/3HXkRmo VOLKSWAGEN ID 3 AND ID 4 REFRESHES COMING WITH NEW LOOKS AND MORE BUTTONS https://evne.ws/44y9RV9 NIO’S FIREFLY CUTS PRICE WITH BATTERY-AS-A-SERVICE APPROACH https://evne.ws/44imItk DACIA SPRING LEADS JUNE EV INTEREST https://evne.ws/45GiZs0 CHINESE BRANDS BOOST EUROPE MAY SALES https://evne.ws/40mhRGg CAR CARRIER MORNING MIDAS SINKS AFTER FIRE https://evne.ws/4ke4Yp5 BYD LAUNCHES XI’AN EV CARRIER https://evne.ws/46batBk UK EV OWNERS NOT INTERESTED IN SWITCHING BACK TO ICE https://evne.ws/4lp3cT1 USED-EV SALARY-SACRIFICE BOOM IN UK https://evne.ws/3ZOMLab THE RALEIGH ONE IS A CITY SMART E-BIKE https://evne.ws/4kj8eQ8 GEELY HAOYUE R7 ENABLES HYBRID BATTERY SWAPS https://evne.ws/3ZQIX8l

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart BYD UNVEILS B13.B INTERCITY E-BUS https://evne.ws/4ejhL87 TESLA ROBOTAXI DEBUT DRAWS SAFETY SCRUTINY https://evne.ws/45Frofo AMAZON ORDERS 5,000 MERCEDES ELECTRIC VANS FOR EUROPE https://evne.ws/40ion0M AMAZON’S RIVIAN FLEET REACHES 30,000 VANS https://evne.ws/44y8Oo8 BYD–OCTOPUS UNVEIL UK COMMERCIAL V2G BUNDLE https://evne.ws/40nIUB4 CHINESE CARMAKERS HIT 5.4% MARKET SHARE IN EUROPE https://evne.ws/4nhsoMZ JEEP COMPASS FIRST EDITION UK PRICING REVEALED https://evne.ws/44sRQHN FORD’S MICHIGAN LFP BATTERY PLANT GOING FORWARD DESPITE TARIFF COSTS https://evne.ws/3TCyslw BATTERY-POWERED PLANE LANDS AT JFK WITH PASSENGERS https://evne.ws/4nmD7G4 MG TEASES ELECTRIC SUV AHEAD OF UK LAUNCH https://evne.ws/4kPiL6u GERMAN SUPPLIERS BRACING FOR FOREIGN RIVALS https://evne.ws/4liLTTr ESCALADE IQ BEATS EPA RANGE IN REAL-WORLD TEST https://evne.ws/3IbA96U

It's EV News Briefly for Wednesday 25 June 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. I'll be back later but Patreon supporters get the episodes as soon as they're ready AND ad free. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily BYD UNVEILS B13.B INTERCITY E-BUS https://evne.ws/4ejhL87 TESLA ROBOTAXI DEBUT DRAWS SAFETY SCRUTINY https://evne.ws/45Frofo AMAZON ORDERS 5,000 MERCEDES ELECTRIC VANS FOR EUROPE https://evne.ws/40ion0M AMAZON’S RIVIAN FLEET REACHES 30,000 VANS https://evne.ws/44y8Oo8 BYD–OCTOPUS UNVEIL UK COMMERCIAL V2G BUNDLE https://evne.ws/40nIUB4 CHINESE CARMAKERS HIT 5.4% MARKET SHARE IN EUROPE https://evne.ws/4nhsoMZ JEEP COMPASS FIRST EDITION UK PRICING REVEALED https://evne.ws/44sRQHN FORD’S MICHIGAN LFP BATTERY PLANT GOING FORWARD DESPITE TARIFF COSTS https://evne.ws/3TCyslw BATTERY-POWERED PLANE LANDS AT JFK WITH PASSENGERS https://evne.ws/4nmD7G4 MG TEASES ELECTRIC SUV AHEAD OF UK LAUNCH https://evne.ws/4kPiL6u GERMAN SUPPLIERS BRACING FOR FOREIGN RIVALS https://evne.ws/4liLTTr ESCALADE IQ BEATS EPA RANGE IN REAL-WORLD TEST https://evne.ws/3IbA96U