5 articles
The repeal of federal EV subsidies was supposed to kill the 'woke' electric car. Instead, it killed the competition. In Q4 2025, Tesla's market share surged to 59%, proving that deregulation is the ultimate weapon for a mature monopoly.
BYD claimed victory in 2025 with record sales, but the December data reveals a dangerous 'inventory ooze' - a glut of unsold electric vehicles that could trigger a global price crash in 2026.
Tesla's engineering is years ahead, but its leadership is under siege. We analyze the EU conflicts, the plunging brand consideration scores, and whether Elon Musk has become the company's biggest liability.
BYD secured 15.4% of the global battery-electric vehicle market in Q3 2025, narrowly edging out Tesla's 13.4% as total NEV sales surged 31% year-over-year to 5.39 million units.
Rivian cut its production guidance and earnings expectations for 2025, citing a challenging market after the elimination of federal EV incentives.