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Global EV sales surge 18% y-o-y – but speed bumps lie ahead

BYD-sealion-7-Europe

London-based Rho Motion just dropped the latest numbers on global EV sales for January 2025, and here’s the headline: 1.3 million electric vehicles were sold worldwide. That’s down by more than a third from December’s record-breaking numbers, but don’t let that fool you – January 2025 still saw an 18% jump compared to the same month last year.

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I went back to China to tour more e-bike factories and visit companies. Here’s what I saw

Last month I was fortunate enough to take a trip to China and visit seven different micromobility companies, each of which invited me to tour their factory, test out their new products, or attend their major events. The trip is something of a sequel to the first Chinese factory tour trip I took last year (with the documentary of that trip racking up millions of views on YouTube).

In the coming weeks, I’ll be sharing detailed articles and videos about each of the following visits. But in the meantime, consider this as a preview of what’s to come.

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I bought a container full of Chinese electric excavators. Here’s what showed up

This isn’t exactly my first time dropping a container full of Chinese electric vehicles in the yard and cracking it open with childlike glee. But it is likely one of the most unique experiences I’ve had so far doing this, revealing inside a fleet of battery-powered Chinese electric mini-excavators and assorted accessories.

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Xiaomi delivered a staggering 135k EVs in 2024 and looks to more than double that in 2025

Xiaomi 2025

Infantile EV automaker Xiaomi Automotive has capped off 2025 with delivery numbers that cannot be ignored. The company has delivered an impressive 135,000 units of its flagship SU7 EV… after launching it in late March 2024. Looking ahead to 2025, Xiaomi looks to more than double that EV output with the help of a second model and an additional phase of its production footprint.

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Internal letter from XPeng CEO details 2025 goals, warns of an impending EV ‘price war’

XPeng 2025

As we bid adieu to 2024, XPeng founder and CEO He Xiaopeng is setting the stage for a big 2025. The EV executive posted an internal letter to XPeng staff outlining the company’s key goals for the upcoming year, imploring all to prepare for fiercer competition in the EV segment and even predicted a price war on the immediate horizon.

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BYD’s largest production plant has already built 1 million EVs in 2024 as annual sales soar

BYD EV production

Chinese EV automaker Build Your Dreams (BYD) continues demonstrating why it should be a name on your radar. The veteran company announced a significant milestone this month, sharing that its largest EV production facility in China has produced one million BYD vehicles this year for the first time ever. This stat is from one plant, not BYD’s global annual production tally. BYD is coming.

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CATL chairman is open to a US battery plant as long as Trump lets China join its EV supply chain

CATL US

CATL, the world’s largest battery manufacturer, is considering building a localized plant on US soil, but there’s a big “if.” The company’s chairman said he is open to erecting a US battery facility if President-elect Donald Trump paves the way, despite escalating a trade war with China during his first term.

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