Analysis & InsightsEli Lemberg·September 29, 2026Geely Holding Agrees to Take 30% of NIO’s Battery-Swap Network
Analysis & InsightsEli Lemberg·September 21, 2026China’s 50 Best-Selling Models Through August 2026: Ten Small Cars Hold Two-Thirds of Their Class
Analysis & InsightsEli Lemberg·September 15, 2026China’s August NEV Count Arrived Twice. The Second Version Was 64,000 Units Smaller.
Analysis & InsightsEli Lemberg·September 15, 2026Ford Says a License Is Not a Joint Venture. If It Is, the Exposure Is Everyone’s.
Analysis & InsightsEli Lemberg·August 29, 2026Canada’s 100% Tariff on Chinese EVs Collected $2 Million. Its 6.1% Replacement Is Forecast to Collect Over $100 Million.
Analysis & InsightsEli Lemberg·August 28, 2026China Wrote a Door Handle Rule in January. In August the Industry Recalled 4.27 Million Cars to Meet It.
Analysis & InsightsEli Lemberg·August 24, 2026Geely Raised Its Export Target 44%. The Number That Matters Is Two European Plants.
Analysis & InsightsEli Lemberg·August 10, 2026GM Signed 20 More Years in China to Build Buicks for Everywhere Except America
Analysis & InsightsEli Lemberg·June 22, 2026Xiaomi’s YU7 GT Lapped the Nürburgring With No Driver. It Was Three Minutes Slower Than a Human.
Analysis & InsightsEli Lemberg·June 22, 2026BMW Will Stop Building All of Its China EVs in July, Betting Everything on the Neue Klasse Reset
Analysis & InsightsEli Lemberg·June 20, 2026Two of Every Three Cars Sold in China Are Now Electric. The Gasoline Lines Are Going Quiet.
Analysis & InsightsEli Lemberg·May 8, 2026A Chinese EV Truck Just Beat Tesla Semi to the Loading Dock
Analysis & InsightsEli Lemberg·May 4, 2026Geely’s EVA Cab Is a Purpose-Built Robotaxi. XPeng’s GX Is a Passenger SUV With L4 Hardware. Both Claim First.
Analysis & InsightsEli Lemberg·April 13, 2026Audi Is Paying Huawei to Run Its Cars in China. That’s a Milestone.
Analysis & InsightsEli Lemberg·April 12, 2026100,000 Jailbroken Teslas Reveal the FSD Market Nobody Talks About
Analysis & InsightsEli Lemberg·April 12, 2026BYD Launched a Porsche Fighter and a Labor Scandal in Europe on the Same Day
Analysis & InsightsEli Lemberg·April 3, 2026China’s Auto Export Race Has Already Split Into Winners and Losers
Analysis & InsightsEli Lemberg·March 30, 2026The World’s Biggest Battery Maker Says America Can’t Build EVs Without Him. He Might Be Right.
Analysis & InsightsEli Lemberg·March 27, 202621 Million Chargers vs. 200,000: The Infrastructure Gap That Explains Everything About the Global EV Race
Analysis & InsightsEli Lemberg·March 27, 2026A Phone Company Just Sold 15,000 Cars in 34 Minutes. The Competition Should Be Terrified.
Analysis & InsightsGCBC Team·March 6, 2026Three Chinese Automakers Break Into Global Top 10 for 2025—and Nissan Pays the Price
Analysis & InsightsGCBC Team·March 6, 2026China’s Auto Market Hits 20-Year Low in February: The Perfect Storm of Holidays and Hangover
Analysis & InsightsGCBC Team·March 6, 2026The Battery That Closes Every Gap: BYD’s Blade 2.0 Resets the EV Race
