
Porsche starts Cayenne EV series production in Slovakia as Norway’s new-car market collapses after VAT change
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European EV Demand Outpaces Expectations as BMW and Mercedes Scale Production
New order surges for BMW’s iX3 and Mercedes’ all-electric GLC have forced both manufacturers to expand manufacturing shifts and push production timelines forward. European sales data show battery-electric vehicles overtook petrol in December 2025 and posted double-digit growth year-over-year, signaling accelerating market momentum.

Volkswagen Group China Starts Series Production of Local Zonal Electronic Architecture
Volkswagen Group China has begun mass production of its locally developed zonal electronic architecture for software-defined vehicles, debuting on the VW ID. UNYX 07 at the Anhui plant. The design’s hardware simplification and local development could both lower unit costs for domestic and export models and accelerate supplier and logistics demands, creating opportunities and new operational risks.

Tesla’s China deliveries collapse 45% in January as Shanghai exports spike
Tesla’s deliveries in China fell sharply in January 2026, with local deliveries down 45% year-over-year and meeting levels not seen since late 2022. At the same time, Shanghai plant exports surged, suggesting the company is redirecting output abroad to offset faltering domestic demand.

U.S. Policies Shift EV Supply Chains Toward More North American Content
Labeling for 2026 models shows battery-electric vehicles led the biggest increases in U.S. and Canadian parts content, driven primarily by production subsidies and trade measures that change sourcing incentives. But rising North American content competes with broader global shifts — Chinese upstream scale and new overseas assembly hubs, plus recent import accords — that will test whether policy-induced reshoring becomes durable.
Australia January 2026: EV share steadies as BYD consolidates market lead
Electrified vehicles accounted for about 16% of Australia’s new-car sales in January 2026, led by a cluster of value-oriented Chinese models with BYD placing multiple entries among top sellers. The month’s pattern—strong BEV and PHEV growth, cooling Tesla volumes and rapid uptake of lower-priced models—echoes broader global moves as Chinese exporters scale output and incumbents scramble to respond.
Stellantis warns Peugeot model launches will be delayed after battery-factory setbacks
Stellantis says issues at a recently commissioned battery plant will push back the introduction schedule for some Peugeot models. The disruption highlights fragility in electric-vehicle supply chains and forces the automaker to reshuffle production plans and dealer deliveries in the near term.
Latin America EV Market Reaches New High as Q4 2025 Sales Top 110,000
Electric-vehicle registrations in Latin America surged in Q4 2025 to more than 110,000 units, taking full-year electrified vehicle sales above 350,000 and lifting regional EV share to about 5.6% for 2025. The late‑year spike was driven by competitively priced Chinese BEVs and a portfolio approach to market entry — but after‑sales capacity, charger interoperability and inventory timing will determine whether that momentum becomes sustained growth.

Volkswagen to Boost China Exports as EV Price War Squeezes Automakers
Under mounting price pressure in China’s EV market, Volkswagen is reallocating a larger share of production from its Chinese plants for export to overseas markets to protect volumes and plant utilisation. The shift leverages China’s cost and supply advantages but transfers margin, logistics and policy risks to global markets and underscores a broader structural challenge facing Western automakers.