EVWorld Exclusive

The EV Slowdown Is American - And It's a Strategic Unforced Error

14 Mar 2026 | Global EV sales are surging while the U.S. alone is slowing, undermining its industrial and energy security as China and Europe race ahead in batteries, software, and EV manufacturing. A wave of used EVs and oil at $100–$120 per barrel only sharpens the stakes. Automakers aren't abandoning electrification; they’re abandoning U.S. policy uncertainty - and America risks ceding the future of mobility.

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Why Chery's Strategy Matters to the EV World

13 Mar 2026 | Chery CEO Yin Tongyue rejects EV price wars, opting to compete through tech, quality, and management. While rivals slash prices, Chery raises EXEED ET5 pricing to protect R&D. Backed by a 32B yuan 2026 R&D budget and deep investment in AI, batteries, chips, and smart driving systems, Chery signals a shift toward value-based competition. Its strategy reflects a maturing EV market where innovation - not discounts - defines leadership.

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Why Grid-Enhancing Technologies Matter More Than Ever

12 Mar 2026 | Buffering batteries placed near transmission bottlenecks aren't normally labeled as Grid‑Enhancing Technologies (GETs), which traditionally include dynamic line ratings, advanced conductors, and power‑flow controllers. Those tools raise a line's instantaneous capacity. Batteries don't - but by storing excess energy and releasing it later, they increase a line's usable throughput, making the GET definition too narrow.

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Comma 4: The Aftermarket Autonomy Kit That's Suddenly Everywhere

09 Mar 2026 | Comma 4 is an aftermarket Level 2 driver‑assistance system from comma.ai that adds advanced lane‑centering and adaptive cruise to more than 300 vehicles. It offers smoother highway performance than many OEM systems but is not self‑driving and requires full driver supervision. Costing about $1,200–$1,500 installed, it gives older EVs and hybrids a modern ADAS upgrade without subscriptions.

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VinFast Enters the Ultra-Luxury EV Arena With the Lac Hong Line

06 Mar 2026 | VinFast is entering the ultra‑luxury EV market with its new Lac Hong brand, launching the 800S SUV and 900S sedan. Both use a 460 kW tri‑motor system and target buyers of Rolls‑Royce, Maybach, and Lucid. The shift reflects VinFast's move away from mass‑market struggles toward higher‑margin luxury segments, blending Vietnamese design identity with global EV performance benchmarks.

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