EVWorld Exclusive

Inside China's EV Expansion Across Mexico

07 Aug 2026 | Chinese electric vehicle manufacturers are rapidly building out their presence in Mexico, shifting from pure export strategies to direct industrial investment. Major auto-parts suppliers have built a deep tier-one manufacturing foundation in northern industrial corridors. Simultaneously, automotive giants like BYD, Chery, and Geely are competing to secure full vehicle assembly capacity. While trade regulations present market hurdles into the United States, local Mexican vehicle assembly continues to accelerate.

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Why Chery's $75M KGM Stake Won't Be a Backdoor into the U.S. Market

07 Aug 2026 | Chery's $75M stake in KG Mobility raises speculation about U.S. market entry. While South Korea’s KORUS FTA offers tariff advantages, U.S. rules banning Chinese-origin connected car software block access. KGM relies on Chery's T2X platform and software stack, making substitution with Korean systems impractical. The partnership is aimed at Europe, Latin America, and Australia, not the U.S.

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From Highway to Deep Water: How EV Battery Tech Is Powering Europe's Next-Gen Submarines

04 Aug 2026 | Saft, a TotalEnergies subsidiary, will supply lithium‑ion batteries for Naval Group's new submarines, replacing bulky lead‑acid units. The upgrade boosts energy density, reliability, and silent operation, marking a leap from EV tech into European defense. It signals both technological maturity and strategic sovereignty, with potential to reshape naval power

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BYD's "One Car Per Minute" Factory: What It Really Means - and Why It Matters

03 Aug 2026 | BYD's highly automated EV factories achieve a one‑car‑per‑minute cadence by running hundreds of synchronized workstations in parallel. Each vehicle moves through battery installation, interior assembly, painting, and quality checks as part of a continuous flow. The speed reflects production throughput, not the time to build a single car. Vertical integration, robotics, and EV‑optimized design give BYD a major manufacturing advantage that challenges Western automakers.

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Brazil's Renewable Paradox: Abundance, Autonomy, and the Politics of Liquid Fuels

31 Jul 2026 | Brazil's grid is over 85 percent renewable, yet its transport sector remains dominated by ethanol, biodiesel, and petroleum. Sugarcane functions as the Midwest corn of Brazilian politics, shaping national fuel policy and slowing electrification. Chinese EVs are rising, but biofuels and oil exports still anchor Brazil's energy economy and keep per‑capita emissions far below U.S. levels.

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