Where the math is defensible.
Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.
BYD enters Europe 2026: the anti-subsidy stack, Hungary as bridgehead, and the EU OEM compression
BYD shipped 4.27 million vehicles in 2024 and overtook Tesla on quarterly battery electric volume. The EU answered with definitive countervailing duties on October 30, 2024 and a Szeged factory now anchors the China to EU automotive bridge. We map the trade arithmetic and the OEM consequences.
BYD reported 4.27 million NEV sales in 2024 (BYD HKEX 2024 annual report), of which roughly 1.76 million were battery electric, surpassing Tesla on Q4 2024 BEV volume. European registrations of Chinese branded BEVs reached about 290,000 units in 2024 (ACEA, T and E), with BYD at roughly 57,000 against Geely-Volvo at 87,000. The European C...
The electric vehicle recalibration of 2024 to 2026: how the S curve flattened in the West, why China kept going, and where margins, batteries, and policy reset
Global plug in sales hit 17.1 million in 2024 and 22 percent share, but US growth stalled at 1.3 million, Europe contracted, and OEMs from Ford to Volvo wrote down EV programs even as China cleared 11 million units and BYD shipped 4.27 million vehicles.
Electric vehicle adoption did not collapse, it bifurcated. The IEA reports 17.1 million plug in sales in 2024, 22 percent of new car sales globally, with China alone at 11.3 million units and roughly 47 percent domestic share. Europe contracted to about 3.0 million plug ins as ACEA registrations fell, and the United States crawled to 1.3 ...