A Diverging Path: BYD’s Strategic Gains Contrast with Tesla’s Setbacks

The electric vehicle (EV) landscape is showing signs of a pronounced split as 2026 begins. Chinese automaker BYD is charting a course distinctly different from its Western rivals, leveraging its robust position to implement price increases and accelerate its European expansion. This stands in stark contrast to competitors grappling with discounting pressures, supply chain issues, and softening demand.

BYD’s confidence is underpinned by remarkable progress in key overseas markets. Recent industry data reveals that Chinese brands, spearheaded by BYD, captured a record 12.8% share of the European EV market in November 2025. This growth is particularly significant as it has been achieved despite EU tariffs imposed in 2024, which BYD has absorbed while Read more...