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Investing.com -- Peter Navarro, director of the Office of Trade and Manufacturing Policy under the Trump administration, criticized Ford Motor Company’s reported discussions with Chinese electric vehicle maker BYD regarding battery supplies.

In a post on X on Thursday, Navarro questioned Ford’s strategy, writing: "So @ford wants to simultaneously prop up a Chinese competitor’s supply chain and make it more vulnerable to that same supply chain extortion? What could go wrong here?"

Navarro’s comments came in response to a Wall Street Journal report published Thursday that Ford and BYD are in talks for a hybrid vehicle battery deal.

The trade official expressed concerns about potential supply chain vulnerabilities, referencing past issues with rare earth materials. "Did @ford forget the rare earth extortion already? BYD is the latest predatory pricing kid on the block," Navarro stated.

He further warned about broader implications for the electric vehicle market, adding that BYD’s "Aim is to control global EV production--@tesla will be a footnote if this keeps up."

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com -- Ford Motor is in discussions with Chinese auto giant BYD about a potential partnership where Ford would purchase batteries for some of its hybrid vehicle models, according to a report from the Wall Street Journal, citing people familiar with the matter.

The companies are still working through the details of how such an arrangement might function. One possibility being explored involves Ford importing BYD batteries to its manufacturing facilities located outside the United States, some of these sources said.

The discussions are ongoing, and there is no guarantee that a deal will be finalized, these people cautioned.

If completed, this partnership would connect Ford with China’s largest automaker, a company that has caused concern throughout much of the American automotive industry due to its capability to produce affordable vehicles equipped with advanced technology.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com -- Tesla Inc. is having difficulty selling about one-third of the initial vehicles it imported to India last year, as many early reservation holders have canceled their orders, according to a Bloomberg report Wednesday.

Around 100 vehicles remain unsold four months after Tesla shipped approximately 300 Model Y sport utility vehicles to India. To help move this inventory, the company is currently offering discounts of up to 200,000 rupees ($2,217) on certain Model Y variants.

This slow start in India comes as Tesla faces declining global demand. The company’s worldwide sales dropped in 2025 for the second straight year, allowing Chinese competitor BYD Co. to once again overtake it as the world’s top-selling electric vehicle manufacturer.

Tesla entered the Indian market in July, hoping its brand recognition would drive sales despite local import taxes reaching 110% for foreign-made cars. The Model Y is currently Tesla’s only offering in India, with prices starting at nearly $70,000, placing it in competition with established luxury automakers in the country.

While Tesla received approximately 600 bookings for the Model Y in India as reported by Bloomberg in September, a large portion of these reservations have not yet been converted to actual deliveries. The company imported as many as 500 cars to India in 2025, with the first shipments arriving from Shanghai in early September.

Investing.com -- Chinese automakers could gain their first real foothold in the United States if President Donald Trump follows through on comments suggesting openness to allowing them to build factories domestically, according to Wolfe Research.

Wolfe analyst Emmanuel Rosner told investors in a note that Trump “indicated he is not against Chinese automotive manufacturers opening plants in the US if they employ Americans,” during a visit to Detroit and a speech to the Detroit Economic Club. 

Rosner noted this “wouldn’t be completely unprecedented,” pointing to Geely’s South Carolina facility building Volvo-branded vehicles.

While Trump offered no additional detail, Wolfe Research said similar remarks by Ontario Premier Doug Ford also “suggest openness to Chinese OEMs expanding their footprint to North America.” 

“It is too early to tell if Trump will follow through with letting Chinese OEMs produce in the US, but if he does, we would view it as a significant negative for the US auto industry,” wrote the analyst.

For now, the United States remains “the main large autos market shielded from Chinese competition,” thanks to high import tariffs and the absence of local Chinese manufacturing, Wolfe said. 

By contrast, Western automakers have already “lost considerable share in China,” and Europe is seeing the same trend.

Wolfe Research highlighted Europe as the “preview” of what could happen. Chinese manufacturers have grown from “2.7% mkt share in 2023 to >5.5% in 2025,” helped by major cost advantages. 

The firm estimated BYD’s China operating cost per vehicle at roughly $21,000, rising to about $32,000 after tariffs and logistics, still below the “$33–$35k” for many European automakers.

Chinese carmakers also plan to add around 1 million units of localized capacity in Europe, Wolfe said.

Investing.com-- Shares of Chinese electric vehicle makers rose sharply on Tuesday after the European Commission outlined conditions under which Chinese automakers could avoid import tariffs in the bloc. 

BYD (HK:1211), which has heavily invested in its European sales in the past year, rose 3.1% in Hong Kong trade. Li Auto Inc (HK:2015) added 1.1%, NIO Inc (HK:9866) rose 1.4%, while Xpeng Inc (HK:9868) added 3.1%.

Other automakers, including Zhejiang Leapmotor Technology Co Ltd (HK:9863), Geely Automobile Holdings Ltd (HK:0175), and Chery Automobile Co Ltd (HK:9973) rose between 1% and 3%, helping underpin a 1% rise in the Hang Seng index. SAIC Motor Corp Ltd (SS:600104) rose 1% in mainland trade. 

The European Commission on Monday set out conditions where China-based EV makers could avoid import tariffs by agreeing to sell at minimum prices in the region. The Commission also said it would account for Chinese EV investments in the bloc. 

Europe had followed the U.S. in introducing trade tariffs on Chinese-made EVs in 2024, although Brussels’ duties were relatively lower than Washington, at up to 35%. This helped Chinese automakers to gain some market share in the region, with BYD recently overtaking rival Tesla Inc (NASDAQ:TSLA) in terms of European market share. 

Brussels has sought to protect local automakers from heightened Chinese competition, with EV makers such as BYD and SAIC seen selling cheaper vehicles despite higher import tariffs. 

Monday’s move comes as Chinese EV makers seek foreign expansion to offset an increasingly competitive local market. Local manufacturers have been engaged in a bitter, prolonged price war to carve out a greater share in the world’s biggest EV market.

BYD has outlined Europe as a major potential market, and has also planned to build automaking plants in the region. 

Chinese EV demand was seen slowing through 2025 as economic growth cooled, while Beijing also withdrew some subsidies to help cool the EV market.