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In November 2025, UK battery electric vehicle (EV) registrations rose 3.6% year-on-year to 39,965, marking the weakest growth in nearly two years amid a 1.6% overall new car market decline. The government announced a £1.3bn extension of EV purchase grants and £200m for charging infrastructure, while planning a 3p-per-mile EV tax from 2028 to offset lost fuel duty revenue, sparking industry concerns about demand sustainability.
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China will require export licenses for electric vehicles starting January 1, aiming to regulate the sector amid record domestic sales and global trade tensions. The move seeks to address oversupply and price wars among EV makers, with China remaining the world's largest EV exporter and domestic market leader BYD facing criticism for aggressive pricing strategies.
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Toyota reported strong August sales in China, aiming for its first annual growth in four years, driven by locally produced new-energy vehicles and hybrids. Meanwhile, China will require export licenses for EVs from next year to curb low-quality exports and promote technological competition.
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Chinese electric vehicle manufacturers are increasing their international investments and exports, with companies like BYD and Xpeng opening new facilities and targeting Europe, Asia-Pacific, and the Americas. Domestic sales slow, but exports surge, supported by government policies and regional cooperation.
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China continues to lead in renewable energy exports, with record solar panel shipments and surging electric vehicle sales. Falling prices and rising demand in emerging markets are fueling this growth, while competitors struggle to keep pace. The global energy transition increasingly depends on Chinese technology.
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Major US automakers, including GM and Rivian, are adjusting their electric vehicle strategies following policy shifts and declining demand. GM announced a $1.6 billion charge due to lower EV sales, while Rivian forecasts fewer deliveries this year. Industry slowdown is linked to policy changes and market conditions.
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As of late October 2025, General Motors announced a $1.6 billion charge linked to scaling back its electric vehicle (EV) production due to slower-than-expected demand following the expiration of U.S. federal EV tax credits. While global EV sales hit a record 2.1 million in September, driven by China, Europe, and the U.S., GM and other Western automakers face challenges competing with China's aggressive, subsidized EV market and shifting U.S. policies.
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Recent developments highlight a slowdown in US EV sales and industry shifts. GM adjusts plans due to policy changes, Tesla's new models face criticism, and Chinese automakers expand globally. The industry is navigating policy impacts, market competition, and profitability challenges as EV adoption evolves.
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A recent analysis shows rapid growth in EV charging stations across the US, yet range anxiety persists among consumers. Meanwhile, a new study confirms EVs' environmental benefits over time, despite manufacturing emissions. Public concern about AI's energy use also highlights broader environmental anxieties.
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Multiple lawsuits allege Tesla's vehicle design flaws contributed to occupant deaths in crashes, citing fire risks and door lock failures. The cases focus on Model S and Cybertruck incidents in Wisconsin and California, raising safety concerns and prompting investigations into Tesla's safety practices.