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Mobility

Chinese EVs enter U.S. roads via Waymo and Canada-Mexico routes

Chinese-made cars could enter the U.S. market faster than expected, driven by inflows via Mexico and Canada, Waymo’s adoption of China-built vehicles and price competitiveness. Waymo is importing Zeekr Ohai minivans made in China and fitting autonomous systems in Arizona despite 127.5 percent tariffs. Canada has begun importing up to 50,000 Chinese EVs a year under a new agreement. Executives and analysts cite persistent price gaps as a key factor.

Industry

Tesla to cut output again at Shanghai factory in January 2027 amid weak China sales

Tesla plans to reduce vehicle production at its Shanghai plant for nearly a month in January 2027, extending output cuts that began this month into early next year, electric vehicle outlet CleanTechnica reported on Aug. 14. The reason is not yet clear, though the market is focusing on slower sales in China. Tesla’s China sales fell 9 percent in the first half from a year earlier.

Industry

Xiaomi EV 2026 delivery target of 550,000 faces red flag

Xiaomi\'s goal of delivering 550,000 electric vehicles in 2026 looks difficult to achieve at the current sales pace, Cleantechnica reported on Aug. 12. Cumulative deliveries through July 2026 totalled 216,322 vehicles, less than half the annual target, with only five months remaining in the year. Xiaomi delivered 31,267 vehicles in July. The outlet said Xiaomi\'s growth has been unusual, but it needs a faster pickup in the second half.