EV Co – Weekly Recap

EV Co operates within the broader electric vehicle ecosystem and, over the past week, focused on highlighting major strategic and competitive shifts across the global EV and autonomy landscape rather than disclosing its own operational metrics. The company’s updates collectively provide investors with a contextual view of how leading automakers and technology players are repositioning for growth, profitability, and technological leadership.

A key theme was intensifying competition and rapid scaling among Chinese EV manufacturers. EV Co underscored Xiaomi’s plans to launch an updated SU7 sedan with higher pricing, dual sourcing of batteries from CATL and BYD, and performance specifications aimed at closing the gap with Tesla’s Model 3. Separately, Xiaomi’s 2026 delivery target of 550,000 vehicles, following more than 410,000 deliveries in 2025 and an early move into profitability, signals growing scale advantages and mounting pressure on incumbents in China’s mid- to mass-market segments. EV Co also highlighted Nio’s intention to enter Australia and New Zealand via its Firefly sub-brand in 2026, reflecting a measured but deliberate push by Chinese manufacturers into right-hand-drive and mature EV markets as trade barriers rise elsewhere.

EV Co’s coverage of U.S. and European players emphasized both opportunity and risk in the next phase of electrification and autonomy. Lucid Motors’ rebound in 2025 production and deliveries, along with its planned 2026 launch of a $50,000 mid-size EV, points to improving operational stability but also heightened competitive exposure in lower-priced segments. Ford’s strategic shift toward a flexible powertrain mix—balancing hybrids, extended-range EVs, and full EVs—combined with its 2027–2028 roadmap for a Level 3 autonomous electric pickup, illustrates how legacy automakers are hedging demand uncertainty while investing in software-defined vehicles and higher-margin, subscription-based features.

On the technology frontier, EV Co highlighted the unveiling of a Lucid–Uber–Nuro robotaxi based on the Gravity SUV, equipped with Nuro’s Level 4 autonomous stack and Nvidia’s DRIVE AGX Thor platform. Early testing in the San Francisco Bay Area and planned commercial deployment on Uber’s network underscore accelerating efforts to commercialize autonomous ride-hailing and the growing importance of advanced EV architectures, sensor suites, and AI computing.

Finally, EV Co pointed to BYD’s overtaking of Tesla in global BEV sales in 2025 as a marker of a maturing, more fragmented market in which scale, cost structure, and regional reach are becoming decisive. Taken together, the week’s updates portray an EV sector characterized by rapid product iteration, global market diversification, rising autonomous capabilities, and intensifying competition, all of which will shape EV Co’s operating environment and capital needs going forward. Overall, it was an informative week that sharpened the industry outlook rather than revealing company-specific changes at EV Co itself.