# ![@dunne_insights Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::614177951.png) @dunne_insights Michael Dunne

Michael Dunne posts on X about china, byd, geely, ford the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::614177951/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::614177951/c:line/m:interactions.svg)

- [--] Week [-------] -49%
- [--] Month [-------] -55%
- [--] Months [---------] +159%
- [--] Year [---------] +71%

### Mentions: [--] [#](/creator/twitter::614177951/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::614177951/c:line/m:posts_active.svg)

- [--] Week [--] -18%
- [--] Month [---] -30%
- [--] Months [---] +120%
- [--] Year [---] +31%

### Followers: [------] [#](/creator/twitter::614177951/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::614177951/c:line/m:followers.svg)

- [--] Week [------] +0.04%
- [--] Month [------] +0.87%
- [--] Months [------] +16%
- [--] Year [------] +45%

### CreatorRank: [-------] [#](/creator/twitter::614177951/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::614177951/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[automotive brands](/list/automotive-brands)  40.29% [countries](/list/countries)  35.97% [stocks](/list/stocks)  11.51% [finance](/list/finance)  9.35% [technology brands](/list/technology-brands)  8.63% [travel destinations](/list/travel-destinations)  4.32% [formula 1](/list/formula-1)  2.88% [luxury brands](/list/luxury-brands)  1.44% [celebrities](/list/celebrities)  1.44% [events](/list/events)  1.44%

**Social topic influence**
[china](/topic/china) 25.18%, [byd](/topic/byd) #202, [geely](/topic/geely) #101, [ford](/topic/ford) #707, [in the](/topic/in-the) 6.47%, [xiaomi](/topic/xiaomi) 5.04%, [tesla](/topic/tesla) 4.32%, [products](/topic/products) 4.32%, [canada](/topic/canada) 3.6%, [tariffs](/topic/tariffs) 2.88%

**Top accounts mentioned or mentioned by**
[@ft](/creator/undefined) [@evcurvefuturist](/creator/undefined) [@reillybrennan](/creator/undefined) [@matko_romic](/creator/undefined) [@tphuang](/creator/undefined) [@kyleichan](/creator/undefined) [@nikkeiasia](/creator/undefined) [@kmartyn5](/creator/undefined) [@geelykevin](/creator/undefined) [@avishardutta](/creator/undefined) [@wassim_rat](/creator/undefined) [@blue_domain](/creator/undefined) [@dgingrasmorris](/creator/undefined) [@coreybcantor](/creator/undefined) [@poulsenteit](/creator/undefined) [@martinez_a_28](/creator/undefined) [@ford](/creator/undefined) [@jimfarley98](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@deteconomicclub](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [XPENG INC. (XPEV)](/topic/xpeng) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Toyota Motor Corporation (TM)](/topic/$tm) [Li Auto Inc. (LI)](/topic/li-auto) [Frontline Ltd. (FRO)](/topic/$fro)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Win place & show in Europe. And no show. BYD Chery Leapmotor Great Wall That's not stopping Great Wall to invest in a plant with capacity to build [------] gasoline and hybrids cars. https://www.reuters.com/business/retail-consumer/chinas-great-wall-motor-restarts-its-european-grand-tour-with-hybrids-gas-2026-02-13/ https://www.reuters.com/business/retail-consumer/chinas-great-wall-motor-restarts-its-european-grand-tour-with-hybrids-gas-2026-02-13/"  
[X Link](https://x.com/dunne_insights/status/2022330257462948050)  2026-02-13T15:21Z 15.3K followers, [----] engagements


"Whos No1 GM Toyota Ford Hyundai Honda Top [--] brands take 60% of market"  
[X Link](https://x.com/dunne_insights/status/2022394551210774656)  2026-02-13T19:36Z 15.3K followers, [----] engagements


"On paper looks like an attractive option. In reality Im not convinced. Much depends on what happens in the weeks and months after the final contracts are signed. Will the Chinese share technology Will the Americans be hungry and intentional enough to acquire the know how As the Chinese say joint ventures are like sleeping in the same bed dreaming different dreams. He wants this she wants that. Do we see Toyota doing such a JV inside Japan Hyundai inside Korea SCOOP: @Ford CEO @jimfarley98 spoke with senior Trump administration officials about Chinese automakers building cars in the US with"  
[X Link](https://x.com/dunne_insights/status/2022672729330348337)  2026-02-14T14:02Z 15.3K followers, [----] engagements


"The stunning collapse of Chevrolet in China Chevy Sales in China 2018: [---] K [----] [---] K [----] [--] K [----] 16K (e) [----] The End (f) Market forces Managed blunders Controlled outcomes"  
[X Link](https://x.com/dunne_insights/status/1992448529982517735)  2025-11-23T04:22Z 15.3K followers, 64.1K engagements


"Toyota defies gravity in China. Only global auto maker to hold its ground in treacherous China market since 2020.* Toyota Sales In China [----] 1.82m (f) 2024: 1.78m 2023: 1.71m 2022: 1.86m 2021: 1.94m 2020: 1.8m * Only foreign brand other than Tesla. which started Shanghai Gigafactory production in 2020"  
[X Link](https://x.com/dunne_insights/status/1994710996821184808)  2025-11-29T10:12Z 15.3K followers, 141.3K engagements


"Ford issued an official denial. But realistically it would be hard to imagine a world in which Ford or GM are not having such talks right now. Ford held talks with Chinas Xiaomi over EV partnership https://www.ft.com/content/678a173f-0387-46a0-a1c2-b28c4f8a64d4 https://www.ft.com/content/678a173f-0387-46a0-a1c2-b28c4f8a64d4"  
[X Link](https://x.com/dunne_insights/status/2017840783597117650)  2026-02-01T06:01Z 15.3K followers, [----] engagements


"Yao who trained at Harvard and taught at Princeton is famous for his pioneering work in the fields of quantum computing and cryptography. He is the sole Chinese winner of the Turing Award sometimes called the Nobel Prize of computer science. Chinas genius plan to win the AI race is already paying off via @ft https://www.ft.com/content/68f60392-88bf-419c-96c7-c3d580ec9d97 https://www.ft.com/content/68f60392-88bf-419c-96c7-c3d580ec9d97"  
[X Link](https://x.com/dunne_insights/status/2017844273916354724)  2026-02-01T06:15Z 15.3K followers, [----] engagements


"@tphuang Thnak you for this important update. Other Chinese makers tell me that are starting to get to BYD"  
[X Link](https://x.com/dunne_insights/status/2017967753488195623)  2026-02-01T14:26Z 15.3K followers, [----] engagements


"Wow. BYD coming back to earth. If these numbers prove accurate it's suddenly much tougher times in Shenzhen. And half of sales are overseas which means vulnerable to protectionism. BYD's January sales was only [------] including [------] in overseas mkt & [----] commercail vehicles. It also had [------] GWh battery sales. This is down 30% YoY. I will have to wait for registration # to come out. It isn't clear if this is due to just de-stocking or really poor https://t.co/cdf7G7zXgE BYD's January sales was only [------] including [------] in overseas mkt & [----] commercail vehicles. It also had [------] GWh"  
[X Link](https://x.com/dunne_insights/status/2017968384038801773)  2026-02-01T14:28Z 15.3K followers, 169.9K engagements


"Heres a crucial China car exports development to watch. In most developing country markets like Thailand or Columbia or S Africa the resale value of a car has forever been a huge purchase consideration. But in the past [--] years consumers in these types of markets have bought millions of Chinese cars with zero resale data history. They were flying blind. No one knows the resale value of these cars. But we will start to know this year. Look for a reckoning"  
[X Link](https://x.com/dunne_insights/status/2018980388316839977)  2026-02-04T09:30Z 15.3K followers, [----] engagements


"100%. Cars are now in the cross hairs. When China targets an industry it competes collectively at scale and on timelines most competitors struggle to match. Profit maximization at the individual firm level is often secondary to long-term sector positioning. @BarrettYouTube Great post and largely right with one important elaboration. When China targets an industry it competes collectively at scale and on timelines most competitors struggle to match. Profit maximization at the individual firm level is often secondary to long-term sector @BarrettYouTube Great post and largely right with one"  
[X Link](https://x.com/dunne_insights/status/2019061347007246348)  2026-02-04T14:51Z 15.3K followers, 11K engagements


"@kyleichan Makes one wonder a little bit what Geely gets from the deal"  
[X Link](https://x.com/dunne_insights/status/2019435621941670245)  2026-02-05T15:39Z 15.3K followers, [----] engagements


"Made in China sold in Mexico driven in San Diego. Its a thing"  
[X Link](https://x.com/dunne_insights/status/2019439595361038708)  2026-02-05T15:54Z 15.3K followers, [----] engagements


"Assembled in Austria specifically to avoid import tariffs on Chinese vehicles. Clever workaround or tax evasion Waymo getting some heat from a US senator over using Zeekr EVs from Geely. But as Waymos safety chief points out Waymo brings in unconnected Zeekr EVs and installs their own AV system in the US. Partnering with a Chinese EV maker makes Waymo more competitive globally. Waymo getting some heat from a US senator over using Zeekr EVs from Geely. But as Waymos safety chief points out Waymo brings in unconnected Zeekr EVs and installs their own AV system in the US. Partnering with a"  
[X Link](https://x.com/dunne_insights/status/2019443819821904308)  2026-02-05T16:11Z 15.3K followers, [----] engagements


"@jojjeols Sold"  
[X Link](https://x.com/dunne_insights/status/2021828410667151798)  2026-02-12T06:07Z 15.3K followers, [---] engagements


"@EVCurveFuturist Thank you. I actually wrote ww iii (3) to indicate some potential future scenario where we see a meltdown in pricing"  
[X Link](https://x.com/dunne_insights/status/2021929499563372612)  2026-02-12T12:48Z 15.3K followers, [--] engagements


"@DrBrianReid Not a good plan"  
[X Link](https://x.com/dunne_insights/status/2022040693389381982)  2026-02-12T20:10Z 15.3K followers, [---] engagements


"Ford must know where this partnership will end. Exclusive: Ford and Geely in talks for manufacturing technology partnership sources say https://www.reuters.com/business/autos-transportation/ford-geely-talks-manufacturing-technology-partnership-sources-say-2026-02-04/ https://www.reuters.com/business/autos-transportation/ford-geely-talks-manufacturing-technology-partnership-sources-say-2026-02-04/"  
[X Link](https://x.com/dunne_insights/status/2019028695441461734)  2026-02-04T12:42Z 15.3K followers, [----] engagements


"With price wars still raging at home profits remain razor thin to nil. Investor sentiment is extremely negative. The deeper worry is that well see large-scale earnings downgrades this year raising doubts about the EV makers long-term ability to generate profits in Chinas domestic market. BYDs $60 Billion Wipeout Points to Deeper Turmoil for China EVs https://finance.yahoo.com/news/byd-60-billion-wipeout-points-045921915.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/byd-60-billion-wipeout-points-045921915.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"  
[X Link](https://x.com/dunne_insights/status/2019791098907066782)  2026-02-06T15:11Z 15.3K followers, [----] engagements


"The Big [--] in [----] Sales Toyota: 10.5m VW Group: 9m Hyundai-Kia: 7.3m Which Chinese automaker(s) will be the Big [--] in 2030"  
[X Link](https://x.com/dunne_insights/status/2020140163721048332)  2026-02-07T14:18Z 15.3K followers, 11.4K engagements


"Cannot overstate the importance of this quote from Ford CEO Farley during Tuesday's earnings call: "I think the real question that I ask is how would the Chinese with all these exports will change the game in terms of pricing power." Farley asking if Chinese automakers will obliterate industry margins outside China as much as they have done inside China. https://twitter.com/i/web/status/2021854359387255083 https://twitter.com/i/web/status/2021854359387255083"  
[X Link](https://x.com/anyuser/status/2021854359387255083)  2026-02-12T07:50Z 15.3K followers, 16.4K engagements


"China: The Greatest Shift in Market Shares in the History of the Automobile. Market Shares in China: 2019-2024 Chinese brands: Up up way up. Everyone else: Down down way down. Non-Chinese firms are selling [--] million fewer vehicles this year in China than they did in [----]. That's equivalent to idling [--] assembly plants. Markets do not move so dramatically without the help of the other invisible hand. https://ecfr.eu/publication/electric-shock-the-chinese-threat-to-europes-industrial-heartland/ https://ecfr.eu/publication/electric-shock-the-chinese-threat-to-europes-industrial-heartland/"  
[X Link](https://x.com/dunne_insights/status/1923389536920588457)  2025-05-16T14:46Z 15.3K followers, 144.5K engagements


""When you're [--] you care what everyone thinks when you're [--] you stop caring what everyone thinks when you're [--] you realize no one was ever thinking about you in the first place." Winston Churchill"  
[X Link](https://x.com/dunne_insights/status/2003469370203472242)  2025-12-23T14:14Z 15.3K followers, 835.4K engagements


"It's the software. And the hardware. Volvo still passes for Swedish as does Polestar. Geely and Zeekr will be a different story. https://www.theverge.com/transportation/874551/geely-volvo-china-cars-us-software-restrictions https://www.theverge.com/transportation/874551/geely-volvo-china-cars-us-software-restrictions"  
[X Link](https://x.com/dunne_insights/status/2021967104698933365)  2026-02-12T15:18Z 15.3K followers, [----] engagements


"Not ready to capitulate. Koreans never do. Hyundai ready to fight Chinese rivals in Europe via @ft https://www.ft.com/content/04a3f19a-aafb-411b-9b3a-b82d5c6a375d https://www.ft.com/content/04a3f19a-aafb-411b-9b3a-b82d5c6a375d"  
[X Link](https://x.com/dunne_insights/status/2021194541823574334)  2026-02-10T12:08Z 15.3K followers, [----] engagements


"Where image is all. Herms orange iPhone sparks Apple comeback in China via @ft https://www.ft.com/content/e2d78d04-7368-4b0c-abd5-591c03774c46 https://www.ft.com/content/e2d78d04-7368-4b0c-abd5-591c03774c46"  
[X Link](https://x.com/anyuser/status/2020144767129026572)  2026-02-07T14:36Z 15.3K followers, [----] engagements


"US Car Sales [----] - by Powertrain Wow hybrids. Gasoline: 12.6m (flat YoY) Hybrid: 2.1m (+28%) EV: 1.25M (+1%) PHEV: 264k (-17%) Fuel Cell: [---] (-42%) Total: 16.2m (+2%) Sources: NADA Cox"  
[X Link](https://x.com/anyuser/status/2020191487007617042)  2026-02-07T17:42Z 15.3K followers, [----] engagements


"Heres something to cause us all to pause and think: The CEO of one of Chinas leading automakers told me last week that future product plans look like this: Gasoline/hybrid: 33% PHEV: 33% BEV: 34%"  
[X Link](https://x.com/anyuser/status/2020273647571927386)  2026-02-07T23:09Z 15.3K followers, 53.5K engagements


"68 large. China's car price war cost industry as much as $68bn in [--] years via @NikkeiAsia https://asia.nikkei.com/business/automobiles/electric-vehicles/china-s-car-price-war-cost-industry-as-much-as-68bn-in-3-years https://asia.nikkei.com/business/automobiles/electric-vehicles/china-s-car-price-war-cost-industry-as-much-as-68bn-in-3-years"  
[X Link](https://x.com/anyuser/status/2021208711704764748)  2026-02-10T13:04Z 15.3K followers, [----] engagements


"BY D Ford Nissan Honda Ford lost out to BYD in global vehicle sales for the first time last year as the Chinese manufacturer continued its climb up the rankings of the worlds largest automakers https://t.co/IpqeBLS8Fh Ford lost out to BYD in global vehicle sales for the first time last year as the Chinese manufacturer continued its climb up the rankings of the worlds largest automakers https://t.co/IpqeBLS8Fh"  
[X Link](https://x.com/anyuser/status/2021390779080638655)  2026-02-11T01:08Z 15.3K followers, [----] engagements


"Joining CNBC Asia in [--] minutes to talk Japan's automakers: the good the bad and stuck in limbo"  
[X Link](https://x.com/dunne_insights/status/2021720086818787692)  2026-02-11T22:56Z 15.3K followers, [---] engagements


"Dealer franchise laws in the USA are an iron moat for now. $100K vs $1 million. "DeBoer said the dealer can be allowed to put vehicles from a company such as Chinas Chery Automobile which is growing in Europe into an existing showroom in the UK and it would cost less than $100000." Why the largest U.S. auto dealer isn't interested in Chinese cars for now https://cnb.cx/4rLhgtd https://cnb.cx/4rLhgtd"  
[X Link](https://x.com/dunne_insights/status/2021720716362887296)  2026-02-11T22:59Z 15.3K followers, [----] engagements


"Five minutes to showtime on CNBC Squawkbox. With Martin in Singapore and Sherry in Hong Kong"  
[X Link](https://x.com/anyuser/status/2021757676594806789)  2026-02-12T01:26Z 15.3K followers, [---] engagements


"Mercedes profits down 50%. Achtung baby. Mercedes-Benz profits halved in '25 tumbling 49% to 5.3bn Revenue fell 9% to 132.2bn 3.5bn in savings softened the blow but not the slide Chinese sales down 19% Ola Kllenius: results "within forecasts" 2.16m vehicles sold. Of them 1.8m passenger cars down 9% https://t.co/gRWxzd56xa Mercedes-Benz profits halved in '25 tumbling 49% to 5.3bn Revenue fell 9% to 132.2bn 3.5bn in savings softened the blow but not the slide Chinese sales down 19% Ola Kllenius: results "within forecasts" 2.16m vehicles sold. Of them 1.8m passenger cars down 9%"  
[X Link](https://x.com/anyuser/status/2021849852611838111)  2026-02-12T07:32Z 15.3K followers, [----] engagements


"Sooner or later. Seeking Mexico foothold China's BYD and Geely bid to buy car plant: Reuters https://www.cnbc.com/2026/02/12/seeking-mexico-foothold-chinas-byd-and-geely-bid-to-buy-car-plant.html__source=sharebartwitter&par=sharebar https://www.cnbc.com/2026/02/12/seeking-mexico-foothold-chinas-byd-and-geely-bid-to-buy-car-plant.html__source=sharebartwitter&par=sharebar"  
[X Link](https://x.com/anyuser/status/2021966845876875657)  2026-02-12T15:17Z 15.3K followers, 13.2K engagements


"Partnering with Chinese company to fight Chinese companies. "Nissan is moving very quickly to export battery-powered vehicles made in partnership with Chinese state-owned carmaker Dongfeng to the Middle East and the southern hemisphere. Were going to use this to defend ourselves outside of China. You can imagine that we will bring these products where we are aggressively being attacked by Chinese competitors." Mercedes-Benz warns of further hit from weak China sales and tariffs via @ft https://www.ft.com/content/6cbb3e50-4d44-42e3-9155-de4b05067f5d"  
[X Link](https://x.com/anyuser/status/2021980434222227661)  2026-02-12T16:11Z 15.3K followers, [----] engagements


"China Export Leaders January [----] [--]. Chery: 119k [--]. MG: 104k [--]. BYD: 96k [--]. Tesla: 51k [--]. Geely: 32k NEVs jumped to 49% share of exports in January. Tesla China Reaches Second-Best Exports Month Ever While Local Demand Falls via @JoaoV_EV https://eletric-vehicles.com/tesla/tesla-china-reaches-second-best-exports-month-ever-while-local-demand-falls/ https://eletric-vehicles.com/tesla/tesla-china-reaches-second-best-exports-month-ever-while-local-demand-falls/"  
[X Link](https://x.com/anyuser/status/2021984047896178871)  2026-02-12T16:25Z 15.3K followers, [----] engagements


"BYD said any proposal to put it on the list was completely unfounded. BYD is not a Chinese military company nor has it participated in any military-civil fusion strategy.US concludes Alibaba and BYD have links to Chinese military. via @ft https://www.ft.com/content/c80ce7a7-983b-447c-88c2-de5db4cb2e0a https://www.ft.com/content/c80ce7a7-983b-447c-88c2-de5db4cb2e0a"  
[X Link](https://x.com/dunne_insights/status/2022684917281464409)  2026-02-14T14:50Z 15.3K followers, [----] engagements


"Herr Daimler and Herr Benz are crying. The National Highway Traffic Safety Administration stated in that battery may fail and lead to a vehicle fire while parked or driving. Mercedes-Benz Recalls Nearly [-----] EVs in US Recommends Park Outside https://eletric-vehicles.com/mercedes/mercedes-benz-recalls-nearly-12000-evs-in-the-us-recommends-to-park-outside/ https://eletric-vehicles.com/mercedes/mercedes-benz-recalls-nearly-12000-evs-in-the-us-recommends-to-park-outside/"  
[X Link](https://x.com/dunne_insights/status/2022764075508469932)  2026-02-14T20:05Z 15.3K followers, [----] engagements


"Fascinating branding as Huawei partners with China's major state enterprises: JAC - Respect The World Changan - Ask The World BAIC - Enjoy The World Chery - Wisdom The World SAIC - Still The World Products plan of Huawei's [--] Jie and [--] Jing https://t.co/AJKunwhDgw https://t.co/BGGzRkqv23 Products plan of Huawei's [--] Jie and [--] Jing https://t.co/AJKunwhDgw https://t.co/BGGzRkqv23"  
[X Link](https://x.com/dunne_insights/status/2003477410063487318)  2025-12-23T14:46Z 15K followers, [---] engagements


"Fascinating branding as Huawei partners with China's major state enterprises: JAC - Respect The World Changan - Ask The World BAIC - Enjoy The World Chery - Wisdom The World SAIC - Esteem The World Products plan of Huawei's [--] Jie and [--] Jing https://t.co/AJKunwhDgw https://t.co/BGGzRkqv23 Products plan of Huawei's [--] Jie and [--] Jing https://t.co/AJKunwhDgw https://t.co/BGGzRkqv23"  
[X Link](https://x.com/dunne_insights/status/2003480591011053711)  2025-12-23T14:59Z 14.9K followers, [----] engagements


"Waymo worth $100 billion "However it works out this will mean Waymo will likely be the third most valuable automotive company in the world behind only Toyota and Tesla." @reillybrennan Brennan FoT P.s. Xiaomi might announce itself as a contender too with its $130B market cap. But yes that's mostly the phone business. https://www.bloomberg.com/news/articles/2025-12-16/waymo-seeks-to-raise-funds-at-valuation-near-100-billionutm_source=fot.beehiiv.com&utm_medium=newsletter&utm_campaign=trucks-fot-waymo-one-piece-aluminum-aam&_bhlid=e455ec7cf5c9fbfaadaa9ca8323c9b6b5f429fc4"  
[X Link](https://x.com/dunne_insights/status/2003482739115438225)  2025-12-23T15:08Z 15.2K followers, [----] engagements


"BYD also in the hunt at $117B"  
[X Link](https://x.com/dunne_insights/status/2003484426974466295)  2025-12-23T15:14Z 15K followers, [---] engagements


"Plane not landed. We have not landed the plane yet Farley said. According to Ford of Europe President Jim Baumbick while the platform is flexible its deployment in Europe would need very significant undertaking in terms of engineering and capital intensity. Ford Delays Universal EV Platform Launch in Europe via @maeve_hicles https://eletric-vehicles.com/ford/ford-delays-universal-ev-platform-launch-in-europe/ https://eletric-vehicles.com/ford/ford-delays-universal-ev-platform-launch-in-europe/"  
[X Link](https://x.com/dunne_insights/status/2003584478153965999)  2025-12-23T21:52Z 14.9K followers, [----] engagements


"Here comes another big mistake. Ford will become dependent and even more vulnerable. How Ford and CATL Expanded Partnership Despite Political Minefield - Bloomberg https://www.bloomberg.com/news/articles/2025-12-23/how-ford-and-catl-expanded-partnership-despite-political-minefield https://www.bloomberg.com/news/articles/2025-12-23/how-ford-and-catl-expanded-partnership-despite-political-minefield"  
[X Link](https://x.com/dunne_insights/status/2003832544597295157)  2025-12-24T14:18Z 14.9K followers, [----] engagements


"Reverse JVs in the West might feel good but they are probably not going to get the job done. "In industries that China now dominates Western companies face the double whammy of lagging technologically and pricier inputs particularly labor costs. Even if they acquire Chinese know-how through tech transfers or joint ventures these firms could still struggle to compete. After all a master chef who pays less for salaries overheads and ingredients will still outcompete a novice cooking from the same recipe." Insightful article by @YanmeiXie Reverse Deng For Professionals Only"  
[X Link](https://x.com/dunne_insights/status/2004306950583115886)  2025-12-25T21:43Z 15K followers, [----] engagements


"@mattyglesias And the majority of those exports are gasoline-powered vehicles"  
[X Link](https://x.com/dunne_insights/status/2004562411202969940)  2025-12-26T14:38Z 15K followers, [----] engagements


"Geely Geome putting a hurt on BYD. All-electric starts at $9200. Sold [------] since October [----]. - Range from 190-240 miles depending on pick size. via @Gasgoo_com https://autonews.gasgoo.com/new_energy/70040207.html https://autonews.gasgoo.com/new_energy/70040207.html"  
[X Link](https://x.com/dunne_insights/status/2004566284642726321)  2025-12-26T14:53Z 15K followers, [----] engagements


"How many billions have Chinese ev startups lost since [----] Estimates from various sources: NIO: $11 Billion Xpeng: [---] B Polestar: [--] B Faraday: [---] B Neta: [---] B WM: [---] B Leapmotor: [---] B Zeekr: [--] B Byton: bankrupt Still the losses were on average much lower than some American counterparts over the same period: Lucid: $13 B Ford: $15 B Rivian: $32 B (FCF) @BrianSpegele @TByGraceZhu Much of it has gone to waste however. In Hefei west of Shanghai EV maker NIO said in [----] it was getting $1 billion from state-linked investors. From [----] to [----] NIO lost more than $10 billion with investors"  
[X Link](https://x.com/dunne_insights/status/2004729750955458752)  2025-12-27T01:43Z 15.2K followers, 44.4K engagements


"Bigger more dangerous consequences. much bigger consequences than we can think of now like the loss of industrial self-sufficiency and know-how leading to huge security risks Europe is in trouble. https://www.rferl.org/a/china-cars-europe-auto-industry-disruption/33630804.html https://www.rferl.org/a/china-cars-europe-auto-industry-disruption/33630804.html"  
[X Link](https://x.com/dunne_insights/status/2005303597593207256)  2025-12-28T15:43Z 14.9K followers, [----] engagements


"Chinese automaker storming into Europe. Projected FY [----] Sales: [--]. SAIC MG: 300K (+17%) [--]. BYD: 280K (+220%) [--]. Chery: 150K (+145%) [--]. Spotlight Automotive: 50K (+9%) [--]. Leapmotor 25K (+500%)"  
[X Link](https://x.com/dunne_insights/status/2005339874375921751)  2025-12-28T18:07Z 15K followers, [----] engagements


"Notes: European automakers are actively aiding and abetting their own demise in Europe. [--]. Spotlight is a 50/50 JV between BMW and Great Wall Motors that builds the Mini. [--]. eGT is a JV between Dongfeng Renault and Nissan. [--]. VW Anhui is a 75/25 JV with JAC"  
[X Link](https://x.com/dunne_insights/status/2005339927110902046)  2025-12-28T18:07Z 15K followers, [---] engagements


"Most of the gap is in strategyand safety validation work. On average Chinese carmakers take 1/2 as long as Western and Asian rivals to develop new vehicles. Via @reillybrennan FoT"  
[X Link](https://x.com/dunne_insights/status/2005453036790170096)  2025-12-29T01:37Z 14.9K followers, [----] engagements


"Will they fold - or hang around for more Dozens of Chinese EV makers under pressure to fold or trim operations: analysts via @scmpnews https://sc.mp/xosslutm_source=twitter&utm_campaign=3337827&utm_medium=share_widget https://sc.mp/xosslutm_source=twitter&utm_campaign=3337827&utm_medium=share_widget"  
[X Link](https://x.com/dunne_insights/status/2005653286939148656)  2025-12-29T14:53Z 15K followers, [----] engagements


"Crawl step leap: Leapmotor aims to live its name. Leapmotor Sales 2020-2035 2020: 10K 2023: 43K 2024: 307K 2025: 610K 2026: [--] million (target) 2035: [--] million (target) Leapmotor D19 SUV to start at $40000"  
[X Link](https://x.com/dunne_insights/status/2005666969337712959)  2025-12-29T15:47Z 15.2K followers, [----] engagements


"@PhilipN_Auto @Motortraderadio Thank you. Merry Christmas and all best wishes for 2026"  
[X Link](https://x.com/dunne_insights/status/2005725852122898474)  2025-12-29T19:41Z 14.9K followers, [--] engagements


"@leixing77 Do we know whether its profitable"  
[X Link](https://x.com/dunne_insights/status/2005829340370518388)  2025-12-30T02:32Z 15K followers, [----] engagements


"If you score 6/8 or better you're genius class. China automotive leaders pop quiz. Name the company behind the man: Lei Jun Li Shufu Zhu Jiangming Wang Chuanfu Yin Tongyao Li Bin He Xiaopeng Li Xiang No Chatgpt /google peeks. Let's go"  
[X Link](https://x.com/dunne_insights/status/2006008499822854323)  2025-12-30T14:24Z 15.2K followers, [----] engagements


"New Hampshire for rare earths. To untangle yourself from China you have to force yourself off the original drug You can wean yourself off or you can go cold turkey. But at the end of the day youve got to get off. Meet a U.S. Start-Up Trying to Break Chinas Rare-Earth Monopoly https://www.nytimes.com/2025/12/29/business/energy-environment/rare-earth-processing-phoenix-tailings.htmlsmid=tw-share https://www.nytimes.com/2025/12/29/business/energy-environment/rare-earth-processing-phoenix-tailings.htmlsmid=tw-share"  
[X Link](https://x.com/dunne_insights/status/2006043580876677329)  2025-12-30T16:43Z 15K followers, [----] engagements


"Sustainable the word never did it for me. Too clinical too many syllables little joy no vibe. Soon "6-7" and "sustainable" will be in the same category: Pass Elon Musk agrees: Old: Sustainable abundance New: Amazing abundance. What's your take on the word sustainable"  
[X Link](https://x.com/dunne_insights/status/2006046796884349432)  2025-12-30T16:56Z 15K followers, [----] engagements


"New sheriff in town. Chinese automakers are settotake the top spot in global new vehicle sales for the first time in [----] knocking Japanese players whichheld theposition for more than [--] years to second place. Nikkei Asia: https://t.co/Ehss2M3s82 https://t.co/pZmEUKTYu7 Chinese automakers are settotake the top spot in global new vehicle sales for the first time in [----] knocking Japanese players whichheld theposition for more than [--] years to second place. Nikkei Asia: https://t.co/Ehss2M3s82 https://t.co/pZmEUKTYu7"  
[X Link](https://x.com/dunne_insights/status/2006202870392062442)  2025-12-31T03:16Z 15K followers, [----] engagements


"As @kyleichan points out Chinese automakers now outsell Japanese automakers globally. Time to get to know the names of the founders and CEOs. Wang Xiaoqi - SAIC Wang Chuanfu - BYD He Xiaopeng - Xpeng Li Shufu- Geely Li Bin - NIO Li Xiang - Li Auto Lei Jun - Xiaomi Yin Tongyao - Chery Zhu Jiangming - Leapmotor Wei Jianjun - Great Wall Motor If you score 6/8 or better you're genius class. China automotive leaders pop quiz. Name the company behind the man: Lei Jun Li Shufu Zhu Jiangming Wang Chuanfu Yin Tongyao Li Bin He Xiaopeng Li Xiang No Chatgpt /google peeks. Let's go If you score 6/8 or"  
[X Link](https://x.com/dunne_insights/status/2006207342811947283)  2025-12-31T03:34Z 15.2K followers, [----] engagements


"China: Car exports way way up. Imports way way down. Exports [----] [--] million 2025: [---] million Imports 2020: [--] million 2025: [------] Chinas Imported Car Sales Hit Decade Low Amid EV Onslaught https://www.caixinglobal.com/2025-12-31/chinas-imported-car-sales-hit-decade-low-amid-ev-onslaught-102398918.htmlcxg=web&Sfrom=twitter https://www.caixinglobal.com/2025-12-31/chinas-imported-car-sales-hit-decade-low-amid-ev-onslaught-102398918.htmlcxg=web&Sfrom=twitter"  
[X Link](https://x.com/dunne_insights/status/2006458239119143170)  2025-12-31T20:11Z 15K followers, [----] engagements


"@business @MegaWattXinfo Inaccurate. Did not meet its sales target. Fell short by several hundred thousand. Bloomberg"  
[X Link](https://x.com/dunne_insights/status/2006886341821476878)  2026-01-02T00:32Z 15K followers, [----] engagements


"FT headline is like saying "Mercedes loses sales crown to Volkswagen." Tesla and BYD compete is different segments for different customers. Half of BYD sales are cars priced $22000. Since [----] Tesla focused on robotaxis while BYD shifted to exports of affordable vehicles. Tesla loses EV crown to Chinas BYD via @ft https://www.ft.com/content/c1c5f811-7b3f-4011-8e1e-cccb5aa80313 https://www.ft.com/content/c1c5f811-7b3f-4011-8e1e-cccb5aa80313"  
[X Link](https://x.com/dunne_insights/status/2007110533296845277)  2026-01-02T15:23Z 15.2K followers, 41.7K engagements


"P Zero sum. China is telling other countries dont mess with us dont compete with us you cant beat us he says. This is a zero-sum game says Joerg Wuttke a partner at consultancy DGA Group and former European Union Chamber of Commerce in China president. https://www.ft.com/content/079f2014-ed56-4137-89ee-561d7a8226cf https://www.ft.com/content/079f2014-ed56-4137-89ee-561d7a8226cf"  
[X Link](https://x.com/dunne_insights/status/2007113526859759781)  2026-01-02T15:35Z 15.1K followers, [----] engagements


"From small to smaller - EVs in the USA. "Farley said EVs share of the new car market in the US could fall from about [--] per cent last year to [--] per cent in the near term." Electric vehicle sales set for slowest growth since pandemic via @ft https://www.ft.com/content/1c7d0e22-ea15-400f-ad05-69abe13be23c https://www.ft.com/content/1c7d0e22-ea15-400f-ad05-69abe13be23c"  
[X Link](https://x.com/dunne_insights/status/2007457678746865969)  2026-01-03T14:23Z 15.2K followers, [----] engagements


"The many different tariff workarounds. "Tariff evasion has also reduced the actual tariff rate that companies pay. Companies can pursue a variety of strategies many of them illegal to alter the information on customs forms about a products content value or origin and pay a lower tariff than they are supposed to." @AnaSwanson always delivers high quality work. Why Havent Trumps Tariffs Had a Bigger Impact https://www.nytimes.com/2026/01/03/business/economy/trump-tariffs-prices-impact.htmlsmid=tw-share"  
[X Link](https://x.com/dunne_insights/status/2007459143867871520)  2026-01-03T14:28Z 15.2K followers, [----] engagements


"@johnarnold @danwwang Lei Jun started his plans for a car company as early as [----] after a visit with Elon Musk"  
[X Link](https://x.com/dunne_insights/status/2007459480414630316)  2026-01-03T14:30Z 15.2K followers, [---] engagements


"Keep calm and ride AVs. Britain wants to be the place that slowly writes the rules for this technology that isnt the Wild West of Silicon Valley or the wild east of Beijing he said. London emerges as frontline in US-China battle over robotaxis via @ft https://www.ft.com/content/a507f9d0-c0b2-43e3-9e2b-7ea04dbdb8d4 https://www.ft.com/content/a507f9d0-c0b2-43e3-9e2b-7ea04dbdb8d4 https://www.ft.com/content/a507f9d0-c0b2-43e3-9e2b-7ea04dbdb8d4 https://www.ft.com/content/a507f9d0-c0b2-43e3-9e2b-7ea04dbdb8d4"  
[X Link](https://x.com/dunne_insights/status/2007460655688012126)  2026-01-03T14:34Z 15.2K followers, [----] engagements


"China exported more than [--] million cars to the Middle East last year. BYD shipments up 95% FAW-Toyota up 87%"  
[X Link](https://x.com/dunne_insights/status/2007468564685414488)  2026-01-03T15:06Z 15.2K followers, [----] engagements


"@kmartyn5 Uber and Lyft need to think carefully"  
[X Link](https://x.com/dunne_insights/status/2007492074426511592)  2026-01-03T16:39Z 15K followers, [--] engagements


"Do people in Hong Kong love their hot cars or what Getting ready for some Sunday morning laps. https://www.ft.com/content/3d3c70f0-1248-47e9-9bef-f8ce557e00c8 https://www.ft.com/content/3d3c70f0-1248-47e9-9bef-f8ce557e00c8"  
[X Link](https://x.com/dunne_insights/status/2007848613054140725)  2026-01-04T16:16Z 15K followers, [----] engagements


"All roads lead to Las Vegas this week. CES [----]. I'm there from Monday evening to Thursday sunup. Who else is in"  
[X Link](https://x.com/dunne_insights/status/2008012192646594876)  2026-01-05T03:06Z 15K followers, [----] engagements


"how Chinese automakers are disrupting global markets via @ https://www.cbtnews.com/michael-dunne-how-chinese-automakers-disrupting-global-markets/ https://www.cbtnews.com/michael-dunne-how-chinese-automakers-disrupting-global-markets/"  
[X Link](https://x.com/dunne_insights/status/2008054046129803416)  2026-01-05T05:52Z 15K followers, [----] engagements


"Driving Geely Zeekr and Lynk & Co products at a race track near Las Vegas this afternoon. What are your most impossible impromptu and preposterous questions"  
[X Link](https://x.com/dunne_insights/status/2008188332128555492)  2026-01-05T14:46Z 15.2K followers, [----] engagements


"Mexico plates Chinese car European name Las Vegas Speedway [--] January 2026"  
[X Link](https://x.com/dunne_insights/status/2008331235006063079)  2026-01-06T00:14Z 15.1K followers, [----] engagements


"@Geely_Kevin The Zeekr vehicles are very impressive. Quiet smooth quick advanced technology"  
[X Link](https://x.com/dunne_insights/status/2008336704948625529)  2026-01-06T00:35Z 15.2K followers, [---] engagements


"@Geely_Kevin Zeekr and Lynk & Co both"  
[X Link](https://x.com/dunne_insights/status/2008339110654517253)  2026-01-06T00:45Z 15K followers, [---] engagements


"@Electric_Maik How to say fire sale in German 1) BMW i3: max dealer discount: 44%. 2) BMW iX1: max 43% dealer discount. 3) BMW X1: 41% off. 4) BMW iX3: 37% off. 5) BMW i5: 29%. 6) BMW 3-Series: 29%"  
[X Link](https://x.com/dunne_insights/status/2008568834681434439)  2026-01-06T15:58Z 15K followers, [---] engagements


"Little known fact: Car imports into China never exceeded 7% of annual sales in any year since [----]. Imports as a share of total car sales in [----] USA: 48% China: 5% Now they are tumbling even lower. China auto imports seen hitting 16-year low as domestic EVs reign via @NikkeiAsia https://asia.nikkei.com/business/automobiles/china-auto-imports-seen-hitting-16-year-low-as-domestic-evs-reign https://asia.nikkei.com/business/automobiles/china-auto-imports-seen-hitting-16-year-low-as-domestic-evs-reign"  
[X Link](https://x.com/dunne_insights/status/2009291660144877877)  2026-01-08T15:50Z 15.1K followers, [----] engagements


"CES 2025: Insane Mode CES 2026: Chill Mode Fewer people less hype better meetings"  
[X Link](https://x.com/dunne_insights/status/2009296978123919596)  2026-01-08T16:11Z 15.2K followers, [----] engagements


"The best vehicle coming out of China right now. Arguably one of the best in the world dollar for dollar on the winner platform with the Model Y. The Xiaomi YU7 starts at $42000 in China"  
[X Link](https://x.com/dunne_insights/status/2009311672591389180)  2026-01-08T17:10Z 15.2K followers, 48.3K engagements


"The Zeekr 9X giving chase to Range Rover. Starts at just $70000 in China. Ostentatious exterior design (for Chinese bosses) coupled with clean and exquisite Swedish Volvo interior"  
[X Link](https://x.com/dunne_insights/status/2009313074197721173)  2026-01-08T17:15Z 15.2K followers, [----] engagements


"@twinnedcities Sadly GM is one of the biggest importers from China in the Buick Envision"  
[X Link](https://x.com/dunne_insights/status/2009313456915435565)  2026-01-08T17:17Z 15.2K followers, [---] engagements


"One to watch: EMAT is now public - theres a new US champion to compete with China. EMAT is the first US-based rare earths magnet producer"  
[X Link](https://x.com/dunne_insights/status/2009367055393542545)  2026-01-08T20:50Z 15.2K followers, [----] engagements


"@EVCurveFuturist All three vehicles are formidable offerings"  
[X Link](https://x.com/dunne_insights/status/2009372252526059545)  2026-01-08T21:10Z 15.2K followers, [----] engagements


"Thats a heads up display there"  
[X Link](https://x.com/dunne_insights/status/2009491389621653834)  2026-01-09T05:04Z 15.2K followers, [----] engagements


"Mi is short for Xiaomi Xiao means small Mi means rice (kernel) Little rice"  
[X Link](https://x.com/dunne_insights/status/2009497400012943379)  2026-01-09T05:28Z 15.2K followers, 31K engagements


"Xiaomi. The company name comes from the Chinese words for "little rice" or "millet" and the company uses the name to signify focusing on small things and bringing innovation related to the "millet and rifle" revolutionary idiom"  
[X Link](https://x.com/dunne_insights/status/2009611308489113926)  2026-01-09T13:00Z 15.2K followers, [----] engagements


"OG makes a comeback. Elites thought that the physical processes of industrialism . . . could be outsourced to low-cost jurisdictions without strategic peril he adds. That enabled China to jump in and dominate global manufacturing supply chains with barely any outcry." Until now. What lies behind Trumps retro oil plundering via @ft https://www.ft.com/content/572b40c1-cf90-4046-8c0f-a4bcae4d83fa https://www.ft.com/content/572b40c1-cf90-4046-8c0f-a4bcae4d83fa"  
[X Link](https://x.com/dunne_insights/status/2009636684531745069)  2026-01-09T14:41Z 15.2K followers, [----] engagements


"Thank you for all the comments here. Some fascinating historical background on the Xiaomi name. During China's revolutionary period Chairman Mao referred to the PLA as a "rifle with bags of millet." Millet in Chinese is Xiaomi literally little rice Mi is short for Xiaomi Xiao means small Mi means rice (kernel) Little rice. https://t.co/Z1g3xNWjcw Mi is short for Xiaomi Xiao means small Mi means rice (kernel) Little rice. https://t.co/Z1g3xNWjcw"  
[X Link](https://x.com/dunne_insights/status/2009641662600134743)  2026-01-09T15:01Z 15.2K followers, 12.7K engagements


"Some people ask about my level of Chinese. I studied [--] years of Chinese language at Michigan where I forced my college buddies to test me every day on Chinese character flash cards. Then I lived and worked in China from 1990-2016. I was taught traditional Chinese characters and Tang Dynasty poetry. I do prefer the original characters over the ones used in mainland China today. The originals are much more beautiful and rich with meaning. Take for example Deng my surname in Chinese (original) vs (simplified) Famous people with Deng name include Deng Xiaoping Deng Lijun"  
[X Link](https://x.com/dunne_insights/status/2009647677685080066)  2026-01-09T15:25Z 15.2K followers, 24.6K engagements


"When youre invited to leave. Chinas EV Dominance at Home Is Squeezing Out Foreign Carmakers - WSJ https://www.wsj.com/business/autos/china-auto-sales-slump-amid-slowing-demand-379e7c92 https://www.wsj.com/business/autos/china-auto-sales-slump-amid-slowing-demand-379e7c92"  
[X Link](https://x.com/dunne_insights/status/2009652534043148460)  2026-01-09T15:44Z 15.2K followers, [----] engagements


"The China car tsunami keeps rolling. Chinese car exports set to jump as domestic sales cool via @ft https://www.ft.com/content/5b1337f1-95d2-48b8-8a14-f528b49c49f5 https://www.ft.com/content/5b1337f1-95d2-48b8-8a14-f528b49c49f5"  
[X Link](https://x.com/dunne_insights/status/2009702092550877225)  2026-01-09T19:01Z 15.2K followers, [----] engagements


"The China 20/50 rule. Exports account for 20% of sales 50% of profits. Overseas sales which include exports and cars made by Chinese companies in markets outside China account for about [--] per cent of the Chinese industry revenue and close to half its earnings according to UBS"  
[X Link](https://x.com/dunne_insights/status/2009702868111241459)  2026-01-09T19:04Z 15.2K followers, [----] engagements


"Call it the American rare earth magnet comeback. Walking the floor at CES in Las Vegas this week awed by the new technologies my mind traveled to rare earth magnets. These magic metal products put so many advanced tech products into motion from humanoid robots to drones to electric cars. Performance magnets are technology rainmakers: They turn electricity into motion at the wheel of electric vehicles. They transform motion into electricity inside wind turbines. No magnets no motion. Soon my my mind jumped to the reality that China has a chokehold on rare earth metals. I wrote about this"  
[X Link](https://x.com/dunne_insights/status/2009983023417311387)  2026-01-10T13:37Z 15.2K followers, [----] engagements


"When China retaliated against U.S. tariffs in April by announcing export restrictions on seven rare earth elements magnet exports halved within weeks. Ford shut down Explorer production. German automakers warned of lines coming to a standstill. Then came October. China tightened the screws further announcing that any foreign company wanting to export magnets containing more than 0.1% of Chinese-sourced rare earths would need a license. America and its Western allies cannot afford to be held hostage"  
[X Link](https://x.com/dunne_insights/status/2009983025682231518)  2026-01-10T13:37Z 15.2K followers, [---] engagements


"New American Player A few points of light are beginning to shine through. Earlier this week I noticed that a company called Evolution Metals & Technologies Corp. began trading on Nasdaq under the ticker symbol EMAT. Their ambition is to become a U.S.-based rare earth magnet manufacturing champion and break Chinas dominance in high-performance magnets. https://twitter.com/i/web/status/2009983027380928797 https://twitter.com/i/web/status/2009983027380928797"  
[X Link](https://x.com/dunne_insights/status/2009983027380928797)  2026-01-10T13:37Z 15.2K followers, [---] engagements


"BYD Brand - Puzzle Pieces BYD Ocean - Dynasty - New: Linghui (to comprehend understand) Denza: New luxury travel experience Fangchengbao: Premium SUVs Yangwang; Supercars What did I leave out Very good article by @CarNewsChina https://carnewschina.com/2026/01/10/byd-launches-sub-brand-to-mitigate-negative-sales-impact-from-ride-hailing-ties/ https://carnewschina.com/2026/01/10/byd-launches-sub-brand-to-mitigate-negative-sales-impact-from-ride-hailing-ties/"  
[X Link](https://x.com/dunne_insights/status/2010002249133728100)  2026-01-10T14:54Z 15.2K followers, [----] engagements


"Lynk & Co - or will it be Lynk Co - in the USA"  
[X Link](https://x.com/dunne_insights/status/2010037828173083132)  2026-01-10T17:15Z 15.2K followers, [----] engagements


"How soon will this vehicle be built at the Volvo plant in South Carolina"  
[X Link](https://x.com/dunne_insights/status/2010135206662127695)  2026-01-10T23:42Z 15.2K followers, [----] engagements


"China [----] market flat overall but Honda down 25% Mercedes down 20% BMW down 13% Leapmotor up 100% In [----] the total wholesale volume of PV in China reached 29.5M units +8.9% YoY.  #BYD remained firmly at the top with 4148.9K units recording a slight YoY increase of 2.2%while growth was moderate its annual sales volume significantly outpaced competitors further https://t.co/ERXU6PJs9q In [----] the total wholesale volume of PV in China reached 29.5M units +8.9% YoY.  #BYD remained firmly at the top with 4148.9K units recording a slight YoY increase of 2.2%while growth was moderate its annual"  
[X Link](https://x.com/dunne_insights/status/2010402675611799638)  2026-01-11T17:25Z 15.2K followers, [----] engagements


"@Zaheerkybaat Thats a good point. Thank you for adding this perspective"  
[X Link](https://x.com/dunne_insights/status/2010423473139769428)  2026-01-11T18:48Z 15.2K followers, [---] engagements


"Geely Group stalks BYD Geely [----] Results* Sales: [---] million (+26%) NEVs: [---] million (55% of total) Galaxy series: [---] million (+150%) *Includes Volvo Geely Polestar Proton Lotus Lynk & Co Zeekr. *BYD finished with sales of [---] million. Sources: CPCA Gasgoo Company reports. https://twitter.com/i/web/status/2010464760274579481 https://twitter.com/i/web/status/2010464760274579481"  
[X Link](https://x.com/dunne_insights/status/2010464760274579481)  2026-01-11T21:32Z 15.2K followers, [----] engagements


"Traditional market mechanisms are going to struggle. Phoenix Tailings MP Materials EM&T USA Rare Earth Meet a U.S. Start-Up Trying to Break Chinas Rare-Earth Monopoly https://www.nytimes.com/2025/12/29/business/energy-environment/rare-earth-processing-phoenix-tailings.htmlsmid=tw-share https://www.nytimes.com/2025/12/29/business/energy-environment/rare-earth-processing-phoenix-tailings.htmlsmid=tw-share"  
[X Link](https://x.com/dunne_insights/status/2010501250803220691)  2026-01-11T23:57Z 15.2K followers, [----] engagements


"McLaren lives another day. McLaren wins $2bn cash boost to go offensive and expand model range via @ft https://www.ft.com/content/d0efb764-ce8b-45e0-8501-6758d1aaeeba https://www.ft.com/content/d0efb764-ce8b-45e0-8501-6758d1aaeeba"  
[X Link](https://x.com/dunne_insights/status/2010725039449260518)  2026-01-12T14:46Z 15.2K followers, [----] engagements


"A U-Shaped Impact The relationship between EV adoption and pollution is still not straight. Revealing paper on China's EV adoption via @reillybrennan FoT. The impact of electric vehicle adoption on air pollution: Insights fro. https://www.sciencedirect.com/science/article/pii/S0360544225055094 https://www.sciencedirect.com/science/article/pii/S0360544225055094"  
[X Link](https://x.com/dunne_insights/status/2010728575113314372)  2026-01-12T15:00Z 15.2K followers, [----] engagements


"When you look closely foreign brands share of China 's car market is actually than 5%. [--]. Joint ventures like SGM FAW-VW Dongfeng Honda etc are de-facto Chinese companies. [--]. Tesla (500000) and imports (600000) are the only pure foreign brand sales"  
[X Link](https://x.com/dunne_insights/status/2010820360027976041)  2026-01-12T21:05Z 15.2K followers, [----] engagements


"Geely and Leapmotor gained the most in China's market in [----]. Market Share Rankings [--]. BYD 14% [--]. Geely 11.4% [--]. VW: 10.9% Volkswagen drops to third in China sales as fast-growing Geely Auto overtakes https://www.reuters.com/business/autos-transportation/volkswagen-drops-third-china-sales-fast-growing-geely-auto-overtakes-2026-01-12/ https://www.reuters.com/business/autos-transportation/volkswagen-drops-third-china-sales-fast-growing-geely-auto-overtakes-2026-01-12/"  
[X Link](https://x.com/dunne_insights/status/2011071229860385029)  2026-01-13T13:41Z 15.2K followers, [----] engagements


"China vs USA car market price realities. [--]. Average price of a new vehicle sold America last year was $49000. [--]. Half of cars sold in China last year were priced under $22000. Half. BYD Seagull starts at under $10000"  
[X Link](https://x.com/dunne_insights/status/2011073627878498634)  2026-01-13T13:51Z 15.2K followers, 40.8K engagements


"@JosephTorigian @Reuters Something to watch: Will Canada drop tariffs and start importing Chinese EVs"  
[X Link](https://x.com/dunne_insights/status/2011078655662022785)  2026-01-13T14:11Z 15.2K followers, [---] engagements


"Average price of a new car sold in 2025: China: $23500 USA: $49000 China vs USA car market price realities. [--]. Average price of a new vehicle sold America last year was $49000. [--]. Half of cars sold in China last year were priced under $22000. Half. BYD Seagull starts at under $10000. https://t.co/pXcqBNxhe8 China vs USA car market price realities. [--]. Average price of a new vehicle sold America last year was $49000. [--]. Half of cars sold in China last year were priced under $22000. Half. BYD Seagull starts at under $10000. https://t.co/pXcqBNxhe8"  
[X Link](https://x.com/dunne_insights/status/2011356921459253422)  2026-01-14T08:37Z 15.2K followers, [----] engagements


"What do you think"  
[X Link](https://x.com/dunne_insights/status/2011660724809187743)  2026-01-15T04:44Z 15.2K followers, [----] engagements


"@TychodeFeijter @Honda Its the new setter of trends"  
[X Link](https://x.com/dunne_insights/status/2011734131181502621)  2026-01-15T09:36Z 15.2K followers, [---] engagements


"Where Geely stands side by side with Toyota at a major mall in Jakarta"  
[X Link](https://x.com/dunne_insights/status/2011743818073407740)  2026-01-15T10:14Z 15.2K followers, [----] engagements


"And Chery shoulders up alongside Hyundai"  
[X Link](https://x.com/dunne_insights/status/2011745426584871267)  2026-01-15T10:21Z 15.2K followers, [----] engagements


"Designed in Sweden manufactured in China assembled in Malaysia sold in Indonesia"  
[X Link](https://x.com/dunne_insights/status/2011768625729077746)  2026-01-15T11:53Z 15.2K followers, [----] engagements


"Here in Jakarta drivers rent a fully charged BYD vehicle from ride hailing company Grab for $30 per day. If you dont rent BYD and choose to use your own car you are de prioritized by Grab"  
[X Link](https://x.com/dunne_insights/status/2011775061263597792)  2026-01-15T12:18Z 15.2K followers, [----] engagements


"BYD & Ford partnership. Whats it mean for Ford-CATL Exclusive: Ford and BYD are in discussions on a partnership in which the American carmaker would buy batteries from the Chinese auto giant for some of Fords hybrid-vehicle models https://t.co/vX7PXMuZfT Exclusive: Ford and BYD are in discussions on a partnership in which the American carmaker would buy batteries from the Chinese auto giant for some of Fords hybrid-vehicle models https://t.co/vX7PXMuZfT"  
[X Link](https://x.com/dunne_insights/status/2011921977133699364)  2026-01-15T22:02Z 15.2K followers, [----] engagements


"BYD Sealion with the blue plates. You can see cars here in Indonesia from every country - as long as the country is Asian. Japanese under siege by Chinese players. Koreans are the new upscale"  
[X Link](https://x.com/dunne_insights/status/2012037702519308431)  2026-01-16T05:42Z 15.2K followers, [----] engagements


"@alibisix Mazda nice. The Chinese haven trying to buy it for years"  
[X Link](https://x.com/dunne_insights/status/2012385214090428605)  2026-01-17T04:43Z 15.2K followers, [--] engagements


"With Canada dropping import duties United States is now the only country on the planet not importing Chinese cars. Even Japan and Korea are permitting Chinese imports albeit in small numbers. Q: Will Canada hold the line at 5% of market (49000 cars) or will that ceiling soon vanish too Q: Chinese cars will still need to invest to make for cars meet Canada safety standards which are currently the same as the U.S. and different from Europe. Will Canada switch to a EU standard https://twitter.com/i/web/status/2012460284406120550 https://twitter.com/i/web/status/2012460284406120550"  
[X Link](https://x.com/dunne_insights/status/2012460284406120550)  2026-01-17T09:41Z 15.2K followers, [--] engagements


"With Canada dropping import duties United States is now the only country on the planet not importing Chinese cars. Even Japan and Korea are permitting Chinese imports albeit in small numbers. Q: Will Canada hold the line at 2.5% of total market (49000 cars) or will that ceiling soon vanish too Q: Chinese cars will still need to invest to make for cars meet Canada safety standards which are currently the same as the U.S. and different from Europe. Will Canada switch to a EU standard https://twitter.com/i/web/status/2012460942110716370 https://twitter.com/i/web/status/2012460942110716370"  
[X Link](https://x.com/dunne_insights/status/2012460942110716370)  2026-01-17T09:44Z 15.2K followers, 23.1K engagements


"@AvisharDutta India does not have any Chinese imports"  
[X Link](https://x.com/dunne_insights/status/2012462065173287279)  2026-01-17T09:48Z 15.2K followers, [----] engagements


"@AvisharDutta But has local production"  
[X Link](https://x.com/dunne_insights/status/2012462239752835536)  2026-01-17T09:49Z 15.2K followers, [---] engagements


"Value of Chinese car imports into Canada estimated at $1.25 billion assuming average export price of $25000"  
[X Link](https://x.com/dunne_insights/status/2012474742540734764)  2026-01-17T10:39Z 15.2K followers, [----] engagements


"@leRaffl @tsport100 Why does PHEV drop to nothing"  
[X Link](https://x.com/dunne_insights/status/2012669438831509963)  2026-01-17T23:32Z 15.2K followers, [----] engagements


"@xsaltwedgex Thank you. Tesla should be first in because safety / homologation already in place. Only catch is price point"  
[X Link](https://x.com/dunne_insights/status/2013376015758721218)  2026-01-19T22:20Z 15.2K followers, [---] engagements


"@yunta_tsai This is such an important point to understand. Can you share the top 1-2 reasons why EVs are a better match for autonomous vehicles (I have met many people in industry who say gasoline is just as good)"  
[X Link](https://x.com/dunne_insights/status/2014612063767970259)  2026-01-23T08:12Z 15.2K followers, [----] engagements


"Chery - a state enterprise from hardscrabble Anhui that moves like a startup. China's Carmaker Chery Opens Hiring in Canada Moves to Be First After Tariff Deal EV https://eletric-vehicles.com/chery/chinas-carmaker-chery-opens-hiring-in-canada-moves-to-be-first-after-tariff-deal/ https://eletric-vehicles.com/chery/chinas-carmaker-chery-opens-hiring-in-canada-moves-to-be-first-after-tariff-deal/"  
[X Link](https://x.com/dunne_insights/status/2014863131089240358)  2026-01-24T00:49Z 15.2K followers, [----] engagements


"Pushed out. Elizabeth "Liz" Cannon is out as executive director an office created in [----] to investigate threats to the supply chain from foreign adversaries. We dont need that office anymore President Donald Trump's administration has pushed out a Commerce Department official whose office effectively barred nearly all Chinese cars from the U.S. market for national security reasons according to people familiar with the matter. https://t.co/PGly5S6d5v President Donald Trump's administration has pushed out a Commerce Department official whose office effectively barred nearly all Chinese cars"  
[X Link](https://x.com/dunne_insights/status/2014936835856990543)  2026-01-24T05:42Z 15.2K followers, [----] engagements


"S. Africa liking China more and more. "Chery #Chinas top car exporter agreed to buy Nissans vehicle manufacturing plant in South Africa the latest evidence of the growing global dominance of Chinese brands" https://t.co/EnyMFyedTr "Chery #Chinas top car exporter agreed to buy Nissans vehicle manufacturing plant in South Africa the latest evidence of the growing global dominance of Chinese brands" https://t.co/EnyMFyedTr"  
[X Link](https://x.com/dunne_insights/status/2015225236564972012)  2026-01-25T00:48Z 15.2K followers, [----] engagements


"@TheEVuniverse Do we know how many vehicles in total"  
[X Link](https://x.com/dunne_insights/status/2015755707350651009)  2026-01-26T11:56Z 15.2K followers, [---] engagements


"Does Snowden know he already has a Chinese name c/o Chinese press "Si Nuo Deng" Probably not the same one he took while studying Mandarin"  
[X Link](https://x.com/dunne_insights/status/348687725869801474)  2013-06-23T06:23Z 15.2K followers, [--] engagements


""Tenaciou3 Investment Holdings Ltd directly controlled by Geely borrowed [----] billion euros ($2.04 billion) from the Hong Kong branch of Chinese bank Industrial Bank" https://reut.rs/2HX6aMA https://reut.rs/2HX6aMA"  
[X Link](https://x.com/dunne_insights/status/969376113783795712)  2018-03-02T00:57Z 15.2K followers, [--] engagements

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