[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@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, ford, tesla the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

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

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +211%
- X Months XXXXXXXXX +31%
- X Year XXXXXXXXX +76%

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

- X Week XX -X%
- X Month XXX +142%
- X Months XXX +63%
- X Year XXX +28%

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

- X Week XXXXXX +0.91%
- X Month XXXXXX +3.60%
- X Months XXXXXX +17%
- X Year XXXXXX +76%

### CreatorRank: XXXXXXX [#](/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**
[countries](/list/countries)  XXXXX% [automotive brands](/list/automotive-brands)  #5817 [stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [formula 1](/list/formula-1)  XXXX% [currencies](/list/currencies)  #2184 [luxury brands](/list/luxury-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[china](/topic/china) #1790, [byd](/topic/byd) #293, [ford](/topic/ford) #883, [tesla](/topic/tesla) #887, [bmw](/topic/bmw) #1017, [ceo](/topic/ceo) #1519, [eu](/topic/eu) #1393, [business](/topic/business) 4.17%, [mexico](/topic/mexico) 4.17%, [stellantis](/topic/stellantis) #44

**Top accounts mentioned or mentioned by**
[@ft](/creator/undefined) [@markplackett1](/creator/undefined) [@ascrmmc](/creator/undefined) [@electricfelix](/creator/undefined) [@guguroma](/creator/undefined) [@grok](/creator/undefined) [@pstasiatech](/creator/undefined) [@jchengwsj](/creator/undefined) [@johnbuckoke](/creator/undefined) [@ethonspectator](/creator/undefined) [@afonsoev](/creator/undefined) [@wsj](/creator/undefined) [@william71714952](/creator/undefined) [@isniffelonsmusk](/creator/undefined) [@mindofelephant](/creator/undefined) [@wassim_rat](/creator/undefined) [@greenmoonlightx](/creator/undefined) [@oneilbox](/creator/undefined) [@varmaashwin97](/creator/undefined) [@scmpnews](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Li Auto Inc. (LI)](/topic/li-auto) [Spotify Technology (SPOT)](/topic/$spot) [XPeng Inc. (XPEV)](/topic/xpeng) [General Motors Company (GM)](/topic/general-motors)
### Top Social Posts
Top posts by engagements in the last XX hours

"@varma_ashwin97 Correct"  
[X Link](https://x.com/dunne_insights/status/1998063095001080111)  2025-12-08T16:12Z 14.6K followers, XXX engagements


"How about some controversy In 2030 which global automakers will still be competing in China. X. Tesla X. Toyota / Lexus X. Mercedes BMW Audi X. Xpeng-VW (wut) Who did I leave out Your turn"  
[X Link](https://x.com/dunne_insights/status/1990889197750665317)  2025-11-18T21:05Z 14.5K followers, 3222 engagements


"Don't sleep on Denza The BYD sub-brand originally a JV with Mercedes brings compelling design and comfort. Now going global fast including Indonesia Brazil Thailand and Europe. Priced for profit too - starting at $46000 up to $100000 Denza Sales 2022: 9600 (D9 intro in Q4) 2023: 122000 2024: 126000 2025 180000 (f)"  
[X Link](https://x.com/dunne_insights/status/1994079188232622154)  2025-11-27T16:21Z 14.5K followers, 5676 engagements


""Business conditions have deteriorated massively in a short period of time." CEO Porsche. (and GM and Ford and VW and Hyundai and Jeep etc). Chronology of foreign carmakers rapid collapse in China: 2020-2021: "Oh Covid is hurting everyone." 2022-2023: "Crazy price war we won't join it" 2024-2025: "Okay we cut prices but no one wants us" EV share of new car sales shot up from X% in 2020 to XX% in 2025. From X million to 13+ million Chinese brand share from XX% to 66%"  
[X Link](https://x.com/dunne_insights/status/1994419145824424340)  2025-11-28T14:52Z 14.6K followers, 4414 engagements


"Which one does he drive then Putin Says Chinese EVs are Better and Cheaper than Europeans via @AfonsoEV_"  
[X Link](https://x.com/dunne_insights/status/1994534648542842896)  2025-11-28T22:31Z 14.5K followers, 2485 engagements


"BYD Speed catches up with itself. Records 3rd straight month of declines. BYD Sales Drop for Third Month as EV Competition Heats Up"  
[X Link](https://x.com/dunne_insights/status/1995659102878323122)  2025-12-02T00:59Z 14.6K followers, 3615 engagements


"Quickest ramp to scale in XXX years of automotive history. In first full year pace up to 40k per month / 500000 per year Xiaomi. Xiaomi Delivers 'Over 40000' EVs for Third Consecutive Month EV"  
[X Link](https://x.com/dunne_insights/status/1995841481173582250)  2025-12-02T13:04Z 14.5K followers, 35.4K engagements


"Tesla still finding a way in brutally competitive China. Up XX% in November. Tesla Sales in China 2023: 603K 2024 657K 2025: 630K (f) Tesla Scored a Sales Win in China Just As Its Rival BYD Stumbled - Business Insider"  
[X Link](https://x.com/dunne_insights/status/1996285534277152842)  2025-12-03T18:28Z 14.6K followers, 5909 engagements


"What is your favorite Chinese car brand"  
[X Link](https://x.com/dunne_insights/status/1996294966667030587)  2025-12-03T19:06Z 14.5K followers, 1586 engagements


"People working the line at the BMW Plant Spartanburg are talking about China a lot these days. They're worried about declining production numbers for exports to China. "From 2014 to 2024 the Spartanburg site exported more than XXX million BMWs representing around XX% of all vehicles made there. During the 10-year interval the SUVs shipped to other countries had a combined value exceeding $XXX billion." $XX bllion in exports in 2024 alone"  
[X Link](https://x.com/dunne_insights/status/1996630258641199301)  2025-12-04T17:18Z 14.6K followers, 4595 engagements


"Further capitulation. GM opened the door for SAIC into Mexico. Now Stellantis is doing the same for Leapmotor into S. America"  
[X Link](https://x.com/dunne_insights/status/1996938577041866889)  2025-12-05T13:43Z 14.5K followers, 2795 engagements


"Caption: The moment when everyone heard BYD will invest in a manufacturing plant in America. Naw I was just making a prediction about whether the Lions would make the playoffs this year. The Merge 2025 in DC this week was a superb event that looked at what exactly America needs to rebuild a globally competitive auto industry. America's auto industry is now officially the undisputed underdog"  
[X Link](https://x.com/dunne_insights/status/1996963448962654480)  2025-12-05T15:22Z 14.5K followers, 2518 engagements


"58. XX. XX. China now has XX satellite makers and XX rocket companies and more than XX humanoid robot manufacturers. "Chinese companies that survive gruelling involution emerge hardened. They learn to scale rapidly slash costs relentlessly and survive on razor-thin margins. Cut-throat price wars at home only sharpen their hunger to capture overseas markets." via @ft"  
[X Link](https://x.com/dunne_insights/status/1981495114146206202)  2025-10-23T22:57Z 14.6K followers, 51.1K engagements


"The mighty formidable American dam keeping Chinese cars off American roads feels like its about to burst. Prediction: Look for President Trump to announce a grand deal in Q4 featuring multi billion dollar China automaker investment into a southern state. One or more U.S. automakers could be involved too"  
[X Link](https://x.com/dunne_insights/status/1955204181607784465)  2025-08-12T09:46Z 14.6K followers, 17.1K engagements


"VinFast "comeback" momentum gathers pace. "VinFast delivered 20380 cars in October bringing the total number of VinFast sales to 124264 units in the first XX months of the year." Smaller models like the VF3 SE Asian markets focus power the rebound after a rough start in North America and Europe"  
[X Link](https://x.com/dunne_insights/status/1988710999013339207)  2025-11-12T20:50Z 14.6K followers, 2304 engagements


"The stunning collapse of Chevrolet in China Chevy Sales in China 2018: XXX K 2023 XXX K 2024 XX K 2025 16K (e) 2026 The End (f) Market forces Managed blunders Controlled outcomes"  
[X Link](https://x.com/dunne_insights/status/1992448529982517735)  2025-11-23T04:22Z 14.6K followers, 63.8K engagements


"Toyota defies gravity in China. Only global auto maker to hold its ground in treacherous China market since 2020.* Toyota Sales In China 2025 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 14.6K followers, 140.9K engagements


"China Top XX NEV Export Destinations Jan-Oct 2025 X. Belgium (gateway to EU) X. UK X. Philippines X. Brazil X. Mexico X. Australia X. UAE X. Thailand X. India XX. Indonesia Iceland did not make it into the top XX nor Monaco. Source: China EV Home"  
[X Link](https://x.com/dunne_insights/status/1994714861851611766)  2025-11-29T10:27Z 14.6K followers, 2569 engagements


"Ford is now exporting more cars from its Chinese joint venture to markets around the world including to America than it sells in China. Ford Exports from China 2023: 101000 2024: 170000 2025: 195000 (f) Ford Sales in China 2023: 455K 2024: 175K 2025: 112K (f)"  
[X Link](https://x.com/dunne_insights/status/1995184919052730702)  2025-11-30T17:35Z 14.6K followers, 9218 engagements


"VW loses a million China sales in a blink of an eye. What happens next Nicht gut"  
[X Link](https://x.com/dunne_insights/status/1995479734168281110)  2025-12-01T13:06Z 14.6K followers, 14.9K engagements


"Honda confronts tough new realities in China. Restructure is nice corporate language for takes a mighty hit. Honda to restructure China business after over X years of talks - Nikkei Asia"  
[X Link](https://x.com/dunne_insights/status/1995847468680900809)  2025-12-02T13:28Z 14.6K followers, 2522 engagements


"Who owns Volvo and Polestar The Chinese will not pause: Volvo and Polestar bosses urge EU to stick to 2035 petrol car ban Automotive industry The Guardian"  
[X Link](https://x.com/dunne_insights/status/1995849637631070345)  2025-12-02T13:36Z 14.6K followers, 4109 engagements


"Ford's painful spiral in China - down XX% from peak. Ford Sales in China 2017: XXX million 2020: 602K 2022: 490K 2023: 455K 2024: 175K 2025: 115K (f) Market forces Shaped outcomes Something else"  
[X Link](https://x.com/dunne_insights/status/1992715987704295890)  2025-11-23T22:04Z 14.6K followers, 501.4K engagements


"China: the most unforgiving car market in the world. Li Auto Sales 2022: XXX K 2023: XXX K 2024: XXX K 2025: XXX K (f) Li Auto Swings to Loss on Sharply Lower Sales via @WSJ"  
[X Link](https://x.com/dunne_insights/status/1993686627642732904)  2025-11-26T14:21Z 14.6K followers, 2332 engagements


"Leapmotor doing its name proud. How long before it acquires a Stellantis brand"  
[X Link](https://x.com/dunne_insights/status/1996287142188789851)  2025-12-03T18:35Z 14.6K followers, 2644 engagements


"Spain going Chinese fast. MG BYD Omoda CATL pour in. Chinese brands now XX% of new cars sales. Spanish Government Announces New EV Incentives of Over XXX Billion EV"  
[X Link](https://x.com/dunne_insights/status/1996338024674980202)  2025-12-03T21:57Z 14.6K followers, 36.4K engagements


"Further capitulation. These are not "VW's made in China" but Chinese joint venture products with a VW badge. Huge difference. EU to review tariffs on Volkswagens EVs made in China via"  
[X Link](https://x.com/dunne_insights/status/1996598780226126156)  2025-12-04T15:13Z 14.6K followers, 12.8K engagements


"One to watch. "Britain is the first big economy to announce that it will tax electric vehicles by mileage to help offset a fall in fuel duty from petrol cars." Britains big experiment with taxing EVs via @ft"  
[X Link](https://x.com/dunne_insights/status/1996599155897069952)  2025-12-04T15:15Z 14.6K followers, 1990 engagements


""They're flooding into the UK Australia you name it Middle East Europe Africa. They're going everywhere in the world except for two countries: the United States and Canada." via @detroitnews"  
[X Link](https://x.com/dunne_insights/status/1996606667107254585)  2025-12-04T15:44Z 14.6K followers, 3285 engagements


"BYD Europe Sales XXX% Higher in November Top X European Markets UK 4600 Germany 4000 Italy: 3500 Spain: 2900 France: 1000 Question: Can the German sales (see chart below) be up this much this fast Great work by @AfonsoEV_ and team"  
[X Link](https://x.com/dunne_insights/status/1997322045504545147)  2025-12-06T15:07Z 14.6K followers, 7192 engagements


"Not Win-Win. "Chinas dominance of so many categories of manufacturing gives it formidable leverage. When the Netherlands took control ofDutch chip maker Nexperiafrom its Chinese owner for national security reasons China barred the company from exporting chips from its Chinese operations crippling auto-assembly customers." China is pursuing a beggar thy neighbor growth model at everyone elses expense writes WSJs Greg Ip via @WSJ"  
[X Link](https://x.com/dunne_insights/status/1997347263149195416)  2025-12-06T16:47Z 14.6K followers, 34.4K engagements


"China Battery Power Rankings Installed Capacity 10/2025 X. CATL: XX% X. FinDreams (BYD): XX% X. CALB: X% X. Gotion: X% X. SVOLT: X% LG Energy is only non-Chinese in top XX has X% share. Source: Gasgoo"  
[X Link](https://x.com/dunne_insights/status/1997678065628123424)  2025-12-07T14:42Z 14.6K followers, 6455 engagements


"China trade surplus looks like a runaway freight train. $1000000000000. A trillion dollars plus. With the renminbi undervalued by XX percent against the euro possibly more it will be exceedingly difficult if not impossible to compete against Chinese manufacturers -- even if Europe does all the right things it needs to do in terms of deregulation bringing down energy prices and establishing a true unified market." Superb reporting by @KeithBradsher of the @nytimes"  
[X Link](https://x.com/dunne_insights/status/1997891627730489701)  2025-12-08T04:50Z 14.6K followers, 35.5K engagements


"Jim Farley on Europe's automotive future: Vanishing fast. "EU vehicle production is now 3mn units below pre-Covid levels. Plants are going dark. In 2024 alone 90000 jobs in the automotive industry evaporated. This is not a transition. Its more like a wind-down of Europes automotive industry." Ford CEO: Europe is risking the future of its auto industry via @ft"  
[X Link](https://x.com/dunne_insights/status/1998009700538110022)  2025-12-08T12:40Z 14.6K followers, 110.6K engagements


"Chinese cars are pouring into Europe and the UK at a pace that dwarfs what the Japanese and Koreans could achieve over the past XX years. Spain is the canary"  
[X Link](https://x.com/dunne_insights/status/1998053007582449863)  2025-12-08T15:32Z 14.6K followers, 27.6K engagements


"Chinese automakers on Mexico raising import tariffs on Chinese cars to 50%. "That's really not going to stop us" This and more in a tremendous conversation with Luis Lozano former CEO of Toyota de Mexico. Listen to this week's Driving With Dunne podcast on Apple Spotify or wherever you take your dessert"  
[X Link](https://x.com/dunne_insights/status/1998056446412653021)  2025-12-08T15:45Z 14.6K followers, 3961 engagements


"Are Chinese auto companies successful because of state subsidies / incentives or because of innovation + grit You know this is the wrong question. Whats the right question"  
[X Link](https://x.com/dunne_insights/status/1998209977996251148)  2025-12-09T01:55Z 14.6K followers, 5862 engagements


"Rare Earth Crisis Part Two "The urgency of the rare-earths situation is just now dawning on the United States and Europe said Naoki Kobayashi an official working in the minerals division of Japans trade ministry. For Japan this painful lesson came XX years ago he said." Japan was there in 2010"  
[X Link](https://x.com/dunne_insights/status/1998278718410604598)  2025-12-09T06:29Z 14.6K followers, 41.7K engagements


"China car market picture worth 10000 words. Top XX Brands YTD 2025 Chinese - XX German - X Japanese - X American / Korean / French / Italian - X Supersonic growth (100%): Xiaomi Geely/Glalaxy Leapmotor Xpeng Did data source overlook Tesla here Source: Global Data"  
[X Link](https://x.com/dunne_insights/status/1998406954713301093)  2025-12-09T14:58Z 14.6K followers, 5533 engagements


"BMW Zipse done. BMW chief to leave after XX years at carmaker via @ft"  
[X Link](https://x.com/dunne_insights/status/1998438533930033641)  2025-12-09T17:04Z 14.6K followers, 5683 engagements


"GM and Ford repurpose China JV businesses as base camps for exports. Where is this going Turning to exports has helped giants like General Motors Ford and Stellantis survive a tough period in China writes @julianaliu"  
[X Link](https://x.com/dunne_insights/status/1998580827748446523)  2025-12-10T02:29Z 14.6K followers, 1889 engagements


"One reason Herr Zipse is not CEO anymore. BMW Sales in China 2023: 825000 2024: 715000 2025: 585000 (f) X5 sales tanking XX% YoY"  
[X Link](https://x.com/dunne_insights/status/1998754927120949460)  2025-12-10T14:01Z 14.6K followers, 1322 engagements