# ![@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, tesla 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 [-------] -70%
- [--] Month [-------] -54%
- [--] Months [---------] +159%
- [--] Year [---------] +70%

### 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 [---] -23%
- [--] Months [---] +116%
- [--] Year [---] +30%

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

- [--] Week [------] +0.03%
- [--] Month [------] +1.10%
- [--] 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**
[countries](/list/countries)  43.38% [automotive brands](/list/automotive-brands)  #4230 [stocks](/list/stocks)  13.24% [finance](/list/finance)  8.82% [technology brands](/list/technology-brands)  8.09% [travel destinations](/list/travel-destinations)  5.15% [formula 1](/list/formula-1)  2.94% [luxury brands](/list/luxury-brands)  2.21% [fashion brands](/list/fashion-brands)  0.74% [products](/list/products)  0.74%

**Social topic influence**
[china](/topic/china) #1922, [byd](/topic/byd) #125, [geely](/topic/geely) #26, [tesla](/topic/tesla) 5.88%, [ford](/topic/ford) #346, [xiaomi](/topic/xiaomi) 5.88%, [in the](/topic/in-the) 5.88%, [canada](/topic/canada) 3.68%, [market](/topic/market) 2.94%, [tariffs](/topic/tariffs) 2.94%

**Top accounts mentioned or mentioned by**
[@ft](/creator/undefined) [@kyleichan](/creator/undefined) [@wassim_rat](/creator/undefined) [@matko_romic](/creator/undefined) [@guguroma](/creator/undefined) [@tphuang](/creator/undefined) [@nikkeiasia](/creator/undefined) [@tychodefeijter](/creator/undefined) [@kimcjorgensen](/creator/undefined) [@reillybrennan](/creator/undefined) [@avishardutta](/creator/undefined) [@blue_domain](/creator/undefined) [@dgingrasmorris](/creator/undefined) [@mcgregorrichard](/creator/undefined) [@coreybcantor](/creator/undefined) [@poulsenteit](/creator/undefined) [@martinez_a_28](/creator/undefined) [@modeledbehavior](/creator/undefined) [@barrettyoutube](/creator/undefined) [@jojjeols](/creator/undefined)

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

"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


"Say name in Chinese then the Chinese car brand in English. Go"  
[X Link](https://x.com/dunne_insights/status/2013417049679388712)  2026-01-20T01:03Z 15.3K followers, [----] engagements


"Amazed by the sudden swarm of Chinese cars on Jakarta streets up from a small trickle a year ago. BYD Chery Jaecoo Geely Denza MG"  
[X Link](https://x.com/dunne_insights/status/2013784716848054320)  2026-01-21T01:24Z 15.3K followers, 10.3K engagements


"China exported an astonishing [---] million vehicles in [----] - almost as many as the US built in total. China's Car Export Explosion 2020: [--] million 2021: 2.1m 2022: 3.3m 2023: 4.8m 2024: 6.7m 2025: 8.3m"  
[X Link](https://x.com/dunne_insights/status/2016742847714877831)  2026-01-29T05:18Z 15.3K followers, 179.1K engagements


"Chinese car brands now having a better reputation outside of China than inside China. I Test Drove a Chinese EV. Now I Dont Want to Buy American Cars Anymore. - WSJ https://www.wsj.com/tech/personal-tech/chinese-ev-test-drive-xiaomi-su7-c3e59282 https://www.wsj.com/tech/personal-tech/chinese-ev-test-drive-xiaomi-su7-c3e59282"  
[X Link](https://x.com/dunne_insights/status/2017101854476554751)  2026-01-30T05:05Z 15.3K followers, 48.4K 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


"Entry seems inevitable. Question is what will be the terms of market access. Look for manufacturing possibly mandated joint ventures. And checks on hardware/software. Chinese EVs Slow Charge Toward America https://www.thewirechina.com/2026/02/01/chinese-evs-slow-charge-toward-america/ https://www.thewirechina.com/2026/02/01/chinese-evs-slow-charge-toward-america/"  
[X Link](https://x.com/dunne_insights/status/2018200993792766240)  2026-02-02T05:53Z 15.3K followers, [----] engagements


"Happening this week: NADA in Las Vegas. 25000+ dealers and financiers and regulators converge on the city in the desert. If you're in town welcome to join my talk on Tuesday afternoon at 2:30pm The Great China Car Tsunami"  
[X Link](https://x.com/dunne_insights/status/2018332437466710478)  2026-02-02T14:35Z 15.3K followers, [----] engagements


"@ModeledBehavior The pendulum swingeth"  
[X Link](https://x.com/dunne_insights/status/2018375129101902241)  2026-02-02T17:25Z 15.3K followers, [---] engagements


"Twenty seven Chinese car brands in Thailand. [--] Thats like science fiction stuff. Via the one and only M Leonard of the Sathorn district"  
[X Link](https://x.com/dunne_insights/status/2018977227044778235)  2026-02-04T09:17Z 15.3K followers, [----] 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


"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


"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


"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


"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/dunne_insights/status/2020191487007617042)  2026-02-07T17:42Z 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/dunne_insights/status/2020144767129026572)  2026-02-07T14:36Z 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/dunne_insights/status/2021757676594806789)  2026-02-12T01:26Z 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/dunne_insights/status/2021966845876875657)  2026-02-12T15:17Z 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


"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/dunne_insights/status/2021390779080638655)  2026-02-11T01:08Z 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/dunne_insights/status/2021849852611838111)  2026-02-12T07:32Z 15.3K followers, [----] 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/dunne_insights/status/2021854359387255083)  2026-02-12T07:50Z 15.3K followers, 11.4K 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


"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/dunne_insights/status/2021980434222227661)  2026-02-12T16:11Z 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


"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/dunne_insights/status/2020273647571927386)  2026-02-07T23:09Z 15.3K followers, 53.4K 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


"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/dunne_insights/status/2021208711704764748)  2026-02-10T13:04Z 15.3K followers, [----] engagements


"@jojjeols Sold"  
[X Link](https://x.com/dunne_insights/status/2021828410667151798)  2026-02-12T06:07Z 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/dunne_insights/status/2021984047896178871)  2026-02-12T16:25Z 15.3K followers, [---] engagements


"One way street in China. BMW Shares Slump as China Woes Prompt Guidance Cut - WSJ https://www.wsj.com/business/autos/bmw-shares-slump-as-china-woes-prompt-guidance-cut-94ac9db4 https://www.wsj.com/business/autos/bmw-shares-slump-as-china-woes-prompt-guidance-cut-94ac9db4"  
[X Link](https://x.com/dunne_insights/status/1975905256983634313)  2025-10-08T12:44Z 13.7K followers, [----] engagements


"Not long ago Porsche carried god-like status in China. Not anymore. Sales down 26% YTD. Porsche Deliveries Fall on Weakness in China - WSJ https://www.wsj.com/business/autos/porsche-deliveries-fall-on-weakness-in-china-9252ca68 https://www.wsj.com/business/autos/porsche-deliveries-fall-on-weakness-in-china-9252ca68"  
[X Link](https://x.com/dunne_insights/status/1976260693180535171)  2025-10-09T12:17Z 13.8K followers, [----] engagements


"Official. UC San Diego Triton Gear"  
[X Link](https://x.com/dunne_insights/status/1976564290631954850)  2025-10-10T08:23Z 13.7K followers, [----] engagements


"Without peeking at logo name this brand and model"  
[X Link](https://x.com/dunne_insights/status/1977508205371523244)  2025-10-12T22:54Z 13.8K followers, [----] engagements


"@kyleichan @Wufei_Yu Imagine the airfares and visa expenses alone"  
[X Link](https://x.com/dunne_insights/status/1978195451380982166)  2025-10-14T20:25Z 13.8K followers, [---] engagements


"@electricfelix @ChinaEV_Eng_Lif @TychodeFeijter @TaylorOgan @InsideChinaAuto @ChinaDriven @Wheelsboy_Auto @chinacarstravel From January [----]. https://newsletter.dunneinsights.com/p/byd-so-damn-good-but-not-invincible https://newsletter.dunneinsights.com/p/byd-so-damn-good-but-not-invincible"  
[X Link](https://x.com/dunne_insights/status/1979218239789174909)  2025-10-17T16:09Z 13.8K followers, [---] engagements


"Win signed copy of my book American Wheels Chinese Roads reply Olympic medal count winner # of medals & # of gold (Ex: U.S.-110-36)"  
[X Link](https://x.com/dunne_insights/status/229780260999290880)  2012-07-30T03:27Z [----] followers, [--] engagements


"Marchionne runs Chrysler. Ghosn runs Nissan. When will a foreigner first run VW or Hyundai Ever"  
[X Link](https://x.com/dunne_insights/status/337198914056880128)  2013-05-22T13:31Z [----] followers, [--] engagements


"BAIC International Development Co formally launched as subsidiary of Beijing Automotive Group. Purpose is M&A. Targeting [--] EU auto co's"  
[X Link](https://x.com/dunne_insights/status/349534593633886209)  2013-06-25T14:28Z [----] followers, [--] engagements


"China's Baidu chose Apollo as name for open source autonomous drive campaign. And can you identify the vehicle (hint: it's a new brand too)"  
[X Link](https://x.com/dunne_insights/status/884119831875735552)  2017-07-09T18:39Z [----] followers, [--] engagements


"Meet VinFast the world's newest automaker -- from Vietnam- Nikkei Asian Review http://s.nikkei.com/2eOAOLi http://s.nikkei.com/2eOAOLi"  
[X Link](https://x.com/dunne_insights/status/905297266843549696)  2017-09-06T05:11Z [----] followers, [--] engagements


"A giant of a man Jim Dunne crossed that great river in the sky last night. I miss him deeply. https://www.hagerty.com/articles-videos/articles/2019/08/19/nearly-dunne-never-forgotten https://www.hagerty.com/articles-videos/articles/2019/08/19/nearly-dunne-never-forgotten"  
[X Link](https://x.com/dunne_insights/status/1163783194312884230)  2019-08-20T12:01Z 15.2K followers, [---] engagements


"China sales collapsed 80% in February. What kind of hit will we see in the US in the next [--] days Is a 50% drop unrealistic Factory workers can't work from home. A temporary plant shutdown would be a major hit to the economy but the public health risk must be addressed. There is serious pain ahead for the auto industry. Factory workers can't work from home. A temporary plant shutdown would be a major hit to the economy but the public health risk must be addressed. There is serious pain ahead for the auto industry"  
[X Link](https://x.com/dunne_insights/status/1239373126338662400)  2020-03-16T02:09Z 15.2K followers, [--] engagements


""Lending by China's CDB and EIBC totalled $462bn between [----] and [----] just short of the $467bn lent by the World Bank to low- and middle-income countries during the period." $462000000000.00 via @financialtimes https://www.ft.com/content/1cb3e33b-e2c2-4743-ae41-d3fffffa4259 https://www.ft.com/content/1cb3e33b-e2c2-4743-ae41-d3fffffa4259"  
[X Link](https://x.com/dunne_insights/status/1336109296262647808)  2020-12-08T00:44Z 15.2K followers, [--] engagements


"Led by BYD Chinese brands dominating the Jakarta Auto Show this week. BYD MG Zeekr Neta Aion Maxus BAIC Chery all here"  
[X Link](https://x.com/dunne_insights/status/1861749776917897357)  2024-11-27T12:31Z 15.2K followers, [----] engagements


"@KimCJorgensen Thai baht taoray Khrap"  
[X Link](https://x.com/dunne_insights/status/1963767163040206975)  2025-09-05T00:52Z 15K followers, [---] engagements


"Ford's painful spiral in China - down 90% from peak. Ford Sales in China 2017: [---] 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 15.2K followers, 502.9K engagements


"Tesla still finding a way in brutally competitive China. Up 10% in November. Tesla Sales in China 2023: 603K [----] 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 15.2K followers, [----] engagements


"What is your favorite Chinese car brand"  
[X Link](https://x.com/dunne_insights/status/1996294966667030587)  2025-12-03T19:06Z 15.2K followers, [----] engagements


"Zipcar loses it in the UK. Zipcars UK departure leaves users stranded via @ft https://www.ft.com/content/eb337dc9-02ce-4838-908b-30f4237be565 https://www.ft.com/content/eb337dc9-02ce-4838-908b-30f4237be565"  
[X Link](https://x.com/dunne_insights/status/1996972569376022654)  2025-12-05T15:58Z 15.2K followers, [----] engagements


"Wayve the British AV underdog gets moving. "Kendall took Jensen Huang the Nvidia co-founder for a spin around Hyde Park corner. Huang who had just committed $500mn to Wayves next funding round was effusive in his admiration. Ever the salesman Huang declared Wayve to be the next trillion-dollar company. Can Wayve make London a self-driving city via @ft https://www.ft.com/content/67c3cbad-330d-4dfa-8483-2b96c5b36430 https://www.ft.com/content/67c3cbad-330d-4dfa-8483-2b96c5b36430"  
[X Link](https://x.com/dunne_insights/status/1997674335822401668)  2025-12-07T14:27Z 15.2K followers, [----] engagements


"VinFast opens $1 billion plant in Java Indonesia"  
[X Link](https://x.com/dunne_insights/status/2000591789644992519)  2025-12-15T15:40Z 15.2K followers, [----] engagements


"China Automaker Market Caps 12/16 BYD: $119B Great Wall Motor: $27B Geely Auto Holdings $22B Xpeng: $18B Li Auto: $17B NIO: $12B Zeekr: $7B (going private) Polestar: $1B"  
[X Link](https://x.com/dunne_insights/status/2000937296263307426)  2025-12-16T14:33Z 15.2K followers, [----] engagements


"What do these companies have in common Founders run the show. All billionaires. BYD Xiaomi Geely Xpeng Li Auto NIO Tesla"  
[X Link](https://x.com/dunne_insights/status/2000970136791236867)  2025-12-16T16:43Z 15.2K followers, [----] 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 15.2K followers, 830.8K 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


"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


"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


"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


"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


"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


"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


"@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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