In the past 48 hours, the electric vehicle industry shows mixed signals as 2025 wraps up, with robust Chinese growth offsetting US market cooling and delivery shortfalls.

Chinese EV makers dominated recent headlines. XPeng announced December 2025 deliveries of 37,508 vehicles, up 2 percent year-over-year, and full-year totals of 429,445 units, a massive 126 percent surge, including 45,008 overseas sales across 60 countries.[1][2] They expanded their charging network by over 1,100 stations to 3,000 total, cutting emissions by more than 6.61 million tons.[2] Nio hit its Q4 target with record December sales, up 47 percent for the year, and produced 43,668 ES8 SUVs.[1] However, Chinese auto stocks sank in the final 2025 session ahead of sales data.[1]

In the US, headwinds mounted. LG Energy Solution's 6.5 billion dollar battery deal with Ford was terminated due to policy shifts and weak demand, rippling through Korean suppliers like SK On.[5] Ford's Model e EV division lost billions in 2025, leading to canceled next-gen EV pickup and van projects.[8] Tesla signaled weaker Q4 sales via analyst estimates and clarified Cybercab as mere testing, despite FSD V14.2 acing a 2,700-mile road trip.[1][7] Lucid faced Gravity SUV complaints despite fixes.[1]

Partnerships advanced: ECARX invested 23 million dollars in Lotus Technology on December 29 for deeper tech ties in cockpits and smart driving.[4] Tesla eyes 8 GWh battery output at Giga Berlin in 2026.[3]

Compared to prior weeks, delivery beats from XPeng and Nio contrast US pullbacks, like Ford's cuts, signaling shifting consumer caution amid high rates. Leaders respond by chasing exports and infrastructure: XPeng's global push and Tesla's autonomy focus aim to counter slowdowns. Overall, China accelerates while the West recalibrates supply chains.

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