Geely-owned Polestar has set out plans to broaden its electric vehicle (EV) portfolio with four new models scheduled between 2026 and 2028, as part of its next growth phase. It represents what the Swedish EV manufacturer described as “largest” product expansion in its history. The rollout will begin with the Polestar 5 four-door grand tourer, with deliveries due to start in summer this year. Later this year, in the fourth quarter, the company intends to introduce a new variant of the Polestar 4 SUV to ...

Group 1 - VinFast Auto Ltd. projects global electric vehicle deliveries of 300,000 units for 2026, building on a better-than-expected performance in 2025 [1] - The company attributes its positive outlook to strong momentum in key Asian markets, including Vietnam, Indonesia, India, and the Philippines, driven by new model rollouts and expanded distribution [2] - VinFast plans aggressive growth in its electric two-wheeler segment, expecting deliveries to reach at least 2.5 times the level recorded in 2025, targeting mass-market mobility in emerging Asian economies [3] Group 2 - VinFast will release its fourth-quarter and full-year 2025 financial results on March 16, 2026, with a live webcast to discuss operating performance and strategic priorities [4] - The company is recalibrating its global ambitions, focusing on Asia as a near-term growth engine due to rising EV penetration and price-sensitive consumers [5] - Southeast Asia is becoming a competitive EV market, with government incentives and infrastructure development supporting electrification, while VinFast's home-market advantage in Vietnam positions it well despite intense competition from Chinese automakers [6] Group 3 - Vehicle deliveries are only one measure of performance and do not directly correlate with financial results, which are influenced by pricing, costs, and market conditions; investors are keenly awaiting updates on margins and funding needs [7] - VinFast, a subsidiary of Vingroup JSC, produces electric SUVs, buses, e-scooters, and e-bikes, with manufacturing based in Vietnam and exports to Asia, North America, and Europe [8]

Core Insights - Tesla has established two new subsidiaries in Estonia and Latvia to enhance its presence in Northern Europe, with Tesla Latvia SIA registered on November 7, 2025, and Tesla Estonia OÜ on December 16, 2025, both owned by Tesla International B.V. [1] Group 1: Market Entry Strategy - Tesla's strategy in these new markets focuses on service and support, aiming to serve existing Tesla owners while preparing for future vehicle deliveries [2] - This approach is similar to Tesla's previous expansion into Lithuania, where the company first established a corporate presence, followed by a pop-up store and a permanent service center [3] Group 2: Sales and Product Strategy - In early 2025, Tesla faced a decline in sales due to a challenging European market, prompting the company to target smaller, tech-savvy countries like Estonia and Latvia for new growth opportunities [4] - To attract price-sensitive consumers, Tesla is promoting its more affordable Model 3 and Model Y Standard variants, which lower the entry cost into the Tesla ecosystem [5] Group 3: Software and Infrastructure Development - Tesla is advancing its software capabilities in Europe, particularly its Full Self-Driving (FSD) features, launching an FSD ride-along program in the fourth quarter of 2025 and extending demonstrations until March 2026 [6] - The expansion in the Baltic region is expected to reshape the local EV market, creating skilled jobs and accelerating EV adoption, while also encouraging infrastructure investment from competitors and local governments [7][8] Group 4: Competitive Landscape - BYD Co. is rapidly expanding its European presence, planning to double its sales network to around 2,000 outlets by the end of 2026, with European sales tripling in 2025 to over 80,000 vehicles [9] - Li Auto Inc. is also accelerating its overseas expansion, establishing an R&D presence in Munich, Germany, to better understand the European market [10]

Core Viewpoint - BYD, China's largest carmaker, has initiated sales of its electric vehicles (EVs) in Argentina, capitalizing on the recent removal of import tariffs for electric and hybrid vehicles, which is expected to enhance its market presence in the region [1] Group 1: Company Developments - BYD has launched its EV sales in Argentina, marking a significant expansion into the South American market [1] - The removal of import tariffs for electric and hybrid vehicles in Argentina is a strategic advantage for BYD, allowing for more competitive pricing and increased sales potential [1] Group 2: Industry Context - The lifting of import tariffs is part of a broader trend in Argentina aimed at promoting the adoption of electric vehicles, which could lead to increased competition among car manufacturers in the EV sector [1] - This move aligns with global trends towards sustainability and the growing demand for electric vehicles, positioning BYD favorably within the evolving automotive industry landscape [1]