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The source says the British government is apparently drawing up a regulation on special tariffs for Chinese electric cars. It also mentions, in speculative terms, the EU’s upcoming “Made in Europe” initiative.
Transport & Environment (T&E) said its analysis of the EU's planned local content requirements for batteries concluded that a sufficient number of 'Made in EU' battery cells will be available by 2030. The source says this contradicts current claims by the automotive industry.
NIO and XPeng reported strong September 2026 EV deliveries, highlighting continued growth in China’s electric-car market. The figures matter because they show both automakers expanding volume as competition intensifies.
NIO said third-quarter deliveries rose 25.4% year over year to 109,178 vehicles, meeting its guidance range. September growth slowed to 7.7%, which may indicate weaker momentum entering the final quarter.
Union Pacific has started testing battery-electric locomotives in Southern California, with two of four Wabtec FLXdrive units delivered. The trial is intended to evaluate emerging technologies in operational railway conditions.
ACEA has presented a study examining whether the European battery supply chain could meet the requirements of the draft Industrial Accelerator Act. The EU is debating the draft package, which aims to boost production and competitiveness within the Union.
Geely has acquired a 30% stake in Nio’s battery swap unit. The deal could help increase utilisation of the swap network by bringing in more vehicles.
NIO and Geely said they will cooperate on EV charging and battery swapping in China. The move could help connect their networks and expand access for drivers, but the source gives limited detail on timing and scope.
Nio and Geely said they will deepen cooperation on charging infrastructure and battery swapping. The move could expand access to swapping and charging networks and support shared standards.
Brussels is said to be pushing London to align its trade policy on China more closely with the EU, which could mean higher import tariffs on Chinese electric cars. The British government has left open the possibility of changes.
NIO said it signed definitive agreements giving a Geely Holding subsidiary a 30% stake in NIO Power, the unit that operates its swap stations and chargers. The deal values NIO Power at about RMB16 billion ($2.4 billion) and includes an asset contribution plus RMB640 million in cash.