EV Daily | Tesla Pauses Mexico Gigafactory, BYD Faces Canada Tariff Hurdles, XPeng Launches P7+ Sedan

【Tesla】

Tesla's Gigafactory Mexico project is on hold due to economic concerns and potential risks from Trump's presidency. The factory was intended for new vehicle programs, but Tesla is pivoting to produce these vehicles on existing platforms in current factories. Despite infrastructure investments from the local government, Tesla has paused the project, focusing instead on Texas.

Tesla will build new, cheaper vehicles on its existing Model 3/Y platform, bypassing the need for the Mexican factory.

Tesla's association with Trump, who campaigned in swing states, may mitigate the company's challenges under a Trump administration, unlike smaller EV startups facing potential risks.

【BYD】

BYD is reconsidering its entry into Canada due to high tariffs on Chinese EV imports, despite having explored distribution networks and government collaboration. Tariffs present a challenge, but BYD might absorb some costs to enter North American markets, with models like the Atto 3 and Seal as potential candidates. The brand's expansion is complex, given Canada's potential restrictions following U.S. policies on Chinese tech in EVs.

【Xpeng】

XPeng has launched the P7+, an AI-centric electric sedan, notable for its advanced vision system replacing LiDAR. Priced competitively, it features impressive range capabilities and AI-enhanced driving functions. The P7+ boasts multiple battery options and enhanced interior technology, aiming to provide premium intelligent features at a lower cost than previously indicated.

【Others】

Lucid Motors is set to launch its Gravity SUV, supported by extended funding through 2026. Deliveries have increased, boosting revenue, although net losses also rose. The Gravity aims for a high range at a competitive price.

Rivian plans to power its upcoming R2 models with LG Energy Solution's 4695 batteries. A new supply agreement will support Rivian's production goals, with battery manufacturing starting in Arizona.

Ford's Mustang Mach-E is set to debut in the Middle East, marking Ford's first fully electric vehicle in the region, supported by a new distribution center in the UAE.

Royal Enfield unveiled the Flying Flea C6 and S6 electric motorcycles designed for urban commuting. With modest power and range, these models focus on accessibility over performance.

Nissan is undergoing a major restructuring, cutting jobs and reducing production to recover financially. The automaker will also reduce its stake in Mitsubishi and focus on new EV technologies.

Kia's 2025 Niro EV remains one of the most affordable electric SUVs, offering competitive range and features at a lower cost than many gas-powered vehicles.

Mercedes-AMG teased its first super electric SUV, challenging high-performance competitors with a new platform and advanced motor technology.

Hyundai's IONIQ 9, a three-row electric SUV, was spotted with minimal camouflage, ahead of its official debut, indicating Hyundai's expansion in the electric SUV market.

Volvo Cars is integrating Tesla Supercharger access into its EVs, enhancing charging convenience for drivers in North America.

Fucare's Gemini X Sport electric bike blurs lines between e-bike and moped with its high power and speed, posing classification challenges for users.