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A Cost-Benefit Analysis of Automakers Establishing In-House Fleets and Adopting Multimodal Transport Amidst a Shortage of Ro-Ro Shipping Capacity

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Daily BriefingMay 14, 2026

First Batch of Chinese EVs Arrives in Canada

The first shipments of Chinese-made electric and plug-in hybrid vehicles—including Chery’s Jaecoo J5 and Geely’s Lotus Eletre—have arrived in Canada, taking advantage of a new tariff window that lowers duties to 6.1%. Chery plans 1,000 more units soon and 10 dealerships by June, while Lotus expands its retail footprint nationwide.

Chinese Automaker Global Expansion and Competitionchina-foreign-trade-geopolitical-barometer
Daily BriefingApr 13, 2026

Xiaomi Hires Tesla's Central Europe Delivery Executive

Xiaomi has appointed Dieter Lorenz, former Senior Manager of Central Europe Delivery Operations at Tesla, as Head of European Delivery and Logistics. This key hire signals Xiaomi’s serious intent to build out its EV operations ahead of a planned 2027 European market entry.

Chinese Automaker Global Expansion and CompetitionBeyond the Red Ocean: Differentiated Globalization Strategies of Chinese NEV Titans (2025–2026)
Daily BriefingApr 13, 2026

Zhang Yongwei Conducts Research on Zhengzhou's Automotive Industry

Zhang Yongwei, Chairman of the Board, visited Zhengzhou to evaluate its intelligent new energy vehicle (NEV) industrial chain, touring key sites including Foxconn’s R&D center and BYD’s Zhengzhou plant. Discussions with Henan officials emphasized building an integrated 'Hub + Manufacturing + Scenarios' ecosystem supported by multimodal logistics and the CDMS innovation model.

Automotive IndustryChinese Automaker Global Expansion and Competition
Daily BriefingApr 10, 2026

Surge in New Energy Vehicle Exports Strains Ocean Shipping Capacity

China’s new energy vehicle exports are growing exponentially—reaching 5.86 million in 2024—with projections to exceed 8 million by 2026. This rapid expansion is overwhelming global ocean shipping infrastructure, causing vessel shortages, soaring freight rates, and delivery bottlenecks.

A Cost-Benefit Analysis of Automakers Establishing In-House Fleets and Adopting Multimodal Transport Amidst a Shortage of Ro-Ro Shipping CapacityChinese Automaker Global Expansion and Competition