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Electric Vehicles 11 January 2026 - 15 January 2026

EU’s China EV price-floor plan lifts BYD and Xpeng — tariff fight may be shifting

EU’s China EV price-floor plan lifts BYD and Xpeng — tariff fight may be shifting

Shares of China’s BYD climbed up to 4.8% in Hong Kong on Tuesday. Xpeng jumped 5.3%, while SAIC Motor added 3.6%, following news that the European Commission is considering a minimum-price system to replace tariffs on China-built electric vehicles. This pricing mechanism would also cover EVs made in China by foreign automakers. Eugene Hsiao from Macquarie Capital described the move as “positive for developing better ties” between the EU and Chinese carmakers. The clash over electric-vehicle pricing has escalated into a key trade battle between Beijing and Brussels. Investors are paying close attention, since a settled price floor offers more predictability than a tariff slapped on imports repeatedly at the border.
15 January 2026
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Tesla stock slips as Musk pulls $8,000 Full Self-Driving option, goes subscription-only

Tesla stock slips as Musk pulls $8,000 Full Self-Driving option, goes subscription-only

New York, January 14, 2026, 09:39 ET — Regular session Tesla shares dipped about 0.4% to $447.20 in early Wednesday trading, after closing at $449.04 Tuesday. CEO Elon Musk announced the company will stop selling its Full Self-Driving software outright, switching to a monthly subscription model starting Feb. 14. The driver-assistance package, now called “FSD,” currently costs U.S. buyers $8,000 upfront or $99 per month. U.S. safety regulators launched an investigation last year into 2.88 million Teslas with the system, following over 50 reports of crashes and traffic-safety issues.
14 January 2026
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EU Tariff Relief? BYD, Xpeng Shares Jump on Plan to Swap Chinese EV Duties for Minimum Prices

EU Tariff Relief? BYD, Xpeng Shares Jump on Plan to Swap Chinese EV Duties for Minimum Prices

Shares of BYD and other Chinese EV makers surged Tuesday following a European Commission hint that import tariffs might be swapped for a minimum-price mechanism. BYD jumped as much as 4.8% in Hong Kong, Xpeng climbed 5.3%, and SAIC Motor’s Shanghai-listed shares rose up to 3.6%. This development is significant since the EU’s tariffs on China-made EVs are at the heart of Brussels’ toughest trade battle with Beijing. European automakers, facing competition from lower-priced Chinese models gaining ground, have been demanding clear answers. Now, the discussions seem to be edging toward a negotiated settlement rather than further escalation.
14 January 2026
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BYD and Xpeng pop as EU hints at a minimum-price alternative to China EV tariffs

BYD and Xpeng pop as EU hints at a minimum-price alternative to China EV tariffs

Shares of Chinese electric-vehicle makers rose in Tuesday trading after the European Commission mapped out a route that could let exporters swap EU tariffs for minimum price commitments. BYD climbed as much as 4.8% in Hong Kong, Xpeng gained 5.3% and SAIC Motor’s Shanghai-listed shares rose as much as 3.6%. The rally comes as Brussels tries to contain a trade fight that has become a sore point with Beijing and a pressure point for carmakers selling into Europe. The Commission finalised an anti-subsidy probe in October 2024 and imposed definitive countervailing duties — extra import charges meant to offset subsidies — ranging from 7.8% to 35.3% on battery-electric vehicles from China.
14 January 2026
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NIO stock steadies in premarket after Europe pledge as EU lays out tariff workaround

NIO stock steadies in premarket after Europe pledge as EU lays out tariff workaround

New York, Jan 13, 2026, 04:34 EST — Premarket Nio Inc shares slipped slightly in early premarket Tuesday after the Chinese EV maker vowed to push forward with its European operations. This comes as Brussels proposed a potential path for China-made electric vehicles to sidestep EU tariffs. The U.S.-listed ADR dipped about 0.2% to $4.84, following a 4.5% gain on Monday when it closed at $4.85.
13 January 2026
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Rivian stock (RIVN) ticks up as Wolfe downgrade warns of bigger cash burn

Rivian stock (RIVN) ticks up as Wolfe downgrade warns of bigger cash burn

NEW YORK, Jan 12, 2026, 12:27 — Regular session Rivian Automotive shares rose about 0.5% to $19.31 on Monday, paring an early dip, after Wolfe Research cut its rating to Underperform and set a $16 price target. Wolfe said free cash flow — cash left after spending on operations and investment — could run around $4 billion or more in 2026 and projected a $2.1 billion EBITDA loss, a common measure of operating performance.
12 January 2026
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NIO stock ends near a 52-week low — what traders watch before Monday’s reopen

NIO stock ends near a 52-week low — what traders watch before Monday’s reopen

New York, Jan 11, 2026, 07:24 EST — Market closed. NIO Inc’s U.S.-listed shares dropped 1.9% to $4.64 on Friday, marking a second day of losses despite the S&P 500 closing higher. The stock ended about $2.11 under its 52-week high of $6.75 and roughly 13 cents above its low of $4.51. Trading volume was below recent averages, according to MarketWatch data.
11 January 2026
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Stock Market Today

  • Nasdaq 100 Slides on Chipmaker Losses; Dow Hits New High as Jobs Data Surprises
    July 2, 2026, 1:25 PM EDT. The S&P 500 traded up 0.10%, and the Dow Jones Industrial Average set a fresh record, but the Nasdaq 100 lost 0.92% after a drop in chipmakers. US June nonfarm payrolls added 57,000, which missed forecasts, but unemployment is now at a one-year low, 4.2%. The labor market numbers knocked bond yields lower and fired up talk that the Fed could hold off on more rate hikes. South Korea's Kospi dropped more than 7% after SK Hynix and Samsung Electronics fell on questions about AI investment lasting. Q2 earnings outlooks still show potential 23% growth on the back of AI infra stocks. Crude oil slid over 1% as world supply grew, with the UAE boosting exports 30% back to pre-war volumes.
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