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Tesla
3 CÈ pieces since 31 July 2026: 1 deal, 1 intel item, 1 essay. Newest first.All companies →
Entering VinFast's home market on US$3M: Tesla registers a Vietnam sales arm
Tesla Motors Vietnam LLC filed on 12 September in Ho Chi Minh City with US$3.0 million (VND77.7 billion) in charter capital, licensed to sell vehicles and parts. VinFast sold 20,161 of Vietnam's 48,484 cars in August.
CATL spent US$6 billion on a nickel mine. Then 150,000 people ordered a BYD with no nickel.
Karawang’s cell line is due to report first commercial output before 2026 closes, the one date in the chain CATL has already promised, because Zeng cannot survive a second slip while BMW, Volkswagen and Volvo are pricing an exit from the very nickel supply chain he just spent US$6 billion building.
China ships 85% of the world's humanoid robots; the FCC just closed the American border
The FCC barred imports of foreign-made humanoid and quadruped robots on national-security grounds. Of roughly 15,000 humanoids shipped globally in 2025, Unitree and AGIBOT each moved more than 5,000; Tesla and Figure each shipped a few hundred.