EVWorld Exclusive

When One Man Controls the Stack: Is Musk Building a Private Technology Monopoly?

11 Aug 2026 | Elon Musk's control of Tesla, SpaceX, Starlink and xAI raises a question larger than whether Tesla will use satellite communications. Together, these companies could form a vertically integrated technology ecosystem spanning vehicles, robots, AI, communications, space infrastructure and information. That may not constitute a legal monopoly, but it could create unprecedented competitive advantages when one individual controls multiple interconnected layers of the emerging AI economy.

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Can China Do for Personal eVTOLs What It Did for Electric Cars?

10 Aug 2026 | China is leveraging its EV supply chain, regulatory support, and mass‑production expertise to scale personal eVTOLs. Early high-cost models will give way to automotive-style gigafactory output, driving prices below $100k as solid-state batteries mature. Regulatory hurdles remain, but global regions with difficult terrain or dense cities stand to benefit most from low-cost air mobility.

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Inside China's EV Expansion Across Mexico

07 Aug 2026 | Chinese electric vehicle manufacturers are rapidly building out their presence in Mexico, shifting from pure export strategies to direct industrial investment. Major auto-parts suppliers have built a deep tier-one manufacturing foundation in northern industrial corridors. Simultaneously, automotive giants like BYD, Chery, and Geely are competing to secure full vehicle assembly capacity. While trade regulations present market hurdles into the United States, local Mexican vehicle assembly continues to accelerate.

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Why Chery's $75M KGM Stake Won't Be a Backdoor into the U.S. Market

07 Aug 2026 | Chery's $75M stake in KG Mobility raises speculation about U.S. market entry. While South Korea’s KORUS FTA offers tariff advantages, U.S. rules banning Chinese-origin connected car software block access. KGM relies on Chery's T2X platform and software stack, making substitution with Korean systems impractical. The partnership is aimed at Europe, Latin America, and Australia, not the U.S.

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From Highway to Deep Water: How EV Battery Tech Is Powering Europe's Next-Gen Submarines

04 Aug 2026 | Saft, a TotalEnergies subsidiary, will supply lithium‑ion batteries for Naval Group's new submarines, replacing bulky lead‑acid units. The upgrade boosts energy density, reliability, and silent operation, marking a leap from EV tech into European defense. It signals both technological maturity and strategic sovereignty, with potential to reshape naval power

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