Diversification and focus risks for carmakers

Imogen & Dan run the rule over an automotive market in turm-oil. This week they take a closer look at the ups and downs of one of China's outstanding OEMs, reveal how those that are running vehicles fleets and spreadsheets win with EVs, and an unavoidable look at the Middle East market shakes.

XPeng Sales Explode: https://cleantechnica.com/2026/01/02/xpeng-sales-rise-126-from-190068-to-429445/

XPENG's Scottish Dealership: https://www.linkedin.com/posts/dancaesar_fromhowtowow-cheaperbetterbatteryelectric-activity-7440657769185243136-Xf_a?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAJBSkEByrVwGDXepyipNa6eDY0nhj6qwV0

XPENG's Down Under Distributor Goes Under: https://thedriven.io/2026/03/24/xpengs-exclusive-australian-distributor-true-ev-placed-into-external-administration/ + https://www.youtube.com/watch?v=qq1IN4umTI8

FLEET CHEAT: https://vanfleetworld.co.uk/uk-fleets-can-slash-operating-costs-by-64-through-electrification-ey-finds/

OIL SHOCKS: https://thedriven.io/2026/03/24/electric-vehicles-will-steer-world-clear-of-oil-price-shock-twice-as-bad-as-the-1970s-birol/

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