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Tesla’s China-Made EV Sales Surge 35% Amid Fierce Industry Rivalry

Tesla’s China-made electric vehicle sales rebounded in early 2026, with combined deliveries for January and February rising more than 35% to 127,728 units on an adjusted basis. The increase follows seasonal adjustments related to the mid-February Lunar New Year and reflects renewed momentum for Tesla’s Shanghai Gigafactory. The facility supplies vehicles both to China’s domestic market and to export destinations across Europe and the Asia-Pacific region

China’s Robust EV Market

Data from the China Passenger Car Association (CPCA) indicates continued growth in China’s electric vehicle market despite intensifying competition among manufacturers. Although Tesla’s deliveries increased during the period, the company still trails Chinese automaker BYD in overall market share. BYD has strengthened its position through new battery technologies, including the Blade battery, which is designed to support significantly faster charging and improved safety.

Competitive Dynamics And Global Footprint

Production at Tesla’s Shanghai facility remains one of the largest sources of EV output globally. However, BYD overtook Tesla as the world’s largest electric vehicle manufacturer in 2025, supported by strong overseas expansion and a broader product portfolio. Tesla continues to rely on exports from Shanghai to support sales growth in international markets. Recent data has also shown rising vehicle registrations across several European countries, indicating sustained demand despite increasing competition.

Emerging Competitors And Market Shifts

Competition in China’s EV market has intensified as domestic manufacturers expand their offerings. Automakers such as Geely and Xiaomi are gaining market share by introducing vehicles with competitive pricing and advanced features. In February, one Geely model outsold vehicles from both Tesla and BYD in China, while Xiaomi’s YU7 SUV surpassed Tesla’s Model Y to become one of the country’s top-selling vehicles. The CPCA expects finalized sales data for March to provide further insight into market trends following the Lunar New Year period, which typically includes new model launches and increased production activity.

Europe’s Deadly Summer Heat Exposed The Cost Of A Warming Continent

Europe experienced its deadliest summer for heat-related deaths on record in 2026, with an estimated 24,400 excess deaths linked to extreme temperatures across 30 countries. Researchers estimate that human-induced climate change was responsible for around 32,000 of the deaths attributed to heat in the study’s broader analysis, accounting for 65% of the total.

The findings highlight the growing public-health consequences of global warming, largely driven by fossil fuel use, as extreme heat becomes more frequent and severe.

A Summer Of Dangerous Heat

Between June and August, heatwaves pushed temperatures in Western Europe to an average of 2.9°C above the 1991–2020 norm, with some days reaching 12°C above average. Nearly a third of estimated heat-related deaths occurred during a particularly intense heatwave between 17 June and 1 July.

“These numbers are a stark reminder that our hotter, more extreme summers are having an increasingly severe impact on public health,” said Dr Clair Barnes, a researcher at Imperial College London and co-author of the study.

The estimated toll exceeded previous peaks of around 29,000 deaths in summer 2022 and 28,000 in 2003 across the region studied.

How Researchers Estimated The Toll

Researchers modelled the relationship between temperature and mortality across 854 urban areas in the EU, UK, Norway and Switzerland, covering around 40% of the population in the 30 countries studied.

The analysis incorporated temperature records, age, socioeconomic conditions, environmental factors and access to healthcare. By comparing actual temperatures with those expected without human-induced warming, the team estimated the additional deaths attributable to climate change.

Final official mortality figures for summer 2026 are not yet available in many countries, and heat-related deaths are often underreported because their effects can be difficult to identify directly.

Older People Face The Greatest Risk

People aged 85 and over accounted for roughly half of the estimated deaths. However, the impact extended across age groups, with around 800 excess deaths among adults aged 20–44 and approximately 6,000 among people under 65.

Southern Europe experienced the highest mortality burden, reflecting hotter temperatures and other vulnerabilities, including air pollution, limited green space and unequal access to healthcare and heat-alert systems.

Italy, France And Spain Record Highest Toll

Italy recorded an estimated 13,303 heat-related excess deaths, followed by France with 7,268 and Spain with 6,824. Germany recorded around 6,340, while the UK saw an estimated 4,354 deaths.

In the UK, the heat also placed significant pressure on healthcare services. Andrew Hartle, Professor of Practice of Anaesthesia at Imperial College Healthcare, said demand during the summer resembled that of a severe winter virus season.

Cities Urged To Strengthen Heat Protection

Researchers say cities can reduce the risks through climate shelters, external shading and building retrofits, alongside measures to help residents avoid exposure during the hottest hours. Checking on vulnerable people, staying hydrated and following heat alerts are also important.

The researchers stress that adaptation must go hand in hand with reducing fossil fuel use to limit further warming. The findings underline that extreme heat is already a major public-health threat across Europe, with thousands of lives at risk each summer.

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