According to @StockMKTNewz, BYD achieved a historic milestone by selling more cars than Ford ($F) in a single year for the first time in 2025. This marks a significant shift in the global automotive market, highlighting BYD's growing dominance, particularly in electric vehicles (EVs). Investors may consider monitoring BYD's continued growth trajectory and its impact on traditional automakers like Ford.

According to The Kobeissi Letter, the rapid rise of electric vehicles (EVs) in China is putting downward pressure on oil prices. The oil markets are now factoring in the electrification of transportation, as 50% of new cars sold in China can run on batteries. This significant shift highlights the increasing relevance of EVs in the market, which was once seen as a distant trend but now plays a crucial role in the oil pricing strategy.