
Rideence and AVA to Start EV Assembly in Mombasa, Kenya, Accelerating Local E‑Mobility
Read Our Expert Analysis
Create an account or login for free to unlock our expert analysis and key takeaways for this development.
By continuing, you agree to receive marketing communications and our weekly newsletter. You can opt-out at any time.
Recommended for you
Kenya’s electric motorcycles climb to 15.3% of new registrations in 2025
Electric two-wheelers captured 15.3% of new motorcycle registrations in Kenya in 2025, driven by rapid growth in both supply and buyer interest. The surge — from single-digit shares just two years earlier — signals a structural shift in urban mobility with measurable emissions and market implications.
XPENG Assembles an ASEAN ‘Operating System’ with Fast Charging and Local Production
XPENG is pairing ultra‑fast charging infrastructure with localized assembly and software integration to convert a distributed Southeast Asian market into a coordinated regional business. A recent Indonesia deployment with partner Voltron and XPENG’s 800‑volt G6 Pro capability (peak rates near 451 kW) illustrates the company’s playbook of folding local networks into its app, testing commercial pricing, and scaling manufacturing from a Malaysian right‑hand‑drive hub.

Lucid Accelerates Saudi Greenfield Plant to Anchor Global EV Scale-Up
Lucid is converting its King Abdullah Economic City assembly site into a full vehicle manufacturing hub and plans to start mass production in 2026, positioning the facility as the primary global source for a lower-cost midsize model. The move ties advanced digital manufacturing tools to local workforce development and export ambitions, with the company targeting 150,000 annual units by 2029 and previewing the midsize platform at an Investor Day on March 12, 2026.

Canada and South Korea Explore Auto Partnership as BYD Accelerates Push into India
Canada and South Korea have agreed to explore closer cooperation on automotive manufacturing, signaling a potential relocation of Korean auto production to Canada. Separately, BYD is pursuing an expanded local presence in India by evaluating semi-knock-down assembly to skirt strict import caps and high tariffs.

Geely / WeRide Target Large-Scale Robotaxi Fleet and Faster Assembly
Geely’s Farizon and WeRide plan to scale production to roughly 2,000 robotaxis this year while cutting assembly time dramatically and trimming unit cost. The move reflects an OEM-led, factory‑integrated commercialization bet that contrasts with simulator- and mapping-first plays elsewhere, and will shift bargaining power toward fleet-capable OEMs and sensor suppliers while leaving regulatory approvals and real-world edge‑case performance as the primary gates to revenue.

BYD Dominates as Brazil Local EV Production Accelerates
Brazil’s EV adoption jumped as local assembly scaled: December reached ~26,000 units and January ~16,671, lifting Brazil’s EV share to about 9.8% and leaving BYD with a commanding ~59% domestic share. This national surge sits atop a broader Latin‑American Q4 acceleration — the region closed 2025 with a >110,000 Q4 and ~350,000 electrified vehicle full‑year total — and exposes both opportunity (local supply chains, export potential) and binding constraints (after‑sales, charging, cell sourcing).
Kenya to Restart Long-Stalled Railway Using Securitized Levy
Kenya plans to restart construction on a 369-kilometer rail extension by securitizing a dedicated levy to raise up to $4B , deliberately avoiding fresh Chinese credit. The move signals a shift in African infrastructure finance and reduces Beijing’s direct leverage while exposing Nairobi to bond-market stresses and rating scrutiny.

KG Motors’ MiBot Begins Deliveries and Partners with Idemitsu to Embed Micro‑EVs in Japan’s Service‑Station Network
KG Motors delivered the first MiBot units on December 30, 2025 and on January 16, 2026 formalized a collaboration with Idemitsu Kosan to pilot sales, charging and after‑sales support at select apollostation sites. Mass production is scheduled to ramp in April 2026 with monthly volumes rising from an initial 300–500 units to ~800–900 units, aiming for 10,000 units per year.