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How Chinese EVs Won Brazil — And Left U.S. Automakers Behind

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October 26, 2025

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Brazil is the world’s sixth largest car market by volume, and the country is quickly becoming the next frontier in China’s electric vehicle expansion. Blocked from the U.S. by tariffs, China’s EV giants have turned to emerging markets like Brazil to offload their massive supply of cars. Imports from China to Brazil have skyrocketed, up nearly 100,000 vehicles in just one year, and Chinese brands like BYD now account for over 80% of electric car sales in Brazil. But the surge has U.S. automakers on edge, as Chinese companies move into markets long led by U.S. and European rivals. Watch the video above to learn more.

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Produced by Merritt Enright

Edited by Matthew Soto

Camera by Mike Kuba

Animation by Emily Park

Senior Managing Producer: Shawn Baldwin

Additional Narration: Darren Geeter, Devan Burris

Additional Footage: Getty Images, BYD

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How Chinese EVs Won Brazil — And Left U.S. Automakers Behind

Guests & Subjects Covered

And Left U.S. Automakers BehindChinas EVBrazil ButSouth America Pushback ProducedMerritt Enright EditedMatthew Soto CameraMike Kuba AnimationCNBC TV

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