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China is Tesla's cash cow, but for how much longer?

Tesla's factory in Shanghai had its best June ever, according to the China Passenger ⁠Car Association. Tesla built 93,579 cars in China that month, a hefty 38 percent increase compared to June 2025, according to CPCA's data. But that production isn't translating into bumper sales to Chinese customers. Rather, sales have been down quarter on quarter in China for more than a year now, particularly as buyers tire of the Model 3 sedan.

Almost 40 percent of the EVs that Tesla built in June were destined for export. And in Q2 in total, more than 50 percentβ€”justβ€”of the cars it built were for Europe, Canada, and other Asian markets: 128,394 versus the 126,157 Chinese-built Teslas that were sold to Chinese buyers. Low labor costs compared to Germany or the US are a big boon here, as are cheaper components from local suppliers. Throw in some export-related tax rebates from the Chinese government, and it's not hard to see how Tesla's Shanghai plant is an extremely valuable asset.

Despite this seemingly critical importance to the automaker at a time when its profit margins are evaporating, Tesla may be contemplating a future without China. Last week, The Wall Street Journal reported that some Tesla executives have been tasked with separating Chinese and non-Chinese parts of the company, although Tesla denied such preparations were underway.

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Β© Qilai Shen/Bloomberg via Getty Images

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2026 Volkswagen Jetta Sport: The cheap car isn't completely extinct yet

As so many career counselors and lifestyle coaches have explained, first impressions matter. A bad one can set the tone for an entire relationship, whether that's with a person, a novel, a restaurant, or a car. And the 2026 Volkswagen Jetta Sport and I did not get off to the best of starts.

Picture the scene: You've been at home for a total of one night out of the previous eight, and you've just landed at the airport after an eight-hour flight. It's 85˚F (30˚C) and raining. You could take the metro home. Sure, 80 minutes isn't quick, but all you have to do is sit there, then walk home a block. But you can't because there's a car to be reviewed, waiting to be driven home. In rush hour.

I will confess, I did not know VW made a Jetta Sport. For one thing, it's not the Jetta GLI. That car has plenty of power and torque and uprated suspension, and it can even be ordered with a six-speed manual, unlike the Golf GTI, although based on our most recent GLI drive, you may regret ticking that particular box.

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