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BYD Makes a Month Look Uncomfortably Large Next to a US Quarter

BYD sold a record 305,743 battery-electric vehicles in October, up 37 percent from a year earlier, according to Electrek. That monthly total exceeded the just over 262,500 electric vehicles sold in the United States during the entire third quarter, according to Kelley Blue Book estimates cited in the report. The Chinese automaker sold 490,168 new energy vehicles overall in October, up 11 percent from a year earlier. That broader figure is not the same as its battery-electric total. Keeping the two counts separate makes the comparison clearer: the monthly battery-electric figure alone is the one above the estimated US quarterly EV market. The numbers compare one company's worldwide sales with sales across a national market, over different periods. They show the scale of a major global manufacturer rather than a direct measure of any single US company's performance. Still, the calendar does the comic work without much help. An entire national market gets three months on the chart; BYD brings one and asks where to put the extra vehicles. For US automakers watching global competition, the spreadsheet has become an unusually effective alarm clock. It rings every month, even when the American quarterly report is still being assembled.

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