Illustration by Luis Grañena If you had to pinpoint the moment the global automotive landscape shifted, when its center of gravity settled on China for the first time, a good guess would be March 29, 2020 — the day the Chinese automaker BYD Auto introduced its Blade battery. Given the timing — in the early and chaotic days of the pandemic — not many observers took full stock of the Blade. And something as technical as a more efficient battery design could hardly compete with the subsequent headlines about the larger automotive industry’s many pandemic crises — crippling semiconductor shortages, for instance, and lithium price spikes. But as the pandemic dragged on and none of these various supply chain snarls touched BYD, the full weight of BYD’s accomplishments slowly came into focus. BYD went on to debut its flagship vehicle, the Han, four months after the Blade. And then, just as every other automaker seemed paralyzed waiting for parts, BYD started spitting out cars. Source: BYDSubscribe or login to read the rest. Subscribers get full access to: Exclusive longform investigative journalism, Q&As, news and analysis, and data on Chinese business elites and corporations. We publish China scoops you won't find anywhere else. A weekly curated reading list on China from David Barboza, Pulitzer Prize-winning former Shanghai correspondent for The New York Times. A daily roundup of China finance, business and economics headlines. We offer discounts for groups, institutions and students. Go to our Subscriptions page for details.