NIO Phone launches, UAW digs in, UK kicks out ICE ban to 2035 - SAI Newsletter 35
Back to our regularly scheduled programming. What a crazy last couple weeks. Munich then Detroit and a few personal things going on as...
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The Sino Auto Insights team
- Sep 11
- 6 min
My week in Munich at IAA Mobility - SAI Newsletter 34
Where to begin. I’ve tried to press send on this newsletter for almost two weeks in between trips to NYC & Munich. With so much to go...
The Sino Auto Insights team
- Aug 23
- 8 min
BYD's IRA End Around, India's Built in 90 secs - EV Explosion, Xiaomi is a GO - SAI Newsletter 33
Plans are starting to come into focus for Munich and the Detroit Auto show and I am looking very forward to heading over and attending...
The Sino Auto Insights team
- Aug 17
- 11 min
Wang Chuanfu's Rally Cry & Warning, China AV Inc Spotlight, MIC M3 Refresh - SAI Newsletter 32
We will see you in Munich for IAA. I just booked my ticket; I was able to get direct flights on Delta. Pretty excited, I’ve never been to...
The Sino Auto Insights team
- Aug 9
- 8 min
BYD's 5 Millionth, Ready for eVTOLs(?), SF Not Down with more Robotaxis - SAI Newsletter 31
I want to move delivery back to Wednesdays to help with evening out my week so here goes. The big non-news this week was that NIO and...
The Sino Auto Insights team
- Aug 3
- 7 min
Volkswagen is at it Again, XPeng's AD Team Transition, CA Data Security - SAI Newsletter 30
Crazy week without much breathing room so let’s get right to it. I need to keep this note in every newsletter. There may be a quite a few...
The Sino Auto Insights team
- Jul 28
- 10 min
Blockbuster VW & XPeng collab, BYD Gets Heismann from India, Tesla Rangegate - SAI Newsletter 29
The family is headed back to Beijing for the first time since we moved back to the US and they’re pretty excited. I was planning to tag...
The Sino Auto Insights team
- Jul 20
- 9 min
Cybertruck Sighting, BYD long India, Robotaxis make their case in the US - SAI Newsletter 28
Sasquatch spotted! Or in this case, the first pre-production Cybertruck off the line. Tesla patted themselves on the back this week when...
The Sino Auto Insights team
- Jul 13
- 9 min
US Protectionism & Li Bin, UAW Contract Negotiations, Audi Needs an EV platform - SAI Newsletter 27
Am back from my Pacific Northwest adventures. No plans to go anywhere the next couple of weeks but there may be a trip to the west and...
The Sino Auto Insights team
- Jul 7
- 5 min
Fairness Pledge, BYD & Tesla Setting the Pace, US / China Tightening More Screws - SAI Newsletter 26
Happy birthday America! I am currently in Seattle right now after having spent a few days in Vancouver, CA visiting some friends so this...
The Sino Auto Insights team
- Jun 29
- 8 min
NYC Congestion Tax, Tesla FSD Kerfuffle, Lordstown vs. Foxconn - SAI Newsletter 25
Count Volvo (and likely Polestar) as the latest to join the NACS party. I was also told that one other major German OEM will be moving...
The Sino Auto Insights team
- Jun 21
- 7 min
4 More Years (of subsidies)!, NIO's New Investor, Innovating on Battery Tech - SAI Newsletter 24
Going to be short and sweet with this one since I am traveling and on semi-vacation. It looks more and more like NACS will be the one....
The Sino Auto Insights team
- Jun 15
- 9 min
GM & Ford's Bold Move, NIO's Bolder Move, BYD #6 Automotive brand - SAI Newsletter 23
After stating that NIO would not participate in the price war, Li Bin broke down and did it. In the end their belief that NIO was above...
The Sino Auto Insights team
- Jun 7
- 8 min
BYD - F Brand launch imminent, Tesla - the New Government Motors, NIO's Big May - SAI Newsletter 22
The school year is winding down for my boys and we’ll be into their summer break by end of next week. We will do a few trips this summer,...
The Sino Auto Insights team
- May 31
- 5 min
Elon in the Middle Kingdom, Ford and Tesla collab, Nvidia is 1 of 9 - SAI Newsletter 21
Since it’s a Memorial Day shortened week, we’ll have a shortened newsletter. The big news this week was Elon’s trip to China. He landed...
The Sino Auto Insights team
- May 24
- 11 min
Ford Keeps Talking, China EVs & More is 2 Years Old, Tesla in India - SAI Newsletter 20
Ford’s Capital Markets day was this week and GM couldn’t let them get all the attention, so they dropped an electric Escalade bread crumb...
The Sino Auto Insights team
- May 17
- 10 min
Global (one sided) Battery Wars, VW Kickin tires on Huawei, Vinfast VF8 Not Good - SAI Newsletter 19
Each week since #AutoShanghai2023 we’ve been getting more and more articles trying to tell the China EV Inc story. And it’s not just more...
The Sino Auto Insights team
- May 10
- 11 min
SW forces Δ at OEMs, Gotion to Supply VW Outside China, the Vinfast Money pit - SAI Newsletter 18
The big news this week is all about software. How VW Group continues to flail with their Cariad division and how GM went big and bold by...
The Sino Auto Insights team
- May 2
- 9 min
Reflections on the Trip/Show, Fisker & Ample, China Continues to Dominate EVs - SAI Newsletter 17
I am back in the US! I decided to come back a few days early since it’s May holiday in China and the mainland is off from Mon – Wed...
The Sino Auto Insights team
- Apr 26
- 14 min
AutoShanghai2023, Tesla selling at Cost, Some China EV Inc Need a Hug - SAI Newsletter 16
My schedule has been absolutely packed since I was wheels down in Shanghai two Wednesdays ago. I am currently on a fast train back to...
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