SAI NEWSLETTER

Get 'In The Know' about what's going on in the Transportation and Mobility sectors across Asia & the US.

Sep 2, 2020
10 min

Porsche's Subscription Service, Learning to Ride, Xpeng Continues EV Win Streak - SAI Newsletter #34

Not much up top today outside of NIO’s recent announcement that they’ll be raising between $1.3-1.5B USD via share issuance. I can’t blame them, like Tesla, they’re just getting in when the getting is good. IN THE NEWS: - Byton’s heavy lift. Looks like folks are working on a plan to resuscitate Byton and get the M-Byte into production sometime this month. The plan includes receiving a bailout from FAW, while also agreeing to manufacture an electric vehicle at their Nanjing

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The Sino Auto Insights team

Aug 26, 2020
11 min

GM's Future in China, NYC's Congestion Pricing, NIO's Battery Swap - SAI Newsletter #33

Big event to watch for this week is Xpeng’s IPO. Seems they’re bullish and are looking to raise ~$1.275B from the IPO. Of course, we’ll be watching as they join NIO and Li Auto as currently, the ONLY US-traded EV cos. They’ll likely be joined within the next 12-14 months by AV startups both in the US and China so tracking financials could be something the newsletter’s going to have to do moving forward. We kinda do that anyway but there’s still an opaqueness for US investors

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The Sino Auto Insights team

Jul 15, 2020
10 min

Blueprint for Detroit, 'Clean' Commercial Trucks, GM losing in China - SAI Newsletter #27

Seems like Tesla’s rise is lifting ALL boats or more appropriately EVStartups. Nikola, NIO, Lixiang recently, and this week Henrik Fisker is trying to get into the act as well. 7 years after he bankrupted his earlier EV startup, Fisker Automotive which was then picked up in bankruptcy by China’s Wanxiang Group and renamed Karma Automotive, Fisker is back at it with a new EV company – Fisker Inc. They’ve announced that they’ll combine with a SPAC to generate capital in order t

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The Sino Auto Insights team

Jul 9, 2020
12 min

Again - Tesla, ICEs to EVs, China EVs taking on the EU - SAI Newsletter #26

The biggest news this week, which I detail below was Tesla’s incredible CQ2’20. Their sales and stock price continue to roll. I pulled together a newsletter this week since we didn’t do anything too memorable to celebrate America’s birthday. I’d mentioned that Sino Auto Insights is co-sponsoring a half-day virtual conference on July 23rd from 8AM-Noon EST and I'll send out specific details for each panel in a separate email. We are still shuffling around some panelists but we

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The Sino Auto Insights team

Jun 24, 2020
10 min

Updated NEV Quotas for China, Byton on the Ropes, VW's Open Source Dilemma - SAI Newsletter #24

So today and the rest of this weekend is actually a holiday in China – The Dragon Boat Festival (端午节). My family would normally travel somewhere for a few days but with Covid-19, it looks like we will sit tight at home and just visit a park or two. With the WFH situation, holidays and days, in general, seem to bleed into each other and the fact that it’s late June 2020 is mindboggling since the first half of this year was a blur. With that said, we may not have a newsletter

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The Sino Auto Insights team

Jun 10, 2020
11 min

VW bros - Hug it out, Say NOW to Digital Transformation, Lucid Takes it SLOW - SAI Newsletter #22

The US has calmed a bit after 12-13 consecutive days of protests so I am hoping cooler heads can prevail. Congress seems to be on board with making some potentially historic changes to laws that many Americans feel are racist and unfair to minorities. I am not sure if anything will get passed by the US Congress or if it will be signed into law by the President but the opposition and determination of the protestors does feel different this time, moreso than previous times, eve

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