top of page
At the Intersection of Technology and Transportation
SAI NEWSLETTER
Get 'In The Know' about what's going on in the Transportation and Mobility sectors across Asia & the US.
Search


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...

The Sino Auto Insights team
Sep 2, 202010 min read


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...

The Sino Auto Insights team
Aug 26, 202011 min read


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...

The Sino Auto Insights team
Jul 15, 202010 min read


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...

The Sino Auto Insights team
Jul 9, 202012 min read


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...

The Sino Auto Insights team
Jun 24, 202010 min read


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...

The Sino Auto Insights team
Jun 10, 202011 min read
bottom of page