SAI NEWSLETTER

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

SAI Weekly #13 - 24: Xiaomi Lowers (Price) Floor on EVs While Simultaneously Raising Stakes on Global EV Makers

Since I’m recovering from the cruise, this newsletter will be short and sweet. Big, big news out of Beijing tonight / today for the...

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...

VW's Big(ger) Bet, BYD & (not) the UK, Nvidia's Importance to China - SAI Newsletter 11

For those wondering, I am a BIG fan of the new-ish Land Rover Defenders but not the 130, which is the long wheelbase version. I think the...

Checking out some EVs, Diess Out of VW Group, China and Chip Fabrication - SAI Newsletter 29

I’ve been a very busy beaver the last week. Friend of Sino Auto Insights and industry insider Mark Rainford dropped into Beijing to try...

Tesla's Anemic April sales, US Lifting Auto Tariffs (?), (+) Nickel, Lithium - SAI Newsletter 18

Covid positives aren't going down so holding firm here in Beijing (BJ) which means kids and parents still online. Let me also emphasize...

Tesla Q1 Numbers Impress, Genesis Lights Up Shanghai, BYD Quietly Kicking Butt - SAI Newsletter 13

Going over some of the news this week about the new automotive brands that are being launched and all of this technology being stuffed...

The Two AV Startup Categories, Merc EQC Struggles, Autonomous Indy 500 - SAI Newsletter #28

I really enjoyed moderating the EV panel last night as part of the US China Series half-day conference. I think overall the conference...

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...

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...

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