Tesla Raises Prices in China, October Sales, Cariad & Woven Planet = Same Same - SAI Weekly 41
Prepping for my trip to California next week. I am headed to NorCal to visit some companies and clients and then to SoCal to attend the...
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The Sino Auto Insights team
Nov 3, 20238 min read
Zeekr visits the US, NIO Gets 10% Smaller, The US Three Get Back to Work - SAI Weekly #41
Just got back from NYC. I, along with a few others (including people from Jalopnik, Car & Driver and Motor Trend), were invited by Zeekr...
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The Sino Auto Insights team
Oct 27, 20239 min read
Stellantis Leapmotor Tieup, Cruise Gets Clipped, Ford and UAW Hug It Out - SAI Weekly #40
Some blockbuster news this week but before I get to it all I am going to jump on my soapbox for a minute. Recently, there have been a...
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The Sino Auto Insights team
Oct 19, 20239 min read
Tesla earnings Very Revealing, US AVs in Japan, Closing Chip Loopholes - SAI Newsletter 39
We start this week off with no real updates on the UAW strike front. Bill Ford did make an impassioned plea via video to the UAW...
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The Sino Auto Insights team
Oct 12, 202310 min read
UAW raises stakes on Ford, Li Auto's 3M units and the LG & BYD IRA end around - SAI Newsletter 38
The UAW strike for Ford just intensified. In a big way. After Ford stood firm on its current offer to the UAW. 8.7K workers walked off...
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The Sino Auto Insights team
Oct 5, 20237 min read
BYD Passes Ford, Gaming Out the UAW Strike, A (Very) Mild MIC Model Y Refresh - SAI Newsletter 37
Another week but still no progress on the UAW - US Three contract negotiations. Folks are starting to get pretty discouraged about the...
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The Sino Auto Insights team
Sep 28, 20238 min read
US Three vs UAW Still, Ford's Mach E China Stumbles, GM & Ford's Differing Paths - SAI Newsletter 36
The UAW Strike continues with President Biden and former President Trump weighing on the side of labor. Upstream suppliers that support...
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The Sino Auto Insights team
Sep 22, 202310 min read
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, 20236 min read
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...
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The Sino Auto Insights team
Aug 23, 20238 min read
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...
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The Sino Auto Insights team
Aug 17, 202311 min read
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...
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The Sino Auto Insights team
Aug 9, 20238 min read
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...
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The Sino Auto Insights team
Aug 3, 20237 min read
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...
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The Sino Auto Insights team
Jul 28, 202310 min read
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...
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The Sino Auto Insights team
Jul 20, 20239 min read
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...
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The Sino Auto Insights team
Jul 13, 20239 min read
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...
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The Sino Auto Insights team
Jul 7, 20235 min read
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...
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The Sino Auto Insights team
Jun 29, 20238 min read
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...
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The Sino Auto Insights team
Jun 21, 20237 min read
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....
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The Sino Auto Insights team
Jun 15, 20239 min read
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...
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