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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.
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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...
The Sino Auto Insights team
Nov 10, 20237 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...
The Sino Auto Insights team
Nov 3, 20238 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...
The Sino Auto Insights team
Oct 27, 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...
The Sino Auto Insights team
Oct 19, 20239 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...
The Sino Auto Insights team
Oct 12, 202310 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...
The Sino Auto Insights team
Oct 5, 20237 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...
The Sino Auto Insights team
Sep 28, 20238 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...
The Sino Auto Insights team
Sep 22, 202310 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...
The Sino Auto Insights team
Sep 11, 20236 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...
The Sino Auto Insights team
Aug 23, 20238 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...
The Sino Auto Insights team
Aug 17, 202311 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...
The Sino Auto Insights team
Aug 9, 20238 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...
The Sino Auto Insights team
Aug 3, 20237 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...
The Sino Auto Insights team
Jul 28, 202310 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...
The Sino Auto Insights team
Jul 20, 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...
The Sino Auto Insights team
Jul 13, 20239 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...
The Sino Auto Insights team
Jul 7, 20235 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...
The Sino Auto Insights team
Jun 29, 20238 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....
The Sino Auto Insights team
Jun 21, 20237 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...
The Sino Auto Insights team
Jun 15, 20239 min read
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