BYD - F Brand launch imminent, Tesla - the New Government Motors, NIO's Big May - SAI Newsletter 22
The school year is winding down for my boys and we’ll be into their summer break by end of next week. We will do a few trips this summer,...
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SAI NEWSLETTER
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The Sino Auto Insights team
May 31, 20235 min read
Elon in the Middle Kingdom, Ford and Tesla collab, Nvidia is 1 of 9 - SAI Newsletter 21
Since it’s a Memorial Day shortened week, we’ll have a shortened newsletter. The big news this week was Elon’s trip to China. He landed...
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The Sino Auto Insights team
May 24, 202311 min read
Ford Keeps Talking, China EVs & More is 2 Years Old, Tesla in India - SAI Newsletter 20
Ford’s Capital Markets day was this week and GM couldn’t let them get all the attention, so they dropped an electric Escalade bread crumb...
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The Sino Auto Insights team
May 17, 202310 min read
Global (one sided) Battery Wars, VW Kickin tires on Huawei, Vinfast VF8 Not Good - SAI Newsletter 19
Each week since #AutoShanghai2023 we’ve been getting more and more articles trying to tell the China EV Inc story. And it’s not just more...
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The Sino Auto Insights team
May 10, 202311 min read
SW forces Δ at OEMs, Gotion to Supply VW Outside China, the Vinfast Money pit - SAI Newsletter 18
The big news this week is all about software. How VW Group continues to flail with their Cariad division and how GM went big and bold by...
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The Sino Auto Insights team
May 2, 20239 min read
Reflections on the Trip/Show, Fisker & Ample, China Continues to Dominate EVs - SAI Newsletter 17
I am back in the US! I decided to come back a few days early since it’s May holiday in China and the mainland is off from Mon – Wed...
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The Sino Auto Insights team
Apr 26, 202314 min read
AutoShanghai2023, Tesla selling at Cost, Some China EV Inc Need a Hug - SAI Newsletter 16
My schedule has been absolutely packed since I was wheels down in Shanghai two Wednesdays ago. I am currently on a fast train back to...
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The Sino Auto Insights team
Apr 13, 20238 min read
In Shanghai for the Show, EPA Gets Much Stricter, Gotion in MI Problems - SAI Newsletter 15
Arrived Shanghai and am pretty beat up. Spent most of today working (and resting) so that I can push through the jetlag and get moving...
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The Sino Auto Insights team
Apr 5, 202310 min read
CATL's Delicate Dance, GM Breaks up w/ Apple & Google, E-Scooters Out in Paris - SAI Newsletter 14
Am back in MI after a week in Washington DC with the family. Wow, what an amazing city! I visited a few times as a kid but forget a lot...
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The Sino Auto Insights team
Mar 28, 20235 min read
Another Tesla Price cut, NIO Confident in Doubling Sales, CATL Goes to Texas - SAI Newsletter 13
Spent the weekend in NYC and now sitting in an AirBnb in the burbs of Maryland typing out this week’s newsletter. It was a tough week...
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The Sino Auto Insights team
Mar 22, 202310 min read
CHIPs Act tightens screws, Audi's Tough Go in China, BYD Feeling the Price War - SAI Newsletter 12
It’ll be short and sweet this and next week as I head off to NYC/DC for meetings and some R&R with the family. Rumors are really...
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The Sino Auto Insights team
Mar 15, 202312 min read
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...
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The Sino Auto Insights team
Mar 7, 20239 min read
Tesla's Investor Day, CATL - Source of Pride & Worry, WM Motor Barely Holding On - SAI Newsletter 10
An update on one of last week’s posts about McDonalds continued investment in China. McDonald’s in China is 80% owned by state-owned...
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The Sino Auto Insights team
Feb 28, 20239 min read
China Reads Elon's (Re)Tweets, Gen Y DO NOT Like to Drive, US Money into China - SAI Newsletter 9
The Mobile World Congress is this week in Barcelona and I'd originally planned to go but will watch from the sidelines instead. It’s a...
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The Sino Auto Insights team
Feb 21, 20238 min read
Tesla Crashes, CATL Discounts Supply Because They Can, Zoox O-fficial L4 Pilot - SAI Newsletter 8
I’ve been pretty terrible about getting the newsletter out consistently at the same time for the last few months and that’s a reflection...
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The Sino Auto Insights team
Feb 15, 202311 min read
MOBILITY Conference, Ford & CATL to do the Dance, & Tesla outsells VW in Germany - SAI Newsletter 7
For my American readers – Happy (belated) Valentines Day! It seems that Ford didn’t want GM having all the fun with their announcements...
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The Sino Auto Insights team
Feb 8, 20239 min read
Tesla Dethrones Toyota, BYD is the New Toyota, Introducing the L7 - SAI Newsletter 6
For some reason, many in the media are talking about some weather balloon that made its way from China to the US – it’s really dominated...
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The Sino Auto Insights team
Feb 3, 20238 min read
China EVs are TAKING OVER, Lotus going public, Tesla DEMAND jumps in China - SAI Newsletter #5
Since it’s been Lunar New Year in China the updates coming out have been slow. A few big pieces of news coming out of the west that I’ve...
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The Sino Auto Insights team
Jan 25, 20237 min read
Happy Lunar New Year! BYD Keeps Making Moves, Tough Roads Ahead for US & China - SAI Newsletter #4
Happy New Year everyone! In China, they’re celebrating the Year of the Rabbit while in Vietnam they celebrate the Year of the Cat. If...
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The Sino Auto Insights team
Jan 19, 20237 min read
Tesla Slashes Prices in US & EU, BYD Slows its Roll, Didi is BACK - SAI Newsletter 3
What a difference a week makes. My first prediction didn’t take long to come true. A few hours after I pressed send on last week’s...
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