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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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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The Sino Auto Insights team
- Jan 19
- 7 min
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...
The Sino Auto Insights team
- Jan 13
- 9 min
My 2023 BIG, BOLD Predictions, Tesla Basic Facts, India Wants to be a Player - SAI Newsletter #2
What a crazy first couple of weeks of 2023! As I flagged in last week’s newsletter, we got another price cut from Tesla which upset...
The Sino Auto Insights team
- Jan 13
- 9 min
Tesla Price Cuts, China Battery Inc #1 (and it's not close), Japan Joins In - SAI Newsletter #01
The first newsletter of 2023 – I’ll take it slowly since I have been busy 2023 business planning but there is SO MUCH to cover! I’ll do a...
The Sino Auto Insights team
- Dec 29, 2022
- 6 min
2022 Year-End Review - SAI Newsletter 46
Since this is the last newsletter of the year, rather than throw up a few headlines from the last week, what I normally have done is look...
The Sino Auto Insights team
- Dec 22, 2022
- 12 min
Elon's Distortion Field Weakening, CATL & Ford Battery Co-Lab, Smaller EVs WINS - SAI Newsletter 45
As the year winds down, we see that Elon’s and by proxy Tesla’s reality distortion field has been showing signs of weakness. He sold...
The Sino Auto Insights team
- Dec 8, 2022
- 9 min
Tesla's New CEO (?), CA Challenges are the US' Challenges, 36% China Take Rate - SAI Newsletter 44
What a turn of events in China! It almost gives you whiplash. It looks like the testing requirement has now been all but abandoned with...
The Sino Auto Insights team
- Dec 1, 2022
- 9 min
New Tesla in 2023, Lordstown gets to Job #1, BMW i3 Needs ¥105K of Help - SAI Newsletter 43
For those wondering, the pic is from a parking lot that had only those two charging stations in the entire lot – looking lonely. Since we...
The Sino Auto Insights team
- Nov 17, 2022
- 11 min
LA Auto show, Driven by Cruise, BYD's 3 Millionth - SAI Newsletter 42
This newsletter is long because I held back last week's in order to get back to Weds delivery. Things didn't feel right with me sending...
The Sino Auto Insights team
- Nov 4, 2022
- 10 min
BeyonCa Emerges, TuSimple Could Be in Trouble, Faraday Drama Exposed - SAI Newsletter 41
I am a broken record but a lot going on this week including a brand/vehicle launch from one of the China automotive sectors #OGs, an AV...
The Sino Auto Insights team
- Oct 21, 2022
- 9 min
Biting chip restrictions, China EV Inc takes Paris, Top 5: Tesla Model Y - SAI Newsletter 39
This week we’ll be short and sweet. Still lots to cover though so let’s just go with it. I was in SF earlier this week – miss that place...
The Sino Auto Insights team
- Oct 14, 2022
- 8 min
VW + Horizon Robotics Mashup, More Chip Restrictions, China EV Inc is Coming - SAI Newsletter 38
Finally getting my schedule right and think we’ll move the newsletter delivery back to Wednesdays starting next week. A lot to get to...
The Sino Auto Insights team
- Oct 10, 2022
- 8 min
Michigan Drops HUGE News, New York Bans Petrol Cars, BYD >200K Milestone - SAI Newsletter 37
What a whirlwind last couple of days. The state of Michigan, where I am currently located, has decided it wants to be a player in the...
The Sino Auto Insights team
- Sep 30, 2022
- 8 min
MOVE America - Austin, Porsche IPOs, NIO & BYD pricing for Europe revealed - SAI Newsletter 36
I am writing this week’s newsletter from Austin, Texas having just finished Day 2 of the MOVE America Conference. What a great town!...
The Sino Auto Insights team
- Sep 23, 2022
- 11 min
The Detroit Auto show, Gotion in MI, XPeng's newest EV & special features - SAI Newsletter 35
Where to begin? This newsletter will largely be about last week when Lei came into town and we attended many of the Detroit auto show...
The Sino Auto Insights team
- Sep 9, 2022
- 8 min
China Pt. 2 Lockdowns, China EVs & More in Detroit, Durant Guild for China - SAI Newsletter 34
Lockdowns are back in Chengdu and Shenzhen. I was told that Shenzhen is supposed to only last a couple of days. But the Chengdu lockdown...
The Sino Auto Insights team
- Sep 9, 2022
- 8 min
The Great Chip Restriction, Apple Car already a HIT, ET5's are Shipping - SAI Newsletter #33
August sales numbers are in for many Chinese brands. And a few jaw dropping news events that need unpacking. I’ve been finally able to...
The Sino Auto Insights team
- Sep 9, 2022
- 11 min
Back in the US, CA goes petrol free, Aussies Not Happy with BYD - SAI Newsletter 32
We are BACK BABY! Not just the newsletter but SAI is back in the US! Since we last left off two weeks ago, I was to embark on a trip to...
The Sino Auto Insights team
- Aug 11, 2022
- 12 min
BYD + Tesla mashup, Baidu Apollo Driverless permits, MGT Positioning at VW Group - SAI Newsletter 31
An interesting next couple of weeks for me. Early next week as many of you may know, I’ll be heading back to the US for the first time in...
The Sino Auto Insights team
- Aug 4, 2022
- 10 min
Shenzhen - the New AV Ground Zero, Innoviz + VW deal, NIO's Third Brand - SAI Newsletter - 30
Another interesting week that started with me having another go at the Apollo robotaxi pilot here in Beijing. If you recall, I visited...
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