top of page
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.
Search
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,...
The Sino Auto Insights team
Jun 7, 20238 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...
The Sino Auto Insights team
May 31, 20235 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...
The Sino Auto Insights team
May 24, 202311 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...
The Sino Auto Insights team
May 17, 202310 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...
The Sino Auto Insights team
May 10, 202311 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...
The Sino Auto Insights team
May 2, 20239 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...
The Sino Auto Insights team
Apr 26, 202314 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...
The Sino Auto Insights team
Apr 13, 20238 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...
The Sino Auto Insights team
Apr 5, 202310 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...
The Sino Auto Insights team
Mar 28, 20235 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...
The Sino Auto Insights team
Mar 22, 202310 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...
The Sino Auto Insights team
Mar 15, 202312 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...
The Sino Auto Insights team
Mar 7, 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...
The Sino Auto Insights team
Feb 28, 20239 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...
The Sino Auto Insights team
Feb 21, 20238 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...
The Sino Auto Insights team
Feb 15, 202311 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...
The Sino Auto Insights team
Feb 8, 20239 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...
The Sino Auto Insights team
Feb 3, 20238 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...
The Sino Auto Insights team
Jan 25, 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...
The Sino Auto Insights team
Jan 19, 20237 min read
bottom of page