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...
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The Sino Auto Insights team
Jan 13, 20239 min read
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...
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The Sino Auto Insights team
Dec 29, 20226 min read
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...
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The Sino Auto Insights team
Dec 22, 202212 min read
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...
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The Sino Auto Insights team
Dec 8, 20229 min read
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...
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The Sino Auto Insights team
Dec 1, 20229 min read
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...
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The Sino Auto Insights team
Nov 17, 202211 min read
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...
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The Sino Auto Insights team
Nov 4, 202210 min read
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...
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The Sino Auto Insights team
Oct 21, 20229 min read
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...
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The Sino Auto Insights team
Oct 14, 20228 min read
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...
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The Sino Auto Insights team
Oct 10, 20228 min read
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...
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The Sino Auto Insights team
Sep 30, 20228 min read
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!...
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The Sino Auto Insights team
Sep 23, 202211 min read
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...
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The Sino Auto Insights team
Sep 9, 20228 min read
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...
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The Sino Auto Insights team
Sep 9, 20228 min read
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...
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The Sino Auto Insights team
Sep 9, 202211 min read
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...
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The Sino Auto Insights team
Aug 11, 202212 min read
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...
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The Sino Auto Insights team
Aug 4, 202210 min read
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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The Sino Auto Insights team
Jul 28, 202211 min read
Checking out some EVs, Diess Out of VW Group, China and Chip Fabrication - SAI Newsletter 29
I’ve been a very busy beaver the last week. Friend of Sino Auto Insights and industry insider Mark Rainford dropped into Beijing to try...
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The Sino Auto Insights team
Jul 21, 202212 min read
Frank Wu JIDU Auto on MAX, Tesla US Investigations, Stellantis Bails on GAC - SAI Newsletter 28
It seems to be all quiet on the production front which indicates to me that companies are working their butts off to produce batteries...
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