Ford's BALLER Move, Nickel Prices Climb, NIO ET7 Blowing Up China Twitter - SAI Newsletter 9
OK, this is more like it! Mobility-related news is coming out in more frequency which means we’ve O-fficially turned the corner on the...
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The Sino Auto Insights team
- Mar 3, 2022
- 8 min
Battery Tech Progress - Slow & Steady, NIO Swapping Partner, China AV Levels - SAI Newsletter 8
February sales numbers have started to trickle out and most of them are disappointing which would be expected due to CNY effectively...
The Sino Auto Insights team
- Feb 24, 2022
- 9 min
Final Week of MOBILIT/E, XPeng Gets Into AVs, NIO Gets Into Phones - SAI Newsletter 7
We are into week #2 of the MOBILIT/E Conference and so far we’ve had some amazing discussions across a number of different topics. I was...
The Sino Auto Insights team
- Feb 17, 2022
- 6 min
MOBILIT/E Kicks Off with a Bang, NIO ES7 Announced, Porsche is Crushing in China - SAI Newsletter 6
The MOBILIT/E Conference has kicked off this week and I’d say the first few days have been pretty successful. I had a marathon Tuesday AM...
The Sino Auto Insights team
- Feb 11, 2022
- 12 min
Mobilit/e Conference, Hongqi Headed to Japan, Boston Globe Tries FSD - SAI Newsletter 5
AND we’re BACK! It’s always a little weird at the beginning of the year when you celebrate (calendar) New Year’s and then Chinese New...
The Sino Auto Insights team
- Jan 27, 2022
- 9 min
Tesla's Tangled China Web, GM Playing Catchup with Ford, Year of the Tiger - SAI Newsletter 4
We will take a 1-week break with the newsletter for Chinese New Year (CNY). As most of you loyal readers know, China will effectively...
The Sino Auto Insights team
- Jan 20, 2022
- 11 min
By The Numbers, Mobilit/e Virtual Conference, CATL Swapping - SAI Newsletter 3
We are just over a week away from CNY – Tiger edition and the Beijing Olympics. One of the perks I thought I was going to have for living...
The Sino Auto Insights team
- Jan 12, 2022
- 10 min
Tesla 1st to 70K club, VW Chip Shortage Smokescreen, Ferrari Digital Reorg - SAI Newsletter 02
I wanted to clarify one point in my predictions for 2022. BYD getting to 1.4M units in sales of NEVs in 2022 is going to be a stretch....
The Sino Auto Insights team
- Jan 5, 2022
- 6 min
My 2022 Predictions, Tesla OWNs 2021, Zeekr x Waymo mashup - SAI Newsletter 01
Here we are – 2022! Happy new year! To those reading this newsletter for the 1st time, WELCOME. To those who’ve been readers for a...
The Sino Auto Insights team
- Jan 5, 2022
- 10 min
Happy Holidays! 2021 Year in Review - SAI Newsletter 50
So Xmas week and I’ve not gotten all of my gift shopping done yet! I am also leaning towards giving the newsletter a rest next week so...
The Sino Auto Insights team
- Dec 15, 2021
- 9 min
Elon - Person of the Year, Toyota 'All-In' On EVs Now, Daimler + BAIC + Geely - SAI Newsletter 49
We are about 2.5 weeks away from 2022 - What a year it’s been! China has been smashing sales records and a handful of EV makers around...
The Sino Auto Insights team
- Dec 8, 2021
- 9 min
Double Dose - Tesla Deep Dives, SW to Define Legacies' Future, Ford + CATL + BYD - SAI Newsletter 48
Not much up top today. It’ll be a busy next couple of weeks likely for most of us as we prepare to ring in the new year. I don’t like too...
The Sino Auto Insights team
- Nov 30, 2021
- 9 min
China Ridehailing Victim of Common Prosperity, BYD & Momenta Mashup - SAI Newsletter 47
My family had a terrific Thanksgiving weekend! I was invited over to a friend's for a feast of turkey and prime rib and the company of...
The Sino Auto Insights team
- Nov 24, 2021
- 9 min
Hongguang Mini EV in the US (?), Apple Car Fast Tracked, Happy Thanksgiving! - SAI Newsletter 46
First off, to my American readers and a two days early - Happy Thanksgiving! This is where we all get to watch my Lions lose ...again....
The Sino Auto Insights team
- Nov 16, 2021
- 13 min
LA & GZ Auto shows, Salon with 4 LiDARs, Plus AI - Hennessy SPAC collapses - SAI Newsletter 45
Quite a busy week as the LA & Guangzhou (GZ) Auto shows bookend the weekend. There’s already been a couple of decent-sized announcements...
The Sino Auto Insights team
- Nov 9, 2021
- 9 min
Tesla's Shine Helps China EV Inc, Short Timer - Diess, New XPeng SUV imminent - SAI Newsletter 44
We had a surprisingly early first snow this weekend with the cold turned up a few notches. Beijing isn’t known for its snow, so what...
The Sino Auto Insights team
- Nov 3, 2021
- 8 min
NIO October Sales Surprise, China EV Inc Invades the EU, Tesla & the 4680 - SAI Newsletter 43
China September sales have been posted for most OEMs (exception being Tesla) and the one number that stood out came from NIO...
The Sino Auto Insights team
- Oct 26, 2021
- 10 min
Hertz Tesla Tom Brady, XPeng's Tech Day, Too Much Tech in EVs, GO GREEN! - SAI Newsletter 42
This week's picture is courtesy of Axios. A lot of big news this week that I’ve linked to below but the biggest when I woke up today was...
The Sino Auto Insights team
- Oct 19, 2021
- 10 min
The Walter Mitty of EV Cos, Mach E & Zeekr 001 Get to Job #1, Foxconn Auto ODM - SAI Newsletter 41
Got through that crazy busy week and am back in BJ but will be participating in a few more conferences & discussions before the end of...
The Sino Auto Insights team
- Oct 14, 2021
- 11 min
Unmanned Delivery AV Accidents, Spotlight on BYD, Gogoro Enters China - SAI Newsletter 40
We are back at it this week after some R&R (not really for me) for Golden Week. It’s going to be a sprint to the finish line for all...
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