Tesla & Toyota Mashup, Voltswagen, EV Charging Network Mess - SAI Newsletter 12
Just some announcements up top. It’s going to be a pretty hectic next couple of weeks as a few projects close and I travel for some...
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The Sino Auto Insights team
- Mar 16, 2021
- 11 min
Apple With No Dance Partner Yet, Didi In Trouble Again, Supply Issues Continue - SAI Newsletter 10
Photo courtesy of That’s Beijing Some of the big news this week besides what’s down below was VW’s version of Tesla’s Battery Day...
The Sino Auto Insights team
- Mar 9, 2021
- 10 min
India Eyes Tesla, 两会 & the China EV Sector, The Switch to Selling Services - SAI Newsletter 9
The tech sell-off that began in late February and that has continued into the earnings releases of the Big Three (NIO, Li Auto, XPeng) is...
The Sino Auto Insights team
- Mar 2, 2021
- 13 min
The Cost of Doing EV Biz, AVs & China a Good Match, Japan Leaps Ahead in AVs - SAI Newsletter 8
Photo by Joshua Fernandez on Unsplash It’s earnings time for some of the EV startups with Li Auto and NIO both reporting just OK...
The Sino Auto Insights team
- Feb 23, 2021
- 9 min
Xiaomi Jumps in EV Pool, $25K Tesla Coming, VW Group Needs Some €€€ - SAI Newsletter 7
First off, a bit of housekeeping. Lei Xing and I will be at it again this Thursday 8am EST on Clubhouse talking China EVs and More. We...
The Sino Auto Insights team
- Feb 16, 2021
- 9 min
Diess Pokes Sleeping Bear, GM Bolts Improve (A Bit), Tesla Heads to India - SAI Newsletter 6
Since the news NEVER stops in EV & mobility, I decided to publish an abridged version of the newsletter this week. For those unaware, it...
The Sino Auto Insights team
- Feb 9, 2021
- 15 min
Tesla is Warned by 5 Regulators, Geely Doing Too Much, Lucid: A Better Tesla - SAI Newsletter 5
Happy Lunar New Year all! 新年快乐! Chúc mừng năm mới! This will be the Year of the Ox so most of China will be shut down for the better...
The Sino Auto Insights team
- Feb 2, 2021
- 12 min
CFIUS & EV/AV Sector, Ford & Google Mashup, WSJ Spotlight on Detroit Style Pie - SAI Newsletter 4
We should shift from measuring market capitalizations, global sales, gross margins, etc. as viable and fundamental ways to measure the...
The Sino Auto Insights team
- Jan 27, 2021
- 10 min
The US Wants in on EVs in a Big Way, GM & Ford Now Getting 'Street' Cred - SAI Newsletter #3
Photo by Qingbao Meng on Unsplash Since the calendar turned to 2021, it seems like there’s been a non-stop stream of news coming out of...
The Sino Auto Insights team
- Jan 20, 2021
- 12 min
Tesla's Kryptonite, VW's Software Woes, OEMs - Chips Needed - SAI Newsletter 2
Photo by zhang kaiyv on Unsplash There were two big announcements about China tech + China legacy OEM partnerships and they both made...
The Sino Auto Insights team
- Jan 13, 2021
- 11 min
NIO Day, GM's CES, My 2021 Predictions - SAI Newsletter 1
And here we GO! The first newsletter of 2021! We did a decent amount of review in the last newsletter of 2020 so I will do my best to...
The Sino Auto Insights team
- Dec 30, 2020
- 10 min
2020 In Review, Tesla Shanghai Giga Expośe, Who Will Build The Apple Car - SAI Newsletter 49
WOW. We are closing out 2020, I hope everyone was able to balance spending time with their loved ones while staying socially distant and...
The Sino Auto Insights team
- Dec 16, 2020
- 14 min
Demand for Model X & S Wanes, Public Transit Need's A Boost, Jony Ive & Ferrari - SAI Newsletter 48
It’s beginning to feel a lot like Xmas. It’s been bitter cold here in Beijing and I am thinking about my family and friends back in the...
The Sino Auto Insights team
- Dec 9, 2020
- 11 min
XPeng & Tesla Cashing In, Japan Bans Petrol Cars, Cruise Eschews Safety Driver - SAI Newsletter 47
Another major economy announces a ban on petrol and diesel-fueled vehicles. This time it’s Japan a NOT insignificant country since it’s...
The Sino Auto Insights team
- Dec 2, 2020
- 9 min
Hindenburg Research At It Again, Overcapacity in China EVs, Blackberry Not Dead - SAI Newsletter 46
Photo by Wilson Ye on Unsplash This was quite a busy week for news so it was a bit tougher to edit myself on which topics to post about....
The Sino Auto Insights team
- Nov 24, 2020
- 12 min
A $1 Trillion Tesla, China Battery Makers Go To EU, MIC BMW iX3 For Export - SAI Newsletter 45
It’s Thanksgiving this week. Thanksgiving normally triggers me to look back on all that’s happened personally and professionally over the...
The Sino Auto Insights team
- Nov 17, 2020
- 11 min
UK 2030 Ban of Petrol & Diesel, Farley Right Man for Ford, Hongguang's BIG 11/11 - SAI Newsletter 44
Photo by Josh Hammond on Unsplash Another cycle with plenty of juicy news. I realize that these newsletters border on being too long,...
The Sino Auto Insights team
- Nov 10, 2020
- 12 min
MIC Tesla '21 Production Forecasts, Austin Wants Less Cars, Ola Electric Plans To Be a Player SAI 43
Photo by zhang kaiyv on Unsplash It was difficult to concentrate last week, to say the least. Something that started on Wednesday AM...
The Sino Auto Insights team
- Nov 4, 2020
- 7 min
Tesla FSD Beta Testers, EVs Go Mainstream, VW Slow to Cut Costs - SAI Newsletter 42
I’ve been a pretty busy beaver the last few weeks and I’d like to share a couple of links, one for a short interview, the other an EV...
The Sino Auto Insights team
- Oct 27, 2020
- 7 min
Technode Emerge Conference, MIC Tesla Model 3s to EU, Battery Packs 101 - SAI Newsletter 41
Photo by Hanny Naibaho on Unsplash I am off tomorrow to Shanghai for my first business trip in what feels like years. I’ve set up some...