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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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Jidu Auto Robo-1 Sneak Peek, Geely's Pickup, Data-centric AI - SAI Newsletter 27
Parts of Shanghai are back in lockdown and there’s real fear that most of the city could go back into at least a two-week lockdown in the...
The Sino Auto Insights team
Jul 13, 202210 min read
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Wired - All Things China EV, BYD > Tesla in EV sales, China's chip dilemma - SAI Newsletter 26
It feels like we’ve gone from ‘end of the world’ lockdown and restrictions and in the blink of an eye back to business ‘almost’ as usual,...
The Sino Auto Insights team
Jul 6, 202211 min read
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NIO Short report, Polestar goes public in the US, TSMC bigger than Intel - SAI Newsletter 25
Beijing is moving in the right direction this week. The boys are back in school as of Monday - just in time for finals. Most...
The Sino Auto Insights team
Jun 29, 202211 min read
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The Li Auto L9 unveiled, Tesla vehicles banned, and BYD Down Under - SAI Newsletter 24
The headline picture is one I took this past weekend while on a bike ride with the family. It’s of the West entrance of the Solana mall...
The Sino Auto Insights team
Jun 22, 20229 min read
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Jidu Robo-1 Unveil, BYD Tops VW, Singapore Jumps China for Startup ecosystem - SAI Newsletter 23
…and we are BACK to restrictions. The bar outbreak turned into a huge mess and restaurants around the Sanlitun area have been closed and...
The Sino Auto Insights team
Jun 15, 20227 min read
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Tesla & BYD battery collab, Apple CarPlay Drops Like a Brick, Beijing is BACK - SAi Newsletter 22
We are BACK in business. We seemed to have averted a major disaster with a successful containment of Covid here in Beijing. Restaurants...
The Sino Auto Insights team
Jun 8, 20227 min read
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Tesla's Diner, Truck bloat fees, Michigan Missing out - SAI Newsletter 21
There are a couple of different holidays going on this week, Children's Day and Dragon Boat festival, so will be short and sweet with...
The Sino Auto Insights team
Jun 1, 20227 min read
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CALB on CATL's heels, Tesla is Tanking, Bosch & WeRide Co-Lab - SAI Newsletter 20
It’s becoming a bit more restrictive now in Beijing. This week our complex banned delivery people from entering our buildings so now all...
The Sino Auto Insights team
May 25, 202213 min read
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Shanghai Opens (Slowly), Bageled: Shanghai April Sales, Another Recall for Tesla - SAI Newsletter 19
Beijing seems to be in a holding pattern with regards to Covid, so we are testing every day now. I was told the magic (arbitrary) number...
The Sino Auto Insights team
May 19, 202210 min read
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Tesla's Anemic April sales, US Lifting Auto Tariffs (?), (+) Nickel, Lithium - SAI Newsletter 18
Covid positives aren't going down so holding firm here in Beijing (BJ) which means kids and parents still online. Let me also emphasize...
The Sino Auto Insights team
May 12, 202211 min read
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Beijing COVID Update, Tesla's Deep China Ties, Yep - Didi Still in Trouble - SAI Newsletter 17
We are just getting back from May holiday, China's Labor day, and there are a few changes to Covid policies here in Beijing. First, there...
The Sino Auto Insights team
May 5, 202210 min read
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Beijing on Edge, NIO Hits 200K, CATL 1st Battery Swap Partner - SAI Newsletter 16
Here we GO. It looks like Beijing now also has a new, unwelcome visitor that’s causing some panic buying, a spike in the demand for...
The Sino Auto Insights team
Apr 27, 20229 min read
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Lockdown Update, NIO Beats Germany EV Inc in March Sales, GoTo Indonesia IPO - SAI Newsletter 15
There are still major cities and parts of China on lockdown due to the pandemic, numbers being thrown - >40 cities and >300M either...
The Sino Auto Insights team
Apr 20, 202210 min read
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My Thoughts on the Li One, MIC Model Y - Best Seller, CATL Domination - SAI Newsletter 14
First this week, I wanted to give a more detailed review of the Li Auto Li One. My look will be from these lenses. Technology, design,...
The Sino Auto Insights team
Apr 13, 202210 min read
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Shanghai Lock's Down, Polestar & Hertz - Together, Uber's Superapp - SAI Newsletter 13
Short week so short newsletter. First off, congratulations to Gogoro which went public yesterday via a merger with Poema Global...
The Sino Auto Insights team
Apr 6, 20226 min read
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Shanghai in Lockdown, CATL Heads West, Vinfast Beats China EV Inc - SAI Newsletter 12
Will keep up top short and sweet. Busy week as we head into the Tomb Sweeping holiday weekend where we’ll have next Monday & Tuesday off....
The Sino Auto Insights team
Apr 6, 202211 min read
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Auto Beijing 2022 - Postponed, BerlinGiga Finally Open, 100K XPeng P7's - SAI Newsletter 11
With the restrictions and lockdowns gripping China this was all but inevitable. It is O-fficial – Auto Beijing 2022 is now postponed to...
The Sino Auto Insights team
Mar 23, 202210 min read
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Tesla - Twice as Nice w/ Price Lifts, Didi Motor Co, VW Group Europe Challenges - SAI Newsletter 10
As evidenced by some of the extreme measures that parts of China are taking to contain it, Covid-19, in its many variants is still moving...
The Sino Auto Insights team
Mar 17, 202210 min read
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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...
The Sino Auto Insights team
Mar 9, 202210 min read
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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
Mar 3, 20228 min read
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