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...
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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...
The Sino Auto Insights team
- Oct 20, 2020
- 7 min
Tesla To Export From China to EU, WM Preps for IPO, Grab & Gojek Merger On Again - SAI Newsletter 40
I had a lot of fun talking ‘shop’ with Lei Xing and Bill Russo for the Shanghai AmCham Beijing auto show Debrief webinar today so thanks...
The Sino Auto Insights team
- Oct 13, 2020
- 9 min
Daimler's Global Reset, NIO Intro'ing Assisted Driving, E-Bike Growing Pains - SAI Newsletter 39
It’s been a pretty quiet week or so here after all the big announcements from the Beijing auto show (BJAS). Again, the break was a...
The Sino Auto Insights team
- Oct 13, 2020
- 2 min
Beijing Auto Show Visuals & Recap - SAI Newsletter #38
SAI Newsletter #38 We are just getting off our National Day/Mid-Autumn festival holiday so we will resume the normal newsletter format...
The Sino Auto Insights team
- Sep 23, 2020
- 11 min
Detroit Auto Show On In '21, EV Adoption - Slowly But Surely, The Musk Method - SAI Newsletter 37
A few big pieces of news to come out this week. The continuing Nikola saga. Last we heard, Trevor Milton had stepped down, Steve Girsky,...
The Sino Auto Insights team
- Sep 16, 2020
- 11 min
Nikola's Potential Issues, Leeds Leading the Way, LiDAR Going Mainstream - SAI Newsletter #36
There seemed to be an endless stream of news coming out this week so it took large scale editing to get it down to what you see here. The...
The Sino Auto Insights team
- Sep 9, 2020
- 8 min
OEMs Flawed SW Strategy, VW Seeks Elon's Approval, Polestar 2 is Legit - SAI Newsletter #35
Going through some of the updates and articles this week got me pretty fired up! It’s probably reflected in one or two of my posts so...
The Sino Auto Insights team
- Sep 2, 2020
- 10 min
Porsche's Subscription Service, Learning to Ride, Xpeng Continues EV Win Streak - SAI Newsletter #34
Not much up top today outside of NIO’s recent announcement that they’ll be raising between $1.3-1.5B USD via share issuance. I can’t...
The Sino Auto Insights team
- Aug 26, 2020
- 11 min
GM's Future in China, NYC's Congestion Pricing, NIO's Battery Swap - SAI Newsletter #33
Big event to watch for this week is Xpeng’s IPO. Seems they’re bullish and are looking to raise ~$1.275B from the IPO. Of course, we’ll...
The Sino Auto Insights team
- Aug 19, 2020
- 11 min
OEM's Recruitment Woes, All The New EV Brands, Giant Can't Keep Up With Demand - SAI Newsletter #32
I was pleasantly surprised to see that Michigan announced this week that they’d dedicate a 40 mile stretch of I-94 going from Detroit to...
The Sino Auto Insights team
- Aug 12, 2020
- 10 min
Do Not Sleep on Geely, Hengchi, A Frankenstein'd EV Co., MAAS' Upcoing Moment - SAI Newsletter #31
Podcast announcement: Following our successful virtual conference, Sino Auto Insights and the US China Series have decided to continue...
The Sino Auto Insights team
- Aug 6, 2020
- 11 min
Ford's Leadship Change, Li Auto's Impressive IPO, Norway's Cute Little EV Obsession - SAI #30
Last week we saw another China EVStartup take a big step towards maturity as Lixiang aka Li Auto IPO’d on the Nasdaq opening at $11.50...
The Sino Auto Insights team
- Jul 29, 2020
- 9 min
Innovation in Vehicle Design, E-Bikes Attract Investment, Sanlunches in the US - SAI Newsletter #29
Wow, this week is flying by! Must mean we’re busy here. Lots of interesting conversations this week with new & old friends. I get the...
The Sino Auto Insights team
- Jul 25, 2020
- 7 min
The Two AV Startup Categories, Merc EQC Struggles, Autonomous Indy 500 - SAI Newsletter #28
I really enjoyed moderating the EV panel last night as part of the US China Series half-day conference. I think overall the conference...
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