Insider Insights
Analysis grounded in direct, hands-on experience within the industry, not just headlines.
Tier 1 Perspective
A deeper understanding of the components, technologies, and manufacturing realities that truly drive innovation.
Actionable Intelligence
We connect the dots: What do these shifts mean for your business in Stuttgart or your investments in Detroit?
Meet The Analyst
I’m Jungmo Kim, an analyst and active professional within China’s automotive ecosystem. Currently based in Shanghai, I offer a unique, on-the-ground perspective…
Latest Analysis
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China Cracks Down on EV Price Wars: What Beijing’s New Rules Mean for Global Auto Markets
Beijing has issued strict new guidelines to end crippling EV price wars, banning sales below cost. Discover what this means for Great Wall, Xiaomi, and global competition.
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Tesla Model Y Dominates Europe While VW Steals EV Brand Crown: Is The Market Shifting?
Did Tesla’s EV dominance end in Europe? While the Model Y remains the best-selling EV model, Volkswagen has overtaken Tesla in overall brand sales, signaling a major market shift.
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The Great Battery Pivot: US Graphite Tariffs Spike to 160% Amid EV Slowdown
New US tariffs on Chinese graphite—reaching over 160%—threaten to derail Western EV cost targets just as Mercedes-Benz sees profits halve due to China pressure and trade duties.
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Decoding China’s Battery Race: EVE Energy’s New Lab Fuels Global LFP Supremacy
EVE Energy opens the Longquan Lab in Jingmen, focusing on LFP and prismatic cell R&D. Discover why this move solidifies China’s lead in the global EV and ESS battery race.
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Tesla’s China Export Surge: Is Giga Shanghai Outpacing Local Demand? | EV Market Insight
Did Tesla China’s January 2026 EV exports surge 71% YoY, hitting #2 after BYD? Analyze the critical shift away from domestic sales.
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Is AI Too Slow? Why Bionic Chips Are the Key to Safer Autonomous Driving
Can AI’s processing lag doom autonomous driving? A new bionic chip slashes visual latency to 150ms, outperforming current algorithms by 4x, signaling a major shift for EV safety.