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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The New Electric Alliance: How US-EU-Japan Pact is Reshaping EV Critical Minerals Supply Chains
The US, EU, and Japan are forming a strategic alliance to secure critical EV minerals supply chains, targeting China’s dominance. Discover the two-pillar plan, including trade policies like price floors, and what it means for Western EV investors.
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Canadian Green Light: Why 61% Support **More Chinese EVs** Despite Security Fears
New poll finds 61% of Canadians back allowing more Chinese EVs in, trading security fears for lower EV prices amid a broader Canada-China trade deal.
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Sulfur-Doped Solid-State Batteries: The Key to Unlocking Next-Gen EV Performance?
Can sulfur doping finally solve the charging speed bottleneck in solid-state batteries? US research suggests this chemical tweak accelerates lithium ion flow, a critical step for next-gen EV performance and safety.
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Ford’s ICE Mustang Outshines EVs: Decoding the US Market’s Wild EV Sales Slowdown
Ford’s January EV sales plunged 69.2% YoY, with the gas Mustang outselling all EVs combined. Western investors must analyze this market correction and Ford’s pivot to affordable models.
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Stellantis’ €22 Billion Write-Down: The True Cost of Misreading the EV Market
Stellantis just booked a staggering €22B EV strategy write-down, citing over-optimistic EV pace. This massive charge dwarfs rivals’ costs and signals a major pivot back to hybrids and ICE. Western investors must heed this costly lesson.
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The Great EV Power Shift: VW Overtakes Tesla in Europe as US/EU/Japan Target Critical Minerals
Did VW really overtake Tesla in Europe? Discover the real story behind the 2025 EV sales shift and the critical mineral pact between the US, EU, and Japan aiming to secure Western supply chains.