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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Tesla’s Dry Electrode Breakthrough: Will This Slash EV Battery Costs and Outpace BYD?
Elon Musk confirms mass production of Tesla dry electrode batteries, a major breakthrough set to slash costs, energy use, and factory complexity, directly challenging global EV rivals.
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CATL 5C Battery Breakthrough: Will Ultra-Fast Charging Finally Kill Range Anxiety?
Chinese battery giant CATL just unveiled a 5C ultra-fast charging battery boasting 80% capacity retention after 1,400 high-heat cycles—potentially 840,000 km. Western EV buyers, is range anxiety over?
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The End of Graphite? US-Made Obsidia Battery Anode Slashes Swelling for Longer-Lasting EVs
New UCF research shows C-BATT’s US-made Obsidia™ anode material swells only 5% during lithiation, far below graphite’s 11%. This breakthrough targets EV battery longevity and supply chain independence.
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Decoding Chinese EV Export Dominance: BYD’s SEA Play and Chery’s European Surge
China’s EV giants, BYD and Chery, demonstrated divergent export success in Dec 2025. BYD anchors SEA while Chery surges in Europe, signaling a sophisticated, resilient global strategy.
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Hyundai’s 30,000 Humanoid Robots: Tariff Hedge or Labor War Catalyst in US Auto Manufacturing?
Hyundai plans to deploy 30,000 Atlas humanoid robots in US plants to fight tariffs, sparking a major labor dispute with Korean unions. Analyze the global impact.
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Unpacking the Tesla SpaceX Merger Rumors: Is Musk Consolidating His Tech Empire?
Is a Tesla SpaceX merger imminent? Explore the rumors, investor sentiment, and what this consolidation means for Musk’s global tech empire and the EV landscape.