Direct, hands-on insights from the epicenters of China's automotive revolution.
CATL's Chocolate battery swap network hits 2,520 stations across 200 Chinese cities. We analyze the unit economics, OEM adoption, and whether the model can ever be profitable.
China's seven-ministry plan targets 2030 for solid-state battery scale-up. We interrogate the 500 Wh/kg claim, supply chain readiness, and export barriers.
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Deepal hits 1 million EVs, but the milestone masks thin margins, LFP limits, and export walls. A skeptical analysis for investors.
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GAC's acquisition of FAW Toyota signals a strategic bet on hybrid dominance in China's EV transition, but long-term risks lurk.
NIO and Geely's battery swap alliance promises 15-20% revenue boost for ride-hailing EVs. We analyze the deal, technical hurdles, and whether the math works.
China's August 2026 pickup sales hit 5.4 million units with 71% exported—a 37% YoY surge reshaping global pickup markets as Chinese OEMs challenge Toyota and Ford.
Chinese EV investments in Turkey aim to bypass EU tariffs, but local decrees, Togg protectionism, and strict EU rules of origin threaten margins.
Geely and NIO's battery swap alliance unites China's EV giants to challenge Tesla's NACS. We analyze the engineering, costs, and global standard battle.
Currently based in Shanghai, providing highly critical supply chain stability forecasts and tier-1 supplier strategic insights directly from China's key automotive manufacturing plants.
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