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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CATL’s Sodium Battery Goes Live: Is This The End For Lithium Dominance in EVs?
China’s CATL and Changan just launched the world’s first mass-produced sodium-ion EV. Discover why this breakthrough ends lithium uncertainty and what it means for Western automakers.
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China EV Policy Signals Spur Rally: What Investors Need to Know About 2026 **Chinese Auto Market**
Chinese auto stocks surged on policy certainty after the MOC signaled sustained, optimized support for the auto sector through 2026, focusing on trade-ins.
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BYD’s Micro-Store Strategy: Can Tiny Showrooms Unlock Japan’s EV Market?
BYD is deploying a hyper-local strategy in Japan, using micro-stores and a custom Kei-car (the Racco) to rapidly counter consumer skepticism and capture the huge domestic micro-EV segment.
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The End of Dead Zones: Why UNIVITY’s 5G Constellation is a Game-Changer for Global EV Connectivity
Terrestrial 5G networks leave critical connectivity gaps for EVs. UNIVITY’s new VLEO 5G constellation aims to solve this by offering a standardized, interoperable satellite layer, essential for OTA updates and V2X safety.
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China’s EV Rivals: Can VinFast Hit 300,000 Sales by Pivoting East?
Can VinFast hit 300,000 EV sales this year? Analyzing the Vietnamese EV maker’s high-stakes pivot from tough US/EU markets to an aggressive Asia-first growth strategy.
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Waymo’s Nashville Launch: What the US Robotaxi Expansion Means for Global EV Investment
Waymo launches fully driverless robotaxi service in Nashville, validating its commercial expansion playbook and intensifying the US AV race against rivals like Tesla.