Direct, hands-on insights from the epicenters of China's automotive revolution.
BYD completes Xi'an battery gigafactory production launch, deepening vertical integration amid China overcapacity and Western tariff walls. A skeptical analysis.
CALB and Henkel open joint innovation center in Changzhou to co-develop battery materials, deepening Sino-European supply chain ties amid regulatory pressures.
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XPeng sells carbon credits to Porsche and other global OEMs, marking a historic reversal as Chinese EV makers monetize EU emissions rules and pressure Western laggards.
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XPeng has earned over RMB 1 billion selling carbon credits to Porsche and other OEMs. We analyze the numbers, the regulatory arbitrage, and why this revenue stream is not a business model.
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.
Deepal hits 1 million EVs, but the milestone masks thin margins, LFP limits, and export walls. A skeptical analysis for investors.
GAC's acquisition of FAW Toyota signals a strategic bet on hybrid dominance in China's EV transition, but long-term risks lurk.
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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