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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Decoding China’s Battery Race: EVE Energy’s New Lab Fuels Global LFP Supremacy
EVE Energy opens the Longquan Lab in Jingmen, focusing on LFP and prismatic cell R&D. Discover why this move solidifies China’s lead in the global EV and ESS battery race.
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Tesla’s China Export Surge: Is Giga Shanghai Outpacing Local Demand? | EV Market Insight
Did Tesla China’s January 2026 EV exports surge 71% YoY, hitting #2 after BYD? Analyze the critical shift away from domestic sales.
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Is AI Too Slow? Why Bionic Chips Are the Key to Safer Autonomous Driving
Can AI’s processing lag doom autonomous driving? A new bionic chip slashes visual latency to 150ms, outperforming current algorithms by 4x, signaling a major shift for EV safety.
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Which European Country is the New ‘Ground Zero’ for Chinese Car Market Share Growth in 2025?
Chinese car market share growth in Europe is accelerating unevenly in 2025, hitting 11% in the UK but only 2% in Germany. Discover which nations are ‘Ground Zero’ for the surge.
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The 160% Wall: Will US Tariffs on Chinese Graphite Decouple the EV Supply Chain?
The US has finalized over 160% in combined duties on Chinese battery-grade graphite, threatening massive supply chain disruption for US EV makers. Learn the impact of these steep US China graphite tariffs.
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China’s Near 30% Lithium Spike: What the EV Price Shock Means for Western Buyers
China’s lithium carbonate price surged nearly 30% in January 2026, driven by export tax cuts. Discover why this **China lithium carbonate price spike** signals major cost risks for Western EV buyers.