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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Ford’s $10B Profit Forecast vs. BYD Sales Surge: Analyzing the Shifting Chinese EV Market
Can Ford’s $8-10B 2026 profit forecast succeed as BYD sales surpass Ford’s, signaling a massive shift in the global EV landscape?
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Xiaomi SU7 Sales Shatter Records: What the First-Gen EV Swan Song Means for Western Auto Markets
Xiaomi’s first-gen SU7 exits with 381k+ sales in under two years, prompting an upgraded successor. Discover what this speed means for Tesla & the Western EV market.
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Can Iron Beat Platinum? Decoding the Future of Affordable **Hydrogen Fuel Cells**
Can iron replace the costly platinum in hydrogen fuel cells? A new US breakthrough stabilizes an iron catalyst, directly targeting the biggest cost barrier for FCEVs.
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BYD Surpasses Ford: The Chinese EV Juggernaut Reshaping Global Auto Rankings
The Chinese EV giant BYD has surpassed Ford in global vehicle sales volume for the first time, signaling a major power shift in the auto industry. Learn why this matters to Western investors.
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US Mandates 100% American-Made EV Chargers: What This Means for Global Supply Chains
The U.S. DOT proposed raising Buy America rules for NEVI EV chargers from 55% to 100% domestic content, threatening to stall the charging network buildout.
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EU China EV Tariffs: VW Secures First Exemption for China-Made Tavascan
Volkswagen’s China-made Cupra Tavascan secures the first EU tariff exemption via a ‘price undertaking,’ setting a key precedent for future EV imports.