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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BMW Doubles Down on China: Why the CATL Battery Pact Signals a Key EV Supply Chain Shift
BMW deepens China strategy by signing a pivotal MoU with CATL to decarbonize the EV battery supply chain. Why this signals a critical shift for Western EV scaling.
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Can BMW Dodge China Tariffs? Inside the EU Minimum Price Negotiations for MINI EVs
Is BMW set to dodge the EU’s steep China EV tariffs? We analyze the critical ‘minimum price’ negotiations for the China-made MINI Cooper and Aceman, and what it means for Western automakers.
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China’s AI Leap: Why VW Partnering for XPeng’s VLA 2.0 Shakes the EV ADAS Market
Volkswagen selecting XPeng’s next-gen VLA 2.0 as a launch customer is a huge win for Chinese ADAS tech, signaling a global tech pivot.
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The US EV Battery Supply Chain Shakeup: Why Tesla Taps LG for Domestic LFP Power?
Is the era of Chinese dominance in stationary energy storage facing its most significant domestic challenge? Discover why Tesla is tapping LG for US-made LFP cells.
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Decoding EVE Energy’s Global Leap: Why Malaysian Plant Expansion Matters for Western EV Supply Chains
EVE Energy completes Phase II of its Malaysian plant, accelerating its global strategy. Discover why this Southeast Asian capacity boost matters for Western EV and ESS supply chains.
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Chinese EV Tech Escalates: Tesla’s Redundancy vs. Geely’s 800V Push
Tesla’s AI4 redundancy is key, but Chinese EV tech is escalating. Discover Geely’s 800V push and Li Auto’s EU strategy for Western investors.