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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Former Tesla VP Drew Baglino Launches Heat Pump Startup: What It Means for EV Thermal Management
Former Tesla VP Drew Baglino launches Sadi Thermal Machines, a heat pump startup. Learn how this could transform EV thermal management and challenge Western OEMs.
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China EV Supplier Rankings Q1 2026: OEM Self-Development Reshapes the Battery Landscape
Q1 2026 data reveals CATL and BYD’s FinDreams dominate China’s EV battery market with 65% combined share, as OEM self-development reshapes the supply chain. Key insights for Western investors and automakers.
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Hyundai Mobis 160 kW PE System: Standardizing EV Powertrains for Global Scale
Hyundai Mobis unveils a 160 kW standardized PE system for EVs, boosting efficiency by 16% and cutting volume by 20%. A strategic shift that could reshape the global EV supply chain.
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Global EV Demand Rises 6% in April: Gas Prices, Policy, and China’s Export Surge Reshape the Market
Global EV registrations rose 6% in April 2025 to 1.6 million units, driven by high gas prices and policy shifts. China’s exports surged, while U.S. sales slumped 28%. Detailed regional analysis for investors.
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Tesla Robotaxi in Texas: Wait Times Exceed Ride Duration, Raising Red Flags for Investors
Tesla Robotaxi in Texas faces severe wait times and route failures, with half of Austin requests exceeding 15-minute waits. A critical analysis for AV investors.
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US Approves NVIDIA H200 Chip Sales to 10 Chinese Firms: What It Means for EV and AI Markets
US approves NVIDIA H200 chip sales to Alibaba, Tencent, and others, but deliveries stall. What this means for Chinese EV autonomy and global AI competition.
