Direct, hands-on insights from the epicenters of China's automotive revolution.
Dongfeng and Huawei deepen autonomous driving alliance, signaling a structural dependency that could reshape global EV supply chains. Strategic analysis for Western investors.
Geely's new AI Smart Charging claims faster charging and longer battery life. We interrogate the physics, grid limits, and competitive reality.
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MG4 hits 200,000 units at SAIC's Nanjing base, but EU tariffs of 45.3% threaten the export model that made this compact EV a European best-seller.
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UT Austin and Sandia develop low-energy pDCPD depolymerization, recovering intact fibers and polymer from automotive composites. A circular economy breakthrough, but scale-up hurdles remain.
A bipartisan US Senate bill seeks a permanent ban on Chinese connected vehicles. An analysis of E/E architectures, supply chain bifurcation, and OEM impacts.
China's vehicle exports to Germany surged 120.9% in 2023, making it Germany's largest auto supplier. We analyze the technical, supply chain, and strategic implications for Western OEMs and investors.
Turkey's August 2025 passenger car sales plunged 25% to 61,529 units. We analyze the implications for Chinese EV localization strategies, tariff compliance, and export bridge ambitions.
China's EV supply chain is shifting toward multi-sourcing in 2026. We analyze the technical and financial drivers reshaping CATL's dominance and what it means for Western OEMs.
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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