The Real ‘Auto Evergrande’: The Cautionary Tale of the Billion-Dollar Ghost Car You’ve Never Seen
The Real ‘Auto Evergrande’: The Cautionary Tale of the Billion-Dollar Ghost Car You’ve Never Seen When people discuss the Chinese EV bubble,…
EV
The ‘Bosch of the EV Era’ is Coming From China: Why CATL’s Skateboard Chassis is an Existential Threat to European Automakers
“Are We Just Working for CATL Now?” – A Joke Becomes a Terrifying Reality for Automakers Back in 2022, a senior executive…
Li Auto’s 40% Collapse vs. Leapmotor’s Shocking Rise: Is China’s EV ‘Game of Thrones’ a Warning for Tesla and VW?
The King is Dead: A Brutal EV Shake-up in China Sends a Stark Warning to the West (Image: A graphic showing the…
Volvo’s ‘Safe’ Bet on EVs Looks Suddenly Risky. Did They Misread the Market?
Volvo’s ‘Safe’ Bet on EVs Looks Suddenly Risky. Did They Misread the Market?
Volkswagen’s Shocking 48% Sales Jump in China: A Comeback, or a Fire Sale?
Volkswagen’s sales surged 48% in China, but this isn’t a comeback—it’s a desperate fire sale of gasoline cars. We break down the brutal strategy behind these insane prices, and explain why you’ll never see a $15,000 Tiguan at your local dealership in the US or Europe.
The EV Market’s New Equilibrium: A Data-Driven Look at Tesla, China, and the Road Ahead
The topography of the electric vehicle (EV) market is undergoing a fundamental shift. The era once defined and driven by a single…
The Double-Edged Sword: Analyzing the Dazzling Success and Hidden Risks of China’s Auto Exports
The news that China’s auto exports surpassed 2.8 million units in the first five months of this year sent ripples through the…
Is BYD’s Billion-Dollar Shipping Fleet a Masterstroke or a High-Stakes Gamble?
From my office in Shanghai, I have a front-row seat to the beating heart of the world’s most dynamic auto market. As…