A Monthly on EV Batteries: Intense Competition on Capacity Expansions and Securing Deals
This is our first monthly insight on EV batteries, which focuses mainly on Li-ion batteries, and their development. In this note we take a look at...
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TSLA China Update: April Import and Registration Data
In April, only 94 Tesla Motors (TSLA US) cars were imported and 2,658 were registered in China. The average selling price for the April imported...
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Nissan: FCA Pulls Out as Nissan Demurs and Renault Vacillates
While initial reports suggested that Renault SA (RNO FP) was nearing an agreement with Fiat Chrysler Automobiles NV (FCA IM) on its proposed...
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May U.S. Auto Demand: 17.4m Unit SAAR Reflects Rising Incentives over Memorial Day Weekend
Light Vehicle SAAR in May came in at 17.4m units (+6.1% MoM, +1.2% YoY) which was stronger than consensus expectations. YTD average SAAR remains...
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Rising Nationalism Propaganda by State Media, China Macro Data 4M 2019
Since May 10 when Chinese Vice Premier Liu He left the Washington without a trade deal with the US, nor any plan for future talks, both countries...
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