Lithium 'Glut' Fears Overblown, as Solid State Battery Progress Slows…
‘Solid state batteries are already working in the lab, but bringing them to production is proving incredibly difficult…’ Dr. Ian Robertson, head...
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TSLA Exports to China Collapsed Post Auto Import Tariff Hike
China Custom data suggest that, post auto tariff hike from 25% to 40% in July, Tesla Motors (TSLA US) imports dropped to only 271 units in July,...
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Nio IPO (Part 2- Valuation): The Issue Looks Reasonably Priced
In our earlier report, we covered NIO Inc (NIO US)’s background, its business model, the growth prospects and risks it faces in the market. We...
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July China Auto Demand: SAAR Weakens Sequentially and YoY
July saw a dramatic sequential drop in both passenger and commercial vehicle sales in China. On a YoY basis, industry demand also fell by 4.2%...
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BYD: Is Tesla's China Plant a Threat?
In July, Tesla signed an agreement with Shanghai authorities that will allow it to build a plant in the city with an annual capacity of 500,000...
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