Electrification and Autonomous Trends Reshaping Auto Industry…
Investing thematically in the electric/autonomous vehicle trends covered regularly since 2013 has proved profitable, with many battery, lithium and...
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My Visit to Tesla Dealership in Seoul + Thoughts About Peak Oil Vs Abiotic Oil
My Visit to Tesla Dealership in SeoulScott Laprise/ 乐天虎's recent report about Tesla Motors Inc (TSLA US) dealership in China gave me the idea to...
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Suzuki Motor's Indian LIB Move - LiB Supply Chain Readthrough
Suzuki Motor announced on April 17th that it had reached a basic agreement to establish a lithium battery (LiB) pack joint venture in India...
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Andrew on Tech: Rechargeable Battery - The Next US$100bn Industry /Part 1
Over US$100bn industry by 2026E: By assuming BEVs to have 13% of global automotive industry shares at battery cell cost of US$80/KWh and 95KWh...
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An Assessment of the Global Auto Industry: OEMs, Auto Suppliers, and Tire Companies
In this in-depth report, I will cover the following: Current state of the global auto industry including the Auto OEM, Auto-parts, and Tire...
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