EV Batteries Monthly: Battery Makers Look Upstream While Panasonic/Toyota Target Hybrids
The highlights for August are as follows: Panasonic Corp (6752 JP) prefers to strengthen its bond with Toyota Motor (7203 JP) and capitalise on...
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US Auto Demand in August: Strong U.S. SAAR Driven by Labor Day Weekend Kickoff
August SAAR of 17.07m units (+0.8% YoY, +1.1% MoM) were driven largely by two factors according to our observations: Rising incentives and the...
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Tesla's Cash-Strapped Shanghai Plant Construction Is Hurtling Forward--What Could Go Wrong?
Tesla Motors (TSLA US) has finally received its "first comprehensive acceptance certificate" from inspectors of its hurriedly constructed assembly...
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LG Chem, Samsung SDI & Panasonic: Tesla GF3 Battery Situation
We heard this LG Chem/Tesla story from Bloomberg last Friday. LG Chem still stays mum on this, and Tesla isn't saying anything either. But has...
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Takeaways From Exclusive Interview with Local Government Re TSLA Shanghai Factory
We met with the Head of the Investment Group at the Shanghai Lingang Government on Monday to better understand the development and funding status...
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