EV Batteries Monthly: Partnerships for Strengthening Upstream, Recycling Batteries & Other Solutions
The highlights for October are as follows: Panasonic Corp (6752 JP): Reported weak 2Q earnings, though above consensus estimates. The recent...
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Tesla China Gigafactory Shanghai Update
As the primary Tesla Motors (TSLA US) China intelligence provider, we have been diligently checking in with the suppliers to GF3 factory in...
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Tesla (TSLA) 3Q19 Earnings Impressions: The "One-Offs" May Not Necessarily Be One-Offs
To us one of the most useful information given out by Tesla in its 3Q earnings call was what many commentators immediately following the call...
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3Q China Auto Demand: 2H19 Looks Stronger than 1H19 - 1Q Was the Worst Quarter in SAAR Terms
Our observations on China's auto demand on a quarterly basis in SAAR terms suggests that selling rates were weakest during 1Q19 but have...
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Tesla: Gauging Interest on Locally Produced Cars in China
Market has been expecting Tesla's Shanghai factory to comes onstream since September. Prior market chatter (from Tesla's suppliers) that said Tesla...
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