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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Ronn Motor IPO: We May Have Found the One Company More “Optimistic” Than WeWork
RONN Motor Group Inc (RONN US) (RMG), yet another optimistic US new energy vehicle (NEV) company, filed for an IPO this month, hoping to raise a...
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