China’s Lithium Mountain Grows as Oversupply Drags Down Prices Further
China’s lithium supply glut is worsening, with output expected to expand by 41% this year, fueling a steeper downward trend in prices for this...
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[Blue Lotus Daily]:LI US/1211 HK/1810 HK/ NIO US/ XPEV US/BEKE/Macro News Update/China Manufacturing
Central Economic Work Conference shifts focus to promoting consumption, new energy vehicle deliveries rise, Beike subsidiary acquires land in Xi'an.
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[Blue Lotus New Energy Sector Update]: Rocky but Firm: China New Energy’s Venture Overseas
Chinese renewable energy firms are expanding overseas, with a focus on building capacities near US/Europe, leading to job losses at home and...
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Ola Electric IPO - Thoughts on Valuation
Ola Electric is now looking to raise about US$730m in its India IPO. We have looked at the company's past performance in our earlier notes. In this...
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Ola Electric IPO - RHP Updates - Growing Faster than Expected, Driven by GoI Policy
Ola Electric is now looking to raise about US$730m in its upcoming India IPO. In this note, we look at the updates from its most recent filings.
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