April China Auto Demand: Implied NEV SAAR Reaches Above 1.0m Units for the Second Time
China's passenger vehicle demand of 1.9m units was down 11.7% sequentially but up by 11.2% YoY in April according to CAAM's latest monthly data...
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Energy Rally Accelerates, But So Does Renewables Threat...
I’ve been a cyclical bull on crude oil and the global energy sector, but the longer-term transition toward a renewables led and distributed power...
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TSLA: Top Beneficiary of US-China Trade War Truce
In our coverage universe, Tesla Motors Inc (TSLA US) is likely to be the top beneficiary when the Chinese market access improves. TSLA’s China...
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China Autos - China Announces New Auto Policy - Good for Foreign EV - Bad for Chinese EV - Part 1A
Quick announcement of new ownership rules in the China auto sector. Tesla the big beneficiary but it will take years to get the factory off the...
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China Autos - Unfair? - The U.S. Is Going After the Wrong Sector - Part 1
Trump’s plan will make Autos unfair for the U.S. An additional U.S. 25% tariff on cars from China will hurt U.S. automakers. The U.S. has a trade...
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