Toyota Sides with CATL to Accelerate Its EV Goals; Reliance on Panasonic Reduces
On Friday, the Nikkei reported that Toyota Motor (7203 JP) had signed a memorandum of understanding (MOU) with CATL (A) (300750 CH) to supply...
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A Monthly on EV Batteries: Intense Competition on Capacity Expansions and Securing Deals
This is our first monthly insight on EV batteries, which focuses mainly on Li-ion batteries, and their development. In this note we take a look at...
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China Meidong Auto (1268): Low Inventory to Carry On?
Luxurious auto car distribution in China sounds like a great business to have, supported by the rising number of wealthy individuals springing up...
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Tesla: When a Spartan Diet + $2 Billion Isn't Enough
Six weeks into the second quarter, and just two weeks after raising more than $2 billion selling stock and bonds, Tesla Motors (TSLA US)Â CEO Elon...
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Samsung SDI: Higher Probability of a Partnership with Tesla & Beneficiary of No Chinese EV Subsidy
There is an increasing probability of a major partnership between Tesla Motors (TSLA US) and Samsung Sdi (006400 KS) for a potential long-term...
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