EV Battery: Which One Is for You?
Comparing Samsung SDI, LG Energy Solution, and CATL in the battery business, highlighting the importance of US AMPC and alternative valuation...
118 Views
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...
487 Views
EV, Hybrid Incentives / Jkt's Air / Seats Promised for Parties / Islamists Slammed / Haze Redux
Tax changes mark a fundamental overhaul of auto-sector regulation, designed to move from taxing based on model and engine size to rates based on...
589 Views
EV Batteries Monthly: Concentration on Europe Increases, Toyota’s Focus on Chinese Players Grows
Highlights for July are as follows: Europe continues to attract attention, with Chinese player SVOLT Energy Technology planning to build a battery...
610 Views
China Auto Market H1 Review- Decoupling of Auto Sales and Consumer Discretionary Consumption
A prolonged decline in new car sales obviously hurts China’s manufacturing sector and is a drag on GDP growth. But the data above does not imply a...
644 Views