Andrew on Tech: Rechargeable Battery - The Next US$100bn Industry /Part 1
Over US$100bn industry by 2026E: By assuming BEVs to have 13% of global automotive industry shares at battery cell cost of US$80/KWh and 95KWh...
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Tencent Invests USD 1.78 Billion for 5% Stake of Tesla
Tencent became the fifth-largest shareholder of Tesla Motors Inc (TSLA US). According to Tesla’s public filings, Tencent acquired 8,167,544 shares...
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An Assessment of the Global Auto Industry: OEMs, Auto Suppliers, and Tire Companies
In this in-depth report, I will cover the following: Current state of the global auto industry including the Auto OEM, Auto-parts, and Tire...
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Auto Updates Yo: Glimmers of Hope...Not for Everyone
A good month. Toyota released February auto data, and there were pretty good if you ask me. Remember that auto sales had been in a slump ever since...
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South Australia's Electricity 'Crisis' and Elon Musk: Saviour or Self Promoter?
A remarkable twitter exchange between Elon Musk and Australian tech billionaire, Mike Cannon-Brookes, has captured the imagination of Australia's...
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