Lei Xing (邢磊)– Author –
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IAA Mobility 2023: sunshine, beer and China-Germany collision course in Munich
If all the foreign automakers had that initial shock at Auto Shanghai 2023, then IAA Mobility 2023 in Munich provided an additional reckoning moment back home: recognizing the competitiveness of the Chinese granted that subsidies have pl... -
Here’s what we know about the rumored NIO SVOLT cylindrical cell collab: anything is possible
Amid the frenzy and fanfare of the NIO Phone that was announced at the 2023 NIO Innovation Day on September 21 was a slide showing what appears to be NIO’s new battery pack with cylindrical cells under “in-house” development. ※ A link to... -
Making sense of the U.S. EV tax credit with “China Battery Inc.” inside
It’s where lithium comes from, not who processes them, for now. Interpretation and fine print matter. A link to Japanese translation is here. Tesla Model3 use LFP batteries from CATL “About three quarters of our lithium come from Austral... -
Is CATL’s sodium-ion battery ready for prime time?
Like all its breakthrough or blockbuster battery technology innovations that CATL has revealed throughout recent months and years, the sodium-ion battery received great fanfare when it was revealed nearly two years ago. A link to Japanes... -
Shanghai electric cultural shock (and concern)
Chinese brand NEVs dominate Auto Shanghai 2023, foreign brands try to be relevant. Report by Lei Xing. A link to Japanese translation is here. Auto Shanghai 2023 After spending six days in Beijing and Shanghai, including three days and 6... -
Is BYD ready for prime time in America? My thoughts after driving the Tang EV
The Tang EV is a great SUV for the U.S. market, but a lot more work needs to be done before BYD is ready for America. 【A link to Japanese translation is here.】 Is BYD in the process of opening dealerships in the U.S. to sell EVs in Ame... -
Two Sessions, price “massacre” and stabilizing auto (NEV) consumption
Stabilizing domestic consumption has become a central theme of the Chinese government and among senior government leaders and officials over recent months as China ditched strict COVID control measures and left the pandemic in its rearvi... -
Tom Zhu in the spotlight and Giga Texas: what it means for Tesla and the industry
Tom Zhu may not be the next CEO of Tesla, but he is certainly CEO worthy. That says a lot about China and Chinese talent. A link to Japanese translation is here. Why does Musk trust Zhu? Congrats to the Giga Berlin team on building 3k Mo... -
China factor in LA: ZEEKR, Gotion, VW & more
It is apparent by now no matter where an auto show is held in the world, there is always going to be some China factor in play – China EV factor, to be specific – regardless of whether a Chinese brand is exhibiting or not. A link to Japa... -
China factor at CES 2023: tech confidence trumps geopolitical turbulence
After six days, over 100,000 steps and more than 90 km walking the various venues at CES 2023, especially the gigantic new LVCC West Hall dedicated to vehicle technology, I got a full dose of the China factor at the world’s most influent...
