SAI NEWSLETTER

Get 'In The Know' about what's going on in the Transportation and Mobility sectors across Asia & the US.

Sep 2, 202010 min read

Porsche's Subscription Service, Learning to Ride, Xpeng Continues EV Win Streak - SAI Newsletter #34

Not much up top today outside of NIO’s recent announcement that they’ll be raising between $1.3-1.5B USD via share issuance. I can’t...

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Aug 26, 202011 min read

GM's Future in China, NYC's Congestion Pricing, NIO's Battery Swap - SAI Newsletter #33

Big event to watch for this week is Xpeng’s IPO. Seems they’re bullish and are looking to raise ~$1.275B from the IPO. Of course, we’ll...

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Jul 15, 202010 min read

Blueprint for Detroit, 'Clean' Commercial Trucks, GM losing in China - SAI Newsletter #27

Seems like Tesla’s rise is lifting ALL boats or more appropriately EVStartups. Nikola, NIO, Lixiang recently, and this week Henrik Fisker...

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Jul 9, 202012 min read

Again - Tesla, ICEs to EVs, China EVs taking on the EU - SAI Newsletter #26

The biggest news this week, which I detail below was Tesla’s incredible CQ2’20. Their sales and stock price continue to roll. I pulled...

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Jun 24, 202010 min read

Updated NEV Quotas for China, Byton on the Ropes, VW's Open Source Dilemma - SAI Newsletter #24

So today and the rest of this weekend is actually a holiday in China – The Dragon Boat Festival (端午节). My family would normally travel...

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Jun 10, 202011 min read

VW bros - Hug it out, Say NOW to Digital Transformation, Lucid Takes it SLOW - SAI Newsletter #22

The US has calmed a bit after 12-13 consecutive days of protests so I am hoping cooler heads can prevail. Congress seems to be on board...

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