Lightnews — Scholar-powered news

Sino Auto Insights

@sinoautoinsights.bsky.social

880 followers 170 following 500 posts

🌎 advisory & management consultancy. We help companies define the future of transportation & mobility. Electric vehicles (EVs), Autonomous vehicles (AVs), batteries, China, EU, USA Sign up for our newsletter: http://www.sinoautoinsights.substack.com

www.sinoautoinsights.substack.com

Posts Media Videos Starter Packs

Pinned

Sino Auto Insights @sinoautoinsights.bsky.social · Nov 23

Allow me to re-introduce myself:

Detroit | Silicon Valley | Beijing

We comment on all things electric vehicles, autonomous vehicles & batteries.

Our newsletter covers how 🇨🇳 EV / AV / Battery Inc are shaping the global auto / transportation sectors. 🇪🇺 🇺🇸 🇯🇵 🇰🇷

substack.com/@tu123?invite

Tu Le | Substack

Electric & autonomous vehicle (EV / AV), battery and chip nerd that can speak 'Auto' and 'Tech.' I get asked for my thoughts about EVs from time to time by some fairly well-known people.

substack.com

3 2 18

Reposted by Sino Auto Insights

At The Wheel / Joe White & Tu Le @atthewheel313.bsky.social · 1d

Join Joe and Tu this Thursday, 11am ET LIVE as they answer your questions and discuss whether this is THE EV MOMENT OF TRUTH in the 🇺🇸.

@sinoautoinsights.bsky.social

Sino Auto Insights @sinoautoinsights.bsky.social · 22h

Reality is finally starting to set in.

Desperate times…

www.bloomberg.com/news/article...

EU Considers Forced Tech Transfers for Chinese Investments

The European Union is considering forcing Chinese firms to hand over technology to European companies if they want to operate locally, in an aggressive new push to make the bloc’s industry more compet...

www.bloomberg.com

1 1

Sino Auto Insights @sinoautoinsights.bsky.social · 2d

Reposted by Sino Auto Insights

Felix Hamer • electricfelix @electricfelix.bsky.social · 4d

"“Elon and investors are looking at the share price and know that to keep [it] that high, they have to show some results along with their promises of an autonomous and robotic future,” Tu Le, founder and managing director of Detroit-based @sinoautoinsights.bsky.social
, told Rest of World."

2 2 7

Reposted by Sino Auto Insights

Felix Hamer • electricfelix @electricfelix.bsky.social · 8d

how many Germans would be aware Xiaomi will sell more BEVs in a single month THIS year,

== than there will be BEVs registered in all of Deutschland in that same month? ==

will happen before end of '25 -> guaranteed (!)
#alwaysbecharging
🚨🚨🚨

data compiled @sinoautoinsights.bsky.social Lei Xing

1 2 10

Sino Auto Insights @sinoautoinsights.bsky.social · Sep 15

Filosa better quickly read up on our back newsletters & listen to as many @chinaevsandmore.bsky.social episodes that he can if he's gonna lead this global org...

Automotive News Europe @autonewseurope.bsky.social · Sep 15

A spokesperson for Stellantis said that CEO Antonio Filosa’s comments “referred only to the month of August." www.autonews.com/byd/an-byd-s...

BYD pushes back on Stellantis CEO’s comments about EV sales

A spokesperson for Stellantis said that CEO Antonio Filosa’s comments “referred only to the month of August."

www.autonews.com

Sino Auto Insights @sinoautoinsights.bsky.social · Sep 14

A few #GMC #Hummer owners get a bad rap.

Most others - Well deserved.

Sino Auto Insights @sinoautoinsights.bsky.social · Sep 14

The #Polestar 5 is a looker - but at €120K and no plans for sale in 🇺🇸, is it DOA??

What are your thoughts?

2 1 3

Reposted by Sino Auto Insights

At The Wheel / Joe White & Tu Le @atthewheel313.bsky.social · Sep 13

For our latest episode - Join Tu and Joe LIVE!

When: This Tuesday, September 16th @ 1:30pm ET
@chinaevsandmore.bsky.social @sinoautoinsights.bsky.social

Reposted by Sino Auto Insights

InsideEVs @insideevs.com · Sep 11

Plus, China cracks down on EV trolls and Tesla reveals how many people are really buying Full Self-Driving.

insideevs.com/news/771853/...

Lyft's Robotaxi Era Has Finally Arrived

Today on Critical Materials: Lyft is the newest player in the Robotaxi game, China cracks down on EV competition and Tesla reveals how many people buy FSD.

insideevs.com

1 9

Sino Auto Insights @sinoautoinsights.bsky.social · Sep 12

We told you.

InsideEVs @insideevs.com · Sep 11

Canada is considering dropping its 100% tariff on Chinese EVs to help its farmers.

Chinese EVs Could Soon Flood Into Canada Because Of Canola Oil

Canada is considering lowering or dropping its 100% tariff on Chinese EVs to help its farmers affected by the PRC's reciprocal retaliatory tariff.

insideevs.com

1 1

Reposted by Sino Auto Insights

Robby DeGraff @robbydegraffap.bsky.social · Sep 12

Happy Friday! Here's my quick review that just went up of what it was like to live with the posh 2025 Infiniti QX80 Autograph for a full week. Enjoy, and learn something new.

youtu.be/6GN4KJXJqfg

2025 Infiniti QX80 Autograph | Quck Review

YouTube video by Cars With Robby

youtu.be

1 4

Sino Auto Insights @sinoautoinsights.bsky.social · Sep 12

🇪🇺 + 🇷🇺 better ♥️ 🇨🇳 🚗🚗🚗🚗🚗.

Reuters @reuters.com · Sep 10

Mexico to raise tariffs on cars from China to 50% reut.rs/4giHOxb

Mexico to raise tariffs on cars from China to 50%

Mexico will raise its tariffs on automobiles from China and other Asian countries to 50%, from a prior level of 20%, Economy Minister Marcelo Ebrard said on Wednesday.

reut.rs

1 2

Sino Auto Insights @sinoautoinsights.bsky.social · Sep 8

Wow. Western media / KOLs / content creators REALLY need to do their homework on what €142K would buy you in 🇨🇳.

So much clickbait out there nowadays. And which of these KOLs are on the take?!

Full disclosure, please!

Reposted by Sino Auto Insights

Heatmap News @heatmap.news · Sep 8

Tesla's market share has hit an all-time low.

"Entering this new phase means that the EV market is getting less Tesla-centric, almost by definition."

@zeitlin.bsky.social unpacks the news below:

More Bad News for Tesla

U.S. EV sales have been way up — just not for the domestic champion, which sank to its worst-ever market share in August.

heatmap.news

8 28

Sino Auto Insights @sinoautoinsights.bsky.social · Sep 8

Evening festivities.

Sino Auto Insights @sinoautoinsights.bsky.social · Sep 7

Part #2 #Mercedes

Sino Auto Insights @sinoautoinsights.bsky.social · Sep 7

Part #2 #Mercedes

Sino Auto Insights @sinoautoinsights.bsky.social · Sep 7

#Mercedes #IAAMobility2025

2 2

Sino Auto Insights @sinoautoinsights.bsky.social · Sep 7

Pregame. #IAAMobility 2025

Reposted by Sino Auto Insights

At The Wheel / Joe White & Tu Le @atthewheel313.bsky.social · Sep 4

Clip #2 from this week's @atthewheel313.bsky.social podcast:

EU's 2035 EV Target: Flexibility Likely

1 3

Reposted by Sino Auto Insights

At The Wheel / Joe White & Tu Le @atthewheel313.bsky.social · Sep 4

Scan the code below to watch the entire episode and make sure to 'LIKE' and 'SUBSCRIBE' to make sure you don't miss anything from Joe and Tu in the future!

Reposted by Sino Auto Insights

At The Wheel / Joe White & Tu Le @atthewheel313.bsky.social · Sep 4

Clip #1 from this week's @atthewheel313.bsky.social:

EU to Follow US EV Market Experiment

1 3

Reposted by Sino Auto Insights

At The Wheel / Joe White & Tu Le @atthewheel313.bsky.social · Sep 4

Scan the code below to watch the entire episode and make sure to 'LIKE' and 'SUBSCRIBE' to make sure you don't miss anything from Joe and Tu in the future!

Sino Auto Insights @sinoautoinsights.bsky.social · Sep 4

Our MD, Tu Le's new venture - @atthewheel313.bsky.social - a content platform all about the future of transportation that's grounded in North America, but reaches out to the world.

At The Wheel / Joe White & Tu Le @atthewheel313.bsky.social · Sep 4

Clip #2 from this week's @atthewheel313.bsky.social podcast:

EU's 2035 EV Target: Flexibility Likely