We will not only kick open our door, we’ll pay you stacks of cash to walk through it. 🇨🇦+ 🇨🇳 USMC… WHAT?

The other 👞 just dropped. Carney Stakes Canada’s Auto Future on E.V.s as It Pulls Away From the U.S. www.nytimes.com/2026/02/05/w...

What’s everyone’s over/under on when a 🇨🇳 brand wins the #NACTOY?

Top 60 in the Middle Kingdom in 2025:

Just throwing this out there. #Ford's JV in 🇨🇳 with #Changan - Changan Ford - sold under 100K units retail in 2025. There were about 24M passenger vehicles sold domestically in 🇨🇳 last year. Changan Ford sold 957K vehicles in 2016.

HES AN ALL STAR!!!! JALEN DUREN IS GOING TO THE ALL-STAR GAME!

Could these events potentially include #BYD or #Xiaomi EVs in the future? #Ford

This is gonna upset a few people.

If pricing in 🇨🇳 is anywhere close to the 🇪🇺 pricing of: €121,000 ($144,426) This version of the S-Class will be DOA.

The incredible shrinking global revenue pie:

Doing away with the charade.

Just gonna let this sit here for a bit:

A freshly refreshed Xiaomi YU7 will threaten ABB #Audi #BMW #Benz in their home 🇪🇺 come 2027. Mark it down.

Repatriating.

Adding MORE layers when (many) less are needed.

Join our #Livestream as Tu and Joe welcome special guest David Kennedy, Toronto Bureau Chief - @Automotive_News 🇨🇦 to help them unpack 🇨🇦's change in course on 🇨🇳 EV Inc. When: Weds, Jan 21st - 1pm ET Where: Scan the QR code below

Imagine all the 🇺🇸 & 🇨🇦 people, dealers, analysts - especially the self proclaimed 🇨🇳 experts - that were all bashing 🇨🇳 EV Inc now scrambling to scrub their X accounts & any other social media just so they can get in line to try to grab a piece of whatever they can get their hands on from said bashed.

Decisions. Decisions. Decisions. - 🇨🇳 EV Inc

By the numbers:

Our MD TU Le made his contribution to this piece - make sure to check it out!

NEW – Experts: What to expect from China on energy and climate action in 2026 | @anikanpatel.carbonbrief.org Read here: buff.ly/tz4Yyyg

💬 with comment from Shuo Li, Xinyi Shen, Min Hu, Biqing Yang, Xiaopu Sun, Tu Le, Yingjie Chen, Prof Scott Moore @yanqin.bsky.social @sinoautoinsights.bsky.social @ctrasi.bsky.social @yixiansun.bsky.social

***Rant*** 1.85M = 🇨🇦 pass vehicles in 2024. In 🇨🇦: GM sold = 294K Ford sold = 279K Stellantis sold = 130K Collectively it’s a market share of ~40%.

This hurts the 🇺🇸 but it specifically hurts the Mitten state.

How low can you go? Not likely low enough to get back into major growth for 2026. What would actually help? Brand new products… not decontenting. 🇨🇳 consumer too smart and the market too competitive for that. Same ol’ tricks.

Guesses on who had 10.97M in 🌎 vehicle sales in 2019 which has now been reduced to 8.98M in 2025? For those wondering: Assume 1 🏭 = 250K units -3M units = 12🏭

It’s amazing that in just the last few weeks two of the 🇺🇸’s finest transportation cos admitted to multi-billion dollar mistakes yet no one of substance seems to have been held responsible. Boards - do your jobs. 🤯🤯🤯🤯

A summary of #Ford announcements yesterday at #CES 1. Ford #BlueCruise completely being developed in house.

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

It’s VERY weird how media hasn’t picked up on this. This = ENORMOUS news. Official announcement from one of 🇨🇳 EV Inc’s entry into the 🇺🇸 market. Prediction: In 24-30 months media headlines “@GeelyAutoGroup entry into 🇺🇸 market imminent, who could’ve predicted this!’

Hell yeah

BMW, VW, GM and other carmakers, defying regulators, slash China prices again www.autonews.com/china/an-chi...

The countdown clock has O-fficially started on Legacy Auto in the 🇺🇸. 🇨🇳 EV Inc is coming. youtu.be/4tUAhzX_Lh0

driving Chinese cars in the U.S. was once a dream, hopefully soon they will become more common

Ash & Tu - reunited. 😃 @ashinchina.bsky.social

This was never in doubt. Always a ‘when’ never an ‘if…’

Out - Price War in 🇨🇳 In - Exporting Price War to 🇪🇺

Have a feeling as official full-year 2025 sales numbers are announced, Wang Chuanfu & Stella Li are getting more and more determined that BYD will not be in the same position this time next year as they are this year.

The dude that drove into a ditch what many analysts used to consider a bulletproof brand is STILL leading VW Group. In what bizarro world dos this make sense?

Keeping their 👍🏽 on the scale in the 2-6.

Join Tu and Lei LIVE for their first episode of 2026! When: Friday, Jan 2nd - 9am ET @sinoautoinsights.bsky.social

One of the big things that’s not outwardly discussed re: 🇺🇸 tariffs on 🇨🇳 EVs. 🇨🇳 EV Inc would undercut the entire 🇺🇸 market and take double digit share w/in years, but since we don’t have them here, consumers lose BIG. 👇🏽👇🏽👇🏽 #gouging #backlash www.wsj.com/business/aut...

No episode tomorrow as we will have our Year in Review episode next Tuesday, Dec 23 - 9am ET. Please join us. A lot to talk about! @sinoautoinsights.bsky.social

This makes it seem like one company is waaaay overvalued at $1.6Tr…

Great 🇺🇸 hope now hopeless… ?

#Ford is shifting from #NMC pouch for #EVs -> #LFP prismatic for #BESS manufactured by SK On using #CATL IP.

Reminder to join us tomorrow - Tuesday (Dec 16th), 10am ET for our LIVE Year in Review w/ special guests: Steve Levine & Paul Lienert. Scan the QR code to join and ask us questions. It's going to be a doozy! @sinoautoinsights.bsky.social @chinaevsandmore.bsky.social

Chuckle.

Add Rivian to long list of cos designing their own #AI silicon. Hope they took a number to get in #TSMC 'fab' line. It's getting long & Rivian orders gonna be very small for a long time. Tesla XPengMotors Li Auto NIO Huawei Baidu_Inc BYD Zeekr Alibaba Tencent Bytedance Xiaomi DJI