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I was in China the last half of February doing interviews for a comprehensive report on China’s NEV sector I am writing for Wards Intelligence. It should be out in May. Everyone buy it! One of the folks I interviewed was my old friend Freeman Shen, whom I met in the year 2000 or so…
Magna International is jumping on the China EV band wagon. Well, that’s not entirely correct. It was already a major player in the EV component space. Now, Magna will form two joint ventures with Beijing Automotive Industry Holding Corp aka BAIC. One joint venture will focus on engineering, the other will manufacture pure electric vehicles.…
LOS ANGELES -- Can you believe it? Another EV startup -- that will produce "affordable luxury" electric vehicles -- has popped up. It is called GYON -- name is an acronym for "Grow Your Own Niche." I attended an event here on August 8 to announce GYON's partnership with the Gaffoglio Family Metalcrafters, a firm in…
Several Chinese EV makers have recently scaled back their U.S. market plans. One, Seres Automotive, at least has a Plan B, its new co-CEO Jim Taylor tells ChinaEV. It aims to be both a contract manufacturer at its U.S. plant and a supplier of electric vehicle drive train technology. Launching an electric vehicle in the…
When I read about WM Motor’s idea to launch a trading platform for second hand electric vehicles, my initial thought was that it was doomed to fail. How will WM determine residual value for those vehicles, I thought? After talking with some experts I’m still not convinced it won’t end up being a total money…
Some pretty important statements regarding the future of China’s New Energy Vehicle market emerged from the just-concluded ChinaEV 100 Forum in Beijing. (Full disclosure: I was not there.) But as usual, the central government made only vague statements regarding NEV policy. What it needs to do is revise its dual-credit policy, because the one it…
Ecosystem is the new buzz word in China’s electric vehicle startup world. Take my recent conversation with James Shyr, chief design officer and a founding partner of Human Horizons, a Shanghai-based company. “The automotive industry, in our opinion, has largely remained inside its own walled garden, closed off from the rest of the ecosystem,” says…
The proof is in the pudding, as the saying goes. I’m not exactly sure what that means, but I think it applies to Protean Electric’s current situation. I’ve been writing about Protean since 2012. The “start-up” is still chugging along, still working to get automakers to give its in-wheel electric motors a try. “We…
BYD has long been loathe to share its battery technology with other automakers. Of course, some would say that is not a huge loss as BYD doesn’t have the best battery technology around. There have been rumblings of change at BYD of late, however. When I interviewed BYD Auto Sales Co. vice general manager Li…
I just returned from a two-week trip to China doing research for my next report for Wards Intelligence, this one on autonomous vehicles. I will save my insights on that sector for the report itself, which will be out in coming months. Meanwhile, I have some thoughts on the electric vehicle sector, which I wrote…