An in-depth analysis, analyst perspectives and strategic commentary on the electric vehicle and humanoid robot industries in China, with a focus on energy storage.
A quiet pivot is underway in the auto industry. By mid-2026, nearly 20 major carmakers had jumped into humanoid robots. Some are building their own. Others are backing startups or spinning out robotics units. Tesla, BYD, XPeng, Chery, GAC, Li…
Summary A bill advancing through Congress could exile Mercedes-Benz from the U.S. market. Toyota just booked ¥1.38 trillion in tariff damage. And America’s EV transition is going in reverse. The protectionist playbook isn’t working. The Big Picture Three threads are…
