Michael Dunne
@dunne_insights
Asia • EVs • batteries • autonomous vehicles. The two most important days of your life are the day you are born and the day you find out why. - Mark Twain
Dunne Insights advises investors and company execs on where, when and how to place their bets in the global EV and autonomous vehicle markets. Check out: The Dunne Insights Newsletter. The Driving With Dunne Podcast. Or visit us at our HQ in San Diego.
‘Why Americans Can’t Buy the World’s Best Electric Car’ Everyone in US should read this by Michael Dunne @dunne_insights . The game has changed. nytimes.com/2025/07/08/opi…
Yes Mr Xi, the way the system works, they do. “When it comes to projects, there are a few things — artificial intelligence, computing power and new energy vehicles. Do all provinces in the country have to develop industries in these directions?” ft.com/content/9c19d2…
China robotaxi fleet outlook: From near zero to 2 million in ten years. When more than half is "Others", there is reason to pause and wonder. What do you think: Hype or reality? Source: Goldman Sachs via @FT
"To be great, truly great, you have to be the kind of person who makes the others around you great." - Mark Twain
ZMUC: Zero-mileage used cars. Exclusive: China EV brands Zeekr, Neta inflated car sales using insurance scheme reuters.com/business/autos…
Want market access, build it here. @Urvaksh is always a step ahead in coverage. autonews.com/volvo/an-volvo…
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China Adds Export Controls to Protect EV Battery Technology—Inclusion of battery technologies on Beijing’s export control list comes as U.S. worries about overreliance on China @Kubota_Yoko @yoyominnie wsj.com/world/china/ch…
“GM sold over 78,000 EVs in the first half of 2025, more than twice its sales in the same stretch last year.” Via @axios That’s impressive - until we remember that BYD sells that many cars every 7 days. axios.com/2025/07/15/ev-… #axiosfutureofmobility
Zeekr went public in ‘24. Private in 2025. Zeekr sold 90k cars in 1H 2025 - just 30% of 2025 full year target. Via Afonso eletric-vehicles.com/geely/geely-ta…
“To see, we must forget the name of the thing we are looking at.” - Claude Monet
It will not take a lot of work to guess which brands the Others category represents here. BYD on track to deliver 46,000 cars into the UK alone this year.
Look for GM and Nissan to follow suit soon. Volkswagen to close jointly-owned China plant, reports Handelsblatt | Reuters reuters.com/business/retai…
“What matters in life is not what happens to you but what you remember and how you remember it” - Gabriel Garcia Marquez