EVBriefing: Market & Policy

Would you give up heated seats and power mirrors for a brand-new Tesla at the price of a Toyota Corolla?

In this episode, we unpack the "de-contenting" of the Shanghai-made Tesla Model 3 hitting the Asian market. We discuss how Tesla achieved a $24,000 price point in South Korea and what it means for the brand's future.

How did a new entrant smash through 30,000 cumulative deliveries in just five months? In this deep dive, we unpack the "calculated formula" behind the Shangjie H5, a mid-size new energy SUV that is redefining the RMB 150k–200k segment.

In this episode of the Deep Dive, we deconstruct a dense internal financing and production strategy document from January 2026 regarding Zotye Automobile. This isn't just a corporate update; it is a masterclass in reading the hidden signals of a high-stakes corporate resurrection.

• India has long been a fortress against imported cars with tariffs as high as 110%. Now, a new deal with the EU slashes that down to 40%—but there is a catch. The deal explicitly excludes Electric Vehicles.

  In this deep dive, we uncover:

  • The "Velvet Rope" Strategy: Why this tax cut is a VIP pass for German luxury gas cars (Mercedes, BMW, Audi).

  • The 5-Year Gamble: Why India is delaying EV tariff cuts and what it means for domestic giants like Tata Motors.

  • Tesla vs. The World: How this deal effectively blocks Elon Musk and Chinese EV makers from entering the market for now.

  Tune in to understand the geopolitical chess game behind the headlines.