Author: David Chen
David Chen
David Chen is an automotive and mobility markets writer at Primary Ignition, focused on the financial side of how the world builds and buys vehicles. His coverage centers on electric vehicles and the global EV competition, including BYD's vertical integration, Chinese automakers scaling abroad, and the legacy OEMs adapting to them. He also digs into the financing layer that rarely makes headlines but moves the numbers: auto-loan structures, the EV lease revival, and how Fed rate decisions ripple through dealer floors and automaker balance sheets. His work extends to emerging mobility, from eVTOL timelines to AI-driven mobility finance. David writes for readers who want the investment story underneath the product story, the reason a factory tour or a leasing promotion actually matters to a stock. His coverage spans automotive stocks, e-mobility, earnings, and market commentary.
Back in February, the conference floor in Las Vegas felt like a room that knew something but wasn’t quite ready…
When you first enter one of those cheap car dealerships outside of Chengdu, it’s difficult to comprehend how big the…
The discussion of car affordability in America over the last two years has primarily taken place from a podcast booth…
The recent behavior of Honda’s stock has been almost theatrical. The shares closed at 1,251 yen on the Tokyo Stock…
When you pass a Toyota dealership in Nagoya on a weekday afternoon, it appears exactly the same. Grey-jacketed salespeople. The…
On a Saturday morning, you can still see the showroom lights on, the inflatable gorilla perched on the roof, and…
The math just works in a quiet area of aviation finance. The majority of the work in the leasing industry…
A stock splitting five ways following Carvana’s year has an almost theatrical quality. With traders still getting used to the…
Ford has a tendency to be obstinate. On a Friday afternoon in early May, the stock is at $12.32, hardly…
The Lucid showroom in Newark is located in an area of California that doesn’t seem all that futuristic. Gray light,…