Category Archives: Auto industry

Like China, a Mexico Tariffs Own Goal: US Dependence on Mexico Energy Trade Means “Those Tariffs Never Stood a Chance”?

More evidence of Trump cluelessness in his Mexico and China tariffs bobs and weaves.

China Is on Its Way to Becoming World’s First ‘Electrostate’

The implications of China leading in the proportion of electricity its energy use and pursuing even more electrification.

“The US Trade Deal Is a Bad Deal, and It Has the Potential to Get Worse”

The first US trade “deal”, with the UK, looks as ugly as one might have expected.

Trump Tariffs Run Over Already-Desperate Car Industry; Higher Prices, Job Cuts, and Supplier Closures Baked In

The tariff situation has developed not necessarily to the advantage of the car industry.

Bracing for the Fallout from Trump Tariff Delusions

Trump is about to drop another big tariff shoe, and pretty much no one but very hard core ideologues is on board.

“SOTU” Reactions: Business Press Turning on Trump as Tariffs Whack Markets, Look Set to Increase Inflation, Approval Falls and Even Republicans Getting Restive

Despite the Republican applause during Trump’s State of the Union speech, the business press is sounding alarms.

The Recent Weakness in the German Manufacturing Sector

A look at the fallen state of German manufacturing seems to understate the implications of the conditions it describes.

Trump Declares Economic War on Just About Everyone That Matters. Is a Smash-Up a Feature and Not a Bug? Update: Mexico One Month Pause. Who Blinked?

Trump is opening up a multi-front economic war by imposing tariffs on America’s biggest trade partners, with the EU next in line. What gives?

What Should Tesla’s Stock Be Worth? Automaker, Stagnating Vehicle Sales like GM & Ford, Getting Overtaken by Competitors, Losing Share in the Booming EV Market?

Tesla is now just ar mid-size automaker amid EV competition that is eating its lunch. What might realistic valuations mean for Musk’s clout?

Nissan in Crisis, “12 or 14 Months to Survive,” as Size, Difficult Conditions for Non-China Carmakers Make Rescue Seem Remote

Nissan, with intensifying cash flow woes and vultures circling, looks like a canary in the coal mine for non-China carmakers.

Electric Vehicle Revolution Stalls, Leaving Metal Markets in Limbo

Another sober take on near and perhaps intermediate-term electric vehicle prospects.

As NATO Bids Farewell to Reality, Moscow and Beijing Pursue Win-Win Deals With Türkiye

Beijing Promises More Investments, US Threatens More Sanctions. Türkiye starts to buy into Shanghai Cooperation Organization security architecture

The Future May Not Be As Electric as We Think

Is there a ceiling to electric vehicle uptake? And even worse, is that lower than many assume?

Türkiye Shows Renewed Interest in Joining BRICS

The moves are being welcomed by Beijing and Moscow. Is Ankara serious this time or is this more playing both sides by Erdogan?

When It Comes to the Environment, There Really Is No Such Thing as a “Good” Car

The problem with the EV as a climate change remedy is that it is still a car.