Car Industry Woes Intensify as US Consumers Refuse to Eat the Dog Food, China Suffers from Overcapacity
The car industry is in a world of hurt, and that has significant economic and societal implications.
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Chasing Down Old Nazis in New York Court: Suit Against Volkswagen Controlling Shareholders and Key Managers Over Massive Clean Diesel Fraud
A running battle in New York sees to hold Volkswagen controlling shareholders and key execs accountable for the flagrant “dieselgate” scam
Read more...U.S. Automakers Navigate Rising Metal Costs and Supply Woes
Beleagured US automakers, who remain important employers, face new tsuris in tariff costs and scarcity of key minerals.
Read more...The China Shock Hits Germany
How China was hollowing out Germany’s manufacturers before the loss of cheap Russian energy made matters worse.
Read more...Unexpected China Factory Contraction Confirms Deflationary Headwinds, Overcapacity
China’s leaders admit to widespread overcapacity, such as in EVs and solar panels. Faillure to solve it could generate Japan-style deflation
Read more...China’s Rare Earths Weapon Could Kill Europe’s Auto Industry
More on US and European car-makers’ vulnerability to China’s new rare earths licensing regime.
Read more...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.
Read more...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.
Read more...“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.
Read more...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.
Read more...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.
Read more...“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.
Read more...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.
Read more...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?
Read more...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?
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