Analysis
Toyoda Gosei India Expansion Targets Maharashtra SUV Supply Chain
Toyoda Gosei’s India expansion takes its most direct form yet in Maharashtra: a new plant in Bidkin built to feed a Toyota Kirloskar factory next door. The investment…
Analysis
Analysis
Chinese OEM Hybrid Sales Hit Record 12% EU Share Around Tariff Gap
Chinese OEM hybrid sales reached a record 12% share of European new passenger car registrations in August, according to Dataforce, with BYD, Chery, and their peers capturing one…
Analysis
Army’s $1.2 Billion PrSM Increment 2 Contract Is Built on a Much Larger Bet
The U.S. Army’s $1.2 billion PrSM Increment 2 contract for early missile production extends a funding architecture that already committed $4.94 billion to the broader program, reframing this…
Analysis
IG Metall Wage Demands Put VW’s Restructuring Crisis in Sharp Relief
The IG Metall wage demands for 2026 landed against the most hostile backdrop in decades: tens of thousands of German auto workers staged nationwide protests on September 21,…
Analysis
Leapmotor Global Car Sales Leave Subaru and Mitsubishi Behind
Leapmotor global car sales hit a record 240,000 units in Q2 2026, up 84% year-over-year, surpassing Subaru’s 230,000 and Mitsubishi’s 170,000 for the first time. The milestone is…
Analysis
Volkswagen Porsche Writedown Shatters the Group’s Safety Net
The Volkswagen Porsche writedown disclosed on September 18 is not simply an accounting event: it signals that the one division reliably subsidizing Volkswagen’s weaker brands is itself under…
Analysis
Greenland Security Deal Redraws Arctic Command Lines Under NATO
A new Greenland security deal, set to be signed at the UN General Assembly in New York on Tuesday, puts Denmark squarely in the position of framing a…
Analysis
Marcopolo Bets On European Coach Market With Volvo Buses Deal
Marcopolo’s return to the European coach market is less a product launch and more a strategic pivot, one driven by a softening home market and an export revenue…
Analysis
State Dept Clears Path for F-35 Saudi Arabia Sale Worth $24.3 Billion
The US Department of State has approved a potential F-35 Saudi Arabia sale worth an estimated $24.3 billion, a shift in policy that directly challenges Washington’s long-standing commitment…
Analysis
Air Force’s $14 Billion Supply Hole Exposes a Fleet on the Edge
The Air Force supply hole runs $14 billion deep, and the officers responsible for keeping the service’s aircraft airborne said plainly at the Air and Space Forces Association’s…