Detroit’s Trillion-Dollar Question: What Ford CEO Jim Farley Admits the Industry Got Wrong About EVs
I keep thinking about a particular scene from Jim Farley’s most recent interviews. In a Dearborn workshop, Ford...
Why BlackRock Just Bet $366 Million on a Flying Taxi Company Most People Have Never Heard Of
On Wall Street, there’s a certain silence that speaks louder than the cacophony. Last winter, BlackRock, the world’s...
The Private Equity Firms Buying Into Automotive and Aviation Supply Chains Simultaneously — and Why the Timing Is Deliberate
On the outskirts of Stuttgart, just south of Wichita, or along the M6 corridor in England, there is...
Why Brazil’s Growing Middle Class Is Becoming the Most Important New Market for Every Global Automaker’s Stock Thesis
On a Saturday afternoon, a São Paulo dealership has a distinct smell that ranges from fresh polish to...
Nissan Egypt Expansion Investment: A $45 Million Bet Against South Africa
The plant is located in Giza, west of Cairo, where by late afternoon the desert haze tends to...
The ‘Made in EU’ Trade Risk: British Car Manufacturers Brace for a Regulatory Financial Crisis
When regulations are about to change and no one has bothered to inform the automobile manufacturers, a certain...
Canada’s Structural Reset: Economists Warn of a Decade-Long Rebuild for the Northern Auto Sector
When production slows down in a Canadian auto plant, there’s a certain sound: the parking lot is half...
Bankrate’s Car Interest Rate Timing Report: The One Number Auto Lenders Are Watching
The way auto loan rates have resisted declining this cycle is almost unyielding. The Federal Reserve made a...
Airbus Stock Slides Before Earnings — But Wall Street Sees 27% Upside Anyway
There’s a particular calm that surrounds Airbus that you don’t quite get from its American counterpart. Walk through...
The China Paradox: How VW is Financing a High-Stakes Battle for Market Share in Beijing
The size of Volkswagen’s Hefei complex reveals something that the press releases fail to adequately convey when you...