Automotive Industry
The “Dodgy Gas Fitter” Fallacy: Why Systemic Risk is the Biggest Threat You’re Not Tracking
The “dodgy gas fitter” is a flawed analogy for corporate woes. The real threat is systemic risk in complex “systems of systems,” a governance failure.
Stuck in First Gear: An Investor’s Analysis of the Luxury EV Slowdown
The luxury EV market is stalling due to high prices and a failure to capture the Chinese market, posing significant challenges for investors and automakers.
North American Trade Shift: Why New US Tariff Relief on Trucks is a Major Signal for Investors
A new US tariff carve-out for North American trucks is more than a policy tweak; it’s a major economic signal with deep implications for supply chains.
Cross-Border Clash: Why Canada is Drawing a Red Line with Stellantis Over Its North American Future
A standoff between Canada and automaker Stellantis reveals a new, high-stakes battle for manufacturing jobs, driven by aggressive government subsidies.
High-Stakes Showdown: Canada Draws a Line in the Sand with Jeep-Maker Stellantis
A high-stakes showdown unfolds as Canada confronts Jeep-maker Stellantis over a planned production move, revealing deep tensions in the global auto industry.
Stellantis’s $13 Billion Gambit: A Strategic Hedge Against Tariffs and a Bold Bet on American Manufacturing
Stellantis unveils a $13B U.S. investment to create 5,000 jobs, a strategic move to hedge against potential Trump tariffs and reshape its EV future.
Tesla’s Trillion-Dollar Tightrope: Can a Two-Model Empire Withstand the Global EV Onslaught?
Tesla’s trillion-dollar status faces its biggest test. Can its narrow Model 3/Y lineup fend off rivals like BYD? An in-depth financial analysis.
The ‘Defeat-Device Island’: How a Post-Brexit Legal Showdown Could Reshape Corporate Risk and Investment
A UK court case involving 1.6M drivers and major carmakers over “dieselgate” claims will test Britain’s post-Brexit legal and economic landscape.
Dieselgate’s Long Shadow: Why the Latest Emissions Trial is a Crucial Test for Investors and Corporate Governance
The Dieselgate scandal continues with a new trial, serving as a stark reminder for investors of the immense financial risks of poor corporate governance.