Automotive Industry
The Green Toll: Why a New EV Tax is Inevitable for the UK Economy
An impending UK tax on EVs isn’t just about cars; it’s a crucial move to plug a £38bn fiscal hole, impacting finance, investing, and the economy.
The End of Free Rides: Why the UK is Gearing Up for Pay-Per-Mile EV Charging
The UK is set to replace dwindling fuel duty with a pay-per-mile system for EVs, a major shift with huge implications for the economy and investors.
The EV Revolution: More Than a Guilt-Free Drive, It’s a Multitrillion-Dollar Economic Shift
The shift to EVs is more than an environmental story; it’s a profound economic transformation impacting the stock market, investing, and financial technology.
The Soul Gap: Why EV Performance Isn’t Enough for Long-Term Investment Success
EVs are technically superior but often lack the emotional “soul” of traditional cars. This “soul gap” has huge implications for brand loyalty and investing.
The Trojan Horse in Europe’s Driveway: Is China’s EV Juggernaut a Savior or a Slayer?
An ex-Stellantis chief warns Chinese EVs are a ‘Trojan horse’ for Europe, offering jobs while aiming to devour local rivals with a huge cost advantage.
Red Light for Green Ambitions: Why US EV Investment is Hitting the Brakes and What It Means for the Economy
Plummeting private investment and mixed policy signals from Washington risk ceding the crucial electric vehicle race, and its economic benefits, to China.
Geely’s UK Gambit: Why a 100,000-Car Target is a Major Signal for the Global Economy
Chinese auto giant Geely targets 100,000 UK sales, setting up a high-stakes economic and investment battle with Tesla and BYD on a key global stage.
Code Red on the Assembly Line: How One Cyber-Attack Drove UK Car Production to a 70-Year Low
A JLR cyber-attack caused UK car production to hit a 70-year low, revealing the shocking fragility of our modern, software-driven industrial world.
The £2.1 Billion Breach: How the Jaguar Land Rover Hack Rewrote the Rules of Financial Risk
The Jaguar Land Rover cyber attack, estimated to cost a staggering £2.1bn, redefines financial risk and highlights cybersecurity’s critical role in the economy.
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.