Germany - Global Trade Storm
EU trade policies are credible when competing in unison on global markets, but ambivalent efforts by Germany (and others) to keep China on-side pin Europe down. Atrophy beckons...
Car manufacturers
Germany - Misplaced Trust
Germany is one of the strongest exporters worldwide and readily accessible energy sources are indispensable to the country's industrial success. A close partnership with Russian energy providers has turned into unwarranted dependence - Trust betrayed
Transportation - a Green Nirvana
The European Union has staked its reputation of responsible governance on ambitious green policies but a cost-benefit analysis might need to rank emission-reduction targets globally rather than regionally
Electrical Vehicles - Price Wars coming....
Weighing on the cost of car batteries, lithium is a price-setter for electrical vehicles and if much cheaper alternatives prove viable, EVs will come to dominate the mid-range car market, much faster than expected...
EVs in Demand - a Whirlwind
Rising relentlessly, EV sales on China's domestic market will be butting heads in 2023 with European demand prodded by environmental concerns, energizing the global supply chain, a challenge and a lifetime opportunity for China's battery- and car-makers
Master of the World
In Jules Verne's 1904 novel of this title, the heroic inventor is fated to meet indomitable force, a tragedy blooming on personal overreach and on very public rejection
Apple Cars - a convoluted and telling story
Ready for show time? Partnership with car subcontractor Magna adds urgency to the research of outstanding features - credibility in a crowded field and highly effective use of data collected from the driving experience promise to be an uphill battle
China - a 21st Century Industrial Revolution
Self-sufficiency in the production of intermediate goods and machinery is powered by automation, generating a structural mismatch between growing exports of all types and weakened imports of advanced manufactured products
Building EVs with picks and shovels
Factory equipment manufacturers are on a roll as automakers rush the installation of EV (electrical vehicles) production lines
Carlos Ghosn - the Reckoning
Transparency is a knife cutting both ways as Nissan has found out the hard way when the firm's inspection team uncovered a key proposal supporting Mr. Ghosn's claims and management's own conflicts of interest
Carlos Ghosn – the End of the Affair
With the verdict of Carlos Ghosn's associate, Greg Kelly, expected in March, stark light will be cast on a legal case, obfuscated at every turn by Nissan and by Japan's prosecutors - about time too