electric cars

Look for Winners and Losers in 2021

“There are decades where nothing happens; and there are weeks where decades happen”. Lenin’s famous insight was highly relevant to 2020. It was full of such weeks as the coronavirus pandemic became a catalyst for major paradigm shifts in the economy. Of course, some sceptics still expect a quick V-shaped return to ‘business as usual’,

America hits “peak gasoline” moment as demand patterns change

OPEC has a long wait ahead, if it hopes that US drivers will ever go back to SuperCycle levels of driving and gasoline consumption growth.  That’s the clear message from new data from the US Dept of Transport showing vehicle miles traveled last year.  The chart shows: □  Average number of miles driven per adult […]

BMW says “pay to use” models will challenge US auto industry

Major change seems underway in the auto industry, as BMW joins the list of those entering the car-sharing market with its DriveNow electric vehicles.  As BMW’s Tony Douglas noted at their launch: “Our core business in the ’70s was selling cars; in the ’80s, late ’70s came the great innovation of leasing and financing. Now […]