auto sales

US, EU prepare for trade war with China on Electric Vehicles as auto demand patterns change

The world is now moving from today’s “Continuous Instability” into “Growing Disruption”. Real wars are already escalating in Europe and the Middle East.  Trade wars are beginning. And Demand Patterns in key industries such as autos are starting to change very rapidly. 

US, EU prepare for trade war with China on Electric Vehicles as auto demand patterns change Read More

The next car you buy will probably be Electric, and you may not need to buy another

As the photos from New York in 1900 and 1913 remind us, transitions happen very quickly once they get underway. One day, we are saying “it will never happen”. The next, we are telling our friends “I can’t understand why it took so long”.  So it seems safe to assume that the auto industry will see major change in the next few years.

The next car you buy will probably be Electric, and you may not need to buy another Read More

Global auto fleet goes electric as “the electrification of everything” begins

The ‘digitalization of everything’ has transformed the global economy over the past 30 years. The rise of the internet is just one example. Now electrification is set to have a  similar impact, starting with the world’s largest manufacturing industry. Fasten your seatbelts for the ride!

Global auto fleet goes electric as “the electrification of everything” begins Read More

The car market is crashing

Winners and Losers are becoming inevitable in the world’s largest manufacturing industry. Companies and their suppliers have to manage fixed costs to survive the recession. But they also have to invest in EV/AVs if they want to have a business in the future.

The car market is crashing Read More

Time to focus on the danger of corporate and household leverage as “subprime on steroids” comes to an end

The seeming genius of many private equity funds in recent years has been based on this ability to borrow at cheap rates during the ‘up’ part of the business cycle. Now we are heading into the ‘down’ cycle. And the central banks have abandoned Bernanke Theory and are back to worrying about inflation. So today’s excess leverage means many over-leveraged companies will go bust.

Time to focus on the danger of corporate and household leverage as “subprime on steroids” comes to an end Read More

Automakers, governments, start to prepare for the launch of Autonomous Vehicles

Automakers are ahead of the game in terms of strategic planning. They soon realised the move to EVs meant their traditional business model, based on proprietary engine technology, would inevitably become obsolete. And so they quickly realised they need to pivot to focus on AVs and become software-driven. The rest of us need to catch up.

Automakers, governments, start to prepare for the launch of Autonomous Vehicles Read More

Hurricane Harvey: lack of insurance will hit Houston’s recovery

“By Monday, the third straight day of flooding, the aftermath of Hurricane Harvey had left much of the region underwater, and the city of Houston looked like a sea dotted by small islands.  ’This event is unprecedented,’ the National Weather Service tweeted. ‘All impacts are unknown and beyond anything experienced.’” This summary from the New […]

Hurricane Harvey: lack of insurance will hit Houston’s recovery Read More