Category Archives: Auto industry

“SOTU” Reactions: Business Press Turning on Trump as Tariffs Whack Markets, Look Set to Increase Inflation, Approval Falls and Even Republicans Getting Restive

Despite the Republican applause during Trump’s State of the Union speech, the business press is sounding alarms.

The Recent Weakness in the German Manufacturing Sector

A look at the fallen state of German manufacturing seems to understate the implications of the conditions it describes.

Trump Declares Economic War on Just About Everyone That Matters. Is a Smash-Up a Feature and Not a Bug? Update: Mexico One Month Pause. Who Blinked?

Trump is opening up a multi-front economic war by imposing tariffs on America’s biggest trade partners, with the EU next in line. What gives?

What Should Tesla’s Stock Be Worth? Automaker, Stagnating Vehicle Sales like GM & Ford, Getting Overtaken by Competitors, Losing Share in the Booming EV Market?

Tesla is now just ar mid-size automaker amid EV competition that is eating its lunch. What might realistic valuations mean for Musk’s clout?

Nissan in Crisis, “12 or 14 Months to Survive,” as Size, Difficult Conditions for Non-China Carmakers Make Rescue Seem Remote

Nissan, with intensifying cash flow woes and vultures circling, looks like a canary in the coal mine for non-China carmakers.

Electric Vehicle Revolution Stalls, Leaving Metal Markets in Limbo

Another sober take on near and perhaps intermediate-term electric vehicle prospects.

As NATO Bids Farewell to Reality, Moscow and Beijing Pursue Win-Win Deals With Türkiye

Beijing Promises More Investments, US Threatens More Sanctions. Türkiye starts to buy into Shanghai Cooperation Organization security architecture

The Future May Not Be As Electric as We Think

Is there a ceiling to electric vehicle uptake? And even worse, is that lower than many assume?

Türkiye Shows Renewed Interest in Joining BRICS

The moves are being welcomed by Beijing and Moscow. Is Ankara serious this time or is this more playing both sides by Erdogan?

When It Comes to the Environment, There Really Is No Such Thing as a “Good” Car

The problem with the EV as a climate change remedy is that it is still a car.

How Workers Are Revolutionizing the South

USW’s Donetta Williams says workers are educating themselves about collective action, seeing through the right-wing corporate pandering, and then shrugging off the South’s anti-labor traditions to chart a path forward for their families.

With US Workers on the March, Southern States Take Aim at Unions

Governors in the region are “truly astonished that workers might not trust their corporate overlords with their working conditions, pay, health, and retirement,” said one critic.

Yellen and Biden Administration Incompetence: Bullying and Entitlement, Rather Than Making a Case, Here Regarding China Overproduction

Yellen made a complete hash of the question of Chinese overcapacity, a real problem unlikely to sort itself out nicely.

The Energy Transition: Technology Versus Political Backlash

A look at some of the reasons why the energy transition is running behind schedule.

Of Life and Lithium

A look at the implications of demand for lithium thanks to plans to increase electric vehicle sales.