What's the Secret Sauce in EV Production Forecasts
I have spent the last few weeks immersed in hundreds of papers on EVs and EV batteries to get a fix on increased volumes in related materials. My...
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U.S. November Light Vehicle Sales Outlook: Expect Continuing Post Hurricane Normalization
As we get ready to head off to the Thanksgiving holidays in the U.S., we should expect to see a post-hurricane normalization pattern to U.S. SAAR...
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U.S. October Auto Demand: Storm Effects Beginning to Subside as SAAR Softens to 18.09m Units
U.S. Light Vehicle SAAR softened to 18.09m units in October, from 18.57m units in September. Based on initial estimates from OEMs and other...
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Incumbent 'Second Mover' Advantage as AI Hype Risks Reality Check...
The aggregation effects that fuelled social media/search and e-commerce platforms are not relevant in hardware and the premia being applied to...
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September China Auto Sales: Unadjusted Volume Sales Up, SAAR Down on YoY Basis
China September auto sales was up 23.9% sequentially and up 5.7% YoY, with YTD cumulative sales showing a 4.8% YoY growth. On seasonally adjusted...
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