April China Auto Demand: Implied NEV SAAR Reaches Above 1.0m Units for the Second Time
China's passenger vehicle demand of 1.9m units was down 11.7% sequentially but up by 11.2% YoY in April according to CAAM's latest monthly data...
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Quiddity Leaderboard ES50 Sep26: US$900mn One-Way in Jun26; Nokia + Engie ADD in Sep26
We roughly see US$900mn one way flows based on the capping of ASML June 2026. Nokia and Engie lead the rankings to become ADDs in September 2026.
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Global Auto Demand Tracker: 1Q SAAR in Key Regions Suggests Demand Growth May Be Slowing Down
We began tracking light vehicle SAAR in 4 major regions in the world covering 92-93% of global light vehicle demand at the beginning of 2018 and...
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U.S. Autos: Impressions on the EPA's Draft Determination on Tailpipe Emissions Standards for 2025
The EPA has drafted a final determination of its views on light vehicle emissions standards for 2022-25 and submitted it to the Office of...
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US Autos: Washington Backing Down on Controversial 50% U.S. Origination Proposal Under NAFTA?
According to The Globe and Mail...
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