Japanese Automotive Industry: Peak Auto and Downhill from Here?
We have been cautious about the automotive industry since we posted our first insight on Smartkarma platform back in March 2017.Below three charts...
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The Case for Growth in Minor Bulks From EVs (Initial Study & Workbook in Bulk Shipping)
Forecast numbers on EV (and autonomous EV/auto) ridership are all over the map. But it is also clear that EV growth and demand for raw materials...
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A Closer Look at Suzuki's Automobile Operations in India
Chacko Jacob of LightStream Research, in his note, MSIL: Compacts to Lead Growth in 2H; Electric Cars to Align Maruti’s Future with India’s EV...
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November U.S. Auto Demand Update: Nissan Figures up SAAR to 17.53m from 17.48m on Initial Release
We noted in our U.S. November Auto Demand: SAAR Down to 17.48m as Expected from Hurricane Normalization Effect that last Friday's initially...
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November 2017 US Automotive Sales SAAR Further Slowed to 17.48 Million: Struggling to Grow
US SAAR in November was 17.48 mil vs. 17.71 million in November 2016 and 18.09 million in October 2017The replacement demand for the damaged...
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