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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TESLA's 3Q Earnings Call Impressions: Management Is Green
TSLA's 3Q earnings call Q&A was not so much about the minutiae of financial numbers but about the production bottleneck on the Model 3. ...
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V2G Technology: A Fortune or a Hoax?
Vehicle to Grid (V2G) technology is based on the notion of returning extra energy stored in electric vehicle (EV) batteries back to the grid to...
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Impressive AIS Segment Sales Growth Suggests Future Margin Expansion; Panasonic Shares Undervalued
Although Panasonic did not revise its full-year operating profit guidance, we consider that its September results were encouraging for two major...
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RATCH: Power Is the New Oil
The dynamics in Thai power industry could change significantly when EV (electric vehicles) comes to Thailand. This is one of the five trends we...
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