January China Auto Demand: Sales Up, SAAR Down
China's January auto demand fell by 8.2% sequentially, but was up by 11.5% YoY. January of 2018 had 3 more selling days than in January of 2017,...
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Tesla--2018 Could Be the Beginning of the End
2018 is a “do or die” year for Tesla and it all banks on whether the company can successfully reach its (thrice-delayed) goal of 5,000 units/week...
202 Views
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...
336 Views
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...
145 Views
First Look at MSSL: Aggressive Growth Strategies with No Significant Upside
Motherson Sumi Systems Limited (MSSL), the flagship company of the Samvardhana Motherson Group (SMG) is one of the global solution providers of...
409 Views