China Auto 2M 2018: Amended EV Policy, Geely, Tesla, and Auto Tariff Reduction
In 2M 2018 (January and February), retail, wholesale and production of Chinese auto market grew by 5%, 3% and -3% in unit volume, respectively. ...
150 Views
Tesla to Face Stiff Competition From Jaguar's New EV
Jaguar just priced its new I-Pace all-electric SUV at an aggressive $69,500 in the US, where if you include environmental tax credits, can bring...
118 Views
Worst Case Scenario, Steel and Aluminum Tariffs Have Limited Impact on Light Vehicle Demand
We are not changing our auto fair value estimates after President Trump announced his intent to levy 25% and 10% tariffs on steel and aluminum...
129 Views
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,...
118 Views
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...
218 Views