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Archive | Industry Analysis 2021

Chronic Auto Chip Shortage Pinpoints Players Ill Equipped To Survive

Chronic Auto Chip Shortage Pinpoints Players Ill Equipped To Survive. “The nature of the shortage shows many manufacturers simply hadn’t grasped the crucial role of semiconductors and couldn’t foresee this shortage” The chip shortage is not only a short-term problem for traditional auto manufacturers, it  signals to investors which companies have been asleep at the […]

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Audi E-Tron

Audi E-Tron Needs More Powerful Battery, But Does It Matter?

Audi E-Tron Needs More Powerful Battery, But Does It Matter? “Electric vehicles are very sensitive to aerodynamics. 80 mph is massively more energy consumptive that 60 mph. The ideal speed is probably 50” “There is no such thing as a free lunch,” according to Nobel prize-winning economist Milton Friedman, but maybe aspects of the all-electric […]

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Auto Production Wilts Under Pressure From Chip Shortages, But There Are Plusses

Auto Production Wilts Under Pressure From Chip Shortages, But There Are Plusses. “Risk is on the downside for the 2nd half of 2021 although this bolsters the 2022 production outlook as potential inventory replenishment is pushed into next year, even 2023” A year ago, as the auto industry first staggered from a coronavirus hit, optimists […]

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