Aston Martin Financial Problems Revive Takeover Talk. ”The big question now is will Lawrence Stroll run out of patience and get out after six years at the helm and double down on his F1 team instead.” Aston Martin might have been James Bond’s favorite supercar but the century-old and iconic British supercar maker’s financial weakness […]
Archive | Industry Analysis 2026
Porsche Will Ride Turbulence And Forge A Profitable Future
Porsche Will Ride Turbulence And Forge A Profitable Future. “Porsche can change course more quickly than a mass manufacturer such as Fiat or Renault. I expect the operating margin to return to double-digit percentages after one to two years” Porsche has been hit hard by a perfect storm of negatives but analysts expect the iconic […]
If Iran Threat Recedes, Europe Still Faces Turbulence
If Iran Threat Recedes, Europe Still Faces Turbulence. “2026 looks like another year of pain for all EU manufacturers” Europe’s automakers are breathing easier thanks to signs the Iran crisis and its existential threat might be resolved sooner rather than later. That’s great news because now they can concentrate on the host of negatives that […]
Iran Conflict Casts Shadow Over European Automakers
Iran Conflict Casts Shadow Over European Automakers. “duration of the war is the critical factor, with potential impacts ranging from immediate supply chain disruptions and rising fuel costs to long-term shifts in vehicle production and consumer demand toward EVs” The conflict centred on Iran will increase immediate automotive industry supply chain and logistics costs, may […]
WintonsWorld EV Tests March 2026
WintonsWorld EV Tests March 2026.
China’s Geely, Hiding In Plain Sight, Cranks Up European Sales
China’s Geely, Hiding In Plain Sight, Cranks Up European Sales. “BYD is too Chinese in its strategy. Geely has more knowledge of world-wide car markets and the customer.” Europe’s carmakers are under siege from the east, and by 2030 BYD is everybody’s favorite to beat SAIC’s MG, and the Chery brands to be China’s market […]
Big German Subsidies Will Help EV Sales In Europe, China Slows
Big German Subsidies Will Help EV Sales In Europe, China Slows. “We also see a more aggressive Tesla, bringing more competitive pricing from 2026, to prevent further volume deterioration” Electric vehicle sales in Europe will carry on their steady growth in 2026, boosted by big subsidies in Germany, Europe’s largest market, while the threat from […]
Ferrari Shares Rally, But Will Silent EV Spook Sales?
Ferrari Shares Rally, But Will Silent EV Spook Sales? “Ferrari’s ability to allocate key models and thus control revenue and margins based off its long coverage of its order book, now approaching 2 years, had long been seen as its superpower, driving its valuation towards that of luxury sector pinnacle, Hermès”. Ferrari shares have rallied […]
Stellantis $26.5 Billion EV Debacle May Prompt Brand Purge
Stellantis $26.5 Billion EV Debacle May Prompt Brand Purge. “How quickly profits can recover is not clear, we think slowly” Stellantis investors steadied their nerves Monday after the shares crashed more than 30% on news of its $26.5 billion electric vehicle calamity. This could prompt action to rationalize its huge collection of often overlapping brands. […]
WintonsWorld – EV Tests February 2026
WintonsWorld – EV Tests February 2026.