Car Sales Rally On Hopes Of Virus Victory Stalls On Chip Shortage, Covid Worries. “Semiconductor shortages are beginning to materially affect sales in the U.S., Japan and China which we expect to continue to choke sales into the start of Q4” The post-lockdown rebound in West European car sales has stalled and forecasts for the […]
BMW’s Profit Outlook Positive, While Electric Strategy Worries Investors
BMW’s Profit Outlook Positive, While Electric Strategy Worries Investors. “Now most have adopted BEV-only long-term strategies, BMW stands out even more with this approach, and we think it is not helpful for the share price” BMW’s profit outlook is strong, but investors worry about its determination to pursue an electric vehicle policy which also leaves […]
Ferrari Shares Roller-Coaster, But Some Investors See Long-Term Success
Ferrari Shares Roller-Coaster, But Some Investors See Long-Term Success. “Scarcity, desirability and brand values around performance and luxury is the Ferrari moat” Investors in Italian supercar maker Ferrari have been on a wild ride this year as the price of its shares traces a vigorous up and down “V” pattern, with an obvious upward momentum. […]
Volkswagen Needs Mass Market Brands To Perform
Volkswagen Needs Mass Market Brands To Perform. “It amazes me that after years of complaining about narrow electric vehicle margins there are suddenly supposed to be dream returns just around the corner” The hosannas were ringing out for Volkswagen as it raised its profit outlook again and said it would try and buy French car […]
Tesla Model 3 Long Range Dual Motor Review
Tesla Model 3 Long Range Dual Motor Review. ***** £53,390 For – Amazing range, stunning performance, cute looks. Against – pricey but very competitive in its sector, negatives don’t add up to much. Competition – Audi E-Tron Sportback 55 Quattro S Line, Mercedes EQC, Jaguar I-Pace, BMW iX, Polestar 2, Ford Mustang Mach-E “The Tesla […]
Mazda MX-30 GT Sport Tech review
Mazda MX-30 GT Sport Tech review. For – very attractive, great build quality, terrific interior, impressive regenerative braking. Against – poor range. £32,790 before government grant. *** My Mazda MX-30 electric car won early praise for its handsome looks, wonderful paint job, impressive interior and terrific build quality but soon succumbed to negative vibes because […]
Battery Scarcity Will Dwarf Chip Shortage Impact On Global Auto Sales
Battery Scarcity Will Dwarf Chip Shortage Impact On Global Auto Sales. “The market is characterized by two bottlenecks by 2030. A shortage of semiconductors until the beginning of 2023, and then an important battery cell availability problem” Growth in the global market for cars and SUVs will slow in the 2nd half of 2021 after […]
Faster Technology May Solve Silicon Chip Shortage, Enhance Electric Cars
Faster Technology May Solve Silicon Chip Shortage, Enhance Electric Cars. “GaN will accelerate electric vehicle acceptance and that will be a huge benefit to the world” Necessity being the mother of invention, automotive manufacturers can soon move on from worrying about the silicon chip shortage to getting excited about how much better the replacement technology […]
Plug-In Hybrids Win By Eliminating Range Anxiety, But Hurdles Build
Plug-In Hybrids Win By Eliminating Range Anxiety, But Hurdles Build. “PHEVs are wolves-in-sheep’s clothing. They seem environmentally friendly, but false claims of lower emissions are a ploy to carry on making SUVs and ICE engines” Plug-in hybrid electric vehicles (PHEVs) are slugging it out with pure battery cars and SUVs to lead the great electric […]
Germans Still Buying More Cars Despite Pressure To Embrace Bikes
Germans Still Buying More Cars Despite Pressure To Embrace Bikes. “The data shows the trend often claimed that the Germans want to get away from cars is wrong” Bike and public transport zealots want to persuade us to dump our cars and SUVs in the name of cleaning up the environment, but according to a […]
Chip Shortage Stymies Auto Recovery, While Supply Gap Inspires New Ideas
Chip Shortage Stymies Auto Recovery, While Supply Gap Inspires New Ideas. “Brexit, climate and Trump trade wars exposed the vulnerabilities of overly-rigid, just in time supply chains” The outlook for global auto sales is for continuing recovery from coronavirus lockdown slumps but at a slower pace than suggested by the early explosive rally, hampered by […]
VW “New Auto” A Reiteration, While Electric Vehicles Fail To Convince
VW “New Auto” A Reiteration, While Electric Vehicles Fail To Convince. “By 2040, almost 100% should be emission-free and completely neutral by 2050” Investors were underwhelmed by Volkswagen’s “New Auto” strategy, said to be more of an echo than news, while some worried VW’s ID range of electric cars weren’t exciting the public. In a […]