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Think Tank
Automotive: Page 62
Overproduction, Waste Account for $163 Billion in Annual Inventory Losses
Nearly 8% of stock perishes or is discarded and, in fact, 4.3% of stock spoils in the supply chain before it even reaches the shelf.
Driverless Car Development Sets Ablaze a Bonfire of Billions
While executives and investors alike are in some cases heading for the exits, well-capitalized companies in the space are plowing ahead into new markets and projects.
TuSimple Fires CEO Xiaodi Hou Amid Federal Probes
Hou’s dismissal follows months of upheaval at TuSimple, including the departures of its chief financial officer and chief legal officer.
VW, Mercedes and BMW Cross Their Fingers as China Risk Escalates
President Xi Jinping’s consolidation of power has only worsened worries that extend far beyond the auto industry.
Tesla, Ford and VW Sound the Death Knell for Driverless Car Hype
Argo AI, darling of Ford and VW, is shutting down. Tesla’s self-driving claims are under criminal investigation. It's the end of years of faulty presumptions about driverless-vehicle technology.
Renault Slips as Supply Chain Worries Offset Revenue Gains
Third-quarter revenue gains failed to offset wider investor worries about the impact of higher inflation and continued supply chain disruptions on the carmaker.
Toyota Warns of Falling Short of Output Goal on Chip Shortages
The world’s biggest auto manufacturer said it will produce 800,000 units in November and suspend operations at several of its plants in Japan due to the impact of supply constraints.
Why China Is Winning the Race for Dominance in EV Production
In the U.S., Tesla grabs most of the headlines about electric vehicle sales, followed by the major American automakers. But it’s China that’s racking up dominance in EV production globally.
Podcast | Charging Up the Battery Supply Chain to Meet Demand for EVs
Government and private industry alike have set ambitious targets for the production of electric vehicles. But will their efforts be short-circuited by a broken battery supply chain?
Bridging the Semiconductor Production Gap
The semiconductor shortage is forecasted to extend into late 2023 or early 2024.
Tesla Plans to Deliver Semis to Pepsi Years After Unveiling
The carmaker will hand over Semis to PepsiCo, which has said it’s reserved 100 of the trucks and expects to deploy an initial 15 by the end of the year.
Climate Change Could Worsen Supply Chain Turmoil
Natural disasters such as droughts, hurricanes and wildfires are becoming more frequent and are likely to wreak sporadic havoc on global supply chains
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