China Exempts Nexperia Chips from Export Controls, Easing Automotive Supply Chain Stress
China’s Ministry of Commerce exempts Nexperia chips vital for car production from export controls. Analyze the impact on the global automotive supply chain.
Automotive Industry
Stellantis Stock Falls 6% After Warning of Major One-Off Costs in Second Half
Stellantis stock fell sharply after warning of major one-off costs in H2 2025 tied to regulatory and EV transition challenges. Analysis of the impact.
Jim Farley on Steering Ford Through Trade Wars and Tariff Uncertainty
Ford CEO Jim Farley discusses how the company navigated Trump-era tariffs by focusing on U.S. manufacturing, including the Bronco plant. Read the analysis.
RJ Scaringe Bets Rivian’s Future on Mass-Market Electric SUV to Challenge Tesla
CEO RJ Scaringe is betting Rivian’s future on a new mass-market electric SUV platform to achieve scale and profitability, directly challenging Tesla. Full analysis.
General Motors Q3 Earnings Analysis: Strong Pricing Offsets UAW Labor Cost Surge
General Motors exceeded Q3 2024 earnings expectations, driven by strong truck pricing. Read the full analysis on UAW contract impact and EV transition challenges.
US-China Chip Dispute Threatens Global Auto Production & Car Prices
A US-China trade dispute over Dutch chipmaker Nexperia threatens to halt global car production and drive up vehicle prices. Understand the impact.