• Boom, Boom, Pow -- Tesla sales rose 73% year over year in Q3 2021. But with a company in growth mode, that isn’t particularly interesting, what is remarkable is that Tesla is managing to grow at a time when other major automakers can’t get their hands on enough chips -- and Tesla’s cars are full of more electronics than your average motor. Are rivals studying the company hard enough to see what it has done right, or did it just get lucky with the timing of China and Model Y launches?
  • Fine By Me -- Polestar is listing through a merger with a special purpose vehicle, a so-called SPAC deal. If it all goes according to plan, the business will be worth $20 billion. For a manufacturer with a single carline (in production), that depends entirely on the technology and manufacturing assets of others, that isn’t bad going. Could this be the start of a new business model where OEMs list each vehicle line as a separate business and let the market decide how to allocate capital?
  • Dancing In The Moonlight -- GM announced that its connected car software will be branded “Ultifi”. Another meaningless name you might think, until you start to connect the dots with GM’s battery architecture: Ultium. Will we be inundated with a raft of new “Ulti-X” badged initiatives? Dealers as Ultistores, car parks as Ultispaces, negotiating positions as Ultimatums. Can anyone save us from the marketing equivalent of dad-dancing?
Automotive strategy, Automotive strategy consultants, Automotive strategy consulting, automotive process improvement, Training
Automotive strategy, Automotive strategy consultants, Automotive strategy consulting, automotive process improvement, Training

Auto Industry Briefing — week ending 26th September 2021

Volvo sees a cheaper future and GM is making money in customer’s homes. Please enjoy our auto industry and mobility briefing for 20th September to […]Read More

Auto Industry Briefing — week ending 19th September 2021

Tesla’s marketing miracle; Foxconn takes the road less travelled; and Ford’s electric F-150 might soon outsell the Lincoln brand. Please enjoy our auto industry and […]Read More

Auto Industry Briefing — week ending 12th September 2021

Ford’s expansion comes to an end; Hyundai’s continued quest for a hydrogen future; and premium CFOs promise to behave themselves. Please enjoy our auto industry […]Read More

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Auto Industry Briefing — week ending 1st August 2021

Tesla moves out of shopping malls; Everyone wants an electric F-150 except Ford traditionalists; and off-street charging costs too much. Please enjoy our auto industry […]Read More

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Auto Industry Briefing — week ending 25th July 2021

Question marks over battery factor reusability; more dosh for Rivian; and battery electric platforms with an ageing problem. Please enjoy our auto industry and mobility […]Read More

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Auto Industry Briefing — week ending 18th July 2021

Audi’s rules for making electric cars look exciting; Aurora’s unclear path to profits; and Tesla wants driver assistance addicts. Please enjoy our auto industry and […]Read More

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Auto Industry Briefing — week ending 11th July 2021

Rimac takes Bugatti under its wing; Stellantis aims to top the EV league; and battery swapping is spreading. Please enjoy our auto industry and mobility […]Read More

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Auto Industry Briefing — week ending 4th July 2021

Tesla’s sales success; GM’s drop in the ocean; and ambitious profit targets. Please enjoy our auto industry and mobility briefing for 28th June and 4th […]Read More

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Auto Industry Briefing — week ending 27th June 2021

BMW’s global perspective; German truckers aren’t keen on autonomy; and Tesla bets it all on cameras. Please enjoy our auto industry and mobility briefing for […]Read More

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Auto Industry Briefing — week ending 23rd May 2021

BMW’s sustainable future; Stellantis looks to the future; and has Ford stolen Tesla’s thunder? Please enjoy our auto industry and mobility briefing for 17th May […]Read More

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Auto Industry Briefing — week ending 16th May 2021

Tough words from Tavares; asset light dealers making waves; and Ford gives electric cars fast names. Please enjoy our auto industry and mobility briefing for […]Read More

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Auto Industry Briefing — week ending 25th April 2021

Honda walks away from ICE; Renault takes it slow; and EV start-ups shredding management. Please enjoy our auto industry and mobility briefing for 19th April […]Read More

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Auto Industry Briefing — week ending 18th April 2021

Geely selling small stakes in everything; VW choosing one meaningless name over another; and workers and managers need to unite. Please enjoy our auto industry […]Read More

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Auto Industry Briefing — fortnight ending 11th April 2021

Keeping strong residuals after an EV transition; Ssangyong’s collapse; and lessons learned the hard way. Please enjoy our auto industry and mobility briefing for 29th […]Read More

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Auto Industry Briefing — week ending 28th March 2021

Volvo wants to sell its technology; Toyota buys into Isuzu (again); and no substitution at Porsche. Please enjoy our auto industry and mobility briefing for […]Read More

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Auto Industry Briefing — week ending 21st March 2021

Geely’s unnecessary extra brand; boosting Tesla’s lobbying power; and Porsche’s enormous digital services target. Please enjoy our auto industry and mobility briefing for 15th March […]Read More

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Auto Industry Briefing — week ending 14th March 2021

Ford plumps for young talent; Volvo’s clever plan to capture more aftersales market share; and flex-e-bility reigns supreme. Please enjoy our auto industry and mobility […]Read More

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Auto Industry Briefing — week ending 7th March 2021

Volvo’s careful switch to online sales; Stellantis is betting on a future PHEV ban in rich world markets; and VW plans to keep PHEV and […]Read More