Some are Cheering the EPA Rollbacks. They Shouldn't
Short-Term Gains, Long-Term Liability, and a Competitive Disaster in the Making
Actionable, customized strategic intelligence trusted by leading Automotive Technology companies focused on Automotive Systems and Components, Commercial Vehicles and Construction Equipment, Autonomous Vehicles, and Battery Technology
Short-Term Gains, Long-Term Liability, and a Competitive Disaster in the Making
Executives across the supply chain—electronics, drivetrain, steel, software, semiconductors—are in the middle of a three-front war.
Chinese aftermarket auto parts are flooding the U.S. market, squeezing out American manufacturers through price cuts.
By 2024, Chinese brands commanded 20% of Latin America's automotive market, generating over $9.1 billion in annual sales.
Elon Musk's conservative political positioning may be a marketing master stroke.
The focus on developing operating systems and infotainment dashboards for cars is an expensive mistake by automakers.