Analysis & Insights
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EUR293M Profit on a 1.8% Margin
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August 3, 2026 TLDR: Stellantis returned to profit in the second quarter with net income of 293 million euros on revenue of 43.5 ...

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Section 122, 301 and USMCA Collide
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July 6, 2026 TLDR: Three tariff deadlines collide in eighteen days. The Section 301 comment record closed July 6, USITC hearings ...

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Penske’s $519M Toyota Play
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November 22, 2025 The biggest buy-sell deal of November wasn’t about expansion. It was about scarcity. .memberful-global-teaser-content ...

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XPeng November AI Day | GCBC
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November 7th, 2025 XPeng held its 2025 AI Day November 5 in Guangzhou, demonstrating Level 4 autonomous robotaxi prototypes, VLA 2.0 AI model, and ...

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Beyond Tariffs: Geely’s Partnership Model for Global Expansion
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TLDR Li Shufu’s decision to forgo European and US factory construction reveals how overcapacity has become the auto industry’s hidden opportunity. With ...

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