Inflation Reduction Act poses a big automotive manufacturing challenge
The Inflation Reduction Act is the biggest overhaul of US automotive policy in a generation. If all goes according to plan, it will transform what Americans drive on the streets - and create economic boomlets for the states that manufacture tho...
Aftermarket suppliers still have time to develop thoughtful EV strategies
Conventional wisdom holds that it's a scary time to be in the automotive aftermarket business. The message that's implied is that you need to transform your business now or you'll have missed the runaway the EV bonanza forever.
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How automotive suppliers can ride EV tsunami
This year will be as good as it gets for the gasoline engine. After a century of dominance, gasoline-powered vehicles are set to see peak sales in 2022 and then go into permanent decline as automakers switch their focus and investment to electric...
This time it might be real: Why this fuel price surge may hasten the end of low mpg vehicles
The last time U.S. gas prices surged above $4 per gallon, in 2008, some pundits wrote the obituary for vehicles with low fuel economy.
Turns out, the death announcement was premature.
In recovering from the 2008 financial...
Separate EV hype from reality
If you're an auto supplier, the consensus today is that you need to go electric or go the way of the dinosaurs.
After all, every day seems to bring more confirmation that the electric vehicle era is just around the corner. Big automak...
Suppliers must pivot as Biden accelerates ZEV push
Big government spending often gets a bad rap, but there are times when it can have a truly transformative impact.
Take the massive public works program in the 1950s that built the U.S. interstate highway system. Conceived during the C...
Can suppliers avoid extinction as the automobile pivots to electric?
When technology transforms an industry, it can begin quite slowly -and then it happens all at once.
Take the first iPhone. When it first launched in 2007, it was often discussed with derision as many failed to grasp its revolutiona...
Don't repeat mistakes that led to microchip shortage
The great microchip crunch that has squeezed the auto industry should be mostly over by the middle of this year. But carmakers shouldn't be so quick to forget the crisis' lessons: Not only will there be a next time, but that next time will likely...
Biden era holds big promise for future of electric vehicles
The last time Joe Biden was sworn into the White House in early 2013, Tesla Inc. was an upstart electric vehicle maker few believed could seriously threaten the dominance of the traditional auto giants.
As Biden prepares to swear in a...