Analysis
The forces shaping the automotive industry — and what they mean for the people who move it. Independent, and grounded in the releases behind the news feed.
Essays
India's hydrogen decade now runs through ten truck routes
India's ₹19,744 crore hydrogen bet meets its first hard deadline in August. Ten truck routes will show whether the arithmetic can hold.
What Windrose's price does to the parity timetable
A three-year-old startup is selling a long-haul electric truck below the price the industry's own cost curves assumed, and pulling parity forward.
The electric-truck transition is several races at once
China sells nine in ten of the world's electric trucks, Europe far fewer. Who leads depends on the segment — and on where cost, policy and depots line up.
The break-even line that keeps moving away
Tesla needed seventeen years to turn its first annual profit. Some of its best-funded successors are now that old or older, and still losing money.
The carbon debt every electric car is born with
Carmakers' own life-cycle reports show a battery car starts dirtier than a petrol one — then overtakes it. Where the crossover lands, and why it's moving.
Germany's carmakers retire the growth assumption
Volkswagen's operating profit halved on flat sales, and its plan now budgets for a market that won't grow. Mercedes, BMW and Porsche read the same page.
The car was always a computer. What's 'software-defined'?
The first car computer shipped in 1967; a 2009 luxury car ran 100 million lines of code. So what does 'software-defined' add? Architecture, not chips.
China builds a third of the world's cars
China now builds more than a third of the world's cars and exports more than anyone. Western incumbents are repricing and partnering to keep up.
VinFast and the harder part of becoming a global carmaker
Vietnam's EV champion has real volume at home and a founder who refuses to let go. What it lacks is proof the business can stand on its own.
The battery is quietly becoming a financial product
Financing deals, battery-as-a-service and utility offtakes are turning the battery from a part you buy into a risk the industry underwrites.