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Recent Posts
- China September 2024 Light Vehicle Sales Conflicting
- Ford Motor Recalls a Transit Recall for Wheel Lockup
- Toyota Motor, Joby Aviation Meet at Toyota’s Technical Center
- Asahi Kasei and Honda to Make Lithium-ion Battery Separators
- Subaru of America Posts Modest Sales Increase for October
- Oh Canada – Magna Q3 Sales Off but Net Earnings Up
- Honda Racing to Sell Parts to Honda and Acura Consumers
- IIHS – Latest 2024 Top Safety Pick Laggards
- For The Record – Corvette ZR1 Hits 233 MPH
- Software Defined Vehicles – NTT, Toyota Motor Link Together
- Valero Refining Company Fined $82 Million in California
- Stellantis Q3 2024 – Shipments and Revenues Plunge
- One Payment – VW Maintenance, Insurance, Road Calls
- Volvo Cars Joins Tesla Supercharger Network in North America
- Penske Automotive Group Q3 2024 Net Income Drops
Recent Comments
- Toyota on new discounts on U.S. Vehicles Sales Drop as Consumers Wait for Discounts
- Ford Recalls Transit Vans for Steering Loss | AutoInformed on Ford EVs and Quality Damage First Half Net Income and EPS
- Asahi Kasei and Honda to Make Lithium-ion Battery Separators | AutoInformed on Lightweighting Avant-Garde – GM, BMW, Asahi Kasei, Mazda, Sika Automotive
- Oh Canada – Magna Q3 Sales Off but Net Earnings Up | AutoInformed on Magna Results Reflect Turmoil in OE EV Programs
- For The Record – Corvette ZR1 Hits 233 MPH | AutoInformed on Retro-Vette? 2025 Chevy Corvette Split-Window ZR1 Coupe
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Chinese Trade Wars – Exports Growing, Prices Dropping
Two very real problems are increasing for non-Chinese global automakers. First, is the penetration rate. This is the market share of the vehicles that are the future of the companies that will survive what is an historic reshaping of a global industry. Here, so-called New Electric Vehicles – [NEVs – battery electric vehicles, plug-in hybrids and range-extended electric vehicles combined] that have been heavy promoted, subsidized and pushed forward by the Chinese government are now accounting a 43% share in April, an historic high. The economies of scale are enormous and a clear Chinese competitive advantage. Continue reading →