Industry Notes
November 17, 2022
This week, we spent a couple of days at CoMotion 2022 in Los Angeles where we had the opportunity to meet with and hear presentations from a range of participants, including government policymakers, operating in…
November 17, 2022
This morning, the European Automotive Manufacturers Association released car registration data from the region for the month of October, which did not alleviate our concerns regarding European vehicle demand into next year. Recall, Aptiv (APTV;…
November 16, 2022
Yesterday (11/15), New York City’s Taxi Limousine Commission (TLC) voted to increase the minimum wage standards for Lyft (LYFT; $12.22; O/P) and Uber Technologies’ (UBER; $30.33; O/P) rideshare drivers by the end of this year….
November 16, 2022
Recent news flow has pointed to important progress on several autonomous vehicle (AV) commercialization roadmaps, which continue to offer viable opportunities for success even after recent management upheaval at TuSimple (TSP; $2.79; NR) and Argo…
November 14, 2022
We think Q3 results and outlook earlier today from Allego (ALLG; $2.98; NR), which is building out a fast-charging network in Europe, further highlighted robust demand for direct current (DC) fast chargers even in the…
November 10, 2022
Our most recent survey suggests aggregate inventories up and down the supply chain (27 companies with ~$85B in annual inventories) increased further during CQ3, which is especially worrisome given that most companies we follow saw…
October 18, 2022
This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of September that continues to raise questions around risks to vehicle demand into next year. Overall, European car…