Transportation Technologies


November 17, 2022

The Devil is Now in the Details for New Mobility

By Steven Fox

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…

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November 17, 2022

Still Questions on European Auto Demand

By Steven Fox

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;…

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November 16, 2022

More Rideshare Inflation Pressures to Consider

By Steven Fox

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….

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November 16, 2022

An Autonomous Road Still Traveled

By Steven Fox

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…

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November 14, 2022

Some More Positive Charging Data Points

By Steven Fox

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…

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October 11, 2022

Another Regulatory Scare to Consider

By Brenan Hefner

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September 22, 2022

More Charging News to Consider

By Steven Fox

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