Economics
NHTSA Resets U.S. Fuel Economy Standards Through 2031
The new standards give automakers more flexibility in how quickly they shift their U.S. powertrain mix toward electrification
Economics
Economics
McLaren Plans to Broaden Its Lineup Beyond Sports Cars
Automotive News reports that McLaren is planning to expand its lineup with an SUV, hybrid coupe, and GT: McLaren Automotive is evolving beyond its traditional two-door sports cars with a major expansion that will broaden its appeal while staying true to its performance roots. “This brand can be so
Economics
Desirable Scale
Can Porsche restore Porsche-grade margins at materially lower volume without becoming too dependent on its 911-led two-door range or weakening the higher-volume models that provide its scale?
Economics
Luxury Economics and Portfolio Discipline
Can Mercedes rebuild pricing power across its three-tier portfolio—protecting genuine luxury economics at the Top-End while sustaining profitable scale in Core and Entry Luxury without diluting the brand?
Economics
Distribution and Scale
Can Genesis build enough balanced global scale and retailer throughput to sustain a consistent luxury experience, and make continued product and retail investment economically durable?
Economics
Neue Klasse Bet
Can Neue Klasse deliver class-leading EVs and target-level margins while strengthening BMW's broader multi-energy portfolio?
Economics
Platform Thesis
Can Tesla turn the capabilities built through cars into durable autonomy and robotics businesses with platform economics?