China Pushes Battery Development as the U.S. Eases Fuel-Economy Requirements
Easier U.S. fuel-economy requirements could slow the shift to EVs; the Weekly Read becomes the Monthly Read in November
Weekly Reads
BMW Shows It Can Own Core EV Technology; Maserati May Buy It from Others
Recognition of BMW’s Gen6 battery technology moves the Neue Klasse read, while new Watch List items show brands reconsidering technology control, product scope, and customer expectations
Ferrari Grows Earnings and Revenue; Growing Shipments Is Risky Business
Ferrari’s results show its model is working, while Luce tests how far the brand can expand; the next Weekly Read is September 25
The iX3 L Gets Attention; BMW and Mercedes Face a Bigger China Question
The iX3 L may have found a competitive product-and-price combination, but BMW and Mercedes still need to prove how much China volume they can rebuild profitably
BMW and Mercedes Compete on Price; Genesis Evokes Ultra-Luxury in Its Own Way
BMW’s competing directly while Mercedes hopes to hold a premium; the Genesis GV90 is the blueprint for the brand’s next wave
Genesis Enters Its Second Decade With Bigger Ambitions
Genesis has built meaningful demand but not yet a durable global brand system, while the GV90 points toward a more ambitious next product cycle
Porsche Is Learning to Live with Less China
Early evidence suggests Porsche can absorb lower volume, while Mercedes’ CLA L exposes China product gaps and BMW reports progress on Neue Klasse manufacturing costs
BMW May Be Stronger, Mercedes Sounds More Confident
The first Weekly Read: Q2 earnings, new Brand pages, and the week’s published work in one place