From the Editor

From the Editor

By: Dave Leggett

just-auto editor Dave Leggett's overview of the auto industry, its companies, products and people.

Tesla resilience continues to confound COVID-19 crisis

2 Jul 2020 | Dave Leggett

Tesla's market capitalisation now exceeds that of Toyota, making it the most valued carmaker in the world.

Value and future prospects drive Volkswagen interest in Europcar

25 Jun 2020 | Dave Leggett

Volkswagen Group is said to be interested in acquiring French car rental firm Europcar. Why would VW be interested in such a buy? The answer lies in a mixture of the timing of the opportunity and an eye on long-term industrial trends.

BMW and Mercedes autonomous drive collaboration reset by COVID-19

22 Jun 2020 | Dave Leggett

BMW Group and Mercedes-Benz are putting their cooperation on development of next-generation technology for automated driving temporarily on hold.

Nissan’s latest production cuts unsurprising

22 Jun 2020 | Dave Leggett

Nissan said last week that it is to make further production cuts in Japan due to COVID-19 impacts on global vehicle demand.

China market gains give auto industry a lift

9 Jun 2020 | Dave Leggett

New vehicle sales in China rose by almost 12% year-on-year to 2.14 million units in May 2020, according to preliminary data released by the China Association of Automobile Manufacturers (CAAM).

Nissan Sunderland plant uncertainties are a reminder of still-present Brexit risks

3 Jun 2020 | Dave Leggett

In widely reported remarks, Nissan COO Ashwani Gupta has reiterated the importance of UK-EU free trade to the future of its Sunderland manufacturing plant.

Proposed UK import tariffs raise big questions for UK’s auto industry

20 May 2020 | Dave Leggett

The UK government is preparing a new set of import tariffs which would include a 10% tariff applying to all imported new cars when the UK's Brexit transition period ends at the end of this year.

China’s shift to online sales gathers pace

13 May 2020 | Dave Leggett

Volkswagen in China is reporting that sales have recovered sharply after the COVID-19 slump that hit the market hard in the first quarter. It now says there is a big shift towards online sales and reducing human contact in a digital sales process. Michael Mayer, head of sales and marketing for VW in China, provides an update.

D&C - Looking to the post-Covid automotive world

5 May 2020 | Dave Leggett

In the second of a series of conversations, just-auto editor Dave Leggett and GlobalData lead automotive analyst Calum MacRae discuss some of the big questions prompted by the coronavirus crisis and its potentially lasting impact on the automotive sector. In this second instalment, they consider impacts on the supply-side of the business.

Reflections on COVID-19

28 Apr 2020 | Dave Leggett

In the first of a series of conversations, just-auto editor Dave Leggett and GlobalData lead automotive analyst Calum MacRae discuss some of the big questions prompted by the unprecedented coronavirus crisis and its impact on the automotive sector. In this first caffeine-powered instalment, they consider the rapidly changing global business landscape.

COVID-19 causes global auto industry running rate to dip to a historic low

27 Apr 2020 | Dave Leggett

Our analysis shows that the global light vehicle market hit a seasonally adjusted annual running rate (SAAR) of just 54 million units in March, which compares with almost 90 million light vehicles sold globally in 2019.

Financial pressures in automotive will boost M&A activity

22 Apr 2020 | Dave Leggett

GlobalData's deals tracker shows an uptick in the number of deals in the automotive sector reported since the COVID-19 crisis hit the global auto industry in March. It's not too surprising in an industry that is stressed by short-term operational pressures as well as big long-term strategic challenges.

Fragile automotive supply chains will complicate factory re-starts

20 Apr 2020 | Dave Leggett

Even as the unprecedented global COVID-19 public health crisis is yet to reach a peak in many countries, a number of carmakers and major component companies are now talking about restarting temporarily shut down plants later this month or in early May.

Ford's journey to the post-Covid business landscape starts with survival

15 Apr 2020 | Dave Leggett

Ford has let us know it expects to see a $650m loss for the first quarter. It's a big number, but there's no great surprise there. Ford wasn't exactly in great shape before the crisis hit.

US car market crash points to tough times ahead

2 Apr 2020 | Dave Leggett

Light vehicle sales in the US fell nearly 39% in March compared with last year. The sharp drop to US vehicle sales last month was widely expected as social distancing and lockdown measures took hold in the US in response to the COVID-19 public health emergency.

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