Analysis
The forces shaping the automotive industry — and what they mean for those who steer the future of mobility. Independent, and grounded in the releases behind the news feed.
Essays
The car was always a computer. What's 'software-defined'?
The first car computer shipped in 1967; a 2009 luxury car ran 100 million lines of code. So what does 'software-defined' add? Architecture, not chips.
China builds a third of the world's cars
China now builds more than a third of the world's cars and exports more than anyone. Western incumbents are repricing and partnering to keep up.
VinFast and the harder part of becoming a global carmaker
Vietnam's EV champion has real volume at home and a founder who refuses to let go. What it lacks is proof the business can stand on its own.
The battery is quietly becoming a financial product
Financing deals, battery-as-a-service and utility offtakes are turning the battery from a part you buy into a risk the industry underwrites.