Tesla’s Market Cap (Gigantic) v. Next 10 Automakers v. Tesla’s Global Market Share (Minuscule) by Wolf Richter • Oct 26, 2021 • 154 Comments It’s a ridiculous comparison, but hey, the CEO walks on water.
Tesla Rental Deal is Propaganda Coup for Hertz’s “Selling Shareholders” & for Tesla. But Rental Fleets Are Low-Quality Sales Automakers Don’t Tout by Wolf Richter • Oct 25, 2021 • 155 Comments Hertz +10% ahead of share offering, Tesla +13%. But why does Tesla get into low-margin rental fleet sales if there’s strong retail demand?
Hit by Shortages, Vehicle & Parts Production Plunged to Lowest since Lockdown. Oil & Gas Has New Script by Wolf Richter • Oct 18, 2021 • 141 Comments Industrial production over the long term is a sad sight, powered by offshoring.
Not Getting Better: Relentless Retail Inventory Squeeze amid Shortages & Supply Chain Chaos by Wolf Richter • Oct 16, 2021 • 167 Comments Holiday selling season is going to be a mess: Look not for what you want but for what the store has.
Free-Money-Blow-Off Spike in Retail Sales Got Refueled by Spiking Prices by Wolf Richter • Oct 15, 2021 • 100 Comments A monstrously overstimulated economy that caused global supply chains and transportation systems to buckle.
My Thoughts on the Biggest Mess in Decades: New & Used Autos, Chip Shortages, Inflation, and the Nasty Possibility of Stagflation by Wolf Richter • Oct 9, 2021 • 130 Comments Discussing mind-boggling distortions and some of the craziest market conditions.
Used Vehicle Prices Spike to New Crazy Record in a Market Gone Nuts by Wolf Richter • Oct 7, 2021 • 126 Comments Not “temporary” yet.
The Ugly Math: GM, Ford, other Legacy Automakers Throw Hundreds of Billions at EVs, Only Auto Segment that’s Growing. Tesla Made Them Do It by Wolf Richter • Oct 6, 2021 • 218 Comments It’s a zero-sum game that’s eating up a huge amount of cash. But Electric Utilities are loving it.
New Vehicle Sales Plunge as Prices Soar amid Supply Chain Chaos, Chip Shortages, and Depleted Inventories by Wolf Richter • Oct 5, 2021 • 188 Comments Ford, whose sales plunged 18%, is suddenly No. 1 for September. That’s how bad it is.
What Comes After Mind-Blowing Free-Money Blow-Off Spike in Retail Sales? A Spike Doesn’t Spike Forever by Wolf Richter • Sep 16, 2021 • 140 Comments Powered by price increases.
