Boeing, Airbus and Airline Overcapacity in Asia & Europe by MC01 • Jul 7, 2019 • 63 Comments And 200 miracle orders — well, just a letter of intent — for the Boeing 737 MAX at the Paris Air Show.
New-Vehicle Sales Fall to 1999 Levels: How to Grow Revenues After 20 Years of Stagnation (Yup, You Guessed It) by Wolf Richter • Jul 3, 2019 • 67 Comments Carmageddon for cars. But big equipment is hot and gets pricier.
Trucking is Infamously Cyclical, But This is a Tad Extreme by Wolf Richter • Jul 2, 2019 • 27 Comments After truck manufacturers eat up their backlogs, then what?
Average Miles Driven per Vehicle Drop to 1992 Level: Automakers Not Amused by Wolf Richter • Jun 29, 2019 • 87 Comments They’re engaged in a highly competitive, saturated market, dominated by finicky Americans who demand top quality, but who drive their vehicles less.
Latest Act in the Crisis of the Enormous Korean Shipbuilders by MC01 • Jun 23, 2019 • 33 Comments And now not even their foreign subsidiaries are immune.
Crude Steel Production: China Knocks the Socks off Rest of the World by Wolf Richter • Jun 21, 2019 • 50 Comments China’s share surges to 54%. US in fourth Place, Canada an Also-Ran. Here are the largest crude steel producers in the world.
Bring on Higher Oil Prices: They’ll Boost the US Economy. Powell Sees it Too. A New Experience for the US by Wolf Richter • Jun 20, 2019 • 155 Comments Here’s why.
Trucking Swerves Deep into Slump, from Red-Hot Boom. Smaller Truckers Hit Hardest by Wolf Richter • Jun 18, 2019 • 40 Comments Freight shipments dropped the most since Nov 2009.
Global Semiconductor Sales Plunge 24% from Peak, Deepest % Plunge since Financial Crisis, Deepest $ Plunge Ever. Here’s Why by Wolf Richter • Jun 4, 2019 • 74 Comments A slew of reasons, the China debacle on top.
US Cleanest Dirty Shirt Among Manufacturing Giants: Germany at Crisis Level. China, Japan, South Korea Contract by Wolf Richter • Jun 3, 2019 • 47 Comments Exports-at-all-costs for economic growth comes home to roost.