The recent wave of aggressive pricing cuts by Tesla is spreading throughout the entire electric vehicle industry worldwide, causing a fundamental re-think of how to approach the market, and how to position in the long term. Although the said adjustments may seem like tactical moves designed to trigger instant sales, they are indicative of a […]
The Great Divergence: How China’s Tariff Countermeasures Reshape the Global Auto Supply Chain and Challenge Tesla’s Distinctly American Advantage
The automotive industry in the world confronts an epic cross road, as it seeks to overcome the perilous seas of increased trade conflicts between the United States and China. What started with specific tariffs has now turned into a full-scale economic war, a renegotiation of supply chain and a new market dynamic with implications of […]