Narendra Modi is no longer invincible—but that also underlines India's democratic credentials and the benign path of its economic development, argues Jon Sindreu in our latest Heard on the Street column wsj.com/world/india/in…

.Stephen Wilmot: Europe’s politicians have no easy options for Chinese EVs. Slap a 100% tariff and China can retaliate against the 300,000 luxury cars it imports annually from Europe. Let Chinese EVs in and they have an open road to take market share. wsj.com/business/autos…

Remember the "big short" against U.S. housing in 2007? There's another big short in 2024, this time against multifamily property. The posterchild is a lender called Arbor Realty Trust, but the bet isn't going to plan. Fascinating Heard on the Street column: wsj.com/real-estate/co…

Tesla can't be all about Elon Musk wsj.com/business/autos… by Stephen Wilmot $TSLA

Given Fisker's bankruptcy, it seems a good time to resurface this Heard on the Street column I wrote in March. The lessons from Fisker's failure I identified then are just as relevant today: wsj.com/finance/as-fis…

Heard on the Street: Americans have had plenty of reasons to avoid car dealerships, but it is testimony to the strength of the economy that more aren’t being put off, writes Stephen Wilmot on.wsj.com/3W7TxX4

Tesla's rivals to achieve actual "Full Self Driving" are in China says Stephen Wilmot wsj.com/business/autos… $TSLA

China already dominates electric-vehicle technology. Now it seems to have caught up with the West in the bumpy race to automate driving, too. Stephen Wilmot wsj.com/business/autos… wsj.com/business/autos…

There was a gnarly Tesla crash last night - Stephen Wilmot with the details wsj.com/business/autos… $TSLA

"VW’s big wake-up call was the Shanghai auto show in April 2023, when the carmaker saw firsthand that digital features such as automated driving and voice control were proliferating on Chinese cars, while Cariad kept on missing deadlines. A few months later, VW announced a deal

WSJ's storytelling easy winner today, by Stephen Wilmot & Sean McLain ✍️ Inside VW and Rivian’s $5.8 Billion Bet to Rescue Each Other "In August, a small team of Volkswagen News executives and engineers flew from Germany to Palo Alto, Calif., to take a top-secret vehicle for a

1/ The Mobileye Drive Platform is going to empower a full suite of solutions, from Robotaxi, shuttles, Public Transport, Ride Pooling and AGVs. Each set of vehicle will be equipped with 9 InnovizTwo LiDARs (3 long range and 6 Short range) Let’s take a look

📚What we're reading "Europe’s carmakers used to rule the world. Now they are fighting battles on every front," writes Stephen Wilmot for the The Wall Street Journal. Read on the challenges potential US tariffs under Trump pose for the European car industry here⬇️ wsj.com/business/autos…

"Many automakers use Mexico and Canada as manufacturing bases for the U.S. market, making the industry one of the biggest potential losers from the threatened 25% tariffs." Stephen Wilmot

Volvo CEO Jim Rowan: Global car brands have lost to local rivals in China and the competition is now “rippling out” overseas. “Those Western brands who are no longer able to compete in China now need to compete in other parts of the world.” Stephen Wilmot wsj.com/livecoverage/s…

The Wild Economics Behind Ferrari’s Domination of the Luxury Car Market wsj.com/articles/the-w… by Stephen Wilmot

Great piece by Stephen Wilmot $RACE wsj.com/articles/the-w…

Quite a good an interest article on Ferrari wsj.com/articles/the-w… by Stephen Wilmot Here’s the analysis of their 2024 results ssoreport.com/ferrari-2024-r…

"VW said it maintains that the future of the auto industry is electric, but noted that global automotive markets are adapting to the transition at different speeds. It is keeping its combustion engines technologically competitive while simultaneously investing in electric models

Stephen Wilmot writes about the Chicken Tax in The Wall Street Journal The 1960s ‘Chicken Tax’ Shows the Lasting Impact of Tariffs Imported pickups have long incurred a 25% tariff, keeping production within North America but raising little revenue for Washington wsj.com/economy/trade/…