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27.06.26 - 14:18
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Why Krugman Thinks We Need Chinese Auto Tariffs (Bloomberg)
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As the United States, Canada, and Mexico prepare to renegotiate the USMCA trade deal, one industry sits squarely at the center of the debate: automobiles. Companies like Linamar depend on highly integrated supply chains that send components across borders multiple times before a vehicle is completed. Nobel laureate Paul Krugman argues that competition from China demands some trade barriers, while Council on Foreign Relations expert Shannon O'Neil says the region's manufacturing strength depends on cross-border production. Supporters of the agreement warn that uncertainty poses the biggest risk to investment, jobs, and the future of a trade relationship that supports over a trillion dollars in annual commerce. (Source: Bloomberg)...
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26.06.26 - 18:48
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Polestar Barred From Selling Future EVs In US Under Connected-Vehicle Rule (ZeroHedge)
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Polestar Barred From Selling Future EVs In US Under Connected-Vehicle Rule
The U.S. has become increasingly irrelevant to Polestar's growth story.
The Geely-backed EV maker said Thursday that it is "increasing its strategic focus on Europe," where much of its growth is now centered. The shift follows a decision by the U.S. Department of Commerce's Bureau of Industry and Security not to authorize Polestar to sell future model-year vehicles in the U.S. under connected-vehicle rules aimed at limiting Chinese-linked technologies on American highways.
"This follows a decision from the U.S. Department of Commerce's Bureau of Industry and Security to not grant Polestar an authorization under the current Connected Vehicle Rule to sell vehicles in the U.S. from model year 2027 onwards," Polestar wrote in a statement.
Polestar said that 94% of its retail sales volume in the first quarter of 2026 came from ex-US markets, and that, following the US Commerce Department's connected ...
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26.06.26 - 18:18
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Volkswagen considers 4 factory closures, 1 lakh job cuts amid China competition, tariff pressure: Report (Times of India)
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Volkswagen is reportedly considering a massive overhaul, including closing four German factories and significantly increasing job cuts, potentially impacting up to 100,000 roles. This drastic move comes as the automaker faces intense competition from Chinese rivals, US tariffs, and declining European demand. The proposals, set for discussion soon, are expected to face strong opposition from unions and a key state shareholder, highlighting the immense pressure on the German giant....
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26.06.26 - 12:12
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BYD-Aktie: Die Kurskrise spitzt sich immer weiter zu! (Ariva)
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Die asiatischen Börsen haben sich schwach ins Wochenende verabschiedet. Betroffen war auch die BYD-Aktie, deren Kurskrise sich durch neue Verluste verschärft. Südkorea erschüttert den globalen Aktienmarkt erneut Bereits zum zweiten Mal in dieser Woche kam es an asiatischen Handelsplätzen zu empfindlichen Kursverlusten. In Südkorea, wo zuletzt besonders viele Aktien auf Marginkredit und gehebelt gekauft wurden, kam es zeitweise sogar ......
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26.06.26 - 11:06
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EV influx, US rare earth miners blacklisted, China-EU trade talks (SCMP)
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Chinese automakers will debut more than 150 electric vehicles in the second half of the year, even as the industry contends with slowing domestic demand, profit-destroying price wars and international complaints about overcapacity.
BYD, Geely and other industry leaders will roll out multiple models costing about 100,000 yuan (US$14,700) during the next two months, according to HSBC, which compiled the data. That should support second-half demand in the entry-level and mass-market sectors, it......
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26.06.26 - 10:45
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BYD-Aktie bereits -54%: Weiterhin im freien Fall (Sharedeals)
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Die BYD-Aktie bleibt im Korrekturmodus. Bereits vor zehn Tagen wurde nach einem Rückgang von rund -48% vor der nächsten Belastungsprobe gewarnt. Inzwischen hat sich die Kursschwäche weiter ausgedehnt: Seit dem Rekordhoch bei 17,70 € summiert sich der Verlust mittlerweile auf rund -54%, während der Titel nahezu in den freien Fall überging und hierbei auf Kursniveaus […]
The post BYD-Aktie bereits -54%: Weiterhin im freien Fall first appeared on sharedeals.de....
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26.06.26 - 09:15
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Der unbekannte Riese: Geely startet in Deutschland (Elektroauto-News)
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Geely startet offiziell in Deutschland – mit E5, Starray EM-i und dem Bestreben, sich auf dem deutschen Automarkt langfristig und nachhaltig zu etablieren.
Der Beitrag Der unbekannte Riese: Geely startet in Deutschland erschien zuerst auf Elektroauto-News.net....
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26.06.26 - 08:45
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US Bans Geely Holding's Polestar from Selling New Vehicles in the US (AAStocks)
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Polestar, controlled by Zhejiang Geely Holding, will exit the US market after the US Department of Commerce banned the company from selling new vehicles in the country. Polestar will continue to sell its existing inventory in the US and will maintain after-sales service.The US previously announced a ban on connected new vehicles......
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