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28.06.26 - 05:06
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China′s big trucks go electric and abroad as subsidies help pave road to net-zero freight (SCMP)
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Domestic makers of heavy-duty trucks are emerging as the latest beneficiaries of accelerating electrification on China's roads, as technological gains and lower ownership costs are bolstering overseas sales amid a global energy crisis.
Southeast Asia and Africa, where Chinese makers have already established overseas assembly hubs, were expected to serve as new growth engines for companies ranging from FAW Jiefang to Foton Commercial Vehicles, according to analysts at S&P Global Ratings.
The two......
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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 - 17:48
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Auto Industry Fears USMCA Shakeup (Bloomberg)
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Wall Street Host David Westin breaks down why the auto industry may want Washington to leave USMCA mostly intact. While Trump is focused on trade deficits and tougher rules, automakers are more worried about uncertainty, long-term investment and China's growing role in North American supply chains. (Source: Bloomberg)...
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26.06.26 - 16:18
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′Fork in the road′: CEO of Amazon-backed Rivian on why carmakers need to invest in EVs (The Guardian)
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RJ Scaringe says firms focused on selling fossil fuel engines risk being 'woefully behind' on technology by end of decadeCarmakers that focus on selling fossil fuel engines are at risk of being “woefully behind” on technology by the end of the decade, according to the boss of Rivian, an Amazon-backed US electric carmaker.RJ Scaringe, Rivian's founder and chief executive, said the car industry has reached a “fork in the road” in the choice between short-term profits and the heavy investments, particularly in software, that will be required to survive. Continue reading......
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26.06.26 - 15:01
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Alarmsignale aus der deutschen Autobranche (Tagesschau)
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Die Autoindustrie gilt als die Vorzeigebranche der deutschen Industrie, aber zuletzt haben sich die Alarmzeichen gehäuft. Kann die Branche den schmerzhaften Strukturwandel hin zum E-Auto bewältigen? Von Robert Minde....
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