Automotive

Geopolitics Macro

Japan Presses US to Honor Trade Deal as Tariff Confusion Deepens

Tokyo urges Washington to preserve 15% automotive duty ceiling amid policy shifts threatening $41 billion export corridor.

7 min read ·
Geopolitics

Europe’s ‘Made in Europe’ Gambit Risks Fracturing Western Supply Chain Alliance

Brussels unveils local-content mandates as UK and allied partners warn of friend-shoring fragmentation

8 min read ·
Geopolitics Technology

Stellantis Eyes Chinese EV Architecture as €22bn Loss Forces Tech Pivot

Embattled automaker considers adopting Leapmotor's battery and powertrain systems for Fiat, Opel, and Peugeot—marking the first Western reliance on Chinese vehicle architecture for European production.

8 min read ·
Markets

Stellantis Reports €22.3 Billion Loss as Tariff Pressures Mount

The automotive giant's first-ever annual loss signals structural turmoil beyond failed EV bets—with US tariff costs rising to €1.6 billion in 2026.

7 min read ·