- Tesla China: As good as it gets? January 19, 2022;
- China NEV Segment Analysis: BYD, VW, And Geely Stand Out, August 2, 2022;
- Tesla's Thin Model Pipeline, August 23, 2022; and
- Storm Clouds In China: Luxury Automotive Beware, November 29, 2022.
Mike Smitka has followed the industry (and the Japanese and Chinese economies) for 40 years, as an academic economist and now in retirement. David Ruggles has worked every phase of the retail side: new and used, sales and management, lease financing and consulting, in both the US and Japan. He is also retired.
Smitka Research
See above all the 2017 book I co-authored with Peter Warrian, A Profile of the Global Auto Industry. Other published work was incorporated, sans footnotes and other academic paraphernalia. The book begins with two chapters on the industry's global history – the first on the creation of multiple national olipolies, and second on their breakdown of those oligopolies. It includes chapters the driving force of safety and emissions regulations on innovation as seen through the PACE competition, on the use of roadmapping as a coordinating mechanism across the supply chain, on new materials, on geography, and on new labor patterns.
I have ongoing projects on New Energy Vehicles in China, the geography of Chinese automotive suppliers, on the potential of the industry to be affected by "disruption," and book chapters (published or forthcoming) on NAFTA and on energy use in the Japanese transport sector. The former is reflected so far in 4 articles on the investment website, SeekingAlpha:
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