Analysis & InsightsEli Lemberg·August 15, 2026GM Sold the Battery Plant, Kept the Cells, and Rented the Inventory
Analysis & InsightsEli Lemberg·June 12, 2026Nissan and Toyota Are Rationing 0W-20 to Their Own Dealers. The Synthetic Oil Shortage Now Runs to Mid-2027.
Analysis & InsightsEli Lemberg·April 20, 2026Europe Has Six Weeks of Jet Fuel. That’s the Auto Industry’s New Clock.
Analysis & InsightsEli Lemberg·April 12, 2026Aluminum’s Triple Crisis Is the Auto Industry’s Most Urgent Problem
Analysis & InsightsEli Lemberg·March 16, 2026Iran War Tracker: The Human, Economic & Auto Industry Toll
Analysis & InsightsEli Lemberg·March 13, 2026The Biggest Oil Reserve Release in History Couldn’t Break $100
Analysis & InsightsEli Lemberg·March 12, 2026The Triple Squeeze: Oil Shock, Shipping Crisis, and a Tariff Cliff Are Hitting the Auto Industry All at Once
Analysis & InsightsEduardo Zepeda·August 26, 2024AI and Autonomous Vehicles: The Future of Long-Haul Driving in Logistics and Supply Chains
