Automotive Manufacturers Will Sell Where the Buyers Are - So Follow the Market Maturity
April 22, 2009
China Influence Grows With Car Sales | www.nytimes.com
As emerging market consumers grow their incomes, and as their countries grow their road infrastructure, the automotive companies will be there to provide vehicles. With very high populations in China, India, and Russia without vehicles, the markets are ripe for offering vehicles to those who have the income to purchase at all price points.
April 22, 2009
Chrysler CEO Says New Board Coming With Fiat Deal | www.nytimes.com
The U.S. Government in cooperation with the Senior Management of Fiat is going to appoint a new board of directors for this new joint company. Fiat is for all practical purposes a two market auto manufacturer; the home country…Italy (62%), and South America (38%). Chrysler LLC is a one market manufacturer in North America (72%) (Recognizing Graz, Austria (28%) for Minivans & Jeep). Respectively in those markets both companies loose money.
April 21, 2009
GM Meeting With Treasury Team on Deeper Cost Cuts | www.bloomberg.com
All we hear about is concessions in wage and benefit related issues. The GM plants I have visited lead me to believe that work practice revisions and total removal of restrictive work practices would equal any gains in wage and benefit reductions. A good team of industrial engineers from more efficient industries would find a gold mine at GM.
Support for Automotive Suppliers Means More Than Just Incidental Support for GM, Chrysler, and Ford
March 23, 2009
Auto Suppliers TARPed, But Questions Remain | www.forbes.com
Although it may not be transparent to many Americans, automotive Tier suppliers are usually linked to multiple OEM's. The failure of some of these Tier suppliers could interrupt component supply not only to GM and Chrysler, but to Toyota, Volkswagen, Nissan, Hyundai, and others. So, it is crucial that these suppliers are supported and find appropriate financing during these very tough economic times.
Automotive Tier–One Suppliers; North American Top 15… For Now!
March 5, 2009
GM’s Wagoner Meets With Auto Panel for Six Hours | www.bloomberg.com
In light of the current financial meltdown of the Global Automotive Market I looked at the North American sector to identify the specific commodities of vulnerability to the OEM’s.
Significant changes in the Tire Industry
March 2, 2009
Tires under"immense pressure", says Armes | www.moderntiredealer.com
Significant changes in the tire industry over the past decade have been major shifting to low cost countries of production and extreme upsizing in North America. How will these strategies hold up in the recession and long term implications.
March 2, 2009
GM’s Wagoner Meets With Auto Panel for Six Hours | www.bloomberg.com
Publications have used many adjectives over the years to describe the automotive tier one supply base; troubled, distressed, beleaguered, crippled, restructuring, etc... But the last six months it has interesting and painful to watch how the descriptions have progressively deteriorated to the most recent “unable to remain solvent”.
The End of Chrysler as We Have Known It
February 23, 2009
Chrysler Unlikely to Stand Alone | www.autonews.com
Chrysler has submitted a plan for a stand alone survival that is based upon the market yielding unrealistics sales, market share, and concessions from the supplier base. If Chrysler does have a partner moving forward, it makes more sense that it is Fiat, a Chinese manufacturer seeking a delaership and logistics network in the U.S. market. A GM merger makes the least sense, and most likely would mean further resource drain for GM.
February 9, 2009
Lack of "Car Czar" Stalls progress on Bailout | online.wsj.com
They cannot recover with present leadership. Their Boards are "Sail with the Wind" enablers. They need change urgently.
GM / Ford – Restructuring “simplified”
February 6, 2009
GM, Ford Sales Collapse May Force Deeper Industry Restructuring | www.bloomberg.com
Restructuring plans are simple; “What do we design?”, “What do we engineer?”, “What do we manufacture?”, “What do we assemble?” Brand it, Market it, Sell it and get rid of the rest.
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January 10, 2012
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