TOP 100 TRANSPORTATION AND LOGISTICS SITES
| |||
|
| |||
| |||
|
| |||
| Lithium Ion Batteries and GEVs: False Gods for the New Millennium John Petersen submits:Last Tuesday a reader sent me a copy of "Ending the ICE Age," a new industry overview from Bank of America Merrill Lynch analyst Steven Milunovich on the future of plug-in vehicles, which the newly organized Electrification Coalition has christened grid enabled vehicles, or GEVs. After spending several hours studying the report I concluded that Mr. Milunovich has found the true religion of the new millennium while I'm still an unwashed pagan, or worse yet a heretic. The grim reality is that when you look at American energy policy as a faith-based initiative, a new religion with its own rigid doctrine, dogma and ritual, it begins to make sense. It explains why our Secretary of Energy feels comfortable with a public comment that he's agnostic about natural gas. It also explains why the coastal waters of California and Florida together with huge swaths of Alaska have been forever consecrated as holy ground. It even explains why climatologists, eco-clerics and the fanatic faithful feel justified suppressing facts and ostracizing skeptics that call their world-view into question. Complete Story » seekingalpha.com |
BYD Building Its Dreams As we come to grips with China's leadership, we're hearing more about Shenzhen-based BYD Company (BYDDF.PK), which stands for Build Your Dreams. It emerged from relative obscurity when Warren Buffett's Berkshire Hathaway (BRK.A) spent $231 million for a 10% stake in September 2008. BYD is the world's largest producer of rechargeable batteries and a major car manufacturer in China, which recently surpassed the US as the world's largest market for cars. It also makes handsets and parts for mobile phones. Its F3 sedan was the bestselling automobile in China last year.Complete Story » seekingalpha.com |
Solid Earnings, But Is Ford Still Healthy? Elyse Andrews submits: The car industry was one of the hardest hit in recent years. The recession was particularly cruel to automakers, which were already bogged down by union disputes, decreasing sales of U.S.-made vehicles and climbing oil prices. But lately, things have started to turn around.Complete Story » seekingalpha.com |
Autos: Cloudy With a Chance of Sales Compete submits: One of the key analytics in Compete’s arsenal of online tools is a measure of automotive demand, or how many in-market consumers are shopping for a particular make or model during a given timeframe. Automotive demand is critical in understanding the impact of marketing efforts as well as understanding a vehicle’s sales potential. But while demand improves the potential for sales, it correlates to sales only to the extent that automakers can convert shoppers into buyers. And there are countless things that influence conversion, like sticker pricing, incentives, vehicle inventory and supply. Complete Story » seekingalpha.com |
Boeing Pains Market Blog submits: By David Berman For long-term investors, recent problems involving Boeing Co.'s (BA) 787 Dreamliner are good news. A few weeks ago, a 787 test flight made an emergency landing following an onboard fire, now said by Boeing to involve "foreign debris." Whatever the problem, investors can sense more delays for a plane that is already three years behind schedule. The stock price has suffered, of course, because short-term investors want to see the planes leaving factories and taking to the skies - now.Complete Story » seekingalpha.com |