America Is Building Cars the World Has Stopped Buying
In Part 3 of his Great Divergence series, Bill Sparks looks at the gap between the cars the world is buying and the cars America is building.
What 1979 Tells Detroit About 2026
In Part 2 of his Cold Read series on the oil price crisis, Bill Sparks goes back to 1979, when gas lines opened the door for Japanese automakers and the quotas meant to stop them built a stronger competitor instead.
Marque Down
The car brands you grew up with are being repriced all at once, and the sport that depends on them hasn't gotten the invoice yet. Paul Pfanner on Porsche, the yen, China, and a pattern he has watched form before.
The Trillion Dollar Question
Bill Sparks asks whether the AI boom is a bubble waiting to pop — and lays out what the hyperscalers pouring hundreds of billions into infrastructure still have to prove before the checks stop clearing.
The Race We Can’t Lose
Bill Long, former CEO of MEMA, on why USMCA isn't enough — and why global competitiveness is the race American manufacturing can't afford to lose.