A few days ago, I wrote that automotive doesn’t have an innovation problem. That usually gets a nod. Sometimes even agreement. But it also leaves an obvious question hanging. If innovation isn’t the issue, then what is? It’s not one big failure. It’s what sits underneath
Three forces have quietly converged in the auto industry, and together they’re breaking how OEMs, Tier 1s and Tier 2s run programmes. First, regulators are tightening real world emissions, durability and software safety. Euro 7-style rules, the UK’s latest moves and a growing stream of software-linked recalls aren’
Three years ago, the future of automotive looked predictable. Electrification by mandate. Carbon targets locked in. Supply chains regionalising in a controlled way. There was a sense of direction and more importantly, a sense of stability. Subscribe That version of the future no longer exists. What has replaced it is
Automotive is not short of ambition. It is short of protected outcomes. Electrification programmes running into the tens of billions. Software-defined vehicles reshaping how cars are conceived and built. Supply chains being restructured in real time to reduce dependency and build resilience. By almost any measure, the capital commitment to