Logo
Search
Login
Sign Up
Logo

European Automotive

European OEM strategy, EU policy, European market dynamics

Porsche Spent Years Chasing Volume. Its New CEO Is Undoing That.

Oct 26, 2026

Michael Leiters came to Porsche from Ferrari and McLaren. The Mission S concept and a lower break-even point suggest he is undoing a decade of volume chasing.

Read More

Porsche's Margin Fell to 1%. Can the Rolex Playbook Help?

Oct 12, 2026

The plan to sell fewer, more expensive cars echoes how Rolex came through the quartz crisis. Rolex did it with no shareholders watching. Porsche can't.

Read More

What BMW Is Asking AI to Fix

Oct 6, 2026

China, tariffs, the Middle East and Chinese competition in Europe are squeezing BMW. What can AI actually change?

Read More

The Same Admission, Two Different Partners

Aug 10, 2026

Stellantis chose Leapmotor. Volkswagen chose Rivian. Two different partners fix similar weaknesses.

Read More

The Bankruptcy VW Can't File

Jul 13, 2026

GM needed a court to do what its board wouldn't. VW's July 9 supervisory board vote clarified that a reckoning is still ahead.

Read More

The Fight for the Top of the Stack

Feb 25, 2026

Why Automakers Don't Want to Be "Just" Car Companies

Read More

TaaSMaster

One free memo a week on the structural questions the press releases don't answer and the conclusions the trade coverage doesn't reach. Written by Randall McAdory for executives, analysts, investors and anyone who follows the industry closely.

Terms of Use

© 2026 TaaSMaster, LLC.
beehiivPowered by beehiiv