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Global automotive markets

The Global Affordability War: EVs, ICE, and the Architecture That Wins at Scale

Mar 9, 2026

Rising vehicle prices, global growth markets, and declining battery costs may determine whether EVs become the dominant industrial architecture for automobiles.

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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.

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