SpaceX IPO Is Not a Space Story. It's a Fleet Story.
SpaceX prices at $135/share tonight. The real story for European long-term rental fleets isn't the valuation — it's what a cash-flush Starlink does to connectivity dead zones.
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Leapmotor's RoRo Spine Is a Masterclass Legacy OEMs Should Study
Leapmotor International shipped nearly 100,000 vehicles to Europe via Grimaldi in 18 months — with local production next. Legacy OEMs should be paying attention.
4min read
25% Tariffs Are Back. The Old EU Auto Playbook Won't Cut It
Section 232 tariffs hit €38.5bn in EU auto exports to the US. Here's what Mercedes, BMW, and VW actually need to do — and why last time's fixes won't work.
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ICS2 Is Live for Road & Rail: No Grace Period, No Excuses
ICS2 went fully live June 1, 2026. Every truck and train crossing EU borders now needs a pre-arrival ENS. Here's what dealers must do right now.
5min read
AI's DRAM Hunger Will Stall Your Production Line by 2027
AI data centres have captured the memory chip market. For OEMs, that means price shocks, production risk, and compounding delays all the way to the European forecourt.
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The Last Mile Reckoning: European Car Logistics 2026–2031
Five forces — chips, tariffs, EV weight, Chinese entrants, AI blindspots — are converging to violently reshape European car logistics. OEM leaders, your window to act is now.
5min read
WhatsApp Is Not a TMS. Stop Pretending It Is.
Car dealers are bleeding money on manual logistics tools while calling it pragmatism. Here's why the cheapest carrier rate is the most expensive decision you make.
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Compound Dwell Time Is Costing OEMs More Than They Admit
Global inventory is running above optimal levels and logistics costs are up 50%+ since 2019. Compound dwell time is where both problems collide — and OEM CFOs are starting to notice.
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OEMs Can See Every Bolt Inbound. Finished Cars? Not So Much.
OEMs track inbound parts to the minute but lose visibility the moment a finished car leaves the plant. Here's why that gap is now untenable — and closing.
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Rail vs Ro-Ro: Why OEMs Must Rebalance European Vehicle Flows
Rail is cheap and green on paper. Short-sea ro-ro just got a major fleet upgrade. Here's how OEMs should actually think about rebalancing finished-vehicle flows.
4min read
The AI Tipping Point in Car Logistics Is Here. The Industry Is Still Deciding Whether to Notice.
AI is no longer a future bet in car logistics — it's reshaping forecasting, routing, and PDI sequencing now. OEMs that wait will pay for it in margin.
4min read
The Paperwork Tax Quietly Killing Your Delivery Timelines
Cross-border registration rules are stacking up fast in 2026. Here's what every European dealer needs to know before stock stops moving.
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