Manufacturing
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Is Tesla in structural decline, or is it a once-in-a-lifetime buying opportunity?
Roger Montgomery
April 8, 2025
In 2023 and 2024, I wrote several blog posts positing that Tesla may be just another car company. A couple of example articles can be found here and here.
The share price of Tesla on the date of those two blog posts was about US$274.00 and US$171.00, respectively. The price of Tesla shares, thanks in no small part to Trump’s election as U.S. President and Elon Musk’s pre-election support, subsequently rallied to over US$400.00 per share, and after a more recent 50 per cent decline, the price as of 7 April 2025 is US$239.43. continue…
by Roger Montgomery Posted in Manufacturing.
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Electric Vehicle sales stumble in Australia despite cheaper Chinese imports and hybrid surge
Roger Montgomery
March 28, 2025
Sales of new vehicles in Australia depict a clouded and muted picture. The market has faced its seventh decline in the last eight months, with February sales down 7.9 per cent compared to the same period last year. However, it’s important to note that the February 2025 figures represent the second highest February volume on record, surpassed only by last year. continue…
by Roger Montgomery Posted in Manufacturing.
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Is an EV purchase a smart one today?
Roger Montgomery
March 24, 2025
Electric vehicles (EVs) have been hailed as the future of transportation, promising a cleaner, greener alternative to traditional internal combustion engine (ICE) vehicles. Governments worldwide have pushed EV adoption through subsidies, tax credits, and ambitious targets, while car manufacturers have invested billions to electrify their fleets. However, announcements from major automakers, as well as recent data and surveys in the U.S., Australia, and Europe, suggest EVs may not be the wisest purchase for consumers today. continue…
by Roger Montgomery Posted in Manufacturing.
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Is it time to pull the plug on electric vehicles?
Roger Montgomery
March 17, 2025
Electric vehicles (EVs) have been hailed as the future of transportation – promising a cleaner and greener alternative to traditional internal combustion engine (ICE) vehicles. Governments worldwide have pushed EV adoption through subsidies, tax credits, and ambitious targets, while car manufacturers have invested billions to electrify their fleets. However, announcements from major automakers, as well as recent data and surveys in the U.S., Australia, and Europe, suggest EVs may not be the wisest purchase for consumers today. continue…
by Roger Montgomery Posted in Manufacturing.
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EVs still on the brakes
Roger Montgomery
March 13, 2025
For years, we’ve been fed a whimsical story that battery electric vehicles (BEVs) are on an unstoppable march to dominate our roads – spurred on by ambitious government targets, subsidies, that hydrocarbons are evil, and a steady drumbeat of headlines proclaiming that “electric is the future.” continue…
by Roger Montgomery Posted in Manufacturing.
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Not firing on all cylinders
Roger Montgomery
August 8, 2024
The Australian car market is navigating turbulent waters, with conditions expected to worsen before stabilising. As interest rate hikes continue to pressure household and business budgets, consumers appear to be eschewing big-ticket purchases like cars. continue…
by Roger Montgomery Posted in Editor's Pick, Manufacturing.
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Why we should be worried about the AdBlue shortage
Roger Montgomery
December 10, 2021
If you haven’t already heard about the looming shortage of AdBlue, you soon will. You see, AdBlue, is needed to run the diesel engines of trucks and farm machinery and hospital generators. And, according to some industry players, Australia will run out in February 2022. So this is a major problem, and could lead to a national transport crisis. continue…
by Roger Montgomery Posted in Editor's Pick, Energy / Resources, Manufacturing.
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How restrictive work practices at ports are costing us more
Roger Montgomery
November 11, 2021
According to a new report by the ACCC, imported goods are costing us all far more than they should. And it’s largely because enterprise agreements covering stevedores at our container ports contain provisions that limit the ability of port operators to automate, cut labour costs and choose who they hire. These provisions are hampering productivity, increasing disruptions, and driving up the cost of goods. continue…
by Roger Montgomery Posted in Manufacturing.
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Southern Highlands of NSW and electric vehicle manufacturing
David Buckland
October 20, 2020
Chairman of the Eastern Suburbs District Rugby League Football Club (colloquially known as the Sydney Roosters), Nick Politis, has joined other transport investors in the proposed $700 million electric vehicle manufacturing hub planned for Moss Vale, 130 kilometres south-west of Sydney. continue…
by David Buckland Posted in Manufacturing.
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Six challenges facing the revival of Aussie manufacturing
Andreas Lundberg
April 16, 2020
After years of standing by as our manufacturing industries were sent offshore, the Federal Government has set up a task force to restore local manufacturing. “Australia drank the free-trade juice and decided that off-shoring was OK. Well, that era is gone,” Andrew Liveris, who is on the task force, told the AFR. It’s a great idea, but there are some mighty challenges ahead. continue…
by Andreas Lundberg Posted in Manufacturing.
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