Liam Denning

Ford F-150 pickups on an assembly line in Michigan. Collectively, General Motors and Ford employ almost 180,000 people in the US.

Ford is as American as apple pie. Or is that Honda?

The purity test for what counts as a US manufacturer in Trump’s trade war sets up a spiral towards absurdity in the auto sector

Gold’s investment case tends to morph over time but is often framed in relative terms: Gold versus stocks, the US dollar, Bitcoin, whatever.
THE BOTTOM LINE

Gold’s record run can’t continue forever, right?

The risks on which the metal thrives are all still there, but its rally appears to have priced them in already and then some

GM is still tied overwhelmingly to internal combustion engines, and can lean into that legacy business if demand for EVs isn’t blazing away.

Tesla and GM sold more cars; only one made more money

General Motors’ higher average selling price in the past year underscores its flexibility in managing the transition to EVs

Opec members are on a treadmill of meeting their growing populations’ needs with fluctuating oil revenues while also, in some cases, trying to fashion an economic transition.

Opec’s war chest for an energy transition is shrinking

Russia’s invasion of Ukraine was good for oil exporters, but not as good as it may first appear