Ford Motor Co's (NYSE:F) latest strategic reset isn't just an EV pivot. It's a conscious rewrite of its playbook—one that signals the company no longer wants to compete with Tesla Inc. (NASDAQ:TSLA) on Tesla's terms.Track F stock here.After years of pushing aggressively into all-electric vehicles, Ford is stepping back from large, capital-intensive EV bets and leaning into hybrids, extended-range EVs, and gas-powered trucks. On the surface, it appears to be a retreat. In practice, it's a narrowing of focus ...

Oshkosh Thought Leadership OSHKOSH, Wis.--(BUSINESS WIRE)--Oshkosh Corporation (NYSE: OSK), a leading innovator of purpose- built vehicles, equipment and services, will return to CES , the world's premier technology showcase, being held January 6-9, 2026, in Las Vegas. Oshkosh Corporation will showcase advanced technologies in autonomy, AI, connectivity and electrification at CES 2026. Share Visitors to booth #4418 in the West Hall of the Las Vegas Convention Center (LVCC) will experience how Oshkosh is tra ...

Core Points - Nissan has commenced production of the third generation Nissan Leaf at its Sunderland plant, representing a GBP450 million investment in operations and supply chain [1][5] - The new Leaf is positioned as a smart, sleek, and aerodynamic vehicle that redefines possibilities for electric vehicles, marking a significant milestone for Nissan [2] - The Sunderland plant has undergone significant transformation to support EV manufacturing, including the introduction of advanced technologies and new equipment [3][4] Investment and Production - The investment of GBP450 million signifies Nissan's commitment to the UK automotive industry and the North East economy [1][5] - The production of the Leaf includes the implementation of factory of the future technologies, such as big data, virtual reality, and digital mapping [4] - A state-of-the-art battery marriage facility has been established, utilizing fully automated technology to integrate the battery into the vehicle efficiently [6] Technological Advancements - The Sunderland plant features 137 new press dies for the Leaf's body panels and 78 new high-tech robots for precision manufacturing [4] - The introduction of 475 automated guided vehicles enhances the efficiency of parts delivery directly to the production line [6] - Over 360,000 hours of training have been provided to the 6,000 team members involved in the production of the new Leaf [6]

Let's drill down on these trades starting with copper and see what 2026 might hold. Phil Streel is the chief market strategist at Blue Line. Phil, I need to eat a little crow here.I can't remember who I was discussing this with at the beginning of the year and I said even if the the commodities perform well, the stocks often don't. They can be very cyclical. They go up and then they go down and they're not necessarily always the best stewards of capital.Well, what a year it's been. Does it continue. >> It r ...

SUSTAINABLE. WELL, METALS ARE SOARING. SILVER AND GOLD ARE ON PACE FOR THEIR BEST YEAR SINCE 1979. COPPER IS ON PACE FOR ITS BEST YEAR SINCE 2009.SO LET'S DRILL DOWN ON THESE TRADES, STARTING WITH COPPER, AND SEE WHAT 2026 MIGHT HOLD. PHIL STROBEL IS THE CHIEF MARKET STRATEGIST AT BLUE LINE. PHIL, I NEED TO EAT A LITTLE CROW HERE.I CAN'T REMEMBER WHO I WAS DISCUSSING THIS WITH AT THE BEGINNING OF THE YEAR. AND I SAID, EVEN IF THE COMMODITIES PERFORM WELL, THE STOCKS OFTEN DON'T. THEY CAN BE VERY CYCLICAL.TH ...

EnerSys (ENS) is well-positioned to benefit from healthy business across well-diversified end markets and accretive acquisitions. The company’s shareholder-friendly moves also augur well.Shares of ENS have gained 59.3% compared with the industry’s 4.4% growth in the year-to-date period.Image Source: Zacks Investment ResearchLet’s delve into the factors that make this Zacks Rank #2 (Buy) company a smart investment choice at the moment.Business Strength: EnerSys is benefiting from strength in its Specialty se ...

Core Insights - Ford is navigating the transition in the automotive sector, balancing profitability from traditional internal combustion engine vehicles with the challenges of electrification, supply-chain pressures, and rising competition [1] - The partnership with Renault to develop two Ford-branded passenger EVs based on the Ampere platform demonstrates Ford's strategy to efficiently expand its electric vehicle portfolio while managing development costs [2] Product and Technology - Ford is aggressively pursuing electrification, investing in new EV models and battery technology, while ramping up manufacturing capabilities for pure EVs and expanding hybrid model availability [3] - The focus on software-defined vehicles includes over-the-air updates and advanced driver assistance systems (ADAS) as standard features in future models, with an upward trend in investment towards proprietary battery management and e-mobility platforms [3] Manufacturing and Supply Chain - Suppliers are expected to increase sourcing of high-voltage components, battery cells, and complex electronic modules, with rising requirements for software, digital validation, and cybersecurity for embedded systems [6] - Ford is realigning its global manufacturing footprint with an emphasis on nearshoring, localization, and modularity to enhance resilience, alongside significant investments in battery production facilities in North America and Europe [7] - The company is optimizing inventory and logistics using advanced analytics to address volume variability challenges due to demand fluctuations and regulatory shifts [7] Brand, Customer Experience, and Loyalty - Ford's marketing strategy focuses on customer engagement and loyalty incentives for electrified vehicles, alongside a digital-first approach to vehicle acquisition and ownership [8] - Direct-to-consumer pilots and online retail partnerships reflect an evolution in Ford's go-to-market strategy, with positive brand perception gains noted among younger, sustainability-minded demographics [8] Supplier Collaboration - Tier-1 suppliers may face pressure for deeper collaboration on risk-sharing and just-in-time logistics, with new opportunities arising for local plants or tier-2 suppliers near Ford's EV hubs [9] - Suppliers are required to demonstrate transparency in sustainability and ethical sourcing as Ford's partner audits become more rigorous [9]

Industry Trends & Demands - The economy is energy-thirsty, with significant demand on the electric grid due to AI data center projects [1] - Electrification demand in the market cannot be met without manufacturers like Alamo, a large bushing manufacturer [2] - Demand for electricity throughout North America has never been greater [5] Workforce & Manufacturing - There is a shortage of engineers as manufacturing scales up across the US [4] - Manufacturing requires mechanical, quality engineers, and overall workforce support [1] - Hitachi is a premier manufacturing operation in West Tennessee [6] Education & Partnerships - Collaboration between manufacturers and educational institutions is crucial for success [4] - Union University in Jackson, Tennessee, has a strong engineering program and partners closely with manufacturers [5] - Mentorship programs, like the one between Susie and Oscar, are vital for developing talent [3] Location & Community - West Tennessee is at the center of conversations about the future of energy, advanced manufacturing, and education [4] - Jackson, Tennessee, offers a desirable lifestyle for young engineers with social opportunities [6] - The community at Hitachi feels like family [2] Operational Excellence - Alamo achieved zero downtime yesterday [2]

As I look back on the past 12 months in the automotive world, the Year of the Supercar could rightfully be considered 2025, since it now seems there may be no limit to the number of cars Bugatti, Pagani, Koenigsegg, Lamborghini and Luxury cars in general played heavily in 2025. The average price of a new car in the segment reached record heights — above $50,000 — in the US as demand for such vehicles continues to grow. Manual transmissions powered by internal combustion saw high appeal among wealthy consum ...

Core Insights - ON Semiconductor has transformed into a focused power and sensing company, emphasizing silicon carbide and high-voltage power devices, aligning with sectors like EV powertrains and industrial automation [1] Company Positioning - ON Semiconductor occupies a unique position between large competitors like STMicroelectronics and Infineon and smaller players like Wolfspeed, benefiting from U.S.-based manufacturing and vertical integration in silicon carbide [3] Strategic Advantages - The U.S.-based manufacturing footprint provides ON with a strategic edge as supply chain security becomes a priority for governments and OEMs, aligning with EV policies and CHIPS Act incentives [4] - Onshoring reduces geopolitical risks for customers and enhances long-term supply assurance, which in turn strengthens ON's pricing power and OEM relationships [7] Financial Outlook - With a market cap of approximately $22.5 billion, ON is projecting revenues of $6.3 billion in 2026 and $7 billion in 2027, alongside $2.9 billion in cash and $800 million in debt [8] - The company has authorized $6 billion for buybacks, suggesting an effective enterprise value of around $13 billion by the end of 2027 [8] - ON is trading at nearly 2x 2027 price-to-sales after buybacks, with a forward P/E of about 20x, expected to drop to roughly 13x by 2027, indicating potential for multiple expansion through execution [8]