Stephen Wilmot, Wall Street Journal

Stephen Wilmot

Wall Street Journal

United Kingdom

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Past articles by Stephen:

Rivian’s Rally Makes No Sense—Unless It Raises Cash

Shares in the electric-vehicle startup are on track for a record-breaking streak of gains that it could exploit to shore up its balance sheet. → Read More

As Lordstown Motors Dies, Lordstown’s EV Business Survives

Lordstown, Ohio, will remain a hub for the EV industry, due in part to Taiwanese manufacturing giant Foxconn. → Read More

Investors Can Stop Worrying About Toyota’s EV Strategy

Toyota’s electric-vehicle strategy is turning a corner. If that wasn’t already clear, it should be now. Shares in the world’s largest automaker rose more than 5% after an [event in Tokyo that showcased its next generation of EVs]( → Read More

Tesla Has Won the EV-Charger Wars

GM’s decision to follow Ford in joining Tesla’s network paves the way for a single, open U.S. electric-vehicle charging standard. → Read More

Less Haggling, More Upselling: How EVs Will Change How You Buy a Car

Car manufacturers’ new selling strategies, including nonnegotiable pricing and over-the-air updates, promise a better experience for the consumer, but at a cost. → Read More

EVs Have a Hole Big Enough to Drive a Hydrogen Truck Through

A technology-sharing deal between Toyota and Daimler focused on heavy-duty trucks signals the onset of costlier times for big-rig makers. → Read More

Tesla’s Price Cuts Are Good for Lithium

To follow the money in one of today’s hottest commodity markets, investors should look at company results rather than headline prices. → Read More

Falling Car Prices Will Slow Detroit’s Profit Machine

Used-vehicle values recorded a sharp decline in 2022, and new cars may now be following their lead. → Read More

The World Needs More Lithium, and Pilbara Can Help

The tight supply chain for electric vehicles should benefit Sydney-listed lithium miner Pilbara Minerals. → Read More

Porsche Is a Great Company. Shame About the Governance.

The German sports-car brand gave itself new targets ahead of its initial public offering. It also needs to reassure investors that it can act independently of its owner Volkswagen. → Read More

Hyundai and Kia Are Challenging Tesla. Chinese Brands Could Be Next.

Hyundai Motor’s success—particularly with electric vehicles—could offer a template for Chinese manufacturers with similarly global ambitions. → Read More

Tesla’s Bumpy Quarter Might Be About More Than Lockdowns in China

Second-quarter earnings later this month offer investors a chance to quiz Elon Musk on a bewildering run of news, from job cuts to “money furnaces.” → Read More

Recession Might Not Be the Big Risk for Car Stocks

Supply constraints make a return to 2008-style discounting hard to imagine. The question is what will happen when those constraints end. → Read More

Luxury Car Makers Drive Formula One to Survive

The motorsport offers manufacturers a growing audience, falling costs and the kind of emotional marketing they may want more of as cars go electric. → Read More

Ferrari Needs to Bring Supercar Pep to EVs

The question of properly differentiating its electric vehicle is all-important for Ferrari, and it went to lengths to persuade investors that it has the answers → Read More

Investing in Electric-Vehicle Commodities Is Harder Than It Looks

Elliott Management’s $456 million lawsuit against the London Metal Exchange for canceled nickel trades highlights the problem with buying into trendy but niche battery metals. → Read More

Big Oil Has a New Unknown: Taxes

The new U.K. “energy profits levy” shows how easily policy can be usurped by politics, bringing more unpredictability to the energy transition. → Read More

Toyota Revs Up Race With Tesla

The first purpose-built electric vehicle from the world’s best-selling auto brand is an important test case for the industry’s transition to battery technology. → Read More

Mercedes-Benz’s Luxury Pitch Needs Tougher Road Testing

Consumers see the German car brand as more luxurious than investors do. Only smooth driving in stormy conditions can bridge the gap. → Read More

Quitting Russia Could Be Just the Start of Renault’s Shake-Up

The French car maker has swerved from crisis to crisis in recent years. Finally it is coming up with bolder responses. → Read More