Stephen Wilmot, Wall Street Journal

Stephen Wilmot

Wall Street Journal

United Kingdom

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Recent:
  • Wall Street Journal
Past:
  • Cashay

Recent articles by Stephen:

The Scramble for EV Battery Metals Is Just Beginning

Global miners have an opportunity to sell ESG-friendly natural resources to the automotive and energy industries, but it will require investment. → Read More

Nissan Has a Ways to Catch Up

Nissan was a pioneer in all-electric vehicles with the Leaf model, which was first introduced 11 years ago, but it has been preoccupied with an operational turnaround focused on reducing its production capacity and restoring a dented brand, particularly in the U.S. → Read More

It Isn’t Just Tesla’s Stock That Needs to Slow Down

Elon Musk boosters and sceptics alike might agree that the car industry’s aggregate market value leaves too little room for error. → Read More

Rivian Is Hot, But EVs Aren’t at Glasgow Climate Summit

The failure of COP26 to deliver a widely supported EV pledge may be an early sign that the debate around decarbonizing the auto industry is getting more sophisticated. → Read More

Driverless ‘Robotaxis’ Arrive at the Stock Market

The newly listed shares of Aurora Innovation will be a key gauge of investor interest in autonomous vehicles, particularly for private peers Waymo, Cruise and Argo AI. → Read More

Rivian’s $60 Billion EV Challenge to Detroit

If the electric-vehicle startup comes even close to justifying the valuation targeted in its initial public offering, Detroit has a real problem. → Read More

Stock Market’s New EV Joy Ride Ignores Supply Risks

Investors who are jumping back into electric vehicles should heed the lessons of this year’s semiconductor shortages. → Read More

Taking on Tesla Comes at a Cost for GM

The Detroit car maker’s third-quarter results contained a warning that its EV-centric growth strategy will require substantial investments. → Read More

Supercar Makers Skid Into EV Era

Lamborghini has grown rapidly in recent years within the Volkswagen group, but now needs to confront battery technology and more competition from Ferrari. → Read More

Cars Are Making Money Like Homes—For Now

The unprecedented jump in used-vehicle prices has made it a great time to own a vehicle, but it might be storing up problems. → Read More

The Latest Slump in Car Sales Has Winners and Losers

As the third-quarter results season approaches, BMW is weathering the microchip storm better than GM, and car dealers seem to be coping better than component suppliers. → Read More

GM Needs to Walk the Tesla Talk

The company painted a wildly ambitious picture of growth at its much-anticipated 2021 investor conference. What investors really need from the company, though, isn’t more talk. → Read More

Volvo’s IPO Shows How Legacy Car Makers Can Clean Up

The $25 billion valuation mooted for the Swedish manufacturer would put it at a premium to much of the sector—and not just because of its stake in a hot EV startup. → Read More

The Great Car-Chip Shortage Will Have Lasting Consequences

Semiconductors have become a strategic component for car makers. First they will increase inventories, then some might design their own. → Read More

EV Battery Investments Are Getting More Political

Mercedes-Benz and Ford have both made bets this week on unproven battery companies. What they offer instead is localism. → Read More

Detroit’s Hopes to Be Valued More Like Tesla Hit Roadblocks

The pandemic has shown that old-school car stocks like GM and Volkswagen are still driven more by sales than high-profile technology developments → Read More

Toyota and BMW Are Auto Industry’s Contrarian Investors

While General Motors and Volkswagen are betting the farm on electric vehicles, Toyota and BMW have stressed the importance of transition technologies and wider decarbonization measures in the industry’s shift to a cleaner future. → Read More

Lithium Booms in the Battle for Electric-Vehicle Batteries

Lithium has a better claim than most commodities to be the “new oil.” It even comes with the latest geopolitical baggage. → Read More

Why the Hype Around Battery Startup QuantumScape Is Discharging

The former stock-market darling still has a market value of $10 billion, which is a lot to take on little but hope and trust. → Read More

The Scooter Wars Are Coming to the Stock Market

Electric bikes and scooters may be better for the planet than for your portfolio. → Read More