Stephen Wilmot
Wall Street Journal
United Kingdom
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Past articles by Stephen:
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
Nissan and Toyota Set the Bar Lower than GM and Ford
The Japanese car makers both issued cautious guidance, triggering stock selloffs, but could perform better than U.S. peers amid high gas prices and affordability concerns. → Read More
Investors Are Waiting for Vehicle Prices to Drop
Manufacturers need to work with dealers to rationalize the retail process and limit discounting. → Read More
Tesla May Suffer From Twitter Distraction
For Tesla investors, Elon Musk’s involvement in another high-profile company could represent a risk as it would sap time he might spend on the next big thing at the electric-car maker. → Read More
Buying a Tesla Will Remain a Luxury
Faced with rampant inflation in battery costs, Elon Musk appears to be pivoting from a dream of affordable electric vehicles to one of affordable rides in expensive driverless ones. → Read More
Why GM and Ford Stocks Have Driven Off Course
First-quarter sales show up the Detroit auto makers’ relatively weak supply chains and do little to assuage worries about deteriorating demand. → Read More
Activist Investing, Italian-Style: The Battle for Generali
Rival shareholders need to ensure their disagreements put pressure on the insurance giant to improve its performance rather than paralyzing it. → Read More