Reletter
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Car Charts

Glenn Mercer

(Mostly) charts and graphics on the car business, with commentary, periodically. Drawing by Stan Mott, RIP.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues176Founded4 years agoLast Issue13 days ago
Active

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Artwork for Car Charts

Latest Issues

Quick Hit #3: Affordability AGAIN

Again, is there a new-car affordability “crisis” or just an affordability “challenge”? Majority opinion in the industry is there is a crisis, as in: customers are over-extended, subprime risk is soaring, negative equity is out of control, a...

13 days ago

Quick Hit #2: Why Don't We Do It In The Road?

As you know, we often post on the intersection of culture and the automotive ecosystem. Well, part of life is — err, um — procreation. In other words, sex. And cars and sex have always gone together. Sex helps to sell cars; cars can take yo...

13 days ago

Quick Hit #1: Toyota Wakes Up?

There has been a lot of chatter in recent years about how Toyota has missed the boat on BEVs, been asleep at the EV wheel, lost the electrification plot, etc. It is definitely true that the firm from the Abundant Rice Fields has focused its...

15 days ago

USA Car Culture Classic: The Drive-in Movie

As this blog is about the intersection of cars and society in the USA, if it is about anything, then we had to eventually get to the drive-in. Since the ozoner1 is not well known outside the USA, we’ll quote the Wikipedia definition to star...

23 days ago

It's Not Just Detroit

Recently, I wrote about the global retreat of the Detroit 2/3 (precise count depends on where you put Stellantis), showing a chart of their decline. (From work done by Bernstein SG using IHS data. My thanks as always.)

I stand by the chart...

25 days ago

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  • Glenn Mercer

    Automotive infovore: focused on the economics of the industry from end to end. Not another car blog - a car industry blog.

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