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PULSE · Insights

Cost signals, explained.

Short, data-led analysis of the forces moving automotive production costs — freight, steel, energy, labour, chips and EV demand.

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Bar chart of EV demand change year on year by region, August 2026: North America −40.1%, Greater China −8.9%, Middle East/Africa +7.3%, Japan/Korea +24.0%, Europe +36.4%, South Asia +97.0%, South America +178.6%
EV demand/

Same technology. Opposite momentum.

The signalAugust EV demand: North America −40.1% year on year, Europe +36.4%.
2 min read→
Q4 2026 contract-price forecasts, quarter on quarter: DRAM +10–15%, NAND Flash +15–20%
Electronics/

Which chips are driving the electronics bill?

The signalDRAM contract prices are forecast +10–15% and NAND +15–20% in Q4 2026 — but chip prices are not moving together.
5 min read→
PULSE graphic: Diesel costs, temporary relief — G7 100-million-barrel reserve release and US 24.4 cents per gallon tax deferral for red-dyed diesel
Planning/

AI can help build your budget. Can you defend its assumptions?

The signal71% of finance leaders would reject a 99%-accurate AI tool that cannot explain its answers.
3 min read→
Bar chart of indicative hourly automotive labour costs in USD: USA 43.1, Germany 42.1, South Korea 23.8, Japan 24.5, Hungary 16, down to Vietnam 2.4, Indonesia 1.7 and India 1.6
Labour/

Automotive labour costs: the gap remains wide—but lower-cost markets are moving

The signalOne hour of labour costs ~$43 in the US and Germany versus under $2 in India — but low-cost markets are moving fast.
5 min read→
Line chart of diesel pump prices in 2026, January to 17 September, in USD per US gallon for the US, Germany, Hungary and Japan
Energy/

Diesel costs: how much temporary relief belongs in a 2027 budget?

The signalReserve releases and tax relief ease near-term diesel costs — they do not fix the underlying supply squeeze.
4 min read→
Steel HRC price change since 2025: USA +45.2%, Brazil +22.5%, Germany +21.3%, Korea +14.3%, Indonesia +9.9%, China +8.9%, Turkey +7.6%
Raw materials/

Same steel. A different cost pressure.

The signalUS HRC steel is up 45.2% since the 2025 baseline — almost six times the 7.6% rise in Turkey.
3 min read→
Bar chart of container rates: Shanghai to New York $9,333 (+160% YoY) and Los Angeles $6,818 (+150%), versus Genoa $4,866 (+75%) and Rotterdam $4,287 (+70%)
Logistics/

Container freight costs are diverging: why one global rate no longer tells the story

The signalChina–US container rates are up ~150–160%; routes into Rotterdam and Genoa have moved far less.
6 min read→

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