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Alien Invaders: The "No Surprise" Invasion - Part 1
Traditional car manufacturers transitions to NEV/EV is an invasion of their own customer base. Many are losing margins and customers.
Arnold Kwong
Aug 2, 20242 min read


Dynamic India: The Indian and EU Marketplaces Share Regulatory Attitudes
India wants to regulate the design of iPhones. Apple pushes back against rules for personal device chargers. Ministries are in conflict.
Arnold Kwong
Dec 5, 20233 min read


Alien Sighting: Tesla Keeps the Pressure Up - Part 2 Fewer Choices for Competition
Tesla's new CyberTruck will hurt competitors in more ways. Old strategies and choices to reduce pressure won't work against Tesla.
Arnold Kwong
Nov 30, 20233 min read


Alien Sighting: Telsa Keeps the Pressure Up - Part 1 Strategy as Pressure
Tesla's strategy at Cybertruck launch reduces business choices for global competitors. Multiple tactics keep pressure on other vehicles.
Arnold Kwong
Nov 29, 20233 min read


Alien Sighting: A takeover is aimed at Tesla
Tesla's competitors want the same manufacturing cost benefits. USA, EU, and Chinese plants will get the same methods to save money.
Arnold Kwong
Nov 21, 20233 min read


Alien Sighting: Tesla Disrupts Global Vehicle Marketing
Tesla disrupts car markets globally. Competitors see losses while Tesla profits. Price cuts and business models pressure traditional makers.
Arnold Kwong
Nov 20, 20232 min read


Alien Invaders: Catching the Wind is Hard - Part 4 Manufacturing
Global manufacturers are facing large money losses as wind energy rollouts go to scale. Green energy transformations are hard to sustain.
Arnold Kwong
Nov 14, 20232 min read


Alien Invaders: Catching the Wind is Hard - Part 3 Materials, Making, and Total Cost of Ownership
Costs for wind energy materials, manufacturing, and operations are climbing fast. Total cost of ownership is going up. See why and what.
Arnold Kwong
Nov 9, 20232 min read


Alien Invaders: Catching the Wind is Hard - Part 2 Financing Blows Up
Wind is huge in green energy transformation plans. Wind was going to invade electricity generation being cheap. See what's happening now.
Arnold Kwong
Nov 8, 20232 min read


Alien Invaders: Catching the Wind is Hard - Part 1
Wind Energy is key for green energy transformation. Global problems with wind technology/financing make goals hard to get. See why here.
Arnold Kwong
Nov 6, 20232 min read


Dynamic India: Crude Benefits Aid Changes
Reliance and refiners benefit from Russian crude as global prices shift. Opportunities for policy/ investment changes can benefit long term.
Arnold Kwong
Nov 4, 20232 min read


Dynamic India: Achieving Global Leadership in Vehicles - Part 3
Disadvantages lead to advantages in a Dynamic India for opportunities if actions of governments, enterprises, and talent combine.
Arnold Kwong
Oct 20, 20232 min read


Where is the Data: The Fake Airplane Parts Can Kill Crisis - All Manufacturing Must Act
All manufacturing must act to be traceable. Aircraft crashes are easy to see. Traceability is hard to do and to use. Costs are a big factor.
Arnold Kwong
Oct 19, 20233 min read


Where is the Data: The Fake Airplane Parts Can Kill Crisis - What Airlines Found Fraudulent Fakes
A UK parts supplier-AOG caused global grounding of airplanes. Suspect Unapproved Parts-Fakes could cause jet engine failures inflight.
Arnold Kwong
Oct 19, 20233 min read


Where is the Data: The Fake Airplane Parts Can Kill Crisis - Traceability
Everyone wants traceability and no one wants to pay for it. Manufacturing traceability is critical and only a part of larger controversies.
Arnold Kwong
Oct 17, 20234 min read


Dynamic India Preventing Shocks from a Crude Situation
Cheap Russian crude creates opportunities to improve a Dynamic India's efficiencies before the temporary benefit of global sanctions stops.
Arnold Kwong
Oct 17, 20233 min read


Dynamic India: Achieving Global Leadership in Vehicles - Part 2
Stellantis & Foxconn will expand global market critical software development in a Dynamic India. Key reasons to choose India for development
Arnold Kwong
Oct 13, 20232 min read


Dynamic India: Achieving Global Leadership in Vehicles
Stellantis will invest in India to create the software for their global vehicle platforms. This analysis looks at what's planned and why.
Arnold Kwong
Oct 13, 20232 min read


Where is the Data: The Fake Airplane Parts Can Kill Crisis - Finding the Fake Parts
The Crisis requires finding Suspect Unapproved Parts/Fakes from AOG with expensive queries across years of records. These are the questions.
Arnold Kwong
Oct 13, 20233 min read


Where is the Data: The Fake Airplane Parts Can Kill Crisis - Who has the data
Forged Certificates came with fake parts. Who has the data proving fake parts in each step in the supply chain to where they are installed.
Arnold Kwong
Oct 13, 20233 min read
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