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Car Charts

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

Newsletter · By Glenn Mercer · Official site

Indexed issues, last 90 days
5
Latest publication
Aug 18, 2026
Audience
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Jul 17, 2026
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Latest issues

  1. Issue · Aug 18, 2026

    The market can stay irrational... (opens the original)

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    (Attributed to John Maynard Keynes, possibly apocryphally.)We All Know the Chinese car market is in trouble. Evidence, with sources:Thanks for reading Car Charts! Subscribe for free to receive new posts and support my work.

  2. Issue · Aug 4, 2026

    "I have a very specific set of skills... (opens the original)

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    (With apologies to Liam Neeson for mangling his famous movie line, and with thanks to Jalopnik for leading me to this study.)Throughout the history of the automobile there has been debate about car prices, specifically in today’s case as to whether fixed (“no-haggle”) or variable (negotiable) prices are optimal, from the point of view of the customer, or the dealer, or the car manufacturer. Some observers have asserted that the tradition of haggling price reaches all the way back to when horses

  3. Issue · Jul 20, 2026

    Yet another take on affordability (opens the original)

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    You already know the accepted wisdom: new cars are too expensive, and so there is an Affordability Crisis. Depending on your politics, the crisis is said to generate multiple negative effects (and the list goes beyond these):It’s hurting industry profits (OEMs, dealers, lenders, et al.) because fewer new cars are being sold. (My rebuttal: would you rather sell 90 cars at $2,000 profit each, or 100 at $1,000?)It’s pricing young people out of the new car market, forcing them to buy used cars, and

  4. Issue · Jul 20, 2026

    Sometimes economics does work (opens the original)

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    This week’s Intel Report from the inimitable Steve Greenfield over at Automotive Ventures summarizes and links to a great Bloomberg article on Singapore’s ongoing efforts to reduce traffic delays, specifically the latest upgrade in the city-state’s half-century-old congestion pricing scheme. (In brief, the country is moving to a satellite-based system that will more accurately price road usage, reducing the distortions caused by fixed

  5. Issue · Jul 17, 2026

    We didn't start the fire... (opens the original)

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    Apologies to Billy Joel.1 And thanks to Marginal Revolution for the referral to David Oks, who wrote about why American ambulance rides are so expensive.2 David’s post led naturally from ambulance services to fire-fighting services, and thus to fire departments, and thus to firetrucks — and thus the relevance to the vehicle-oriented Substack you are currently reading. Preliminaries now complete!<di

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