Global Autos Daily: Market Update

Research evidence excerpt

Global Autos Daily: Market Update

softer supply-demand balance. These data points suggest that

we should be open to reconsidering whether the global balance could tilt back to

oversupply either more quickly than we expected, or to a greater degree than

expected (i.e., larger surplus) as of the World Outlook where we suggested that a

post-conflict surplus of 4 mmb/d could emerge. (See details here)

Thematic Research - AI twist in the tale for Anthropic's Fable and Mythos (Cox)

If you want to understand the implications of the abrupt switching off of Anthropic’s

Claude Fable 5 and Mythos 5 AI models globally due to US national security orders,

just consider the likely reaction in the corridors of OpenAI, Washington and

Brussels. The US Commerce Department issued an export control directive late on

Friday to suspend all access by foreign nationals to Anthropic’s most advanced

models, prompting Anthropic to disable access to all customers to ensure

compliance. What could this latest twist in the tale mean for a company growing at

breakneck pace; its now smaller rival, whose ChatGPT chatbot is still the byword for

AI outside Silicon Valley; a US government that sees an existential threat from

China; and European governments already painfully aware of the continent’s

lagging position in the AI race? (See details here)

Thematic Research - Is the Ceasefire a reset: Iran, the US and the Middle East

they can’t restore (Belopolsky)

The US and Iran have announced a framework agreement to end hostilities, setting

the stage for a formal signing in Switzerland and sending markets rallying with oil

tumbling. This landmark deal, a potential "win" for the Trump administration, Iran's

resilience, and Israel's strategic gains, redefines the Middle East landscape.