The Great Compression: The coronavirus pandemic could drive a long-overdue consolidation of the global auto industry (GM, F, FCAU, TSLA, RACE)

· The coronavirus pandemic brought about the previously unthinkable in the auto industry: a near-total global shutdown of production.
· Throughout the industry, a wide-ranging discussion has developed about what the post-COVID-19 car world could look like.
· The industry has long suffered from excessive manufacturing...