Archive - grada

The managed decline of Australia’s fuel supply

March 2026 was not a surprise. It was the predictable consequence of a deliberate policy architecture.

Mar 20 • Matt Poll

February 2026

Bapcor's engine seized

Automotive aftermarket: Bapcor 1H26 update

Feb 27 • Matt Poll

Its tough at the top and very, very public

2026 exits (so far) of public company CEOs

Feb 25 • Matt Poll

ARB has 58% gross margins in a 25% industry

Automotive aftermarket: ARB Corporation strategy breakdown ASX:ARB

Feb 25 • Matt Poll

GPC has the biggest chequebook in auto parts but it might not matter

Automotive aftermarket: GPC Asia Pacific strategy breakdown NYSE:GPC

Feb 25 • Matt Poll

Bapcor's real problem: 42 ERPs and no theory of winning

Automotive aftermarket: Bapcor strategy breakdown ASX:BAP

Feb 25 • Matt Poll

The A$21 billion fight for your mechanic's first call

Sector analysis: Australian automotive aftermarket

Feb 23 • Matt Poll

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