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AD #4236 - First Tesla Cybercab Rolls Off Giga Texas Line; China Auto Sales Drop as Domestic Demand Cools; Scout Motors Production Delayed Feb 18, 2026

Show notes

- Tesla Fights German Union as March Elections Loom - China Auto Sales Drop as Domestic Demand Cools - First Tesla Cybercab Rolls Off Giga Texas Line - Scout Motors Production Delayed Until Summer 2028 Report - U.S. Proposes VIN Marking to Stop Converter Thefts - Polestar Slashes 2026 Sales Target Amid Volatile Demand - Stable U.S. Dealer Rooftops Signal Healthy Retail Network

AD #4235 - Ford's 48-Volt "Game Changer": Radical Reduction in Parts; EuroNCAP Pushes for Buttons Over Touch Controls; Canadians Open to Chinese EVs as Import Barriers Weaken Feb 17, 2026

Show notes

- Ford's 48-Volt "Game Changer": Radical Reduction in Parts for $30K Maverick EV - GM Gambles on South Korea: Production Scaling to 500K Units Despite Tariffs - Dodge Wins Durango Hellcat Lawsuit: Judge Rules No Deception - Canadians Now Open to Chinese EVs as Import Barriers Weaken - Rivian to Upgrade Vans with AWD and 30% More Range - EuroNCAP Pushes for Buttons Over Touch Controls - The SDV Dilemma: Maintenance Costs and Residual Value Risks

AD #4234 - Ford’s Farley Advises Trump On Chinese Automaker JVs In U.S.; Stellantis Revives Diesels In EU As EV Sales Cool; Toyota Partners With Joby Aviation To Revolutionize eVTOL Mass Production Feb 16, 2026

Show notes

- Farley To Trump: Force Chinese OEMs Into U.S. Joint Ventures - Chinese OEMs Target Global Mid-Size Pickup Market - Stellantis Defies Market Data with Diesel Resurrection in Europe - VW Faces New Criminal Trial in France - Toyota Teaches Joby Aviation "TPS" To Scale eVTOL Production - Chinese Suppliers Still Struggle with Payments - Cathode Costs Remain the Primary Hurdle for Solid-State Scaling

AD #4233 - China to Ban Yoke Steering Wheels and Mandate Physical Buttons; Trump Admin Eliminates EPA Endangerment Finding; Rivian Stock Surges 25% On 2026 Growth Guidance Feb 13, 2026

Show notes

- China to Ban Yoke Steering Wheels and Mandate Physical Buttons - Trump Administration Eliminates EPA Endangerment Finding in Historic Deregulation - Rivian Stock Surges 25% On 2026 Growth Guidance Despite 2025 Revenue Slump - Waymo Rolls Out 6th-Gen AV Tech Stack Targeting 1 Million Weekly Rides - Canada’s Project Arrow Debuts Next-Gen EV Prototypes - Maextro S800 Outsells Mercedes-Maybach and BMW 7 Series in China - White House Considers Lowering Steel and Aluminum Tariffs to Ease Auto Manufacturing Costs - Mercedes-Benz To Sell Daimler Truck Stake to Boost Finances After 50% Profit Drop

AD #4232 - Model Y Sales Crash in China While ICE VWs Do Well; Mercedes in Dangerous Downward Slide; Nissan Braces for $4 Billion Loss Feb 12, 2026

Show notes

- Mercedes In Dangerous Downward Slide - Nissan Braces for $4 Billion Loss - Geely, BYD and VinFast Bid for Nissan-Mercedes Mexico Plant - BorgWarner Develops Turbine Generator for Data Centers - China Car Sales Plunge as EV Subsidies Vanish - VW ICEs Perform Well While Model Y Sales Crash in China - Price War: China Bans Selling Cars Below Cost - Honda Lends Team USA Its Wind Tunnel

AD #4231 - Ford 2025 Earnings: $8B Net Loss as BYD Overtakes Detroit Giant; Toyota Reveals All-Electric Highlander; China to Set Global Solid-State Battery Standards Feb 11, 2026

Show notes

- Ford 2025 Earnings: $8B Net Loss as BYD Overtakes Detroit Giant - From F-Series to Big Macs: Jim Farley Joins McDonald’s Board - Hyundai Eyes Mass Production as Boston Dynamics CEO Departs - Toyota Reveals All-Electric 2027 Highlander With 320-Mile Range - Mazda Attacks Steering Wheel Stitching to Cut Costs - China to Set Global Solid-State Battery Standards by July - $90,000 Discount: The Used Audi E-Tron GT Is an EV Performance Steal - Blinded by The Light? Gentex Tackles The #1 Driver Complaint

AD #4230 - New Design House Styles Ferrari's 1st EV; Robot Gymnastics Linked to Hyundai Stock Surge; Tesla Details Semi with 1,000+ Horsepower Feb 10, 2026

Show notes

- Cadillac Dealers Predict Tesla Conquests as Model S and X End Production - Tesla Semi Specs Revealed: 1,050 HP Class 8 Eyes Commercial Domination - Hyundai Stock Surges as Atlas Robot Learns Backflips and Cartwheels - UAW Confirms Ford Worker Who Harassed Trump Has No Discipline Record - 72% of German Suppliers Plant to Move Investments Abroad - Honda Earnings Collapse on Tariff Hit and EV Write Off - Honda Restructures: Software and ICE Teams Merge to Survive Asia Slump - Ferrari Posts Strong 2025 Earnings - Ferrari Turns to New Design House for Its 1st Electric Car

AD #4229 - BYD Sues U.S., Challenges Trump Tariffs In Landmark Lawsuit; Stellantis Sells Canadian Battery Stake For Only $100; Nissan Pivots To PHEVs And EREVs To Offset Slow EV Sales Feb 09, 2026

Show notes

- BYD Sues U.S.: Chinese OEM Challenges Trump Tariffs in Landmark Lawsuit - Supreme Court Tariff Ruling: Will BYD Win Its Legal Battle? - China’s Dreame Spends $10M On Super Bowl Ad, Features EV Hypercar - Canada Eyes Chinese EV Joint Venture: A Global Export Hub in The Making? - Nissan Pivots to PHEV: Plug-In Rogue and Frontier to Offset Slow EV Sales - Stellantis Backs Away from Battery Plants in Germany And Italy - Stellantis Sells Canadian Battery Stake to LG For Only $100 - Xiaomi Slashes Miles-Driven to Unlock Hands-Free Driving - Mobis Working on Holographic Windshields: The Future of Navigation?

AD #4228 - Stellantis Abandons Tavares’ EV Goals with Massive $26B Write-Off; The Race to Purge Chinese Code Ahead of March Ban; Did Jim Farley Just Tease Ford’s "Cybertruck" Gigacastings? Feb 06, 2026

Show notes

- Dividend Cancelled: Stellantis Resets as EV Strategy Crumbles - Stellantis Abandons Tavares’ EV Goals with Massive $26B Write-Off - EV Write-Offs Now Bigger Than the GDP of Entire Countries - BYD’s $60 Billion Wipeout: Is the Chinese EV Profit Engine Stalling? - U.S. Rare Earth Revolution: Recovering Metals from Mining Waste - The Race to Purge Chinese Code: Automakers Scramble Ahead of March Ban - Tesla’s China Pivot: Training AI Locally Despite U.S. Tech Restrictions - Toyota Leadership Shakeup: Koji Sato Moves to New "Chief Industry" Role - Fixing the Tech Shortage: Ford and NADA Launch Apprenticeship Program - Ford’s Universal Platform Peek: New Gigacastings To Replace 146 Parts

AD #4227 - VW and UAW Finally Reach Labor Deal; GM Preparing for Economic Downturn; Once Taboo Salvage Titles Now Fair Game Feb 05, 2026

Show notes

- UAW Makes History w/ 1st Contract at Southern Foreign-Owned Plant - GM Preparing for An Economic Downturn - JLR Crippled by Cyber Attack - Volvo Down as EX90 and ES90 Write-Offs Trigger Big Loss - NIO Expects to Post Its 1st Profit Ever - Mercedes, Nissan and VW Forecast Big U.S. Sales Gains - Once Taboo Salvage Titles Now Fair Game - BYD Pushes to Be #1 in Brazil - Changan 1st to Get CATL's Sodium Battery

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