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Latest Episodes:

AD #4226 - Tesla Mass Produces Dry Electrodes to Slash Costs By $1 Billion; Analyst Predicts Chinese OEMs Will Launch U.S. Joint Ventures In 2026; Ford Talks with Geely To Fill Excess Factory Capacity in Spain Feb 04, 2026

Show notes

- Ford Talks with Geely To Fill Excess Factory Capacity in Spain - NADA CEO Mike Stanton Calls Chinese Car Imports "Bad for Consumers” - Analyst Predicts Chinese OEMs Will Launch U.S. Joint Ventures In 2026 - Tesla Mass Produces Dry Electrodes to Slash Costs By $1 Billion - Uber’s Margin Squeeze: Lower Profits Today, More Robotaxis Tomorrow - Renault To Build EV Motors in France Using Chinese Components - $4 A Day for A New Car: China’s 8-Year Loan War Begins - Honda And Mythic Co-Develop Energy-Efficient Ai Chips for SDVs - Singing Fish and Grizzly Bears: Jeep’s "Cruel" New Cherokee Ad

AD #4225 - Most Dealers Not Recouping EV Investments; Waymo More Valuable Than Most Automakers; Toyota and Honda Overtake the Detroit 3 in Canada Feb 03, 2026

Show notes

- Most Dealers Not Recouping EV Investments - Waymo Now More Valuable Than Most Automakers - Toyota and Honda Overtake the Detroit 3 in Canada - Denso Cuts Forecast But Still Expects Record Year - Porsche Could Scrap Next-Gen 718 EV Models - Chinese Researchers Develop Breathable Silicon Anode - Jag Skips Skateboard Chassis for Lower Seating Position - Microvision Gets Lidar Tech for Pennies on the Dollar

AD #4224 - Is Ford Eyeing Chinese Partners to Save Blue Oval City?; Scout Pivots to EREVs as 85% Of Customers Reject BEV; Canada Demands GM Pay Back Millions in Subsidies Feb 02, 2026

Show notes

- Is Ford Eyeing Chinese Partners to Save $5 Billion Blue Oval City? - BYD Sales Plummet 30% In China - Canada Demands GM Pay Back Millions in Subsidies - Slate “Aspires” To Expand Model Line-Up - Scout Pivots to EREVs as 85% Of Customers Reject BEV - Jaguar ThermAssist Cuts EV Heating Energy 40% - Porsche Double-Sided Battery Cooling a World First - Vintage Vibes: U.S. And EU Vehicle Fleet Getting Older and Older

AD #4223 - BMW Vs. Lexus: 2025 U.S. Luxury Car Sales Rankings; CATL Sodium-Ion Batteries: Pivot From Lithium; California EV Incentives: CARB Launches $200M Program Jan 30, 2026

Show notes

- Lithium Pricing Crisis Pushes CATL To Accelerate Sodium-Ion Car Batteries - The Scout Standoff: Why Audi Is Stuck in Import Limbo - Luxury Leaderboard: BMW Keeps the Crown, Cadillac Climbs the Ranks - Detroit Three Meet with CARB as California Launches $200M EV Incentive Program - Canada and South Korea Sign Auto Manufacturing Deal; Could Hyundai Take Over GM’s CAMI Plant? - Stellantis Denies UAW Claims Of 7-Month Delay for Belvidere Jeep Plant - New Mercedes S-Class Debuts with 60-Mile PHEV Range and Advanced L4 Hardware - Mercedes Partners with Nvidia and Uber For L4 S-Class Robotaxi Service

AD #4222 - Tesla Scraps Model S and X in Pivot to AI, Robots; EV Battery Degradation Lower Than Expected; Toyota Crushed the Competition Jan 29, 2026

Show notes

- Tesla Scraps Model S and X - Tesla's Profit Plummets 46% - Tesla to Build Own Chips Amid Geopolitical Risk - EV Battery Degradation Lower Than Expected - VW Launches New SDV Architecture in China - U.S. Tariffs Cost Hyundai and Kia Billions - Toyota #1 Automaker Again - China's Chery Eyes Underused JLR Plants - Xiaomi 1st Chinese Brand in Gran Turismo

AD #4221 - Used EVs Have Lowest Ownership Costs; GM’s Billion-Dollar Subscription Surge; Lisa Drake To Lead Ford Energy Jan 28, 2026

Show notes

- Used EVs Have Lowest Ownership Costs - Lisa Drake to Lead Ford Energy - Renault Bets on India As World’s New Growth Market - Stellantis Slashes Prices Putting Volume Over Profits in Europe - Genesis Europe Ditches Direct Sales, Goes with Dealers - GM’s Billion-Dollar Subscription Surge - Ford BlueCruise Usage Skyrockets As F-150 Drivers Embrace Hands-Free Tech - Mercedes Rejects U.S. Pressure to Move HQ To U.S. - Heavy-Duty Electric Trucks Outsell ICE in China

AD #4220 - EVs Overtake Gas Cars in Europe for 1st Time in History; Why GM Stock Jumped Despite 77% Profit Drop; Ford Maverick EV: CE1 Platform Details and Production Dates Jan 27, 2026

Show notes

- European 1st: BEVs Outsell Gas Cars - BYD and SAIC Outpace European Rivals - Cupra Outsells Seat - GM Stock Up Despite Profit Drop - Trump Threatens Higher Korea Tariffs - American Axle Becomes Dauch Corp. - China Expands EREVs to Commercial Vehicles - Pickup Sales Hit 5-Year High in China - Far-Right Union Challenges Germany's IG Metall - Production Details for Ford's UEV Platform

AD #4219 - Trump’s Surprise Pivot To Chinese Automakers; How Scout’s U.S. Factory Could Backfire On VW; The Great Chinese Shakeout: 8,000 Dealers Close Jan 26, 2026

Show notes

- Trump Opens the Door to Chinese Car Plants in The U.S. - 8,000 Dealers Gone: The Brutal Restructuring of China’s Auto Market - Porsche’s 1,156-HP Electric Cayenne Aims to Save Its Chinese Business - India Slashes Tariffs on EU Cars To 40%—Is an Export Boom Coming? - No More Discounts? Chinese EVs Pivot to Ultra-Low Interest 7-Year Loans - China Hits 469 Million Vehicles—The Scale of The Global Leader - Why Audi Is Losing Its U.S. Plant Hopes

AD #4218 - Tariffs Bite: GM Brings Buick Envision Manufacturing to The U.S.; Trump’s New “Escalade” Is Likely a Heavy-Duty GM Truck in Disguise; China’s Price War Turns Li Auto into A Short Seller’s Dream Jan 23, 2026

Show notes

- Trump’s New “Escalade” Is Likely a Heavy-Duty GM Truck in Disguise - Can BMW Crack America’s Full-Size SUV Market with An X9? - Tariffs Bite: GM Brings Buick Envision Manufacturing to The U.S. - Congress Keeps Drunk-Driving Tech Mandate Alive - Chinese Automakers Go Shopping as Nissan Dumps Overseas Capacity - China’s Price War Turns Li Auto into A Short Seller’s Dream - Renault Skips Selling Cars in China—But Wants Its Tech and Suppliers - Why GM and Ford Want You Banking Where You Buy Your Car - Toyota Study Challenges the Myth That PHEVs Don’t Get Charged

AD #4217 - Hyundai Union: "Not a Single Robot"; Geely's Roadmap to Overtake GM; VW, Audi Dealers Sue Colorado Jan 22, 2026

Show notes

- VW, Audi Dealers Sue Colorado - VW's "Slash and Burn" Cost-Cutting - Canadians Who Are Against Chinese EVs - Automakers Squeeze Suppliers in China - Used EVs Hit Market at Record Rate - Volvo Unveils EX60 EV - Hyundai Union: "Not a Single Robot" - Geely's Roadmap to Overtake GM

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