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Latest Episodes:

AD #4229 - BYD Sues U.S., Challenges Trump Tariffs In Landmark Lawsuit; Stellantis Sells Canadian Battery Stake For Only $100; Nissan Pivots 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 Far 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

AD #4226 - Tesla Mass Produces Dry Electrodes to Slash Costs By $1 Billion; Analyst Predicts Chinese OEMs Will Launch U.S. Joint Ventures In 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 C 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 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 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 Platf 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

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