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AD #4179 - Solid-State Batteries Getting Overhyped; Subprime Defaults Hit All-Time High; VW Could Use Rivian Architecture for ICEs Nov 13, 2025

Show notes

- Subprime Defaults Hit All-Time High - Solid-State Batteries Getting Overhyped - F1 Team Values on the Rise - Toyota Starts Production at New Battery Plant - VW Could Use Rivian Architecture for ICEs - Apollo Go Robotaxi on Profit Path - Waymo Expanding Onto Freeways - China Considers Vehicle Acceleration Limit

AD #4178 - GM to Suppliers: Get Out of China; U.S. SAAR Drops To 15.3 Million; Peugeot Reimagines Compact Cars Nov 12, 2025

Show notes

- U.S. SAAR Drops To 15.3 Million - Porsche SE Profits Plummet - Polestar Struggles to Stay Listed - Tesla Supercharger Availability on Google Maps - GM Makes Management Moves - GM to Suppliers: Get Out of China - Hesai Lidar Sales Up 230% - Peugeot Reimagines Compact Cars - Mercedes GLB’s Massive Screens

AD #4177 - There's Too Much EV Battery Capacity; Ram Delays New Mid-Size Pickup; EREV Sales Tanking in China Nov 11, 2025

Show notes

- Auto Industry Has Too Much EV Battery Capacity - EREV Sales Tanking in China - Ram Delays New Mid-Size Pickup - VW and Audi Clawing Back Sales in China - Dongfeng Sedan Getting In-Wheel Hub Motors - Kia Restyles the Telluride - Tesla Loses Yet Another Exec. - Xiaomi YU7 Outsells Model Y in China

AD #4176 - Toyota Redesigns Hilux, Offers Diesel, BEV, Fuel Cell; CSP Composite Could Cut ‘Vette Body By 50 Lbs.; Tesla Loses Cybertruck Chi Nov 10, 2025

Show notes

- China Car Sales Drop… - …But Exports Up 28% - Tesla Down Sharply in China - Tesla Loses Cybertruck Chief - Chip Shortage Over--For Now - 43 Weeks of Wages to Buy New Car in Germany - Toyota Redesigns Hilux, Offers Diesel, BEV, Fuel Cell - CSP Composite Could Cut ‘Vette Body By 50 Lbs. - Remembering Renault’s Schweitzer - Autoline Poll on Chevy Sedan

AD #4175 - Ford Considers Axing The F-150 Lightning; Shareholders Approve Musk’s $1 Trillion Pay Plan; China Lowers EV Tax Exemption Nov 07, 2025

Show notes

- Tesla Shareholders Approve Musk’s $1 Trillion Pay Plan - Ford Considers Axing The F-150 Lightning - Tariffs Pushed Car Buyers to Make Earlier Purchases - China Cuts Purchase Tax Exemption for EVs - Honda Posts 25% Decline in Operating Profit - Kia Offering $10,000 Discounts for Its EVs - U.S. EV Sales Slowdown May Only Be Temporary

AD #4174 - Honda Reveals New Modular Hybrid Platform; Bentley Adding Another SUV; Schaeffler Training Humanoids for Production Nov 06, 2025

Show notes

- Porsche Opens 1st Overseas R and D Center - Ford Dealers Getting a Facelift - Polestar Considers Adding Used-Car Centers - Nissan Struggling, But Expects Improvement - Ferrari Posts Strong Third Quarter - Honda Reveals New Modular Hybrid Platform - Bentley Adding Another SUV - Supersports Returns to Bentley - Schaeffler Training Humanoids for Production - New Formula E Cars Get Bigger Battery

AD #4173 - Porsche Cayenne Electric Gets Formula-E Tech; Automakers Urge Extension of USMCA; VW To Develop New In-House Chip Nov 05, 2025

Show notes

- Automakers Urge Extension of USMCA Trade Deal - Car Shipper Warns of Higher Costs to Automakers - EU Plans to Create New Small Car Category - VW To Develop New In-House Chip - Toyota’s Operating Profit Dinged by Tariffs - BMW Posts Strong Q3 Earnings - Porsche Applies Formula-E Tech to Cayenne Electric - Peugeot Teases New Concept

AD #4172 - Chevy Developing New Passenger Car; Tesla Sales Fall in Key Markets; Honda Launching 1st Electric Motorcycle Nov 04, 2025

Show notes

- Chevy Developing New Passenger Car - One Person Named President of GM's Global Markets - Waymo Expanding Like Crazy - Worst Might Be Over for EU Automakers - Tesla Sales Fall in Key Markets - U.S. Sales Likely Dropped in October - Honda's 1st Electric Motorcycle - Toyota Brings Scion Back as Side-by-Side

AD #4171 - Samsung Partners with BMW On Solid-State Batteries; China Eases Export Restrictions on Chips; GM Restructures Software Developmen Nov 03, 2025

Show notes

- GM Restructures Software Development - NextStar Won’t Produce EV Batteries Anytime Soon - Samsung Partners with BMW On Solid-State Batteries - China Eases Export Restrictions on Chips - Renault To Build Geely Vehicles in Brazil - Renault In Talks with China OEMs To Jointly Build Cars - Geely Tops 300K Monthly Sales For 1st Time - Waymo Eyes Canada Expansion - Toyota Reveals Fuel Cell Powered Tacoma Concept

AD #4170 - Ram to Get 1st SUV in 2028; Kia Delays EV4 Launch in U.S.; VW Group Posts €1.3 Billion Net Loss in Q3 Oct 31, 2025

Show notes

- Ram to Get 1st SUV in 2028 - BYD’s Q3 Net Profit Plunges 33% - VW Group Posts €1.3 Billion Net Loss in Q3 - VW Wants to Share More Platforms - Kia Delays EV4 Launch in U.S. - Cadillac Boosts Celestiq Starting Price By $60,000 - Ford Revives Engine Plant in India - NEVs Account For 60% Of China Sales in October - Gasoline Use in China Drops Because Of EVs

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