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Latest Episodes:

AD #4149 - OEMs Step Up to Replace EV Incentives; U.S. Market Share Winners and Losers; BYD's Sales Drop Oct 02, 2025

Show notes

- OEMs Step Up to Replace EV Incentives - Hyundai Slashes IONIQ 5 Price - Hyundai Simplifies Kona EV Lineup - Stellantis Wants to Sell Free2Move - Dodge Axes Top EV Charger Trim - BYD's Sales Drop - Renault and Chery Talk Joint Assembly and Sales - U.S. Market Share Winners and Losers - GM Shows New Lunar Rover

AD #4148 - German EV Sales Surge w/out Subsidies; U.S. DoE Invests in Lithium Mine; BMW Runs Hydrogen Pipeline into Assembly Plant Oct 01, 2025

Show notes

- U.S. EV Sales Surge Ahead of Subsidy Wipeout - Farley Says EV Sales Will Drop 50% - German EV Sales Surge w/out Subsidies - U.S. DoE Invests in Lithium Mine, Processing - Ford Tops EV Sales in Canada - France Incentivizes Non-Chinese EVs - QuantumScape and Corning Partner for Solid State Batteries - Zoox Robotaxis Headed for Washington DC - WeRide and Uber Partner in Abu Dhabi - BMW Runs Hydrogen Pipeline into Assembly Plant - AAH: Carbon Capture for IC Engines

AD #4147 - Ford Says New Truck Not Really a Pickup; Tesla Cybercab Production Moved Up; GM and Ford Creatively Extend EV Credit Sep 29, 2025

Show notes

- GM and Ford Creatively Extend EV Credit - Tesla Cybercab Production Moved Up - Honda Building Tesla-Like Rockets - Ford Says New Truck Not Really a Pickup - Toyota Improving in China - Toyota Exports RHD EVs from China - Buick Launches L7 Sedan in China - Porsche Engineering and Digital to Merge - Digital Lidar Critical for Robotaxis

AD #4146 - Used EVs Are Hottest Segment in U.S.; European Suppliers Beg for EU’s Help; BYD Slashed Japan Prices 50% Sep 29, 2025

Show notes

- European Suppliers Beg for EU’s Help - BYD Slashed Japan Prices 50% - Xiaomi To Sell Cars in Japan In Smart Phone Stores - Used EVs Are Hottest Segment in U.S. - JLR Slowly Restarting After Cyber Attack - GM Reopens Tech Center After Legionnaire’s Disease Scare - Stellantis Appoints New CFO - Mercedes Speeds Up Tech Development - Porsche and BASF Test Chemical Recycling - Retractable Door Handles Poll Results

AD #4145 - Trump Slaps 25% Tariff on Heavy-Duty Trucks; BYD Continues Price War in China; Dreame Technology Rips Off Rolls-Royce Cullinan Sep 26, 2025

Show notes

- Trump Slaps 25% Tariff on Heavy-Duty Trucks - Bosch Cutting 13,000 Jobs - Volkswagen Pauses Production at German EV Plants - JLR Restarts Some Operations - BYD Continues Price War in China - Dongfeng, Xpeng and Xiaomi Expand EU Growth - China to Require EV Export Permits - Xiaomi Launches Customization Service - CATL To Start Shipping Sodium-Ion Batteries Next Year - Dreame Technology Rips Off Rolls-Royce Cullinan

AD #4144 - Cybersecurity Now Influencing Car Buyers; Acura Kills Off the ZDX; Waymo Launches Corporate Accounts Sep 25, 2025

Show notes

- European Car Sales Up in August - U.S. Started Applying New EU Tariffs - GM Extends Shutdown for Legionnaires Disease - Cybersecurity Influencing Car Buyers - Acura Kills the ZDX After 1 Model Year - Honda Prologue Gets Big Discount - Waymo Launches Corporate Accounts - Toyota Opens Woven City to Residents - New CLA Gets China-Specific ADAS Tech - Mercedes to Keep Entry-Level Car Around

AD #4143 - Data Centers Use 10X Electricity of EVs; North American OEMs Cutting Overcapacity; Tariffs Not Helping U.S. Auto Industry Sep 24, 2025

Show notes

- Stellantis Shutdowns Spread to 6 More Plants - North American OEMs Cutting Overcapacity - Data Centers Use 10X Electricity of EVs - Nissan Gives Sentra a Refresh - Mercedes Deepens Ties with Chinese Tech Companies - Mercedes Replaces CTO - Ford Consolidates Sales Ops in China - China Writes Rules for Door Handles - Tariffs Not Helping U.S. Auto Industry

AD #4142 - Chinese Double Car Sales in Europe; Jeep Cancels Gladiator PHEV; Cali. Gov. Blames GM CEO for Overturning ICE Ban Sep 23, 2025

Show notes

- Chinese Double Car Sales in Europe - Stellantis Closes Assembly Plant for 2 Weeks - EU ICE Ban Will Create Sales Rush, Followed by Slump - Cali. Gov. Blames GM CEO for Overturning ICE Ban - Jeep Cancels Gladiator PHEV - Opel Uses Lighting to Communicate with Pedestrians - Mercedes F1 Tests Sustainable Carbon Fiber - Bentley Offers Dog Accessories - Original Mazda Miata Designer Dies

AD #4141 - Truck Sales a Danger Sign for U.S. Economy; Nissan Developing FSD-Like System; California Can't Afford $7,500 EV Rebate Sep 22, 2025

Show notes

- Danger Sign- U.S. HD Truck Sales Plunge - Buffett's Berkshire Hathaway Sells Its BYD Stock - BYD Yangwang U9 Xtreme Goes 308 MPH - Aptiv to Sell EDS Unit - Nissan Developing FSD-Like System w/ Wayve - Tesla Gets Robotaxi Approval in Arizona - California Can't Afford $7,500 EV Rebate - Hackers Target Stellantis - Cadillac Optiq RWD is $52,395 - Porsche Pivots Away from EV Strategy

AD #4140 - VW Starts Passing Tariff Costs to Consumers; Tier 1s Need Junk Bonds to Raise Capital; XPeng Says L4 Is Easier Than L2 Sep 19, 2025

Show notes

- VW Starts Passing Tariff Costs to Consumers - EU Gets Its First Rare Earth Magnet Factory - Honda Opens New Recycling Center in Ohio - U.S. Senate Approves New NHTSA Director - Tier 1s Need Junk Bonds to Raise Capital - NVIDIA Invests in AV Company From UK - Waymo Gets into Public Transportation in Arizona - XPeng Says L4 Is Easier Than L2

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