Automotive News Daily Drive

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July 2, 2026 | Honda CR-V tops first-half sales; why DRAM shortage hits autos especially hard Jul 02, 2026

Show notes

Honda’s CR-V dethrones the F-150 as America’s best-selling vehicle through the first half of 2026. Nissan’s CEO pushes back on Renault alliance fracture talk. Plus, SBD Automotive’s Alex Oyler joins Daily Drive to explain why the DRAM chip shortage is hitting the auto industry especially hard and why Tier 1 suppliers may be bearing the most pain.

July 1, 2026 | BMW's Sebastian Mackensen on the new X5; new vehicle prices hit record high Jul 01, 2026

Show notes

BMW of North America CEO Sebastian Mackensen joins Daily Drive from Spartanburg, S.C., to talk about the redesigned X5 and why he’s aiming for a fourth consecutive U.S. retail sales record. New-vehicle prices hit a record high. Plus, General Motors rolls out a first-of-its-kind automation scorecard for its suppliers.

June 30, 2026 | JD Power’s Tyson Jominy: Chasing peak sales is the wrong goal; USMCA preview Jun 30, 2026

Show notes

JD Power’s Tyson Jominy makes the case that the auto industry is more profitable today selling fewer vehicles than it was at its peak and why the biggest threat is the temptation to forget that lesson. USMCA review talks officially get underway Wednesday. Plus, Jeep maps out a China-assisted comeback in Europe.

June 29, 2026 | Texas closing in on California as largest market; Qualcomm’s Nakul Duggal Jun 29, 2026

Show notes

Texas is quietly closing in on California as the country’s largest auto market. America’s publicly traded dealer groups are going all-in on artificial intelligence, and smaller rivals are starting to feel the pressure. Plus, Qualcomm’s Nakul Duggal explains why he believes the company is on track to become the auto industry’s top silicon supplier.

June 28, 2026 | Bonus Episode: Who wins and loses when AI dominates the chip supply? Jun 28, 2026

Show notes

Kearney partner Kushal Fernandes breaks down which industries are best — and worst — positioned to survive the DRAM memory chip shortage, why the auto industry lands in a surprising middle ground and what structural advantages electric vehicle makers have over traditional automakers when it comes to securing supply.

June 27, 2026 | Weekend Drive: Midyear market outlook; Polestar U.S. ban Jun 27, 2026

Show notes

Automotive News journalists Larry Vellequette and Michael Martinez discuss the past week’s biggest stories, including the state of the auto market at the halfway point of 2026, analyst John Murphy’s warning about a product pipeline slowdown, Polestar dealers reacting to the U.S. ban and how Ford pulled off one of the biggest initial quality turnarounds in recent memory.

June 26, 2026 | Cox’s Jeremy Robb on the midyear outlook; Polestar dealers react to U.S. ban Jun 26, 2026

Show notes

Cox Automotive Chief Economist Jeremy Robb joins Daily Drive to break down the state of the auto market at the halfway point of 2026. A new report says the industry’s redesign rate has fallen to roughly half its normal pace, and the window to grab market share is now. Plus, Automotive News’ Urvaksh Karkaria talks about what Polestar dealers are saying now that the brand is blocked from the U.S. market.

June 25, 2026 | Polestar forced out of U.S. market; Nissan’s shareholder chaos Jun 25, 2026

Show notes

The Trump administration forces Polestar out of the U.S. market, starting with the 2027 model year. Ford pulls off a stunning quality comeback, at least for one metric. Plus, Automotive News Asia Editor Hans Greimel breaks down the discontent at Nissan’s annual shareholder meeting — from a no-confidence vote against the CEO to a motion to reinstate Carlos Ghosn.

June 24th, 2026 | Honda Element returns; Kearney's Kushal Fernandes on the DRAM chip crunch Jun 24, 2026

Show notes

Honda plans to revive the Element as a hybrid crossover, targeting nearly 100,000 sales in its first full year. An industry group says California could see vehicle sales halt as soon as next week. Plus, Kearney partner Kushal Fernandes explains why the DRAM chip shortage hitting automakers isn’t a typical boom-and-bust cycle — and why relief is still years away.

June 23rd, 2026 | Auto Alliance's John Bozzella on China and USMCA; DRAM chip crunch hits automakers Jun 23, 2026

Show notes

Alliance for Automotive Innovation CEO John Bozzella makes his case for the United States-Mexico-Canada agreement as a competitiveness platform — not just a trade deal — in the face of China’s growing automotive dominance. Nissan’s CEO survives a bruising shareholder meeting. Plus, a DRAM chip shortage is squeezing automakers.

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