Analysis & InsightsEli Lemberg·May 22, 2026Filosa Walked Into Auburn Hills Carrying Five Fires. He Walked Out With a Five-Year Plan.
Analysis & InsightsEli Lemberg·May 18, 2026Ford Just Turned Its CATL Problem Into a Hyperscaler Business. The First Customer Signed Five Days Later.
Analysis & InsightsEli Lemberg·May 18, 2026Toyota Booked ¥1.45 Trillion in Tariff Pain. Eight Days Later It Filed $2 Billion in Bexar County.
Analysis & InsightsEli Lemberg·May 18, 2026Stellantis Will Build Peugeots and Jeeps in Wuhan for the Whole World. BYD Is Trying to Take Over European Plants. Same Week.
Analysis & InsightsEli Lemberg·May 18, 2026Stuttgart Picked Tuscaloosa Over Tariff Pass-Through. The GLC Now Builds in Alabama.
Analysis & InsightsEli Lemberg·May 18, 2026BYD Just Put LiDAR on a $10,290 Car. The Premium ADAS Margin Is Over.
Analysis & InsightsEli Lemberg·May 18, 2026The July 4 Tariff Deadline Now Owns Every German OEM’s Q2 Print
Analysis & InsightsEli Lemberg·May 18, 2026BYD Lost a Third of Its Domestic Sales and Set a Monthly Export Record in the Same Month
Analysis & InsightsEli Lemberg·May 18, 2026The Last Model S Rolled Off the Fremont Line Saturday. The Bench It Vacated Is Optimus.
Analysis & InsightsEli Lemberg·May 18, 2026Honda Just Booked Its First Annual Loss Since the Postwar Era and Cancelled Its 2040 EV Target
Analysis & InsightsEli Lemberg·May 8, 2026Four Dissents at the Fed Just Made Every Dealer’s May Math Worse
Analysis & InsightsEli Lemberg·May 8, 2026A Chinese EV Truck Just Beat Tesla Semi to the Loading Dock
Analysis & InsightsEli Lemberg·May 4, 2026AutoNation Q1 2026: Aftersales Carries the Quarter as Retail Slows. EPS $4.69 Beats. Revenue Misses.
Analysis & InsightsEli Lemberg·May 4, 2026Geely’s EVA Cab Is a Purpose-Built Robotaxi. XPeng’s GX Is a Passenger SUV With L4 Hardware. Both Claim First.
Analysis & InsightsEli Lemberg·May 1, 2026Apollo Just Bought €1.82 Billion of Forvia. The Tier-1 Rollup Has Started.
Analysis & InsightsEli Lemberg·May 1, 2026Tesla Just Became the Customer That Keeps Intel Foundry Alive
Analysis & InsightsEli Lemberg·May 1, 2026The XPeng GX Lands at $58,000 With L4 Hardware. The BMW iX3 Comparison Is the Story.
Analysis & InsightsEli Lemberg·May 1, 2026Waymo Hit Its First Pre-Permit Council Resistance in Portland
Analysis & InsightsEli Lemberg·May 1, 2026Recall Roundup: Ford 8M YTD, JLR’s Largest US Recall on Record, Cherokee Day-One
Analysis & InsightsEli Lemberg·April 27, 2026Tesla’s $5 Billion CapEx Raise Landed the Same Week Musk Capped Hardware 3
Analysis & InsightsEli Lemberg·April 27, 2026Cox Automotive’s Fullpath Acquisition Closes the Dealer Identity-Resolution Gap
Analysis & InsightsEli Lemberg·April 27, 2026The 72-Hour Window That Ended Detroit’s Full-Size Electric Pickup Program
