Analysis & InsightsEli Lemberg·September 15, 2026NHTSA Is Not Asking Whether the Cybercab Is Safe. It Is Asking How Tesla Certified It.
Analysis & InsightsEli Lemberg·September 15, 2026Ford Says a License Is Not a Joint Venture. If It Is, the Exposure Is Everyone’s.
Analysis & InsightsEli Lemberg·September 6, 2026Volkswagen’s Board Approved 50,000 Job Cuts Without a Dissent. The Four Plants It Did Not Decide.
Analysis & InsightsEli Lemberg·September 6, 2026Zoox Asked NHTSA First. Tesla Put 45 Cybercabs on Austin Streets and Left the Agency to Answer.
Analysis & InsightsEli Lemberg·September 6, 2026Hyundai’s Union Struck for a Day and Came Back Bargaining About Robots.
Analysis & InsightsEli Lemberg·September 6, 2026Polestar Cut Its Full-Year Forecast, and the Shares Fell 16%. The US Exit Has Reached the Guidance.
Analysis & InsightsEli Lemberg·September 6, 2026The Cheapest New-Car Payment in America Is Now a Hybrid. It Undercuts Gasoline by $75 a Month.
Analysis & InsightsEli Lemberg·August 29, 2026Volkswagen Named Four Plants It Cannot Promise Work For. Three of Them Build Cars.
Analysis & InsightsEli Lemberg·August 29, 2026Interest Rates Hit a Four-Year August Low and the Payment Still Set a Record. The Trade-In Is Why.
Analysis & InsightsEli Lemberg·August 29, 2026Canada’s 100% Tariff on Chinese EVs Collected $2 Million. Its 6.1% Replacement Is Forecast to Collect Over $100 Million.
Analysis & InsightsEli Lemberg·August 28, 2026China Wrote a Door Handle Rule in January. In August the Industry Recalled 4.27 Million Cars to Meet It.
Analysis & InsightsEli Lemberg·August 28, 2026Honda Has Two Years to Decide on a Plant. The Deal It Is Waiting On Has No Deadline.
Analysis & InsightsEli Lemberg·August 28, 2026GM’s Engine Fix Did Not Hold. NHTSA Just Opened a File on 997,743 Trucks.
Analysis & InsightsEli Lemberg·August 24, 2026A Polestar Dealer Is Testing Whether a Federal Denial Counts as Force Majeure
Analysis & InsightsEli Lemberg·August 24, 2026The Cheapest Used Cars Are Now the Fastest Appreciating Asset on the Lot
Analysis & InsightsEli Lemberg·August 24, 2026Ford Will Move It in 2030. Jaguar Land Rover Will Not Move It At All.
Analysis & InsightsEli Lemberg·August 24, 2026GM Put a Price on the Parked Car. Dealers Have Been Billing It for Five Years.
Analysis & InsightsEli Lemberg·August 24, 2026Geely Raised Its Export Target 44%. The Number That Matters Is Two European Plants.
Analysis & InsightsEli Lemberg·August 24, 2026The Canada Deal Died Over Heavy Trucks. Assembly Stays at 25%.
Analysis & InsightsEli Lemberg·August 17, 2026Subaru’s Profit Fell 44% and It Announced a Bank the Same Day
Analysis & InsightsEli Lemberg·August 17, 2026OEM-Backed Chargers Took the Top Three Spots. Dealership Chargers Finished Last.
Analysis & InsightsEli Lemberg·August 17, 2026The FTC Dropped Disparate Impact. Dealer F&I Exposure Narrowed, It Did Not Vanish.
Analysis & InsightsEli Lemberg·August 17, 2026Insurers Closed 45% of Liability and Medical Claims Without Paying
Analysis & InsightsEli Lemberg·August 15, 2026A Third of Premium Midsize SUV Owners Traded Down. The Badge Stopped Being the Product.
Analysis & InsightsEli Lemberg·August 15, 2026Lenders Wrote a Record $211 Billion in Auto Loans. The Defaults Are Coming From Older Paper.
Analysis & InsightsEli Lemberg·August 15, 2026GM Sold the Battery Plant, Kept the Cells, and Rented the Inventory
Analysis & InsightsEli Lemberg·August 10, 2026Car Buying Has Now Been Harder Than Baseline for Three Straight Months
Analysis & InsightsEli Lemberg·August 10, 2026Volkswagen Has a New American Boss, an Idle Plant, and a Pickup Promise Again
Analysis & InsightsEli Lemberg·August 10, 2026The Biggest 10-Store Deal in US Auto Retail History Is a Bet on One City
Analysis & InsightsEli Lemberg·August 10, 2026Britain Set an EV Record in July. The Mandate Wanted More.
