Analysis & InsightsEli Lemberg·August 10, 2026Lucid Burned $901 Million in a Quarter. The Fix on Offer Is $1.4 Billion.
Analysis & InsightsEli Lemberg·August 10, 2026Dealers Are Buying Nissan Stores for the Factories Behind Them
Analysis & InsightsEli Lemberg·August 10, 2026GM Signed 20 More Years in China to Build Buicks for Everywhere Except America
Analysis & InsightsEli Lemberg·August 10, 2026Hybrids Outsold EVs in California While the World Went the Other Way
Analysis & InsightsEli Lemberg·August 10, 2026Ford’s $28,350 Fathom Is Priced Against Competitors That Aren’t Allowed In Yet
Analysis & InsightsEli Lemberg·August 3, 2026A Kumamoto Earthquake Stopped the Plant That Exports 90% of What It Builds
Analysis & InsightsEli Lemberg·August 3, 2026Five German Carmakers Announced Cuts in One Week and Not One of Them Touched a Production Line
Analysis & InsightsEli Lemberg·August 3, 2026Stellantis Shipped 10% More Vehicles and Kept 1.8 Cents on the Euro
Analysis & InsightsEli Lemberg·August 3, 2026Ford Raised Its Guidance Floor by $1.5 Billion. A Tariff Refund Landing Early Explains $500 Million of It.
Analysis & InsightsEli Lemberg·August 3, 2026Regulators Waived Eight Safety Standards for Zoox. The One That Grounded 105 of Its Cars Was Never Written.
Analysis & InsightsEli Lemberg·August 3, 2026Chery Exported More Cars in July Than Any Chinese Automaker Ever Has in a Month
Analysis & InsightsEli Lemberg·August 3, 2026A Driver-Facing Camera Became Mandatory on July 7 and Took a Class of Cars With It
Analysis & InsightsEli Lemberg·August 3, 2026France Became the First EU Government to Refuse Tesla’s FSD Approval
Analysis & InsightsEli Lemberg·July 27, 2026Stellantis Handed Ram and Jeep to Two Retail Operators Ten Days Before Earnings
Analysis & InsightsEli Lemberg·July 27, 2026Aston Martin Got Its £550 Million. It Paid for It With the Bondholders’ Collateral.
Analysis & InsightsEli Lemberg·July 27, 2026Toyota’s Chairman Says There Is a Sense of Crisis. Its Flagship Electric Lexus Is Already Cancelled.
Analysis & InsightsEli Lemberg·July 27, 2026EV Owners Just Gave Their Cars the Study’s Biggest Satisfaction Jump While EV Sales Keep Falling
Analysis & InsightsEli Lemberg·July 27, 2026Ford Just Partnered With Geely in Spain. Geely’s Other Brand Already Cleared Washington.
Analysis & InsightsEli Lemberg·July 27, 2026GM Raised Its Guidance and Wrote Down $10.9 Billion of EVs in the Same Report
Analysis & InsightsEli Lemberg·July 27, 2026Chrysler Tells Jeep Wrangler and Gladiator Owners Not to Drive Over a Supplier’s Thin Wheels
Analysis & InsightsEli Lemberg·July 20, 2026Owning the Wrong Toyota in Ontario Now Costs $1,500 a Year Before You Drive It
Analysis & InsightsEli Lemberg·July 20, 2026EVs Became the Majority of Volvo’s Deliveries the Same Week Honda Went to Zero
Analysis & InsightsEli Lemberg·July 20, 2026A Robotaxi Could Not See Through Wildfire Smoke. Neither Could the Workers Building Cars in It.
Analysis & InsightsEli Lemberg·July 20, 2026The Senate Just Moved to Make the Chinese-Vehicle Ban Permanent
Analysis & InsightsEli Lemberg·July 20, 2026BMW’s Second Profit Warning in a Month Hands Its Next CEO a 1-3% Margin
Analysis & InsightsEli Lemberg·July 20, 2026Hyundai Paid $325 Million to Own a Robot Company Outright. It Plans to Build 30,000 a Year in Georgia.
Analysis & InsightsEli Lemberg·July 20, 2026Price Transparency Stopped Being a Rule. J.D. Power Just Priced What It Is Worth.
Analysis & InsightsEli Lemberg·July 20, 2026Honda’s Only US EV Sold 33,000 Units in Its First Year. Honda Killed It Anyway.
Analysis & InsightsEli Lemberg·July 20, 2026In One Week, Canada Gets a New Bridge to Detroit and a New Labor Pattern to Pay For It