Analysis & InsightsEli Lemberg·June 15, 2026USAA Starts Sending $500 Million Back to Florida Drivers Monday. The Average Check Is $760.
Analysis & InsightsEli Lemberg·June 15, 2026Rivian Delivered Its First R2s June 9 at $59,485. The $45,000 Version Moved Up a Year.
Analysis & InsightsEli Lemberg·June 12, 2026Honda Canada’s CEO Says Alliston Isn’t Automatic. The Number Under the Warning Is $40 Billion.
Analysis & InsightsEli Lemberg·June 12, 2026EV Discounts Ran Double the Industry Rate in May and Inventory Didn’t Move. Then the CPI Print Took Cheaper Money Off the Table.
Analysis & InsightsEli Lemberg·June 12, 2026Nissan and Toyota Are Rationing 0W-20 to Their Own Dealers. The Synthetic Oil Shortage Now Runs to Mid-2027.
Analysis & InsightsEli Lemberg·June 12, 2026Dana and Eaton’s Mobility Arm Just Formed an $11 Billion Powertrain Supplier. The Structure Says This Was Planned, Not Forced.
Analysis & InsightsEli Lemberg·June 12, 2026Dauch Called $26 the Ceiling. Ten Days of Strike and One Thin Axle Buffer Later, the UAW Got Its $30.
Analysis & InsightsEli Lemberg·June 7, 2026Section 232’s June 8 Amendment: Made in America Just Got a Number, and It’s 85%.
Analysis & InsightsEli Lemberg·June 7, 2026BYD Broke an Eight-Month Losing Streak in May. Every Unit of the Recovery Shipped Out of China.
Analysis & InsightsEli Lemberg·June 7, 2026Maruti Just Posted the Best Month in Its History. India Is the Only Major Market Going Up Like This.
Analysis & InsightsEli Lemberg·June 5, 2026Ford Retired the Escape and the Corsair With No Replacements. May Came in -14%.
Analysis & InsightsEli Lemberg·June 5, 2026Five Asian Brands Reported on the Same Tuesday. Every One With a Hybrid Lineup Broke a Record.
Analysis & InsightsEli Lemberg·June 5, 20261,000 Workers, One Plant, Four Days. The UAW Just Stopped the Only Axle Line That Builds GM’s HD Pickups.
Analysis & InsightsEli Lemberg·May 29, 2026Scout Motors Picked Plaza Midwood for Its Headquarters. 1,200 Jobs by 2030. $207 Million.
Analysis & InsightsEli Lemberg·May 29, 2026Ferrari’s First EV Is a $640,000 Quad-Motor Designed by Jony Ive. The Stock Fell 3%.
Analysis & InsightsEli Lemberg·May 29, 2026Nio Put Yao Ming on the ES9 Launch Stage and CCTV in the Crash Lab. The ADR Opened 9% Higher.
Analysis & InsightsEli Lemberg·May 29, 2026Geely Took Gothenburg. Xpeng and Xiaomi Took Munich. China’s European Engineering Anchor Is No Longer a Hypothetical.
Analysis & InsightsEli Lemberg·May 29, 2026Thirty-Three Days Ago Waymo Earned the Highway. It’s Now Suspended in Every Highway Market While Tesla Quietly Doubled Austin.
Analysis & InsightsEli Lemberg·May 29, 2026Mitsubishi Is Borrowing Nissan’s Pickup and Reviving the Pajero. Tariffs Erased a Third of Operating Profit.
Analysis & InsightsEli Lemberg·May 29, 2026Canada Was Not in the Room. The United States Just Asked Mexico for a New Auto-Content Rule.
Analysis & InsightsEli Lemberg·May 29, 2026BYD Launched Two Hybrid SUVs in Four Days. Both Start at $19,140.
Analysis & InsightsEli Lemberg·May 25, 2026The Auto Industry’s Iran Deadline Just Moved Past November.
Analysis & InsightsEli Lemberg·May 25, 2026Nio Just Doubled Deliveries Year-Over-Year and Guided to a Bigger Quarter Coming.
Analysis & InsightsEli Lemberg·May 25, 2026Tesla Just Made China Its Tenth FSD Market. The Stock Moved 1%.
Analysis & InsightsEli Lemberg·May 25, 2026Birol Has a Name for Summer Now. He Calls It the Red Zone.
Analysis & InsightsEli Lemberg·May 22, 2026Lei Jun Called $57,300 ‘a Bit Expensive.’ That’s What Xiaomi Charges for the Fastest Production SUV at the Nürburgring.
Analysis & InsightsEli Lemberg·May 22, 2026The Last Time All 50 States Paid Over $4 for Gas Was Memorial Day 2022. It Happened Again Thursday.
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.
