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, 2026Honda Has Two Years to Decide on a Plant. The Deal It Is Waiting On Has No Deadline.
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, 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 10, 2026Volkswagen Has a New American Boss, an Idle Plant, and a Pickup Promise Again
Analysis & InsightsEli Lemberg·August 10, 2026Dealers Are Buying Nissan Stores for the Factories Behind Them
Analysis & InsightsEli Lemberg·July 6, 2026Three Tariff Deadlines, Eighteen Days: The July Window That Will Redraw Auto Import Costs
Analysis & InsightsEli Lemberg·July 4, 2026Twenty Days, Three Tariff Clocks: The Auto Industry’s July Converges on the 24th
Analysis & InsightsEli Lemberg·July 4, 2026One in Ten: Chinese Brands Set an EU Sales Record by Selling What the Tariffs Skip
Analysis & InsightsEli Lemberg·June 26, 2026Polestar Is Banned From the US. Its Cars Are Built in South Carolina.
Analysis & InsightsEli Lemberg·June 20, 2026A G7 Hot Mic Exposed a 49,000-Car Gap Between Canada and Washington on Chinese EVs
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 7, 2026Section 232’s June 8 Amendment: Made in America Just Got a Number, and It’s 85%.
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 18, 2026Toyota Booked ¥1.45 Trillion in Tariff Pain. Eight Days Later It Filed $2 Billion in Bexar County.
Analysis & InsightsEli Lemberg·April 20, 2026Europe Has Six Weeks of Jet Fuel. That’s the Auto Industry’s New Clock.
Analysis & InsightsEli Lemberg·April 13, 2026The Biggest CPI Jump Since 2022 Hit Everything Except Car Prices
Analysis & InsightsEli Lemberg·April 12, 2026Aluminum’s Triple Crisis Is the Auto Industry’s Most Urgent Problem
Analysis & InsightsEli Lemberg·April 3, 2026China’s Auto Export Race Has Already Split Into Winners and Losers
Analysis & InsightsEli Lemberg·March 30, 2026The World’s Biggest Battery Maker Says America Can’t Build EVs Without Him. He Might Be Right.
Analysis & InsightsEli Lemberg·March 19, 2026Canada’s New Auto Pact Proposal Is the Most Ambitious Cross-Border Trade Pitch in 60 Years
Analysis & InsightsEli Lemberg·March 13, 2026The Biggest Oil Reserve Release in History Couldn’t Break $100
Analysis & InsightsEli Lemberg·March 13, 2026BMW’s Post-Pandemic Profit Low Reveals the Two-Speed World Luxury Automakers Now Inhabit
