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Market Data

+2

Gas-Only Cars Fall Below Half of Global New-Car Sales for the First Time

Oct 6, 2026

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4 min read

Gas-Only Cars Fall Below Half of Global New-Car Sales for the First Time

Plus, Lucid delivered 852 more cars than it built, and the first Kia EV3 drives are in.

Ryan W
Ryan W

trade policy

+2

UK Weighs Tariffs on Chinese EVs as Pressure From Brussels Mounts

Oct 5, 2026

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5 min read

UK Weighs Tariffs on Chinese EVs as Pressure From Brussels Mounts

Plus, Stellantis bets on nine models under $40,000, and Consumer Reports names the 10 new cars selling over sticker.

Ryan W
Ryan W

pricing

+2

Lucid Charges $950 to Bring Its New Software to Older Airs; Lexus Japan Already Sells 40 HP for $1,400

Oct 4, 2026

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5 min read

Lucid Charges $950 to Bring Its New Software to Older Airs; Lexus Japan Already Sells 40 HP for $1,400

Plus, Tesla blames grey kittens for its robotaxi night curfew and FedEx orders 2,000 electric box trucks.

Ryan W
Ryan W

OEM strategy

+2

Volvo Cars Scraps Its 2026 Outlook and Warns of a "Significant" Q3 Hit

Oct 3, 2026

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5 min read

Volvo Cars Scraps Its 2026 Outlook and Warns of a "Significant" Q3 Hit

Plus, the U.S. sales pace falls to a 19-month low and Ford's CEO gives USMCA a coin-flip.

Ryan W
Ryan W

OEM strategy

+2

Ram Is Stellantis's Biggest U.S. Brand for the First Time Since 2009

Oct 2, 2026

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5 min read

Ram Is Stellantis's Biggest U.S. Brand for the First Time Since 2009

Plus, Mercedes drops the EQE, Stellantis opens 50 quality war rooms, and Toyota drops a caravan on the electric Hilux.

Ryan W
Ryan W

trade policy

+1

Hyundai and Kia Post Record Q3s While Ford Rebuilds F-150 Supply

Oct 1, 2026

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5 min read

Hyundai and Kia Post Record Q3s While Ford Rebuilds F-150 Supply

Plus, Michael Jordan's Ferrari 550 at $2.7M and VinFast's U.S. comeback attempt.

Ryan W
Ryan W

OEM strategy

+2

BMW Reveals the Gas 3 Series and Prices the Electric i3 at $61,500

Sep 30, 2026

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6 min read

BMW Reveals the Gas 3 Series and Prices the Electric i3 at $61,500

Plus, CarMax sold 13.8% more used cars by giving up $111 each, and the Chinese vehicle bill's sponsor says Mercedes won't be banned.

Ryan W
Ryan W

trade policy

+2

Nissan: Chinese Automakers Will Build in Mexico Within Three Years

Sep 29, 2026

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3 min read

Nissan: Chinese Automakers Will Build in Mexico Within Three Years

Plus, VW hands Chinese battery maker Gotion a stake in three battery ventures and a 30-mile Buick GNX sells for $427,000.

Ryan W
Ryan W

OEM strategy

+2

US Cuts 2031 Fuel Economy Target From 50.4 MPG to 34.9

Sep 28, 2026

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4 min read

US Cuts 2031 Fuel Economy Target From 50.4 MPG to 34.9

Plus, Subaru marks 25 years of the WRX with a 350-unit GD25, and Chinese driver-assist maker Momenta signs with Jeep and Peugeot.

Ryan W
Ryan W
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