In today's issue:

"Rather than growing, the U.S. market is settling into an annual run rate of around 16 million," Mobility Global principal analyst Chris Hopson told Automotive News. Monday's issue carried J.D. Power's projection of 1.42 million July sales at a 16.9 million SAAR; the month closed inside that band and the full-year gap has not narrowed. The volume is real. What is selling changed underneath it, and a record month bought with 22% more incentive is not the same as a strong year.

BMW's EVs Fell 14.6% This Year. It Is Not Moving Its 2030 Target.: BMW Group EV deliveries dropped 14.6% to 148,664 in the first half, leaving EVs at 17.7% of shipments, down from 17.9% for full-year 2025, per BMWBLOG. The 2030 goal of one in two cars electric is unchanged, which means nearly tripling the share in four years on the back of Neue Klasse. Hyundai and Kia's EVs fell this month too. BMW is the one that has not moved its plan to match. #analyst

Chinese Suppliers Crack the Global Top 100, CATL Jumps to No. 3: A growing bloc of Chinese parts makers is climbing Automotive News's annual top-100 supplier ranking based on 2025 fiscal results, with CATL now sitting at No. 3 globally, per Automotive News. Japan still leads the list overall. #market

Uber's Robotaxi Bet Is 30 Separate Bets: Uber has partnered with or invested directly in roughly 30 autonomous vehicle companies over the past two years, per TechCrunch. The spread looks less like a strategy and more like a hedge against picking the wrong winner. #analyst

Ford Beat GM on Quality Despite More Recalls: Ford outscored GM in J.D. Power's 2026 Initial Quality Study even though Ford issued more recalls over the study period, per GM Authority. We covered the same study Thursday, when GMC landed below the industry average. Recall counts and quality perception are not the same metric. #analyst

A Ferrari Enzo With a One-of-Three Interior Is Heading to Auction: This 2003 Enzo is one of three specified with a Rosso cabin and one of a dozen US-market cars in Nero D.S., per Autoblog. Broad Arrow estimates $9 million to $11 million, offered without reserve, at the Quail Auction on August 14. Autoblog describes the Enzo as built in limited numbers, so what is one-of-three here is the interior spec, not the car.

America's Last Manual V8 Sedan Has 64 Cars Left on Dealer Lots: The 668-hp CT5-V Blackwing ends after MY2026, and Cadillac's own inventory shows just 64 six-speed cars in stock across the US, from $105,542 to $152,777, per Carscoops. The manual lists $6,275 below the automatic. When it goes, Carscoops reckons the Mustang GT becomes America's only manual V8 production car, and the Jetta GLI, Civic Si and Integra A-Spec all drop their sticks for 2027.

The Car Curious Weekly: Talking Cars Drove the Last Manual Jetta GLI and Would Still Take the Automatic: One of those 2027 casualties got driven before it went. Our sister car-podcast platform's weekly recap, covering 256 episodes across 171 podcasts, leads on a Talking Cars episode titled "Save the Manuals" in which the hosts drove the final manual Jetta GLI and came down on the side of the dual-clutch anyway.

1.5 Million Ram Trucks Recalled Over Rear Seat Belt Anchors: Stellantis recalled 1.5 million Ram 1500 pickups worldwide, model years 2019-2026, over buckle anchors that may have been improperly attached to the body structure, per Carscoops. The breakdown is 1.27 million in the US, 156,000 in Canada, 15,000 in Mexico and roughly 75,000 elsewhere, so outlets citing 1.3 million are rounding the US figure rather than contradicting the global one. The defect is specific to the second-row center and driver-side buckle anchors. If an anchor is not secured, Carscoops reports a rear passenger could be thrown forward into the driver, or through the windshield from the middle of the bench. Stellantis says it is aware of one injury possibly linked to the defect and no fatalities. → If you own one: Affected owners will be notified and dealers will inspect both rear buckle anchors and secure them. Until then, the rear center and rear driver-side positions are the ones in question, which is where most child seats go.

Nearly 1.2 Million Teslas Face a Federal Suspension Investigation: Regulators opened a probe covering roughly 1.2 million Tesla vehicles over reports of suspension components failing, per Autoblog. No recall has been issued yet, only an active investigation. → If you own one: Check your VIN against the NHTSA investigation database and report any steering or suspension symptoms immediately.

Ford Recalls 86,543 Mustang Mach-Es Over Flying Trim: Loose exterior trim pieces can detach at speed, creating a road hazard for trailing vehicles, per Autoblog. → If you own one: Schedule the dealer inspection before highway driving and watch for trim rattling at speed in the meantime.

Nissan's American Turnaround Shows Early Signs of Working: US production rose 24.2% in the first half while global production fell 6.8%, and localizing the Rogue, Pathfinder and Frontier cut Nissan's tariff exposure by a reported $2.3 billion, per Autoblog.

BYD's $13,000 Kei Car Is Attacking Japan on Its Own Turf: BYD launched Japan's first non-Japanese kei car, undercutting domestic rivals in their own micro-segment, per Autoblog.

A Startup Is Selling Semi Trucks a Hybrid "Backpack": Revoy's battery-and-motor module sits between tractor and trailer and claims 200 miles of electric assist for an 80,000-pound truck, and it just closed a $27 million round, per The Drive citing Bloomberg and Carscoops. The catch is a swap-hub network it does not have yet.

Trump Says the White House Ordered 250 Escalades: Speaking at GM's Milford Proving Ground, the president said "we ordered, I think, 250 Escalades," per Autoblog. Treat the number as a podium figure rather than a confirmed fleet order; GM has not detailed trims, armoring or timing.

Genesis G90 Facelift Spotted With Borrowed Styling: Prototype photos show the flagship sedan's rear reworked to match the X Gran Coupe concept, per The Korean Car Blog.

From Friday's issue

Ford Is Warning Staff About Chinese Rivals While Building Cars With One in Europe: Farley told staff Chinese automakers could reach the U.S. within a decade, while Ford partners with Geely in Europe.

310,667 Mercedes Recalled Over a Door Switch That Skips the Parking Brake: One of Mercedes' largest U.S. recalls of 2026 hits seven model lines, covering the 2020 through 2026 model years, over a switch fault that can disable the automatic parking brake.

Rivian Narrows Its Loss as R2 Ships: Q2 net loss narrowed to $837 million and 2026 delivery guidance rose by 3,000 units following the R2 crossover launch.

Suspension is the daily email that makes you the most informed car person in the room.