Boris Naumkin is the editor-in-chief of CARINDUST. He has covered the auto industry since 2013 and runs a newsroom that tracks automakers across North America, Europe and Asia. His columns focus on the business behind the cars: pricing, product cycles, regulation and the shift to electric vehicles.
Analysis · Tesla
Right-hand drive is the excuse. Raising prices into falling US demand while refunding seven-year-old deposits says Tesla now manages the Cybertruck for cash, not growth.
Analysis · Pricing
A Fed hike barely moves a car payment. The buyers holding new-car prices near a record pay from portfolios, which makes Wall Street, not interest rates, the market's real risk.
Analysis · Volvo
China cost Volvo its sales. Washington cost it the plan: a CAFE credit write-down, lost EV incentives, tariffs and an underused US plant that now has to carry the fix.
Analysis · Pricing
Adjusted for inflation, the 2027 Stingray costs about 7% less than the C8 did in 2020. GM's real C9 promise is to keep that floor while the ladder climbs.
Analysis · EVs
The $80,000 "discount" is Italian VAT, and the US premium is mostly tariffs. The real story is an electric Ferrari priced $122,190 above the V12 Purosangue.
Analysis · Pricing
Subaru isn't defying inflation. It is refunding part of a 2026 price hike buyers refused, and the cuts land exactly where the new SUV-shaped Outback lost them.
Analysis · Safety
The fix for 105,794 Land Cruisers is a clamp. The worrying part is that owners reported the failure in January and NHTSA's defect office shaped the recall.
Analysis · EVs
Rivian's jump to second place is a fleet story: vans supplied 97% of its growth, while sales of its consumer models rose just 2%.
Analysis · Tesla
Tesla's cars won back their margin in the third quarter. The company spent it on AI, and the merger vote Musk described counts his own shares.
Analysis · Safety
The first complaint about stuck F-Series speedometers reached Ford in January 2025. The recall came 20 months later, and the fix won't arrive before December.
Analysis · Pricing
Both brands sold their 2027 changes as electrification. The real story is that the cheapest version of each car is gone, a price increase by subtraction.
Analysis · Industry
GM's third-quarter profit jump is mostly a missing EV write-off. The real growth came from pickup margins, and the 2027 Silverado's higher prices are what the $20 billion buyback rests on.
Analysis · Pricing
New York's case against CarGurus shows a deal badge that ignores mandatory fees measures listing format, not price. I expect out-the-door ratings to become the norm.
Analysis · Tesla
Tesla's proxy proposes no merger. But a new auto-vote program and the CEO pay plan now make a SpaceX deal easy to pass, and cars a side bet.
Analysis · EVs
MyFirstEV put 12,000 first-time buyers into EVs, yet California's EV share slipped in the quarter it launched. The state's lead runs on $6 gas and home chargers.
Analysis · EVs
AMG's first in-house SUV is a serious EV. The recorded V8 inside it, and the real V8s its bosses promise, show AMG doesn't trust horsepower alone to sell it.
Analysis · Safety
Capping a battery Volkswagen can't yet fix is defensible. Applying that cap remotely, by default, with days to refuse sets a precedent owners shouldn't accept.
Analysis · Policy
The V8 came back when fuel-economy fines hit $0. NHTSA's final rule keeps it safe through 2031, and the agency's own numbers show who pays.
Analysis · Pricing
New-car prices have barely moved since early 2024. The cost of keeping one running is up 18%. The price hike has moved past the dealership.
Analysis · Safety
The two alleged U.S. fires in Hyundai's file date to 2021 and 2022. What finally forced this recall came from Korea, and owners still have no fix.
