Analysis · Industry
Most of Nissan's 96% plunge is last year's emissions-penalty windfall falling away. The real warning is U.S. growth stalling just as incentives started costing money.
Analysis · Industry
Honda's new Ohio factory adds U.S. capacity it can use if the Canada tariff bites. The real hybrid commitment sits in its powertrain plants.
Analysis · Industry
Audi is bound to $3.2 billion and 3,600 jobs by 2033. The other $3 billion is an option it can skip, while Georgia's roads and rail get built first.
Analysis · Pricing
Toyota's North American business is profitable again on flat sales. By Toyota's own account, price revisions did the work, and six days of hybrid stock leave buyers nothing to negotiate.
Analysis · Policy
Federal tariff relief used to be paid per car built in America. Audi's reported deal pays for a promise, and Q5 and Q7 buyers shouldn't expect lower prices.
Analysis · Industry
VW's CFO now admits EVs earn less than gas cars. In America, the group acted on that months ago, and tariffs, not batteries, will shape what it sells here.
Analysis · Pricing
If a 50% tariff on Canadian cars arrives January 1, the bill lands on America's best-selling crossovers, and the RAV4 buyer is first in line.
Analysis · Pricing
The base CX-5 still costs $29,990, but every trim people buy got pricier, and Mazda's own price sheet points to the US-built CX-50 Hybrid.
Analysis · Industry
Audi's first U.S. plant can build more SUVs than Audi sells in America. That makes it a growth bet, not a tariff fix, and sales point the wrong way.
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.
