November 22, 2025 The biggest buy-sell deal of November wasn’t about expansion. It was about scarcity. No Membership? You’re missing out Get immediate ad-free access to all our premium content. Join Today Already a Member? Sign in to your account here....
The United States and Saudi Arabia signed an agreement on November 19 recognizing U.S. Federal Motor Vehicle Safety Standards in the Saudi market, eliminating certification barriers that previously required separate testing and approval processes for American automakers. The agreement removes regulatory obstacles for Ford and General Motors to compete for Saudi fleet contracts and consumer sales without additional compliance costs. Industry analysts estimate the Saudi automotive market represents approximately $5.2...
November 21, 2025 Advanced driver assistance systems with lidar sensors and navigation-on-autopilot capability reached mass-market pricing at Auto Guangzhou 2025. Multiple manufacturers demonstrated production vehicles under $15,000 with hardware Western luxury brands position as premium options. The cost structure gap explains why Chinese manufacturers deploy these systems at budget pricing while established automakers debate implementation timelines. TLDR Guangzhou debuts included vehicles under $11,000 with full lidar systems and NOA-capable ADAS....
When Auto Guangzhou 2025 opened November 21, Chinese media called it the “final A-class auto show of the 14th Five-Year Plan” and the checkpoint where brands prove they belong in the next round. The 93 new model debuts backed that assessment with production-ready vehicles demonstrating who mastered dual-threat capability: electrification plus intelligence simultaneously. Brands showing only one or neither face what domestic analysts now openly call 淘汰赛 (táotài sài) –...
November 21, 2025 Ford and Kia issued recalls affecting 480,100 vehicles on November 19, adding to service department workloads that typically increase 15 to 20 percent during fourth quarter as customers prepare for winter driving. The campaigns require both software updates and physical parts replacements, with some repairs facing extended parts delays. No Membership? You’re missing out Get immediate ad-free access to all our premium content. Join Today Already a...
November 20, 2025 John Elkann just said what every European auto CEO thinks but can’t say: The 2035 ICE ban is industrial policy designed by people who’ve never built anything. TLDR Stellantis Chairman John Elkann’s challenge to the EU’s 2035 ICE ban isn’t political posturing. It’s math. The company lost €2.7 billion on EVs through Q3 2025 while BYD gained 4.2% European market share and Stellantis dropped 1.8%. Pure BEV...
VW spent three years teaching Americans what kilowatts meant. Dealers spent 90 days teaching them that $5,000 markups plus service nightmares meant shop elsewhere. TLDR VW’s Scout Motors launch represents a $2 billion corporate admission that its franchise dealer network destroyed the ID.4’s market viability through markups, service incompetence, and general hostility to EVs. Scout’s direct-sales model and range-extender strategy solve problems Tesla and Rivian refuse to acknowledge, but the...
Jeff Bezos backs Slate EV manufacturing while Amazon Autos now covers new vehicles through Hyundai and used inventory through Ford dealers. The systematic entry targets the full value chain while avoiding the $10 billion in infrastructure losses that killed Carvana and Vroom. TLDR Amazon’s automotive strategy now operates on three fronts: manufacturing through Bezos-backed Slate Auto launching a $20,000 EV truck in 2026, new vehicle sales through Hyundai dealers across...
Unveiled November 14, 2025 | Limited to 500 Units | Orders Open March 2026 | Deliveries: Early 2027 Bentley unveiled the Continental GT Supersports today, marking the first rear-wheel-drive Continental GT in the model’s 22-year history and the lightest Bentley in 85 years. Limited to 500 individually numbered units starting over $486,000, the Supersports ditches the hybrid powertrain, all-wheel drive, and rear seats in pursuit of driver engagement over the...
Revealed November 10, 2025 | LA Auto Show Debut: November 20 | Deliveries: Q1 2026 Kia revealed the second-generation Telluride ahead of its November 20 LA Auto Show debut, growing the dimensions of a model already on track for another record sales year in 2025. The changes matter because the first-generation Telluride succeeded by matching established players like the Toyota Highlander on space and features while undercutting them on price....
Coreshell Technologies secured the Startup World Cup grand prize for commercializing silicon-anode batteries that replace graphite with metallurgical silicon sourced entirely from U.S. suppliers, addressing both range anxiety and supply chain risk. TLDR San Leandro-based Coreshell won $1 million at the Startup World Cup Grand Finale for battery technology using ~80% silicon anodes instead of graphite, achieving 30-40% higher energy density with domestic raw materials, and plans commercial 60 Ah...
BorgWarner and Oak Ridge National Laboratory won an R&D 100 Award for a rotary transformer system that powers electromagnet-based motor rotors wirelessly, removing permanent magnets and the rare earth materials China controls. TLDR BorgWarner’s award-winning motor design replaces permanent magnet rotors with electromagnets powered by wireless rotary transformers, eliminating rare earth material dependence while delivering 92-95% efficiency, 20,000+ rpm capability, and 25% greater power density than conventional designs. No Membership?...
November 13, 2025 General Motors has told thousands of suppliers to find alternatives to China-sourced components, with some receiving 2027 deadlines to eliminate Chinese content, according to four sources who spoke with Reuters. The directive reflects growing automaker frustration with geopolitical supply disruptions but faces significant execution challenges. No Membership? You’re missing out Get immediate ad-free access to all our premium content. Join Today Already a Member? Sign in to...
Toyota opened its first U.S. battery plant this week in Liberty, North Carolina—a $13.9 billion, 30-GWh operation big enough to reshape the balance of power in electrified vehicles. The facility will supply batteries for Toyota’s hybrid and plug-in models, not a speculative BEV future, reinforcing the company’s bet that electrified drivetrains win when federal subsidies disappear and consumers face real prices again. While rivals stare at underused BEV lines and...
Waymo passengers in San Francisco, Los Angeles, and Phoenix can now take fully driverless trips on freeways where autonomous vehicles either prove their worth or stay a novelty. After more than a year of employee testing and coordination with state regulators, Waymo became the first company in the U.S. to offer paid autonomous rides at highway speeds with no safety driver. This isn’t a geofenced downtown loop. It’s the upgrade...
November 12, 2025 Honda’s Marysville plant returned to full capacity this week after China’s Ministry of Commerce ended a month-long export blockade on Nexperia semiconductors. Production lines that idled in late October are running again. The immediate crisis passed, but the structural vulnerability remains. No Membership? You’re missing out Get immediate ad-free access to all our premium content. Join Today Already a Member? Sign in to your account here....
November 7th, 2025 XPeng held its 2025 AI Day November 5 in Guangzhou, demonstrating Level 4 autonomous robotaxi prototypes, VLA 2.0 AI model, and next-generation IRON humanoid robot while announcing Volkswagen as first strategic customer for autonomous driving technology. No Membership? You’re missing out Get immediate ad-free access to all our premium content. Join Today Already a Member? Sign in to your account here....
BYD announced November 7 that the SEAL 6 DM-i opens for orders immediately in UK with December deliveries, pricing the Saloon at £33,990 and Touring at £34,990 across Boost and Comfort specifications. TLDR BYD launched SEAL 6 DM-i plug-in hybrid November 7 with Saloon starting £33,990 and Touring £34,990, delivering up to 87 miles electric range and 935 miles combined. Orders open immediately with December deliveries marking Chinese manufacturers entering...
November 6, 2025 Every automaker faced the same market cliff on September 30 when federal EV tax credits expired. Their October results couldn’t have been more different. No Membership? You’re missing out Get immediate ad-free access to all our premium content. Join Today Already a Member? Sign in to your account here....
November 8, 2025 When the $7,500 federal EV credit disappeared on September 30, October’s sales data revealed what buyers really value. Pure battery-electric nameplates collapsed 17% to 99% while hybrids surged to records across manufacturers. No Membership? You’re missing out Get immediate ad-free access to all our premium content. Join Today Already a Member? Sign in to your account here....
From Toyota’s Century luxury expansion to Kia’s Telluride redesign, here’s what actually debuted at 2025’s biggest fall auto shows TLDR Tokyo’s 2025 Japan Mobility Show delivered concepts and future tech: Toyota’s Century brand expanding into ultra-luxury, Lexus showing six different concepts, Honda previewing hot hatch EVs. Los Angeles focused on production vehicles Americans will actually buy: 2027 Kia Telluride, Hyundai ELEXIO electric SUV, refreshed Honda Passport. Tokyo previewed 2027-2030. LA...
After $230 billion investment achieves 50% NEV penetration, Beijing’s five-year plan exclusion signals consolidation wave as 60+ automakers face extinction by 2027 TLDR China’s new five-year plan excludes EVs from strategic industries for the first time in 15 years. This isn’t failure. It’s success. NEVs hit 50% of China sales in 2024, ten years ahead of targets. But 93 of China’s 169 automakers hold less than 0.1% market share each....
October 29, 2025 September sales hit 1.237M units (+10.7% YoY) as consumers choose electric option over electric only—hybrids surpass gasoline for first time while BEVs stall at 16.1% TLDR European car buyers delivered a verdict in September 2025 that policymakers didn’t expect: hybrids captured 34.7% market share, surpassing conventional gasoline and diesel for the first time, while battery-electric vehicles remained stuck at 16.1% year-to-date despite aggressive government mandates. The 10.7%...
October 29, 2025 4,300 UAW members voting October 28-29 on strike authorization after rejecting 20% raise offer, potentially forcing manufacturers to end regional wage suppression When your CEO pays shareholders $3.5 billion while offering workers less than the guy building Silverados in Detroit makes, the math eventually stops working. That’s where Volkswagen finds itself this week as 4,300 Chattanooga workers vote on whether to authorize the first strike at a...