Stellantis’s $13 Billion Bet: America Isn’t Like Everywhere Else Anymore
A year ago, Stellantis’ North American business was the company’s biggest problem. Today, it’s the...
Tariffs
Stellantis Says the World Splits in Two. Its Own Paperwork Shows Exactly Where the Line Falls.
Antonio Filosa didn’t say anything unusual when he told stock analysts on September 10 that...
Nissan Called July a “Growth” Story. Its Own Numbers Show China Production Collapsing by Two-Thirds
Nissan put out a press release this week headlined “Nissan continues to see growth in...
Nissan Says Business Is Growing — Its Own Spreadsheet Says Sales Just Crashed 16.5%
Nissan put out a press release this week with a headline built for good news:...
Hyundai’s American-Built Global Pickup Has One Big Problem: Nobody Knows Where It’s Actually Being Built
Hyundai just told the world it wants to build a real pickup truck in America...
Honda’s Threat to Skip a New Factory Isn’t About Honda. It’s About a Trade Deal Stuck in Limbo
When a Honda executive stands in front of reporters in Washington and says the company...
Advance Auto Parts’ Profit More Than Tripled. Its Actual Business Barely Grew At All.
Advance Auto Parts wants you to believe it turned a corner last quarter. Net income...
Trump Threatens 50% Tariffs on All Cars in 2027, But His Post Never Actually Says Canada
Read Donald Trump’s Monday morning tariff threat closely, and something is missing. He posted that...
Volkswagen Wanted Tariffs to Keep Out Cheap Chinese EVs. The Cheapest One in Germany Showed Up Wearing Four Rings.
Somewhere inside Volkswagen Group’s tariff lobbying operation, someone owes a colleague an apology. For two...
Washington Dusted Off a 96-Year-Old Tariff Law Nobody Had Ever Used — and Detroit Is the Guinea Pig
Forget the 50 percent. Forget the wine, the dairy, and the hockey sticks that made...
Stellantis Just Threw a Supplier Town Hall in Mexico. After a $26 Billion Loss, You’d Want to Lock Down Your Lifeline Too.
Somewhere in the fine print of Stellantis’s 2026 Mexico Supplier Town Hall — between the...
BYD’s Commercial Trucks Grew 183% In July. Its Passenger Cars Are The Ones Actually In Trouble
Somewhere inside BYD’s July sales numbers is an admission the company will never put in...
Trump Got a Drag Race and Signed a Corvette. GM Got Something Way More Valuable.
Presidents don’t typically get invited past the guard shack. Milford Proving Ground has spent a...