Autos in Five

Fivewire

Autos in Five is the daily five-minute brief on the auto business: the five stories that matter, every weekday. Earnings and deals, the EV transition and supply chain, plants and jobs, and the tech and policy shifts reshaping how the world builds and sells cars. Curated daily, sourced and straight. For automakers, suppliers, dealers and the investors and operators moving the industry. Walk in already caught up. In the know. In five.

Episodios

  1. hace 14 h

    July Slips, Kia Bets Big, GM Locks In China to 2047

    US light vehicle sales fell 1.4% in July. Preliminary estimates put July US light vehicle sales at 1.38 million units, down 1.4% year-on-year, the demand baseline for the rest of the year. (Just Auto, Automotive News) Kia commits $649m to EV3 production in Mexico. Kia is putting $649 million behind EV3 output in Mexico plus charging, solar and water infrastructure, per Just Auto, a marker of where North American EV capacity is landing. (Just Auto) GM and SAIC extend China joint venture to 2047. SAIC-GM's tie-up now runs to 2047, per Just Auto, Automotive News and Automotive World, a 50-year planning horizon for one of the last major foreign-brand JVs in China. (Just Auto, Automotive News, Automotive World) Weak yen lifts Honda profit, raises EV restructuring costs. Honda's quarterly operating profit hit a record $3.28 billion on currency effects, Automotive News reports, the same yen move that inflates costs tied to its scaled-back EV plans. (Automotive News, Automotive News) Also moving today: Lucid rolls out operational reset as Q2 net loss widens (Just Auto, Automotive World, Automotive News) EV outlays, incentives broadside Subaru as profit falls 44% in latest quarter (Automotive News, Automotive World) Hyundai Counters Chinese Automakers in Latin America with Eco-Friendly Vehicles (조선일보, Automotive World) Stellantis’ Trevor Longley doubts return to zero tariffs under new USMCA (Automotive News) Get Autos in Five in your inbox every weekday: https://autosinfive.com

  2. hace 1 día

    Toyota's 75% Profit Jump, and Hybrids Beat EVs in California

    Toyota lifts guidance as net income climbs 75.6%. Toyota raised its guidance on a 75.6 percent first-quarter net income jump even as operating income fell, setting the quarter's benchmark for how automakers explain the gap between reported and core profit. (Just Auto, Automotive World) Toyota plans next-generation battery push funded by hybrids. Automotive News reports Toyota is leaning on hybrid demand to bankroll next-generation battery development, signalling capital timing to cell and powertrain suppliers. (Automotive News) China issues mandatory national standard for automated driving. Automotive World reports China has set a mandatory safety baseline for automated driving, creating a compliance floor for any automaker selling Level 3 and Level 4 features there. (Automotive World) Hybrids outsell EVs in California first-half registrations. Automotive News reports standard hybrids took 22 percent of California's first-half registrations against 16 percent for EVs, a mix shift that concentrates volume in franchised dealer networks. (Automotive News) Also moving today: 4 top automakers combine to recall 900K vehicles -- what you need to know (al) Martinrea International Inc. Reports Second Quarter Results and Declares Dividend (wallstreet:online, Financial Post, The Montreal Gazette) Mazda plans CX-90, CX-70 updates to reverse flagging sales, sustain rebound to profitability in 1st quarter (Automotive News, Automotive World) Get Autos in Five in your inbox every weekday: https://autosinfive.com

  3. hace 2 días

    Nissan Profits, Cuts Forecast; Chinese Brands Hit 9.5% in Europe

    Nissan returns to profit, trims global sales forecast. Nissan posted a fiscal first-quarter profit while lowering its global sales outlook, and CEO Ivan Espinosa has framed the U.S. Rogue e-Power launch as the year's most important, according to Automotive News. (Automotive News, Automotive News, Just Auto) Honda, Hyundai and Kia lift July U.S. sales; Toyota, Mazda slip. July U.S. results split along powertrain lines, with hybrid-heavy lineups posting gains, per Automotive News, a mixed signal in a month forecasters did not agree on. (Automotive News, Automotive News) Chinese brands reach 9.5% of Europe's market, up from 0.5%. Chinese automakers have taken 9.5 percent of Europe's market since 2021, and analysts cited by Automotive News say the share could reach 30 percent, raising capacity questions for incumbents. (Automotive News) Chery to invest $75 million in Korea's KG Mobility. Chery will take a convertible-bond position in KG Mobility that could convert to a 10 percent stake and open overseas distribution channels, according to Automotive News and Just Auto. (Automotive News, Just Auto, Automotive World) Also moving today: Honda adds auto plant shutdowns, including Civic, Prelude line, as Japan’s earthquake production losses mount (Automotive News) Waymo Freeway Return Lands Amid Study Showing Higher Crash Rate Than Uber Drivers (Tech Times) BYD sales jump in July, but full-year 2026 target slips away (Automotive World) Tesla’s European registrations uneven in July despite broader EV momentum (Automotive News) Get Autos in Five in your inbox every weekday: https://autosinfive.com

  4. hace 3 días

    Japan's Quake Shutdowns Spread Across Four Automakers

    Five Japanese automakers suspend output after earthquake. Automotive News reports quake-driven shutdowns at Toyota, Lexus, Mitsubishi, Nissan and Honda will erase more than 10,000 vehicles, including U.S.-bound models. (Automotive News, Automotive News) Trump administration imposes new tariffs as USMCA talks continue. Automotive News reports the new tariffs land while North American free-trade terms are still under negotiation, leaving sourcing costs unsettled. (Automotive News, Automotive News) Rivian narrows Q2 losses as revenue rises 27%. WardsAuto, Automotive World and Automotive News report consolidated revenue grew 27% year over year while the EV maker remains unprofitable. (WardsAuto, Automotive World, Automotive News) NHTSA moves on first AV performance standards. Automotive World reports NHTSA is funding first-ever AV performance standards while clearing Zoox for service, suggesting rulemaking and approvals running in parallel. (Automotive World) Nissan says development time cut 40% for China. Automotive News reports Nissan compressed product development by 40% to match China's two-year model cycle, starting with the redesigned Skyline. (Automotive News) Also moving today: Stellantis to sell off car-sharing unit to concentrate on core operations (WardsAuto, Automotive News, Automotive World) Ford CEO Jim Farley tells employees Chinese automakers could enter U.S. market in next decade (Automotive News, Automotive World) Honda renews China joint venture despite collapsing sales as CEO says carmaker ‘learned the hard way’ (Automotive News) Mercedes-Benz CEO vows to protect U.S. investment as Congress targets Chinese ownership (Automotive News, Automotive News) Get Autos in Five in your inbox every weekday: https://autosinfive.com

  5. hace 6 días

    Stellantis Profits Again, BMW Puts Numbers to the Cuts

    Stellantis posts second straight profitable quarter. Stellantis reported another quarterly profit as CEO Antonio Filosa said U.S. market share rose half a point, the trade's first read on whether its turnaround plan is landing. (Automotive News, Automotive News, Automotive World) BMW reports lower quarterly earnings, plans job cuts. BMW's second-quarter earnings fell as the automaker plans thousands of job cuts, while holding full-year car-margin guidance at one to three percent. (Automotive News, Automotive World) Zoox wins first U.S. exemption for driverless paid robotaxis. Amazon's Zoox received the first U.S. approval to run paid robotaxi service without human controls, setting a regulatory reference point for purpose-built autonomous vehicles. (Automotive News, Automotive World) Chinese suppliers tie U.S. count in Automotive News Top 100. Chinese suppliers now hold 16 spots in the Automotive News Top 100, matching the U.S. and tracking a shift in where the global supply base sits. (Automotive News, Automotive News, Automotive News) Also moving today: Ferrari sees higher earnings as special models drive results (Automotive News) Pickup truck profits highlight growing divide among global automakers (Superhits 97.9 Terre Haute, IN, Investing.com, Market Screener) Uber confirms end of tie-up with Waymo as rivalry heats up (Automotive World, Just Auto, Automotive News) Get Autos in Five in your inbox every weekday: https://autosinfive.com

  6. 30 jul

    Every German Automaker Is Cutting At Once

    BMW to cut thousands of jobs via voluntary severance. Automotive News and Automotive World report BMW is expanding voluntary severance as it cuts costs to compete with Chinese rivals, a marker of the scale of restructuring now underway at a German premium automaker. (Automotive News, Automotive World) Chinese brands accelerating Europe push, Automotive News reports. Automotive News reports BYD, Chery and MG are moving into Europe faster than expected, with industry experts cited projecting market share as high as 30 percent, a projection that would reset incumbents' volume planning. (Automotive News) Renault reports first-half profit, holds 2026 margin target. Renault swung to a first-half profit on EV volume and confirmed its 2026 operating-margin target, according to Automotive News, a counterpoint for anyone modelling Chinese competition as uniformly margin-destructive. (Automotive News) Toyota extends Lexus plant closure after Japan earthquake. Automotive News reports Toyota will keep its southwestern Japan Lexus assembly plant closed through July 31 following an earthquake, with suppliers Aisin Kyushu and Ahresty also halted, a near-term supply risk for allocation and dealer stock. (Automotive News) Also moving today: Porsche trades extra 5,000 job cuts for 2035 site guarantees (Automotive World, Just Auto) BYD goes live with debut kei EV, Japan subsidy wall remains (Automotive World, Automotive News) Gotion secures €100m to build Moroccan battery plant (Automotive World) Momenta wins Germany-wide level 4 testing approval (Automotive World) Toyota takes one-third stake in fuel cell JV Cellcentric (Just Auto, Automotive World) Ford names former Stellantis, BYD executive Maria Grazia Davino to lead European sales (Automotive News) Get Autos in Five in your inbox every weekday: https://autosinfive.com

  7. 29 jul

    Ford's Billion-Dollar Loss, and a Raised Outlook

    Ford posts $1.3 billion Q2 loss, lifts guidance. Ford reported a quarterly net loss on further EV-strategy charges while raising its outlook again, per Automotive News, a reference point for how those costs land in second-half plans. (Automotive News) Toyota suspends Lexus output after Kumamoto earthquake. An earthquake in southwestern Japan halted Lexus production and prompted Nissan plant assessments, per Automotive News, leaving production schedules open until damage reviews conclude. (Automotive News, Automotive News) Nissan and Honda revive vehicle software partnership. The two automakers will jointly develop an operating system for software-defined vehicles, per Automotive News and Just Auto, after their merger talks collapsed. (Automotive News, Just Auto) U.S. to set new car door safety rules. Federal regulators plan new rules for car doors after deaths in Tesla EVs, per Automotive News, putting electronic handle designs on a compliance timeline. (Automotive News) Mercedes cuts guidance, citing weak demand in China. Mercedes now expects sales and revenue slightly below last year's level on Chinese demand, per Automotive News, a data point on premium brands' China exposure. (Automotive News, Automotive World) Also moving today: U.S. trade rep says he hopes to give Trump USMCA ‘options’ for Canada by end of year (Automotive News) VW Group reshapes European factory network to prioritize lowest-cost plants (Automotive News) Honda considers new North American assembly plant as Canadian footprint faces threat from tariffs (Automotive News, Automotive News, Automotive News) Get Autos in Five in your inbox every weekday: https://autosinfive.com

  8. 28 jul

    VW Wants Tariffs on Chinese Plug-In Hybrids

    VW CEO urges EU tariffs on Chinese plug-in hybrids. Automotive News reports VW Group CEO Oliver Blume wants faster EU duties on Chinese plug-in hybrids, a category the current tariffs do not cover. (Automotive News) Ford recalls more than 565,000 Broncos over fire risk. An NHTSA notice cited by Just Auto covers six model years of Bronco vehicles recalled for an engine fire risk, putting warranty and remedy logistics on Ford and its dealers. (Just Auto) Trump visits GM proving ground, touts tariffs and EV rollback. Automotive News reports the first sitting-president visit to GM's Milford Proving Ground, where Trump tied recent automaker investment to tariffs, a signal for product and capex planning. (Automotive News) CATL reports 42% profit rise on energy-storage demand. Automotive World reports CATL's profit climbing 42% on grid-storage demand while EV cell demand stagnates, a mix shift that bears on cell allocation and supply contracts. (Automotive World) BMW's South Carolina battery plant to start output in December. Automotive News and Automotive World report BMW's Woodruff plant beginning battery production in December for the 2027 iX5, a step in US battery localization. (Automotive News, Automotive World) Also moving today: Audi turns gloomier on sales outlook because of downturn in China (Automotive News) China resumes robotaxi permits after three-month freeze (Automotive World) Car manufacturers have lobbied the UK to lift the ban on petrol and diesel cars after 2035 | Electric, hybrid and low-emission vehicles (ExBulletin) Global vehicle market stalled in June (Just Auto) Get Autos in Five in your inbox every weekday: https://autosinfive.com

  9. 24 jul

    Tesla's Record Revenue, Thinner Profit

    Tesla posts delivery and revenue growth, thinner profits. Tesla's Q2 delivery and revenue gains came with weaker profits as spending rises on Optimus and robotaxi, putting capital allocation in front of investors. (WardsAuto, Automotive World, Just Auto) US imposes 50% Section 338 tariffs on Canadian goods. The duties are reported to apply to a wide range of imports even when they qualify as duty-free under USMCA, repricing cross-border flows. (WardsAuto, Automotive News) Ford and Geely to build EVs jointly in Spain. Ford will partner with Geely on electrified vehicles at its Valencia plant, a cost-focused response to Chinese EV competition. (Automotive News, Automotive News, Just Auto) Porsche to cut 5,000 more German jobs, CEO restructures. Porsche plans further German job reductions through attrition and early retirement as weak China demand erodes earnings. (Automotive News) Also moving today: 13 carmakers sign up for California EV rebate initiative (San Diego Union-Tribune) Mazda adjusts product plans, production as tariffs reshape strategy (Automotive News) Canada’s 2035 EV target in doubt, even as tailpipe emissions rules take shape (Automotive News) Grupo Antolin granted U.S. court protection as part of restructuring (Automotive News) Earnings call transcript: Mobileye beats Q2 2026 estimates but shares fall premarket By Investing.com (Investing.com) German automakers’ China woes deepen with another drop in exports (Automotive News)

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Autos in Five is the daily five-minute brief on the auto business: the five stories that matter, every weekday. Earnings and deals, the EV transition and supply chain, plants and jobs, and the tech and policy shifts reshaping how the world builds and sells cars. Curated daily, sourced and straight. For automakers, suppliers, dealers and the investors and operators moving the industry. Walk in already caught up. In the know. In five.